13F Insight
DOSSIER · 13F-HR · Q1 2026

Bedel Financial Consulting, Inc.

$888M in tracked AUM across 300 positions as of Q1 2026.

BF
CIK 0001730511 · last filed Mar 31, 2026
Total AUM
$888M
as of Q1 2026
Holdings
300
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$888M▼ 4.4%
300 positionsView →2025Q4Dec 31
$929M▲ 18.6%
293 positionsView →2025Q3Sep 30
$783M▲ 6.8%
289 positionsView →2025Q2Jun 30
$733M▲ 5.0%
277 positionsLocked2025Q1Mar 31
$698M▼ 3.1%
264 positionsLocked2024Q4Dec 31
$720M▲ 1.6%
270 positionsLocked2024Q3Sep 30
$709M▲ 3.9%
260 positionsLocked2024Q2Jun 30
$682M▲ 7.0%
252 positionsLocked2024Q1Mar 31
$638M▲ 16.8%
254 positionsLocked2023Q4Dec 31
$546M▲ 10.5%
246 positionsLocked2023Q3Sep 30
$494M▲ 3.2%
235 positionsLocked2023Q2Jun 30
$479M▲ 16.6%
240 positionsLocked
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