Institutional Manager · CIK 0001730511
Bedel Financial Consulting, Inc.
INDIANAPOLIS, IN · File #028-18265
Latest AUM
$929.3M
Positions
293
Top-10 Concentration
73.3%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025293 pos · $929.3M
- 13F HOLDINGS REPORTQ/E Sep 2025289 pos · $783.3M
- 13F HOLDINGS REPORTQ/E Jun 2025277 pos · $733.2M
- 13F HOLDINGS REPORTQ/E Mar 2025264 pos · $697.9M
- 13F HOLDINGS REPORTQ/E Dec 2024270 pos · $720.1M
- 13F HOLDINGS REPORTQ/E Sep 2024260 pos · $708.7M
- 13F HOLDINGS REPORTQ/E Jun 2024252 pos · $682.4M
- 13F HOLDINGS REPORTQ/E Mar 2024254 pos · $637.5M
- 13F HOLDINGS REPORTQ/E Sep 2023240 pos · $478.7M
- 13F HOLDINGS REPORTQ/E Jun 2023225 pos · $410.6M
- 13F HOLDINGS REPORTQ/E Mar 2023226 pos · $402.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 328,037 | $352.5M | 45.90% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,458,188 | $55.6M | 7.24% |
| 3 | VANGUARD MUN BD FDS | 922907746 | 691,896 | $34.8M | 4.53% |
| 4 | DIMENSIONAL ETF TRUST | 25434V302 | 739,164 | $24.1M | 3.13% |
| 5 | APPLE INC | AAPL | 77,747 | $21.1M | 2.75% |
| 6 | VANGUARD WELLINGTON FD | 921935870 | 164,779 | $16.7M | 2.18% |
| 7 | MICROSOFT CORP | MSFT | 33,631 | $16.3M | 2.12% |
| 8 | AMERICAN CENTY ETF TR | 025072802 | 159,661 | $15.0M | 1.95% |
| 9 | ISHARES TR | 464288885 | 122,227 | $13.9M | 1.81% |
| 10 | SPDR S&P 500 ETF TR | SPY | 19,060 | $13.0M | 1.69% |
| 11 | ISHARES TR | 464288307 | 159,323 | $12.7M | 1.66% |
| 12 | CAPITAL GROUP GROWTH ETF | 14020G101 | 281,826 | $12.5M | 1.63% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 31,717 | $10.2M | 1.33% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,671 | $9.4M | 1.22% |
| 15 | INNOVATOR ETFS TRUST | INHD | 236,921 | $9.3M | 1.21% |
| 16 | SSGA ACTIVE ETF TR | 78467V848 | 228,099 | $9.2M | 1.20% |
| 17 | ISHARES TR | 464287200 | 11,239 | $7.7M | 1.00% |
| 18 | FIRST TR EXCHANGE-TRADED ALP | 33737M300 | 74,442 | $7.2M | 0.93% |
| 19 | ISHARES TR | 464288406 | 86,288 | $7.1M | 0.93% |
| 20 | ALPHABET INC | GOOG | 21,050 | $6.6M | 0.86% |