Bedel Financial Consulting, Inc. Portfolio Holdings

Bedel Financial Consulting, Inc.

  • $785 Million
  • Q3 2025

Bedel Financial Consulting, Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $785 Million distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $251M, Dimensional ETF Tr with a value of $52.3M, Vanguard Mun Bd Fds Tax Exempt with a value of $33.1M, Apple Inc. with a value of $20.2M, and Dimensional ETF Tr with a value of $20M.

Examining the 13F form we can see an increase of $48.7M in the current position value, from $737M to 785M.

Below you can find more details about Bedel Financial Consulting, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $785 Million
ETFs: $334 Million
Healthcare: $279 Million
Technology: $60.4 Million
Financial Services: $34.8 Million
Industrials: $15 Million
Consumer Cyclical: $14.7 Million
Communication Services: $14.6 Million
Consumer Defensive: $12.9 Million
Other: $13.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971B
$251 Million 31.92% of portfolio
328,481
Q3 2025 Reduced 0.06%
$0
$52.3 Million 6.66% of portfolio
1,438,524
Q3 2025 Added 2.39%
$0
$33.1 Million 4.22% of portfolio
661,268
Q3 2025 Added 2.33%
$4.3T
$20.2 Million 2.57% of portfolio
79,388
Q3 2025 Reduced 1.07%
$0
$20 Million 2.55% of portfolio
634,028
Q3 2025 Added 8.59%
$3.78T
$17.6 Million 2.24% of portfolio
33,932
Q3 2025 Added 1.43%
$0
$13.9 Million 1.76% of portfolio
121,699
Q3 2025 Added 0.58%
$0
$13.5 Million 1.72% of portfolio
151,732
Q3 2025 New
$0
$12.9 Million 1.65% of portfolio
19,395
Q3 2025 Reduced 0.48%
$0
$12.8 Million 1.63% of portfolio
155,160
Q3 2025 Added 2.66%
$0
$12.6 Million 1.61% of portfolio
287,390
Q3 2025 Added 3.04%
$881B
$9.9 Million 1.26% of portfolio
31,379
Q3 2025 Added 1.29%
$662B
$9.49 Million 1.21% of portfolio
18,884
Q3 2025 Added 2.27%
$0
$9.12 Million 1.16% of portfolio
237,717
Q2 2025 Reduced 0.17%
$0
$8.44 Million 1.07% of portfolio
208,014
Q3 2025 Reduced 3.48%
$0
$7.63 Million 0.97% of portfolio
11,398
Q3 2025 Added 4.43%
$0
$6.58 Million 0.84% of portfolio
81,837
Q3 2025 Added 8.16%
$0
$5.86 Million 0.75% of portfolio
79,450
Q3 2025 Added 9.15%
$453B
$5.28 Million 0.67% of portfolio
7
Q4 2024 New
$1.65T
$5.1 Million 0.65% of portfolio
20,982
Q3 2025 Reduced 0.47%
$0
$5.02 Million 0.64% of portfolio
216,931
Q3 2025 Reduced 4.05%
$0
$5.02 Million 0.64% of portfolio
122,060
Q3 2025 Reduced 0.91%
$465B
$4.67 Million 0.6% of portfolio
25,048
Q3 2025 Added 8.03%
$0
$4.58 Million 0.58% of portfolio
79,607
Q3 2025 Reduced 0.9%
$593B
$4.49 Million 0.57% of portfolio
15,972
Q3 2025 Added 3.06%
$0
$4.34 Million 0.55% of portfolio
54,352
Q3 2025 Reduced 1.9%
$0
$4.18 Million 0.53% of portfolio
50,302
Q3 2025 Added 5.87%
$0
$3.99 Million 0.51% of portfolio
86,418
Q3 2025 Added 1.14%
$1.74T
$4.02 Million 0.51% of portfolio
16,500
Q3 2025 Reduced 0.63%
$0
$3.71 Million 0.47% of portfolio
19,066
Q3 2025 Reduced 0.55%
$0
$3.54 Million 0.45% of portfolio
36,693
Q3 2025 Added 4.21%
$0
$3.52 Million 0.45% of portfolio
60,415
Q3 2025 Added 20.26%
$0
$3.39 Million 0.43% of portfolio
10,330
Q3 2025 Reduced 2.77%
$2.39T
$3.13 Million 0.4% of portfolio
14,234
Q3 2025 Added 1.98%
$65.2B
$3.02 Million 0.38% of portfolio
7,141
Q3 2025 Reduced 0.24%
$0
$2.91 Million 0.37% of portfolio
12,029
Q3 2025 Added 0.02%
$414B
$2.92 Million 0.37% of portfolio
12,597
Q3 2025 Added 0.24%
$0
$2.81 Million 0.36% of portfolio
24,593
Q3 2025 Added 0.44%
$0
$2.69 Million 0.34% of portfolio
82,306
Q3 2025 Added 0.58%
$522B
$2.64 Million 0.34% of portfolio
14,212
Q3 2025 Added 2.41%
$279B
$2.69 Million 0.34% of portfolio
26,081
Q3 2025 Added 0.84%
$0
$2.58 Million 0.33% of portfolio
52,291
Q3 2025 Added 0.02%
$0
$2.55 Million 0.32% of portfolio
4,158
Q3 2025 Added 7.25%
$490B
$2.52 Million 0.32% of portfolio
22,354
Q3 2025 Added 3.71%
$0
$2.47 Million 0.31% of portfolio
26,439
Q3 2025 Added 6.03%
$367B
$2.26 Million 0.29% of portfolio
5,571
Q3 2025 Added 0.61%
$0
$2.27 Million 0.29% of portfolio
62,055
Q3 2025 Reduced 0.14%
$0
$2.18 Million 0.28% of portfolio
4,551
Q3 2025 Reduced 0.5%
$0
$2.22 Million 0.28% of portfolio
34,002
Q3 2025 Reduced 0.01%

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $785 Million
  • Prior Value $737 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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