Bedel Financial Consulting, Inc.

CIK

1730511

Location

INDIANAPOLIS, IN

Portfolio Value

Mid $1,064,748,161

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,415 / 8,794 ▲ 60 · as of Jun 2026

Top Industry

Drug Manufacturers - General 69.2%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

203 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.0%

−0.8 pts

Top 5

65.2%

+2.9 pts

Top 10

73.9%

+2.6 pts

HHI

1,769

Moderately concentrated−35

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.2%	$449,319,143	53
Healthcare	40.5%	$431,709,723	23
Technology	6.4%	$68,298,318	25
Financial Services	3.5%	$37,718,825	23
Communication Services	1.7%	$18,257,263	7
Industrials	1.6%	$17,444,823	20
Consumer Cyclical	1.2%	$13,155,457	11
Consumer Defensive	1.2%	$12,672,541	13
Energy	0.6%	$6,884,938	8
Utilities	0.5%	$4,811,166	11
Real Estate	0.2%	$2,575,330	4
Basic Materials	0.2%	$1,900,634	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+106,559	2,634,709	$112,214,288
VB	Vanguard Morningstar Small-Cap ETF	+31,514	75,499	$17,404,513
VCRM	Vanguard Core Tax-Exempt Bond ETF	+30,358	734,134	$37,928,584
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+25,789	966,178	$97,258,812
ACSG	American Century Small Cap Growth Insights ETF	+25,770	325,310	$31,552,751
JA	Janus Henderson AA-A CLO ETF	+22,399	87,175	$4,259,806
BNDW	Vanguard Total World Bond ETF	+14,137	94,572	$7,490,684
EDV	Vanguard World Funds Extended Duration ETF	+11,628	13,082	$1,563,560
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+10,600	264,075	$10,423,040
BAPR	Innovator U.S. Equity Buffer ETF - April	+9,307	197,067	$8,301,721
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+8,903	482,919	$20,524,932
CGGR	Capital Group Growth ETF	+7,532	297,114	$14,023,780
AAPL	Apple Inc.	+7,221	84,110	$24,338,069
ABI	VictoryShares Pioneer Asset-Based Income ETF	+5,366	11,963	$1,448,976
—		+4,133	50,980	$2,940,016
GOOGL	Alphabet Inc.	+3,518	39,425	$14,022,502
AGNG	Global X Funds Global X Aging Population ETF	+3,466	169,993	$3,744,945
VFMF	Vanguard U.S. Multifactor ETF	+3,228	38,035	$3,853,325
VEA	Vanguard FTSE Developed Markets ETF	+2,136	13,485	$960,806
FFBC	First Financial Bancorp /Oh/	+1,827	30,100	$1,018,283
TPHD	Timothy Plan High Dividend Stock ETF	+1,215	10,110	$377,204
—		+1,185	25,181	$909,040
BKF	iShares MSCI BIC ETF	+1,093	13,211	$1,089,196
VEU	Vanguard FTSE All-World Ex-US ETF	+1,052	62,611	$4,808,872
USB	US Bancorp De	+1,007	14,325	$865,230
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−14,950	143,891	$4,388,456
EXLS	ExlService Holdings, Inc.	−9,500	17,057	$441,094
HON	Honeywell International Inc	−3,220	3,212	$719,166
DD	DuPont de Nemours, Inc.	−3,105	1,776	$240,896
INTC	Intel Corp	−2,190	21,239	$2,965,601
CSCO	Cisco Systems, Inc.	−1,995	27,560	$3,237,197
PFE	Pfizer Inc	−1,789	31,588	$760,639
WMT	Walmart Inc.	−1,135	24,144	$2,734,549
SPY	Spdr S&P 500 ETF Trust	−968	19,763	$14,758,415
DIS	Walt Disney Co	−773	13,229	$1,273,291
KO	Coca Cola Co	−737	24,034	$1,953,243
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−530	23,468	$1,642,773
AMAT	Applied Materials Inc /De	−483	8,677	$6,273,471
XOM	ExxonMobil Holdings Corp	−479	23,438	$3,204,443
PEP	Pepsico Inc	−469	11,961	$1,619,519
UL	Unilever PLC	−467	5,298	$318,515
AAAP	Pacer Barings CLO Market Flex ETF	−464	114,790	$6,707,109
NVS	Novartis AG	−356	4,326	$677,970
KMB	Kimberly Clark Corp	−356	4,173	$458,070
WFC	Wells Fargo & Company/Mn	−337	8,135	$672,276
ADVE	Matthews Asia Dividend Active ETF	−323	14,113	$638,782
DHSB	Day Hagan Smart Buffer ETF	−283	10,014	$329,160
BMY	Bristol Myers Squibb Co	−278	5,522	$318,177
AMD	Advanced Micro Devices Inc	−232	2,576	$1,496,424
TGT	Target Corp	−162	1,609	$210,151
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
ACOM	Harbor Active Commodity ETF	82,434	$2,418,613
HONA	Honeywell Aerospace Inc.	3,212	$710,108
AFL	Aflac Inc	4,558	$534,425
MU	Micron Technology Inc	429	$495,190
CRWD	CrowdStrike Holdings, Inc.	492	$375,464
VIGI	Vanguard International Dividend Appreciation ETF	1,824	$288,246
ASML	Asml Holding NV	138	$274,542
FORM	Formfactor Inc	1,636	$261,645
GLW	Corning Inc /Ny	995	$254,152
NCLO	Nuveen AA-BBB CLO ETF	2,122	$248,401
WAT	Waters Corp /De/	626	$234,775
CVS	CVS HEALTH Corp	2,209	$228,521
MAR	Marriott International Inc /Md/	600	$222,354
QBTS	D-Wave Quantum Inc.	8,720	$209,192
WSO	Watsco Inc	500	$208,365
PANW	Palo Alto Networks Inc	610	$208,022
PRU	Prudential Financial Inc	1,926	$207,873
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	3,694	$251,709
CAGE	Calamos Autocallable Growth ETF	12,061	$250,362
ACN	Accenture plc	1,204	$238,741
DOW	Dow Inc.	5,662	$235,822
CRM	Salesforce, Inc.	1,246	$232,590
RMD	Resmed Inc	1,000	$224,480
TTE	TotalEnergies SE	2,264	$205,978
IRD	Opus Genetics, Inc.	15,000	$68,250
NOTVQ	Inotiv, Inc.	14,945	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

203 tracked positions · $1,064,748,161 total · filing declares 313 positions · $1,064,748,561 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 203 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	346,598	+622	$415,720,072	+30.6%	39.04%
DCOR	Dimensional US Core Equity 1 ETF	Added	2,634,709	+106,559	$112,214,288	+14.5%	10.54%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	966,178	+25,789	$97,258,812	—	9.13%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	734,134	+30,358	$37,928,584	+8.0%	3.56%
ACSG	American Century Small Cap Growth Insights ETF	Added	325,310	+25,770	$31,552,751	+13.8%	2.96%
AAPL	Apple Inc. Technology	Added	84,110	+7,221	$24,338,069	+24.7%	2.29%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	482,919	+8,903	$20,524,932	+8.9%	1.93%
VB	Vanguard Morningstar Small-Cap ETF	Added	75,499	+31,514	$17,404,513	+39.2%	1.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,043	+550	$14,767,374	+6.4%	1.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,763	-968	$14,758,415	+9.5%	1.39%
CGGR	Capital Group Growth ETF	Added	297,114	+7,532	$14,023,780	+20.5%	1.32%
GOOGL	Alphabet Inc. Communication Services	Added	39,425	+3,518	$14,022,502	+35.9%	1.32%
MSFT	Microsoft Corp Technology	Added	33,756	+52	$12,591,663	+0.9%	1.18%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Added	93,732	+859	$12,234,289	+28.8%	1.15%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	264,075	+10,600	$10,423,040	+3.5%	0.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,680	+180	$10,369,814	+11.9%	0.97%
BAPR	Innovator U.S. Equity Buffer ETF - April	Added	197,067	+9,307	$8,301,721	+12.5%	0.78%
BNDW	Vanguard Total World Bond ETF	Added	94,572	+14,137	$7,490,684	+17.2%	0.70%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	114,790	-464	$6,707,109	+2.4%	0.63%
AMAT	Applied Materials Inc /De Technology	Reduced	8,677	-483	$6,273,471	+100.4%	0.59%
NVDA	Nvidia Corp Technology	Added	25,990	+732	$5,200,339	+18.1%	0.49%
CMI	Cummins Inc Industrials	Added	7,171	+408	$5,114,428	+40.6%	0.48%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	62,611	+1,052	$4,808,872	+12.2%	0.45%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	143,891	-14,950	$4,388,456	+0.9%	0.41%
JA	Janus Henderson AA-A CLO ETF	Added	87,175	+22,399	$4,259,806	+34.6%	0.40%
VFMF	Vanguard U.S. Multifactor ETF	Added	38,035	+3,228	$3,853,325	+9.5%	0.36%
AGNG	Global X Funds Global X Aging Population ETF	Added	169,993	+3,466	$3,744,945	+3.0%	0.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,710	+619	$3,505,981	+19.5%	0.33%
JNJ	Johnson & Johnson Healthcare	Reduced	13,084	-115	$3,322,943	+3.0%	0.31%
CSCO	Cisco Systems, Inc. Technology	Reduced	27,560	-1,995	$3,237,197	+41.2%	0.30%
XOM	ExxonMobil Holdings Corp Energy	Reduced	23,438	-479	$3,204,443	−21.0%	0.30%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	44,563	-85	$3,189,962	+0.0%	0.30%
GLD	Spdr Gold Trust	Added	8,413	+94	$3,099,180	−13.4%	0.29%
INTC	Intel Corp Technology	Reduced	21,239	-2,190	$2,965,601	+186.8%	0.28%
ABBV	AbbVie Inc. Healthcare	Added	11,757	+9	$2,958,531	+15.8%	0.28%
		Added	50,980	+4,133	$2,940,016	+29.9%	0.28%
WMT	Walmart Inc. Consumer Defensive	Reduced	24,144	-1,135	$2,734,549	−13.0%	0.26%
ACOM	Harbor Active Commodity ETF	NEW	82,434	NEW	$2,418,613	NEW	0.23%
		Added	58,197	+52	$2,362,798	+14.8%	0.22%
ORCL	Oracle Corp Technology	Held	15,315	0	$2,244,413	−0.4%	0.21%
		Reduced	12,397	-2	$2,198,044	+15.2%	0.21%
CAT	Caterpillar Inc Industrials	Reduced	1,904	-37	$2,027,569	+47.4%	0.19%
KO	Coca Cola Co Consumer Defensive	Reduced	24,034	-737	$1,953,243	+3.7%	0.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,533	+17	$1,951,378	+7.6%	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,974	-144	$1,885,141	−14.8%	0.18%
META	Meta Platforms, Inc. Communication Services	Added	3,097	+83	$1,744,509	+1.2%	0.16%
SPG	Simon Property Group Inc. Real Estate	Held	7,718	0	$1,726,130	+19.9%	0.16%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	23,468	-530	$1,642,773	+5.1%	0.15%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	32,409	-57	$1,623,366	+13.2%	0.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,060	+458	$1,621,838	+5.9%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.