Bedel Financial Consulting
$1.0B 13F equity value
318 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Bedel Financial Consulting covers the quarter ended September 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 | 328,092 | $380M | 36.5% |
| DFAI | DIMENSIONAL ETF TRUST | 1,628,877 | $67M | 6.5% |
| DFAE | DIMENSIONAL ETF TRUST | 821,089 | $32M | 3.1% |
| VTEB | VANGUARD MUN BD FDS | 678,301 | $32M | 3.1% |
| AAPL | APPLE INC | 84,261 | $28M | 2.7% |
| AVDV | AMERICAN CENTY ETF TR | 182,834 | $20M | 1.9% |
| MSFT | MICROSOFT CORP | 33,864 | $17M | 1.7% |
| IMCG | ISHARES TR | 168,810 | $16M | 1.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 20,462 | $16M | 1.5% |
| EFG | ISHARES TR | 126,345 | $15M | 1.5% |
Track Bedel Financial Consulting's 13F portfolio: $1.0B in reported holdings, 318 positions. Top holdings and quarterly changes on SentiSense.
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