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BEDEL FINANCIAL CONSULTING, INC. 13F portfolio summary

BEDEL FINANCIAL CONSULTING, INC. of BEDEL FINANCIAL CONSULTING, INC. has 291 current stock holdings with a reported portfolio value of $888.1M. The portfolio 1 year return is +13.45%. Top holdings include SPY (0.00%), IBHF (0.00%), QQQ (0.00%), IBHG (0.00%), PFFV (0.00%).

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BEDEL FINANCIAL CONSULTING, INC.

BEDEL FINANCIAL CONSULTING, INC.
Latest filing: 2026-03-31

BEDEL FINANCIAL CONSULTING, INC. runs BEDEL FINANCIAL CONSULTING, INC. and currently holds 291 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $888.13M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BEDEL FINANCIAL CONSULTING, INC. ranks #318 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BEDEL FINANCIAL CONSULTING, INC.'s portfolio at BEDEL FINANCIAL CONSULTING, INC. has delivered returns of +13.45%. Their 3-year annualized return is +74.51%. Looking at the 5-year horizon, BEDEL FINANCIAL CONSULTING, INC. has achieved +111.36% annualized returns at BEDEL FINANCIAL CONSULTING, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.45%
#913/1000
3 Year
+74.51%
#430/1000
5 Year
+111.36%
#203/1000

Portfolio Value

$888.13M

Alpha Score

68.9

#318 of 1000

Holdings

291

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change