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 Market Cap. of $50 Millions to $300 Millions
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