EdgeMarket › What Bedel Financial Consulting, Inc. reported owning
What Bedel Financial Consulting, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
888.1MPositions
296Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LLY ELI LILLY & Co | 301.3M | 33.9% | 327.6K | 1,255.40 | +78.0% |
| DFAI Dimensional International Core Equity Market E | 59.5M | 6.7% | 1.5M | 43.35 | +21.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 35.1M | 4.0% | 703.8K | 49.54 | +1.4% |
| DFAE Dimensional Emerging Core Equity Market ETF | 26.2M | 3.0% | 774.0K | 39.49 | +32.0% |
| AAPL Apple Inc. | 19.5M | 2.2% | 76.9K | 309.35 | +36.9% |
| AVDV Avantis International Small Cap Value ETF | 17.2M | 1.9% | 172.1K | 111.95 | +32.8% |
| EFG iShares MSCI EAFE Growth ETF | 13.7M | 1.5% | 123.4K | 125.70 | +12.3% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 13.0M | 1.5% | 165.1K | 98.10 | +21.4% |
| SPY SPDR S&P 500 ETF TRUST | 12.6M | 1.4% | 19.3K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 12.5M | 1.4% | 33.7K | 483.24 | -4.4% |
| CGGR Capital Group Growth ETF | 11.6M | 1.3% | 289.6K | 47.00 | +13.1% |
| TOTL State Street DoubleLine Total Return Tactical | 10.1M | 1.1% | 253.5K | 38.77 | -3.3% |
| PAPR Innovator U.S. Equity Power Buffer ETF - April | 9.4M | 1.1% | 235.9K | 42.87 | +13.3% |
| JPM JPMORGAN CHASE & CO | 9.3M | 1.0% | 31.5K | 351.58 | +20.3% |
| unmapped CUSIP 084670702 | 8.9M | 1.0% | 18.5K | — | — |
| IVV iShares Core S&P 500 ETF | 7.8M | 0.9% | 11.9K | 769.31 | +20.0% |
| IMCV iShares Morningstar Mid-Cap Value ETF | 7.7M | 0.9% | 91.3K | 98.21 | +24.8% |
| FYC First Trust Small Cap Growth AlphaDEX Fund | 7.5M | 0.8% | 77.2K | 122.00 | +47.1% |
| FLV American Century Focused Large Cap Value ETF | 6.8M | 0.8% | 88.1K | 87.57 | +18.6% |
| GOOGL Alphabet Inc. | 6.1M | 0.7% | 21.1K | 344.82 | +73.0% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 6.0M | 0.7% | 75.5K | 78.59 | -1.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.6M | 0.6% | 17.3K | 378.24 | +20.5% |
| ISCF iShares International Small-Cap Equity Factor | 5.1M | 0.6% | 121.1K | 46.03 | +14.8% |
| unmapped CUSIP 084670108 | 5.0M | 0.6% | 7 | — | — |
| IMCB iShares Morningstar Mid-Cap ETF | 5.0M | 0.6% | 59.6K | 99.92 | +22.9% |
| COWZ Pacer US Cash Cows 100 ETF | 4.9M | 0.5% | 77.8K | 72.02 | +26.3% |
| DFAT Dimensional U.S. Targeted Value ETF | 4.7M | 0.5% | 75.2K | 71.67 | +26.9% |
| DFIV Dimensional International Value ETF | 4.6M | 0.5% | 87.4K | 58.31 | +27.8% |
| NVDA NVIDIA CORP | 4.4M | 0.5% | 25.3K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 4.2M | 0.5% | 14.8K | 341.75 | +70.7% |
| IWR iShares Russell Mid-Cap ETF | 4.2M | 0.5% | 42.9K | 113.44 | +20.4% |
| XOM ExxonMobil Holdings Corp | 4.1M | 0.5% | 23.9K | 165.11 | +52.1% |
| CMI CUMMINS INC | 3.6M | 0.4% | 6.8K | 587.68 | +48.3% |
| PFFV Global X Variable Rate Preferred ETF | 3.6M | 0.4% | 166.5K | 22.00 | -5.0% |
| GLD SPDR GOLD TRUST | 3.6M | 0.4% | 8.3K | 423.36 | +37.3% |
| VTES Vanguard Wellington Fund Vanguard Short-Term T | 3.5M | 0.4% | 34.8K | 100.85 | -0.7% |
| QUAL iShares MSCI USA Quality Factor ETF | 3.4M | 0.4% | 17.9K | 223.22 | +19.3% |
| VOO Vanguard S&P 500 ETF | 3.3M | 0.4% | 5.5K | 703.71 | +20.0% |
| JNJ JOHNSON & JOHNSON | 3.2M | 0.4% | 13.2K | 270.24 | +51.1% |
| VNLA Janus Henderson Short Duration Income ETF | 3.2M | 0.4% | 64.8K | 48.96 | -0.4% |
| WMT Walmart Inc. | 3.1M | 0.4% | 25.3K | 103.70 | +1.1% |
| AMAT APPLIED MATERIALS INC /DE | 3.1M | 0.4% | 9.2K | 492.32 | +205.9% |
| IWM iShares Russell 2000 ETF | 3.0M | 0.3% | 11.9K | 299.96 | +33.1% |
| AMZN AMAZON COM INC | 2.9M | 0.3% | 14.1K | 258.63 | +15.6% |
| IJUL Innovator International Developed Power Buffer | 2.8M | 0.3% | 81.6K | 36.96 | +13.8% |
| QGRO American Century U.S. Quality Growth ETF | 2.6M | 0.3% | 25.2K | 118.47 | +8.4% |
| EFA iShares MSCI EAFE ETF | 2.6M | 0.3% | 26.9K | 108.24 | +17.1% |
| ABBV AbbVie Inc. | 2.6M | 0.3% | 11.7K | 264.96 | +26.7% |
| CSCO CISCO SYSTEMS, INC. | 2.3M | 0.3% | 29.6K | 111.04 | +65.5% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 2.3M | 0.3% | 46.8K | 57.28 | +28.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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