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BEDEL FINANCIAL CONSULTING, INC.
BEDEL FINANCIAL CONSULTING, INC.
Latest filing: 2026-06-30
BEDEL FINANCIAL CONSULTING, INC. runs BEDEL FINANCIAL CONSULTING, INC. and currently holds 309 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.06B. Their top holdings are LLY, DFAI, VTEB, DFAE, AAPL. The top five represent 51.8% of reported portfolio weight. BEDEL FINANCIAL CONSULTING, INC. ranks #242 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BEDEL FINANCIAL CONSULTING, INC. initiated 1 new position. They added to 63 existing positions. They trimmed 27 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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309 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LLY ELI LILLY & CO | 36.97% | $106.67 | $1,254.77 | +1,076.31% | Added +0.19% |
 DFAI DIMENSIONAL ETF TRUST | 6.13% | $29.31 | $43.33 | +47.83% | Added +3.56% |
 VTEB VANGUARD MUN BD FDS | 3.34% | $49.92 | $49.50 | -0.84% | Trimmed -0.03% |
 DFAE DIMENSIONAL ETF TRUST | 3.03% | $25.99 | $39.48 | +51.90% | Added +3.56% |
 AAPL APPLE INC | 2.29% | $83.21 | $309.35 | +271.77% | Added +9.39% |
 AVDV AMERICAN CENTY ETF TR | 1.73% | $90.53 | $111.97 | +23.68% | Added +3.92% |
 IMCG ISHARES TR | 1.55% | $63.74 | $98.09 | +53.89% | Added +1.35% |
 EFG ISHARES TR | 1.46% | $84.01 | $125.54 | +49.43% | Added +0.97% |
 SPY STATE STR SPDR S&P 500 ETF T | 1.39% | $394.48 | $765.62 | +94.08% | Added +2.23% |
 CGGR CAPITAL GROUP GROWTH ETF | 1.32% | $23.07 | $46.99 | +103.68% | Added +2.60% |
Showing 1-10 of 309