Bedel Financial Consulting
$1.0B 13F equity value
319 Holdings
Latest filing 2026-06-30
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.
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