Bedel Financial Consulting, Inc.

Est. AUM

$877.4M

13F long equity, this entity only

Positions

292

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ELI LILLY & CO	COM	$301.3M	327576	34.34%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$59.5M	1528044	6.78%	SOLE
3	VANGUARD MUN BD FDS	TAX EXEMPT BD	$35.1M	703776	4.00%	SOLE
4	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$26.2M	773996	2.99%	SOLE
5	APPLE INC	COM	$19.5M	76889	2.22%	SOLE
6	AMERICAN CENTY ETF TR	INTL SMCP VLU	$17.2M	172112	1.96%	SOLE
7	ISHARES TR	EAFE GRWTH ETF	$13.7M	123400	1.57%	SOLE
8	ISHARES TR	MRGSTR MD CP GRW	$13.0M	165140	1.48%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.6M	19331	1.43%	SOLE
10	MICROSOFT CORP	COM	$12.5M	33704	1.42%	SOLE
11	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$11.6M	289582	1.33%	SOLE
12	ELI LILLY & COPUT	COM	$10.9M	11900	1.25%	SOLE
13	SSGA ACTIVE ETF TR	STATE STREET DOU	$10.1M	253475	1.15%	SOLE
14	INNOVATOR ETFS TRUST	US EQT PWR BUF	$9.4M	235927	1.07%	SOLE
15	JPMORGAN CHASE & CO	COM	$9.3M	31500	1.06%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.9M	18486	1.01%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$7.8M	11889	0.89%	SOLE
18	ISHARES TR	MRGSTR MD CP VAL	$7.7M	91324	0.88%	SOLE
19	FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$7.5M	77173	0.85%	SOLE
20	AMERICAN CENTY ETF TR	FOCUSED LRG CAP	$6.8M	88099	0.77%	SOLE
21	ALPHABET INC	CAP STK CL A	$6.1M	21117	0.69%	SOLE
22	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$6.0M	75457	0.68%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$5.6M	17321	0.63%	SOLE
24	ISHARES TR	INTERNATIONAL SL	$5.1M	121055	0.58%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL A	$5.0M	7	0.57%	SOLE
26	ISHARES TR	MRGSTR MD CP ETF	$5.0M	59645	0.57%	SOLE
27	PACER FDS TR	US CASH COWS 100	$4.9M	77825	0.55%	SOLE
28	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.7M	75161	0.53%	SOLE
29	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.6M	87418	0.53%	SOLE
30	NVIDIA CORPORATION	COM	$4.4M	25258	0.50%	SOLE
31	ALPHABET INC	CAP STK CL C	$4.2M	14790	0.48%	SOLE
32	ISHARES TR	RUS MID CAP ETF	$4.2M	42895	0.48%	SOLE
33	EXXON MOBIL CORP	COM	$4.1M	23917	0.46%	SOLE
34	CUMMINS INC	COM	$3.6M	6763	0.41%	SOLE
35	GLOBAL X FDS	RATE PREFERRED	$3.6M	166527	0.41%	SOLE
36	SPDR GOLD TR	GOLD SHS	$3.6M	8319	0.41%	SOLE
37	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$3.5M	34807	0.40%	SOLE
38	ISHARES TR	MSCI USA QLT FCT	$3.4M	17902	0.39%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	5462	0.37%	SOLE
40	JOHNSON & JOHNSON	COM	$3.2M	13199	0.37%	SOLE
41	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$3.2M	64776	0.36%	SOLE
42	WALMART INC	COM	$3.1M	25279	0.36%	SOLE
43	APPLIED MATLS INC	COM	$3.1M	9160	0.36%	SOLE
44	ISHARES TR	RUSSELL 2000 ETF	$3.0M	11924	0.34%	SOLE
45	AMAZON COM INC	COM	$2.9M	14091	0.33%	SOLE
46	INNOVATOR ETFS TRUST	INTRNL DEV JULY	$2.8M	81624	0.31%	SOLE
47	AMERICAN CENTY ETF TR	US QUALITY GROW	$2.6M	25184	0.30%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$2.6M	26857	0.30%	SOLE
49	ABBVIE INC	COM	$2.6M	11748	0.29%	SOLE
50	CISCO SYS INC	COM	$2.3M	29555	0.26%	SOLE

1–50 of 292

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.