Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bedel Financial Consulting, Inc. (CIK 1730511) reported $1.06B across 307 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LLY ($415.7M, 39.04%), DFAI ($65.3M, 6.13%), VTEB ($35.6M, 3.34%), DFAE ($32.2M, 3.03%), AAPL ($24.3M, 2.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $415.7M | 39.04% | 346,598 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $65.3M | 6.13% | 1.6M | Added |
| 3 | VTEB | VANGUARD MUN BD FDS | $35.6M | 3.34% | 703,574 | Trimmed |
| 4 | DFAE | DIMENSIONAL ETF TRUST | $32.2M | 3.03% | 801,558 | Added |
| 5 | AAPL | APPLE INC | $24.3M | 2.29% | 84,110 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $18.4M | 1.73% | 178,867 | Added |
| 7 | IMCG | ISHARES TR | $16.5M | 1.55% | 167,366 | Added |
| 8 | EFG | ISHARES TR | $15.5M | 1.46% | 124,600 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $14.8M | 1.39% | 19,763 | Trimmed |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $14.0M | 1.32% | 297,114 | Added |
| 11 | MSFT | MICROSOFT CORP | $12.6M | 1.18% | 33,756 | Added |
| 12 | TOTL | SSGA ACTIVE ETF TR | $10.4M | 0.98% | 264,075 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $10.4M | 0.97% | 31,680 | Added |
| 14 | PAPR | INNOVATOR ETFS TRUST | $10.0M | 0.93% | 235,808 | Trimmed |
| 15 | FYC | FIRST TR EXCHANGE-TRADED ALP | $9.9M | 0.93% | 78,032 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.5M | 0.89% | 19,036 | Added |
| 17 | IMCV | ISHARES TR | $8.9M | 0.84% | 97,819 | Added |
| 18 | GOOGL | ALPHABET INC | $8.2M | 0.77% | 22,888 | Added |
| 19 | IVV | ISHARES TR | $8.0M | 0.75% | 10,722 | Trimmed |
| 20 | FLV | AMERICAN CENTY ETF TR | $7.7M | 0.73% | 95,018 | Added |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $7.1M | 0.67% | 89,970 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $6.7M | 0.63% | 18,045 | Added |
| 23 | DFAT | DIMENSIONAL ETF TRUST | $6.3M | 0.60% | 90,713 | Added |
| 24 | AMAT | APPLIED MATLS INC | $6.3M | 0.59% | 8,677 | Trimmed |
| 25 | IMCB | ISHARES TR | $6.2M | 0.58% | 63,707 | Added |
Source: SEC Form 13F filings · as of 2026-06-30