13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Asset Manager›Bedel Financial Consulting, Inc.
DOSSIER · 13F-HR · Q1 2026

Bedel Financial Consulting, Inc.

Bedel Financial Consulting's asset manager based in Omaha, NE — $888M in tracked AUM across 300 positions as of Q1 2026.

BF
Bedel Financial Consulting·Omaha, NE·Asset Manager
CIK 0001730511 · last filed Mar 31, 2026
Total AUM
$888M
▲ 18.1%
vs prior
Holdings
300
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bedel Financial Consulting, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$318M346K35.8%
02
DFAI
DIMENSIONAL ETF TRUST
$60M1.5M6.7%
03
VTEB
VANGUARD MUN BD FDS
$35M704K4.0%
04
DFAE
DIMENSIONAL ETF TRUST
$26M774K3.0%
05
AAPL
APPLE INC
$20M77K2.2%
06
AVDV
AMERICAN CENTY ETF TR
$17M172K1.9%
07
EFG
ISHARES TR
$14M123K1.5%
08
SPY
STATE STR SPDR S&P 500 ETF T
$13M21K1.5%
09
IMCG
ISHARES TR
$13M165K1.5%
10
MSFT
MICROSOFT CORP
$12M34K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Bedel
haiku-4-5 · 300 positions indexed
Sector mix
  • Tech15%
  • Financials9%
  • Health Care4%
  • Cons. Disc.21%
  • Communications7%
  • Energy48%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market