Bedel Financial Consulting, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Bedel Financial Consulting, Inc. 13F Holdings
CIK 0001730511 · INDIANAPOLIS, IN
As of Sep 30, 2025, Bedel Financial Consulting, Inc. reported
289 positions worth $761.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ELI LILLY & CO | LLY | Healthcare | 328,481 | $250.6M | 32.89% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 1,438,524 | $52.3M | 6.86% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 661,268 | $33.1M | 4.35% |
| APPLE INC | AAPL | Technology | 79,388 | $20.2M | 2.65% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 634,028 | $20.0M | 2.62% |
| MICROSOFT CORP | MSFT | Technology | 33,932 |
|
7.6M2.31% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 121,699 |
3.9M | 1.82% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 151,732 |
3.5M | 1.77% |
| SPDR S&P 500 ETF TRUST | SPY | — | 19,395 |
2.9M | 1.70% |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | IMCG | — | 155,160 |
2.8M | 1.68% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 287,390 |
2.6M | 1.66% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 31,379 | $9.9M | 1.30% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 18,884 | $9.5M | 1.25% |
| INNOVATOR US EQUITY POWER BUFFER ETF - APRIL | PAPR | — | 237,717 | $9.1M | 1.20% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 208,014 | $8.4M | 1.11% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,398 | $7.6M | 1.00% |
| FIRST TR EXCHANGE TRADED ALP | FYC | — | 73,630 | $6.7M | 0.88% |
| ISHARES TR | — | — | 81,837 | $6.6M | 0.86% |
| AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF | FLV | — | 79,450 | $5.9M | 0.77% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 7 | $5.3M | 0.69% |
| ALPHABET INC | GOOGL | Equity | 20,982 | $5.1M | 0.67% |
| ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF | ISCF | — | 122,060 | $5.0M | 0.66% |
| GLOBAL X FDS | PFFV | — | 216,931 | $5.0M | 0.66% |
| NVIDIA CORP | NVDA | Technology | 25,048 | $4.7M | 0.61% |
| PACER US CASH COWS 100 ETF | COWZ | — | 79,607 | $4.6M | 0.60% |