Bedel Financial Consulting
$1.0B 13F equity value
319 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bedel Financial Consulting covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 328,198 | $394M | 37.8% |
| DFAI | DIMENSIONAL ETF TRUST | 1,582,438 | $65M | 6.3% |
| VTEB | VANGUARD MUN BD FDS | 703,574 | $36M | 3.4% |
| DFAE | DIMENSIONAL ETF TRUST | 801,558 | $32M | 3.1% |
| AAPL | APPLE INC | 84,110 | $24M | 2.3% |
| AVDV | AMERICAN CENTY ETF TR | 178,867 | $18M | 1.8% |
| IMCG | ISHARES TR | 167,366 | $16M | 1.6% |
| EFG | ISHARES TR | 124,600 | $16M | 1.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 19,763 | $15M | 1.4% |
| CGGR | CAPITAL GROUP GROWTH ETF | 297,114 | $14M | 1.3% |
Track Bedel Financial Consulting's 13F portfolio: $1.0B in reported holdings, 319 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}