Bedel Financial Consulting, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Bedel Financial Consulting, Inc. disclosed 297 stock positions valued at approximately $1.04B as of quarter-end June 30, 2026. The largest holdings include ELI LILLY & CO, DIMENSIONAL ETF TRUST, and VANGUARD MUN BD FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 297
- Portfolio Value
- $1.04B
Holdings by Sector
Bedel Financial Consulting, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | LLY | Healthcare | 37.76% | 328,198 | +622 | +0.19% | $393,650,045 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 6.26% | 1,582,438 | +54,394 | +3.56% | $65,275,577 |
| VANGUARD MUN BD FDS | VTEB | Other | 3.41% | 703,574 | -202 | -0.03% | $35,586,759 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.09% | 801,558 | +27,562 | +3.56% | $32,230,636 |
| APPLE INC | AAPL | Technology | 2.33% | 84,110 | +7,221 | +9.39% | $24,338,016 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.77% | 178,867 | +6,755 | +3.92% | $18,432,291 |
| ISHARES TR | IMCG | Other | 1.58% | 167,366 | +2,226 | +1.35% | $16,452,076 |
| ISHARES TR | EFG | Other | 1.49% | 124,600 | +1,200 | +0.97% | $15,502,689 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.42% | 19,763 | +432 | +2.23% | $14,758,767 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.35% | 297,114 | +7,532 | +2.60% | $14,023,781 |
| MICROSOFT CORP | MSFT | Technology | 1.21% | 33,756 | +52 | +0.15% | $12,591,555 |
| SSGA ACTIVE ETF TR | TOTL | Other | 1.00% | 264,075 | +10,600 | +4.18% | $10,423,041 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.99% | 31,680 | +180 | +0.57% | $10,369,747 |
| INNOVATOR ETFS TRUST | PAPR | Other | 0.95% | 235,808 | -119 | -0.05% | $9,951,114 |
| FIRST TR EXCHANGE-TRADED ALP | FYC | Other | 0.95% | 78,032 | +859 | +1.11% | $9,936,595 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.91% | 19,036 | +550 | +2.98% | $9,525,346 |
| ISHARES TR | IMCV | Other | 0.86% | 97,819 | +6,495 | +7.11% | $8,938,456 |
| ALPHABET INC | GOOGL | Communication Services | 0.78% | 22,888 | +1,771 | +8.39% | $8,179,461 |
| ISHARES TR | IVV | Other | 0.77% | 10,722 | -1,167 | -9.82% | $8,029,338 |
| AMERICAN CENTY ETF TR | FLV | Other | 0.74% | 95,018 | +6,919 | +7.85% | $7,724,976 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.68% | 89,970 | +14,513 | +19.23% | $7,110,329 |
| VANGUARD INDEX FDS | VTI | Other | 0.64% | 18,045 | +724 | +4.18% | $6,677,458 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.61% | 90,713 | +15,552 | +20.69% | $6,340,806 |
| APPLIED MATLS INC | AMAT | Technology | 0.60% | 8,677 | -483 | -5.27% | $6,273,382 |
| ISHARES TR | IMCB | Other | 0.59% | 63,707 | +4,062 | +6.81% | $6,151,548 |
| ALPHABET INC | GOOG | Communication Services | 0.56% | 16,537 | +1,747 | +11.81% | $5,843,061 |
| ISHARES TR | ISCF | Other | 0.50% | 121,298 | +243 | +0.20% | $5,251,012 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.50% | 7 | - | - | $5,241,950 |
| NVIDIA CORPORATION | NVDA | Technology | 0.50% | 25,990 | +732 | +2.90% | $5,200,437 |
| CUMMINS INC | CMI | Industrials | 0.49% | 7,171 | +408 | +6.03% | $5,114,590 |
Showing 30 of 297 holdings in the latest reporting period.
Bedel Financial Consulting, Inc. Options Holdings in Q2 2026