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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bedel Financial Consulting, Inc.

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001765380-25-000442

Total Value
$783.3M
Positions
289
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (289)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY328,481$250.6M32.00%
2DIMENSIONAL ETF TRUST25434V2031,438,524$52.3M6.68%
3VANGUARD MUN BD FDS922907746661,268$33.1M4.23%
4APPLE INCAAPL79,388$20.2M2.58%
5DIMENSIONAL ETF TRUST25434V302634,028$20.0M2.55%
6MICROSOFT CORPMSFT33,932$17.6M2.24%
7ISHARES TR464288885121,699$13.9M1.77%
8AMERICAN CENTY ETF TR025072802151,732$13.5M1.72%
9SPDR S&P 500 ETF TRSPY19,395$12.9M1.65%
10ISHARES TR464288307155,160$12.8M1.64%
11CAPITAL GROUP GROWTH ETF14020G101287,390$12.6M1.61%
12JPMORGAN CHASE & CO.VYLD31,379$9.9M1.26%
13BERKSHIRE HATHAWAY INC DELBRK-A18,884$9.5M1.21%
14INNOVATOR ETFS TRUSTINHD237,717$9.1M1.16%
15SSGA ACTIVE ETF TR78467V848208,014$8.4M1.08%
16ISHARES TR46428720011,398$7.6M0.97%
17FIRST TR EXCHANGE-TRADED ALP33737M30073,630$6.7M0.85%
18ISHARES TR46428840681,837$6.6M0.84%
19AMERICAN CENTY ETF TR02507279479,450$5.9M0.75%
20BERKSHIRE HATHAWAY INC DELBRK-A7$5.3M0.67%
21ALPHABET INCGOOG20,982$5.1M0.65%
22ISHARES TR46434V266122,060$5.0M0.64%
23GLOBAL X FDS37954Y376216,931$5.0M0.64%
24NVIDIA CORPORATIONNVDA25,048$4.7M0.60%
25PACER FDS TR69374H88179,607$4.6M0.58%
26ORACLE CORPORCL-PD15,972$4.5M0.57%
27VANGUARD SCOTTSDALE FDS92206C40954,352$4.3M0.55%
28ISHARES TR46428820850,302$4.2M0.53%
29ALPHABET INCGOOG16,500$4.0M0.51%
30DIMENSIONAL ETF TRUST25434V80786,418$4.0M0.51%
31ISHARES TR46432F33919,066$3.7M0.47%
32ISHARES TR46428749936,693$3.5M0.45%
33DIMENSIONAL ETF TRUST25434V60960,415$3.5M0.45%
34VANGUARD INDEX FDS92290876910,330$3.4M0.43%
35AMAZON COM INCAMZN14,234$3.1M0.40%
36CUMMINS INCCMI7,141$3.0M0.39%
37ABBVIE INCABBV12,597$2.9M0.37%
38ISHARES TR46428765512,029$2.9M0.37%
39AMERICAN CENTY ETF TR02507230724,593$2.8M0.36%
40INNOVATOR ETFS TRUSTINHD82,306$2.7M0.34%
41WALMART INCWMT26,081$2.7M0.34%
42JOHNSON & JOHNSONJNJ14,212$2.6M0.34%
43JANUS DETROIT STR TR47103U88652,291$2.6M0.33%
44VANGUARD INDEX FDS9229083634,158$2.5M0.33%
45EXXON MOBIL CORPXOM22,354$2.5M0.32%
46ISHARES TR46428746526,439$2.5M0.32%
47VANGUARD WELLINGTON FD92193587022,614$2.3M0.29%
48TIDAL TRUST I88636483562,055$2.3M0.29%
49HOME DEPOT INCHD5,571$2.3M0.29%
50ISHARES TR46428750734,002$2.2M0.28%
51META PLATFORMS INCMETA3,011$2.2M0.28%
52VANGUARD INDEX FDS9229087364,551$2.2M0.28%
53MCDONALDS CORPMCD6,824$2.1M0.26%
54CISCO SYS INCCSCO30,272$2.1M0.26%
55ISHARES TR4642876144,284$2.0M0.26%
56FIRST TR EXCHANGE-TRADED ALP33735B10815,700$2.0M0.25%
57APPLIED MATLS INC0382221059,315$1.9M0.24%
58SPDR GOLD TRGLD5,360$1.9M0.24%
59ISHARES TR46428824029,088$1.9M0.24%
60PROCTER AND GAMBLE CO74271810912,106$1.9M0.24%
61PEPSICO INCPEP12,490$1.8M0.22%
62INNOVATOR ETFS TRUSTINHD39,213$1.7M0.22%
63PACER FDS TR69374H85738,415$1.7M0.21%
64SPDR SERIES TRUST78468R85335,699$1.7M0.21%
65PALANTIR TECHNOLOGIES INCPLTR8,901$1.6M0.21%
66DISNEY WALT CO25468710614,151$1.6M0.21%
67TESLA INCTSLA3,597$1.6M0.20%
68OREILLY AUTOMOTIVE INC67103H10714,775$1.6M0.20%
69T ROWE PRICE ETF INC87283Q10732,035$1.6M0.20%
70COCA COLA COKO23,346$1.5M0.20%
71INNOVATOR ETFS TRUSTINHD42,219$1.5M0.19%
72FIDELITY WISE ORIGIN BITCOINFBTC14,766$1.5M0.19%
73SIMON PPTY GROUP INC NEW8288061097,833$1.5M0.19%
74LOWES COS INC5486611075,761$1.4M0.18%
75INTUITIVE SURGICAL INCISRG3,231$1.4M0.18%
76ISHARES TR46428747310,335$1.4M0.18%
77AMERICAN EXPRESS COAXP4,344$1.4M0.18%
78BOSTON SCIENTIFIC CORPBSX14,560$1.4M0.18%
79INNOVATOR ETFS TRUSTINHD36,171$1.4M0.18%
80AUTOMATIC DATA PROCESSING INADP4,681$1.4M0.18%
81CHEVRON CORP NEWCVX8,842$1.4M0.18%
82FIRST TR EXCHANGE-TRADED FD33733E3024,875$1.4M0.17%
83HONEYWELL INTL INC4385161066,460$1.4M0.17%
84PIMCO ETF TR72201R83313,440$1.4M0.17%
85HUNTINGTON BANCSHARES INCHBANP76,879$1.3M0.17%
86VANGUARD STAR FDS92190976817,244$1.3M0.16%
87INNOVATOR ETFS TRUSTINHD27,641$1.3M0.16%
88J P MORGAN EXCHANGE TRADED F46654Q72419,101$1.2M0.16%
89DIMENSIONAL ETF TRUST25434V50017,460$1.2M0.15%
90BROADCOM INCAVGO3,425$1.1M0.14%
91COSTCO WHSL CORP NEW22160K1051,190$1.1M0.14%
92VISA INCV3,096$1.1M0.13%
93VANGUARD INDEX FDS9229087445,653$1.1M0.13%
94RTX CORPORATIONRTX6,201$1.0M0.13%
95ISHARES TR4642874817,283$1.0M0.13%
96INNOVATOR ETFS TRUSTINHD23,831$1.0M0.13%
97VANGUARD INDEX FDS9229087514,015$1.0M0.13%
98INTEL CORPINTC28,847$967,8130.12%
99EXLSERVICE HOLDINGS INCEXLS21,965$967,1190.12%
100ISHARES TR4642875984,749$966,7550.12%
101INNOVATOR ETFS TRUSTINHD20,451$936,5540.12%
102INNOVATOR ETFS TRUSTINHD22,750$934,1150.12%
103CATERPILLAR INCCAT1,949$930,0110.12%
104SCHWAB STRATEGIC TR80852410235,781$919,9240.12%
105PHILIP MORRIS INTL INC7181721095,598$908,0670.12%
106INTERNATIONAL BUSINESS MACHSINTR3,200$902,8620.12%
107PFIZER INCPFE35,048$893,0110.11%
108ISHARES TR4642876715,379$885,0610.11%
109NEXTERA ENERGY INCNEE-PW11,681$881,8170.11%
110ISHARES TR46436E52837,460$876,1940.11%
111VANGUARD INDEX FDS9229085539,291$849,3640.11%
112ISHARES TR4642876482,604$833,3840.11%
113GENERAL DYNAMICS CORPGD2,372$808,9770.10%
114ISHARES TR4642876304,540$802,7220.10%
115SCHWAB STRATEGIC TR80852420130,064$791,8860.10%
116INVESCO EXCH TRADED FD TR IIIVZ10,685$785,1100.10%
117CINTAS CORPCTAS3,812$782,4510.10%
118VANGUARD TAX-MANAGED FDS92194385812,702$761,0970.10%
119ILLINOIS TOOL WKS INC4523081092,900$756,2420.10%
120ELEVANCE HEALTH INC FORMERLYELV2,251$727,3430.09%
121VANGUARD WORLD FD92204A702974$726,8450.09%
122ISHARES TR46435U16831,140$723,0770.09%
123BANK AMERICA CORP06050510413,879$716,0050.09%
124WELLS FARGO CO NEW9497461018,452$708,4580.09%
125INNOVATOR ETFS TRUSTINHD17,736$703,9420.09%
126FIRST FINL BANCORP OH32020910927,412$692,1530.09%
127VANGUARD INDEX FDS9229086113,308$690,4250.09%
128ISHARES TR4642871684,851$689,3770.09%
129VANGUARD INTL EQUITY INDEX F92204285812,578$681,4530.09%
130PIMCO ETF TR72201R86612,943$676,6600.09%
131PIMCO ETF TR72201R87413,184$666,7150.09%
132VANGUARD SPECIALIZED FUNDS9219088443,068$662,0480.08%
133DIMENSIONAL ETF TRUST25434V78118,482$659,6230.08%
134TAIWAN SEMICONDUCTOR MFG LTD8740391002,319$647,5450.08%
135US BANCORP DELUSB-PS13,318$643,6590.08%
136ALTRIA GROUP INCMO9,551$630,9190.08%
137CSX CORPCSX17,730$629,5920.08%
138STRYKER CORPORATIONSYK1,683$622,3180.08%
139INVESCO EXCHANGE TRADED FD TIVZ3,279$621,9660.08%
140VANGUARD INDEX FDS9229086292,096$615,6790.08%
141NOVARTIS AGNVSEF4,695$602,1270.08%
142MERCK & CO INCMRK6,921$580,9050.07%
143INVESCO EXCHANGE TRADED FD TIVZ8,832$575,9350.07%
144RESMED INCRSMDF2,100$574,8330.07%
145QUALCOMM INCQCOM3,449$573,6980.07%
146EATON CORP PLCETN1,518$568,2840.07%
147NETFLIX INCNFLX473$567,0890.07%
148INNOVATOR ETFS TRUSTINHD14,593$564,3110.07%
149INNOVATOR ETFS TRUSTINHD14,508$564,2890.07%
150KIMBERLY-CLARK CORPKMB4,529$563,1360.07%
151STARBUCKS CORPSBUX6,589$557,4570.07%
152SCHWAB STRATEGIC TR80852479720,326$554,9100.07%
153SELECT SECTOR SPDR TR81369Y60510,010$539,2170.07%
1543M COMMM3,411$529,2460.07%
155MATTHEWS ASIA FDS57712581814,436$523,2080.07%
156MPLX LPMPLXP10,394$519,1660.07%
157ADVANCED MICRO DEVICES INCAMD3,193$516,5950.07%
158SHOPIFY INCSHOP3,463$514,6360.07%
159MASTERCARD INCORPORATEDMA893$507,8630.06%
160TJX COS INC NEW8725401093,492$504,7900.06%
161MORGAN STANLEYMS-PQ3,120$495,9810.06%
162NIKE INCNKE7,094$494,6460.06%
163ISHARES TR4642878873,446$487,6090.06%
164BALL CORPBALL9,600$484,0320.06%
165GE AEROSPACE3696043011,595$479,7650.06%
166AT&T INCT-PC16,338$461,3780.06%
167UNION PAC CORPUNP1,950$460,8270.06%
168AMGEN INCAMGN1,606$453,2130.06%
169VANGUARD INTL EQUITY INDEX F9220427756,299$449,5340.06%
170KROGER COKR6,486$437,2210.06%
171ISHARES TR4642872348,153$435,3890.06%
172AMERICAN ELEC PWR CO INC0255371013,867$435,0380.06%
173DUKE ENERGY CORP NEWDUKB3,485$431,2770.06%
174NEW JERSEY RES CORPNJR8,906$428,8220.05%
175ADOBE INCADBE1,212$427,3570.05%
176CAPITAL ONE FINL CORP14040H1052,009$427,0970.05%
177SCHWAB STRATEGIC TR80852460715,306$427,0380.05%
178ISHARES TR4642878043,545$421,2210.05%
179INVESCO QQQ TRIVZ697$418,1860.05%
180INNOVATOR ETFS TRUSTINHD10,960$417,6740.05%
181DANAHER CORPORATION2358511022,106$417,5950.05%
182INTERCONTINENTAL EXCHANGE IN45866F1042,472$416,4830.05%
183INVESCO EXCHANGE TRADED FD TIVZ5,634$412,9160.05%
184SPDR S&P MIDCAP 400 ETF TRMDY687$409,4730.05%
185INNOVATOR ETFS TRUSTINHD9,074$398,4390.05%
186ISHARES TR4642876633,976$397,4010.05%
187UNITEDHEALTH GROUP INCUNH1,139$393,3980.05%
188SOUTHERN COSOMN4,080$386,6140.05%
189FIRSTENERGY CORPFE8,405$385,1360.05%
190UNILEVER PLCUNLYF6,490$384,7270.05%
191VANGUARD SCOTTSDALE FDS92206C8704,476$376,4970.05%
192LAKELAND FINL CORP5116561005,800$372,3600.05%
193CONSTELLATION ENERGY CORPCEG1,122$369,0880.05%
194INNOVATOR ETFS TRUSTINHD10,059$365,8500.05%
195DUPONT DE NEMOURS INCDD4,685$364,9620.05%
196INNOVATOR ETFS TRUSTINHD8,624$363,2930.05%
197BLACKROCK INCBLK306$356,8760.05%
198VANGUARD BD INDEX FDS9219378194,533$354,0020.05%
199INNOVATOR ETFS TRUSTINHD6,420$340,3600.04%
200CONOCOPHILLIPSCOP3,597$340,2400.04%
201EMERSON ELEC COEMR2,570$337,1940.04%
202ISHARES TR464287622917$335,1450.04%
203ISHARES TR46434V6214,862$331,0050.04%
204PINNACLE WEST CAP CORPPNW3,690$330,8450.04%
205ELI LILLY & COLLY11,800$330,1050.04%
206GSK PLCGLAXF7,562$326,3760.04%
207ALLSTATE CORPALL-PJ1,499$321,6830.04%
208SALESFORCE INCCRM1,354$320,9830.04%
209GRAINGER W W INC384802104336$320,1950.04%
210ONEOK INC NEWOKE4,386$320,0620.04%
211ENERGY TRANSFER L PET-PI18,646$319,9680.04%
212THOR INDS INC8851601013,062$317,4990.04%
213INNOVATOR ETFS TRUSTINHD7,466$317,0810.04%
214GOLDMAN SACHS GROUP INCGSCE397$316,1510.04%
215VERIZON COMMUNICATIONS INCVZ6,999$307,5960.04%
216STEEL DYNAMICS INCSTLD2,139$298,2410.04%
217ACCENTURE PLC IRELANDACN1,204$296,9060.04%
218VANGUARD INTL EQUITY INDEX F9220427422,140$294,8920.04%
219CLOROX CO DELCLX2,368$292,0000.04%
220DEERE & CODE634$289,7550.04%
221ISHARES TR46436E7182,867$288,7070.04%
222T-MOBILE US INCTMUSZ1,204$288,1830.04%
223MONDELEZ INTL INC6092071054,506$281,5120.04%
224VANGUARD INTL EQUITY INDEX F9220427181,961$279,5330.04%
225DIMENSIONAL ETF TRUST25434V7659,179$278,9950.04%
226ABBOTT LABSABLZF2,072$277,5240.04%
227FEDEX CORPFDX1,176$277,2730.04%
228ISHARES GOLD TRIAU3,786$275,5070.04%
229COOPER COS INC2166485014,000$274,2400.04%
230PIMCO ETF TR72201R7182,841$273,1480.03%
231SCHWAB STRATEGIC TR80852464910,513$269,2380.03%
232INVESCO EXCHANGE TRADED FD TIVZ2,535$266,0740.03%
233BOEING COBA-PA1,231$265,6370.03%
234CARDINAL HEALTH INCCAH1,683$264,1640.03%
235BRISTOL-MYERS SQUIBB COCELG-RI5,842$263,4660.03%
236ISHARES INC46434G8553,963$256,4760.03%
237CALAMOS ETF TR12811T7129,191$254,8660.03%
238ISHARES TR4642871762,247$249,8630.03%
239CORTEVA INCCTVA3,692$249,7210.03%
240INNOVATOR ETFS TRUSTINHD5,908$248,2540.03%
241LYONDELLBASELL INDUSTRIES NLYB5,006$245,5150.03%
242SELECT SECTOR SPDR TR81369Y803865$243,8090.03%
243MATERION CORPMTRN2,000$241,6200.03%
244IRON MTN INC DEL46284V1012,364$241,0350.03%
245FIRST TR EXCHANGE TRADED FD33738R5063,575$240,4550.03%
246NISOURCE INCNI5,540$239,8680.03%
247INNOVATOR ETFS TRUSTINHD4,883$238,5610.03%
248TIMOTHY PLAN8874323347,136$238,2000.03%
249ISHARES TR4642878792,122$234,6720.03%
250NORTHERN LTS FD TR IVNTRSO6,644$234,3010.03%
251EVERGY INCEVRG3,076$233,8720.03%
252SELECT SECTOR SPDR TR81369Y407972$232,9300.03%
253J P MORGAN EXCHANGE TRADED F46641Q3243,084$232,3550.03%
254VANGUARD INTL EQUITY INDEX F9220428742,883$230,0670.03%
255ISHARES TR46432F8342,767$228,5080.03%
256STRATEGY SHSSTRD8,526$228,0100.03%
257TRACTOR SUPPLY COTSCO3,993$227,0890.03%
258NORTHERN LTS FD TR IVNTRSO5,102$226,6820.03%
259ENBRIDGE INCENNPF4,359$219,9550.03%
260NORTHERN LTS FD TR IVNTRSO9,071$219,0650.03%
261CHUBB LIMITEDCB773$218,1790.03%
262CONAGRA BRANDS INCCAG11,866$217,2660.03%
263VANECK ETF TRUST92189F1062,842$217,1380.03%
264CITIGROUP INCC-PR2,136$216,8540.03%
265AXON ENTERPRISE INCAXON301$216,0100.03%
266CROWDSTRIKE HLDGS INCCRWD439$215,2770.03%
267D-WAVE QUANTUM INCQBTS8,695$214,8530.03%
268DIMENSIONAL ETF TRUST25434V8315,666$214,0210.03%
269ISHARES TR4642877211,091$213,6830.03%
270MEDTRONIC PLCMDT2,230$212,3900.03%
271ISHARES TR4642888103,534$212,3230.03%
272LOCKHEED MARTIN CORPLMT424$211,4770.03%
273SELECT SECTOR SPDR TR81369Y7041,358$209,4440.03%
274PROLOGIS INC.PLDGP1,827$209,2280.03%
275HORIZON BANCORP INCHBNC12,937$207,1210.03%
276INNOVATOR ETFS TRUSTINHD6,224$206,6850.03%
277GE VERNOVA INCGEV335$205,9920.03%
278WELLTOWER INCWELL1,153$205,3950.03%
279INNOVATOR ETFS TRUSTINHD5,722$205,2480.03%
280THE TRADE DESK INC88339J1054,159$203,8330.03%
281KIMBALL ELECTRONICS INCKE6,777$202,3610.03%
282WATSCO INCWSO-B500$202,1500.03%
283ELI LILLY & COLLY3,000$147,3920.02%
284ELI LILLY & COLLY2,200$88,1330.01%
285EATON VANCE SR INCOME TRETN11,962$65,5520.01%
286OPUS GENETICS INCIRD15,000$24,7500.00%
287RELMADA THERAPEUTICS INCRLMD10,000$20,1000.00%
288INOTIV INCNOTV13,753$19,9420.00%
289ELI LILLY & COLLY400$12,6440.00%