Bedel Financial Consulting, Inc.: 13F holdings
CIK 17305112026Q2
| Positions | 307 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 307 (+14 vs prior quarter) |
|---|
| Reported value | $1.1bn (+19.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 328,198 | $393.7m | 37.0% |
| DFAI DIMENSIONAL ETF TRUST | 1,582,438 | $65.3m | 6.1% |
| VTEB VANGUARD MUN BD FDS | 703,574 | $35.6m | 3.3% |
| DFAE DIMENSIONAL ETF TRUST | 801,558 | $32.2m | 3.0% |
| AAPL APPLE INC | 84,110 | $24.3m | 2.3% |
| AVDV AMERICAN CENTY ETF TR | 178,867 | $18.4m | 1.7% |
| IMCG ISHARES TR | 167,366 | $16.5m | 1.5% |
| EFG ISHARES TR | 124,600 | $15.5m | 1.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 19,763 | $14.8m | 1.4% |
| CGGR CAPITAL GROUP GROWTH ETF | 297,114 | $14.0m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730511")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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