§ 13F · FUND PROFILE
Bedel Financial Consulting, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $783M (13F)Positions · 289Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 328K | $301M | 33.9% | ±0% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.53M | $60M | 6.7% | +5% |
| 3 | VTEB | VANGUARD MUN BD FDS | 704K | $35M | 4.0% | +2% |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 774K | $26M | 3.0% | +5% |
| 5 | AAPL | APPLE INC | 77K | $20M | 2.2% | −1% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 172K | $17M | 1.9% | +8% |
| 7 | EFG | ISHARES TR | 123K | $14M | 1.5% | +1% |
| 8 | IMCG | ISHARES TR | 165K | $13M | 1.5% | +4% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 19K | $13M | 1.4% | +9% |
| 10 | MSFT | MICROSOFT CORP | 34K | $12M | 1.4% | ±0% |
§ 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 $783 million in assets. The fund runs a broad portfolio of 289 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed