§ 13F · FUND PROFILE
Bedel Financial Consulting, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $733.2T (13F)Positions · 277Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 328K | $352.5T | 37.9% | — |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.46M | $55.6T | 6.0% | +1% |
| 3 | VTEB | VANGUARD MUN BD FDS | 692K | $34.8T | 3.7% | +5% |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 739K | $24.1T | 2.6% | +17% |
| 5 | AAPL | APPLE INC | 78K | $21.1T | 2.3% | −2% |
| 6 | VTES | VANGUARD WELLINGTON FD | 165K | $16.7T | 1.8% | +629% |
| 7 | MSFT | MICROSOFT CORP | 34K | $16.3T | 1.8% | −1% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 160K | $15.0T | 1.6% | +5% |
| 9 | EFG | ISHARES TR | 122K | $13.9T | 1.5% | ±0% |
| 10 | SPY | SPDR S&P 500 ETF TR | 19K | $13.0T | 1.4% | −2% |
§ 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 $733152.0 trillion in assets. The fund runs a broad portfolio of 277 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed