13F Insight
DOSSIER · 13F-HR · Q2 2026

Bedel Financial Consulting, Inc.

$1.1B in tracked AUM across 313 positions as of Q2 2026.

BF
CIK 0001730511 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
313
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bedel Financial Consulting, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$416M347K39.0%02
DFAI
DIMENSIONAL ETF TRUST
$65M1.6M6.1%03
VTEB
VANGUARD MUN BD FDS
$36M704K3.3%04
DFAE
DIMENSIONAL ETF TRUST
$32M802K3.0%05
AAPL
APPLE INC
$24M84K2.3%06
AVDV
AMERICAN CENTY ETF TR
$18M179K1.7%07
IMCG
ISHARES TR
$16M167K1.5%08
EFG
ISHARES TR
$16M125K1.5%09
SPY
STATE STR SPDR S&P 500 ETF T
$15M20K1.4%10
CGGR
CAPITAL GROUP GROWTH ETF
$14M297K1.3%

Filing history

2026Q2Jun 30
$1.1B▲ 19.9%
313 positionsView →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 positionsLocked
Showing 12 of 33