Bedel Financial Consulting, Inc. Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$783.3B
Holdings
285
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (285 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 345,881 | $251.2B | 32.07% | Put |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,438,524 | $52.3B | 6.68% | |
| 3 | VTEBVANGUARD MUN BD FDS | 661,268 | $33.1B | 4.23% | |
| 4 | AAPLAPPLE INC | 79,388 | $20.2B | 2.58% | |
| 5 | DFAEDIMENSIONAL ETF TRUST | 634,028 | $20.0B | 2.55% | |
| 6 | MSFTMICROSOFT CORP | 33,932 | $17.6B | 2.24% | |
| 7 | EFGISHARES TR | 121,699 | $13.9B | 1.77% | |
| 8 | AVDVAMERICAN CENTY ETF TR | 151,732 | $13.5B | 1.72% | |
| 9 | SPYSPDR S&P 500 ETF TR | 19,395 | $12.9B | 1.65% | |
| 10 | IMCGISHARES TR | 155,160 | $12.8B | 1.64% | |
| 11 | CGGRCAPITAL GROUP GROWTH ETF | 287,390 | $12.6B | 1.61% | |
| 12 | JPMJPMORGAN CHASE & CO. | 31,379 | $9.9B | 1.26% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,884 | $9.5B | 1.21% | |
| 14 | PAPRINNOVATOR ETFS TRUST | 237,717 | $9.1B | 1.16% | |
| 15 | TOTLSSGA ACTIVE ETF TR | 208,014 | $8.4B | 1.08% | |
| 16 | IVVISHARES TR | 11,398 | $7.6B | 0.97% | |
| 17 | FYCFIRST TR EXCHANGE-TRADED ALP | 73,630 | $6.7B | 0.85% | |
| 18 | IMCVISHARES TR | 81,837 | $6.6B | 0.84% | |
| 19 | FLVAMERICAN CENTY ETF TR | 79,450 | $5.9B | 0.75% | |
| 20 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $5.3B | 0.67% | |
| 21 | GOOGLALPHABET INC | 20,982 | $5.1B | 0.65% | |
| 22 | ISCFISHARES TR | 122,060 | $5.0B | 0.64% | |
| 23 | PFFVGLOBAL X FDS | 216,931 | $5.0B | 0.64% | |
| 24 | NVDANVIDIA CORPORATION | 25,048 | $4.7B | 0.60% | |
| 25 | COWZPACER FDS TR | 79,607 | $4.6B | 0.58% | |
| 26 | ORCLORACLE CORP | 15,972 | $4.5B | 0.57% | |
| 27 | VCSHVANGUARD SCOTTSDALE FDS | 54,352 | $4.3B | 0.55% | |
| 28 | IMCBISHARES TR | 50,302 | $4.2B | 0.53% | |
| 29 | GOOGALPHABET INC | 16,500 | $4.0B | 0.51% | |
| 30 | DFIVDIMENSIONAL ETF TRUST | 86,418 | $4.0B | 0.51% | |
| 31 | QUALISHARES TR | 19,066 | $3.7B | 0.47% | |
| 32 | IWRISHARES TR | 36,693 | $3.5B | 0.45% | |
| 33 | DFATDIMENSIONAL ETF TRUST | 60,415 | $3.5B | 0.45% | |
| 34 | VTIVANGUARD INDEX FDS | 10,330 | $3.4B | 0.43% | |
| 35 | AMZNAMAZON COM INC | 14,234 | $3.1B | 0.40% | |
| 36 | CMICUMMINS INC | 7,141 | $3.0B | 0.39% | |
| 37 | ABBVABBVIE INC | 12,597 | $2.9B | 0.37% | |
| 38 | IWMISHARES TR | 12,029 | $2.9B | 0.37% | |
| 39 | QGROAMERICAN CENTY ETF TR | 24,593 | $2.8B | 0.36% | |
| 40 | IJULINNOVATOR ETFS TRUST | 82,306 | $2.7B | 0.34% | |
| 41 | WMTWALMART INC | 26,081 | $2.7B | 0.34% | |
| 42 | JNJJOHNSON & JOHNSON | 14,212 | $2.6B | 0.34% | |
| 43 | VNLAJANUS DETROIT STR TR | 52,291 | $2.6B | 0.33% | |
| 44 | VOOVANGUARD INDEX FDS | 4,158 | $2.5B | 0.33% | |
| 45 | XOMEXXON MOBIL CORP | 22,354 | $2.5B | 0.32% | |
| 46 | EFAISHARES TR | 26,439 | $2.5B | 0.32% | |
| 47 | VTESVANGUARD WELLINGTON FD | 22,614 | $2.3B | 0.29% | |
| 48 | GSPYTIDAL TRUST I | 62,055 | $2.3B | 0.29% | |
| 49 | HDHOME DEPOT INC | 5,571 | $2.3B | 0.29% | |
| 50 | IJHISHARES TR | 34,002 | $2.2B | 0.28% | |
| 51 | METAMETA PLATFORMS INC | 3,011 | $2.2B | 0.28% | |
| 52 | VUGVANGUARD INDEX FDS | 4,551 | $2.2B | 0.28% | |
| 53 | MCDMCDONALDS CORP | 6,824 | $2.1B | 0.26% | |
| 54 | CSCOCISCO SYS INC | 30,272 | $2.1B | 0.26% | |
| 55 | IWFISHARES TR | 4,284 | $2.0B | 0.26% | |
| 56 | FNXFIRST TR EXCHANGE-TRADED ALP | 15,700 | $2.0B | 0.25% | |
| 57 | AMATAPPLIED MATLS INC | 9,315 | $1.9B | 0.24% | |
| 58 | GQ9SPDR GOLD TR | 5,360 | $1.9B | 0.24% | |
| 59 | ACWXISHARES TR | 29,088 | $1.9B | 0.24% | |
| 60 | PGPROCTER AND GAMBLE CO | 12,106 | $1.9B | 0.24% | |
| 61 | PEPPEPSICO INC | 12,490 | $1.8B | 0.22% | |
| 62 | POCTINNOVATOR ETFS TRUST | 39,213 | $1.7B | 0.22% | |
| 63 | CALFPACER FDS TR | 38,415 | $1.7B | 0.21% | |
| 64 | SPSMSPDR SERIES TRUST | 35,699 | $1.7B | 0.21% | |
| 65 | PLTRPALANTIR TECHNOLOGIES INC | 8,901 | $1.6B | 0.21% | |
| 66 | DISDISNEY WALT CO | 14,151 | $1.6B | 0.21% | |
| 67 | TSLATESLA INC | 3,597 | $1.6B | 0.20% | |
| 68 | ORLYOREILLY AUTOMOTIVE INC | 14,775 | $1.6B | 0.20% | |
| 69 | TMEDT ROWE PRICE ETF INC | 32,035 | $1.6B | 0.20% | |
| 70 | KOCOCA COLA CO | 23,346 | $1.5B | 0.20% | |
| 71 | BUFBINNOVATOR ETFS TRUST | 42,219 | $1.5B | 0.19% | |
| 72 | FBTCFIDELITY WISE ORIGIN BITCOIN | 14,766 | $1.5B | 0.19% | |
| 73 | SPGSIMON PPTY GROUP INC NEW | 7,833 | $1.5B | 0.19% | |
| 74 | LOWLOWES COS INC | 5,761 | $1.4B | 0.18% | |
| 75 | ISRGINTUITIVE SURGICAL INC | 3,231 | $1.4B | 0.18% | |
| 76 | IWSISHARES TR | 10,335 | $1.4B | 0.18% | |
| 77 | AXPAMERICAN EXPRESS CO | 4,344 | $1.4B | 0.18% | |
| 78 | BSXBOSTON SCIENTIFIC CORP | 14,560 | $1.4B | 0.18% | |
| 79 | UOCTINNOVATOR ETFS TRUST | 36,171 | $1.4B | 0.18% | |
| 80 | ADPAUTOMATIC DATA PROCESSING IN | 4,681 | $1.4B | 0.18% | |
| 81 | CVXCHEVRON CORP NEW | 8,842 | $1.4B | 0.18% | |
| 82 | FDNFIRST TR EXCHANGE-TRADED FD | 4,875 | $1.4B | 0.17% | |
| 83 | HONHONEYWELL INTL INC | 6,460 | $1.4B | 0.17% | |
| 84 | MINTPIMCO ETF TR | 13,440 | $1.4B | 0.17% | |
| 85 | HBANHUNTINGTON BANCSHARES INC | 76,879 | $1.3B | 0.17% | |
| 86 | VXUSVANGUARD STAR FDS | 17,244 | $1.3B | 0.16% | |
| 87 | PJULINNOVATOR ETFS TRUST | 27,641 | $1.3B | 0.16% | |
| 88 | HELOJ P MORGAN EXCHANGE TRADED F | 19,101 | $1.2B | 0.16% | |
| 89 | DFASDIMENSIONAL ETF TRUST | 17,460 | $1.2B | 0.15% | |
| 90 | AVGOBROADCOM INC | 3,425 | $1.1B | 0.14% | |
| 91 | COSTCOSTCO WHSL CORP NEW | 1,190 | $1.1B | 0.14% | |
| 92 | VVISA INC | 3,096 | $1.1B | 0.13% | |
| 93 | VTVVANGUARD INDEX FDS | 5,653 | $1.1B | 0.13% | |
| 94 | RTXRTX CORPORATION | 6,201 | $1.0B | 0.13% | |
| 95 | IWPISHARES TR | 7,283 | $1.0B | 0.13% | |
| 96 | PSEPINNOVATOR ETFS TRUST | 23,831 | $1.0B | 0.13% | |
| 97 | VBVANGUARD INDEX FDS | 4,015 | $1.0B | 0.13% | |
| 98 | INTCINTEL CORP | 28,847 | $967.8M | 0.12% | |
| 99 | EXLSEXLSERVICE HOLDINGS INC | 21,965 | $967.1M | 0.12% | |
| 100 | IWDISHARES TR | 4,749 | $966.8M | 0.12% |
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