§ 13F · FUND PROFILE
Bedel Financial Consulting, Inc..
AUM · $1.1B (13F)Positions · 313Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 328K | $394M | 37.0% | ±0% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.58M | $65M | 6.1% | +4% |
| 3 | VTEB | VANGUARD MUN BD FDS | 704K | $36M | 3.3% | ±0% |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 802K | $32M | 3.0% | +4% |
| 5 | AAPL | APPLE INC | 84K | $24M | 2.3% | +9% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 179K | $18M | 1.7% | +4% |
| 7 | IMCG | ISHARES TR | 167K | $16M | 1.5% | +1% |
| 8 | EFG | ISHARES TR | 125K | $16M | 1.5% | +1% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 20K | $15M | 1.4% | −5% |
| 10 | LLY | ELI LILLY & CO | 12K | $14M | 1.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEDEL SIGNAL
AC read
Bedel Financial Consulting, Inc. is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 313 positions.
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