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 $888.1M across 289 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($318.2M, 35.83%), DFAI ($59.5M, 6.70%), VTEB ($35.1M, 3.95%), DFAE ($26.2M, 2.95%), AAPL ($19.5M, 2.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $318.2M | 35.83% | 345,976 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $59.5M | 6.70% | 1.5M | Added |
| 3 | VTEB | VANGUARD MUN BD FDS | $35.1M | 3.95% | 703,776 | Added |
| 4 | DFAE | DIMENSIONAL ETF TRUST | $26.2M | 2.95% | 773,996 | Added |
| 5 | AAPL | APPLE INC | $19.5M | 2.20% | 76,889 | Trimmed |
| 6 | AVDV | AMERICAN CENTY ETF TR | $17.2M | 1.94% | 172,112 | Added |
| 7 | EFG | ISHARES TR | $13.7M | 1.55% | 123,400 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 1.52% | 20,731 | Added |
| 9 | IMCG | ISHARES TR | $13.0M | 1.46% | 165,140 | Added |
| 10 | MSFT | MICROSOFT CORP | $12.5M | 1.40% | 33,704 | Added |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | $11.6M | 1.31% | 289,582 | Added |
| 12 | TOTL | SSGA ACTIVE ETF TR | $10.1M | 1.13% | 253,475 | Added |
| 13 | PAPR | INNOVATOR ETFS TRUST | $9.4M | 1.06% | 235,927 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $9.3M | 1.04% | 31,500 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.9M | 1.00% | 18,486 | Trimmed |
| 16 | IMCV | ISHARES TR | $7.7M | 0.87% | 91,324 | Added |
| 17 | IVV | ISHARES TR | $7.8M | 0.87% | 11,889 | Added |
| 18 | FYC | FIRST TR EXCHANGE-TRADED ALP | $7.5M | 0.84% | 77,173 | Added |
| 19 | FLV | AMERICAN CENTY ETF TR | $6.8M | 0.76% | 88,099 | Added |
| 20 | GOOGL | ALPHABET INC | $6.1M | 0.68% | 21,117 | Added |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $6.0M | 0.67% | 75,457 | Trimmed |
| 22 | VTI | VANGUARD INDEX FDS | $5.6M | 0.63% | 17,321 | Added |
| 23 | ISCF | ISHARES TR | $5.1M | 0.57% | 121,055 | Added |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.0M | 0.57% | 7 | Hold |
| 25 | IMCB | ISHARES TR | $5.0M | 0.56% | 59,645 | Added |
Source: SEC Form 13F filings · as of 2026-03-31