Bedel Financial Consulting, Inc. Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$929.3M
Holdings
289
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 345,437 | $352.6M | 37.94% | Put |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,458,188 | $55.6M | 5.98% | |
| 3 | VTEBVANGUARD MUN BD FDS | 691,896 | $34.8M | 3.74% | |
| 4 | DFAEDIMENSIONAL ETF TRUST | 739,164 | $24.1M | 2.59% | |
| 5 | AAPLAPPLE INC | 77,747 | $21.1M | 2.27% | |
| 6 | VTESVANGUARD WELLINGTON FD | 164,779 | $16.7M | 1.80% | |
| 7 | MSFTMICROSOFT CORP | 33,631 | $16.3M | 1.75% | |
| 8 | AVDVAMERICAN CENTY ETF TR | 159,661 | $15.0M | 1.61% | |
| 9 | EFGISHARES TR | 122,227 | $13.9M | 1.50% | |
| 10 | SPYSPDR S&P 500 ETF TR | 19,060 | $13.0M | 1.40% | |
| 11 | IMCGISHARES TR | 159,323 | $12.7M | 1.37% | |
| 12 | CGGRCAPITAL GROUP GROWTH ETF | 281,826 | $12.5M | 1.35% | |
| 13 | JPMJPMORGAN CHASE & CO. | 31,717 | $10.2M | 1.10% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,671 | $9.4M | 1.01% | |
| 15 | PAPRINNOVATOR ETFS TRUST | 236,921 | $9.3M | 1.00% | |
| 16 | TOTLSSGA ACTIVE ETF TR | 228,099 | $9.2M | 0.99% | |
| 17 | IVVISHARES TR | 11,239 | $7.7M | 0.83% | |
| 18 | FYCFIRST TR EXCHANGE-TRADED ALP | 74,442 | $7.2M | 0.77% | |
| 19 | IMCVISHARES TR | 86,288 | $7.1M | 0.76% | |
| 20 | GOOGLALPHABET INC | 21,050 | $6.6M | 0.71% | |
| 21 | FLVAMERICAN CENTY ETF TR | 82,767 | $6.3M | 0.67% | |
| 22 | VCSHVANGUARD SCOTTSDALE FDS | 77,550 | $6.2M | 0.67% | |
| 23 | VTIVANGUARD INDEX FDS | 17,293 | $5.8M | 0.62% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $5.3M | 0.57% | |
| 25 | ISCFISHARES TR | 120,960 | $5.0M | 0.54% | |
| 26 | NVDANVIDIA CORPORATION | 25,215 | $4.7M | 0.51% | |
| 27 | COWZPACER FDS TR | 77,735 | $4.7M | 0.50% | |
| 28 | GOOGALPHABET INC | 14,820 | $4.7M | 0.50% | |
| 29 | IMCBISHARES TR | 53,735 | $4.4M | 0.48% | |
| 30 | DFIVDIMENSIONAL ETF TRUST | 87,416 | $4.4M | 0.47% | |
| 31 | PFFVGLOBAL X FDS | 188,064 | $4.2M | 0.45% | |
| 32 | DFATDIMENSIONAL ETF TRUST | 66,539 | $4.0M | 0.43% | |
| 33 | IWRISHARES TR | 40,210 | $3.9M | 0.42% | |
| 34 | CMICUMMINS INC | 7,112 | $3.6M | 0.39% | |
| 35 | QUALISHARES TR | 17,647 | $3.5M | 0.38% | |
| 36 | GQ9SPDR GOLD TR | 8,354 | $3.3M | 0.36% | |
| 37 | VOOVANGUARD INDEX FDS | 5,118 | $3.2M | 0.35% | |
| 38 | AMZNAMAZON COM INC | 13,880 | $3.2M | 0.34% | |
| 39 | ORCLORACLE CORP | 15,366 | $3.0M | 0.32% | |
| 40 | VNLAJANUS DETROIT STR TR | 60,711 | $3.0M | 0.32% | |
| 41 | IWMISHARES TR | 11,984 | $3.0M | 0.32% | |
| 42 | XOMEXXON MOBIL CORP | 23,993 | $2.9M | 0.31% | |
| 43 | QGROAMERICAN CENTY ETF TR | 24,746 | $2.8M | 0.30% | |
| 44 | WMTWALMART INC | 25,345 | $2.8M | 0.30% | |
| 45 | IJULINNOVATOR ETFS TRUST | 82,306 | $2.8M | 0.30% | |
| 46 | JNJJOHNSON & JOHNSON | 13,298 | $2.8M | 0.30% | |
| 47 | ABBVABBVIE INC | 11,724 | $2.7M | 0.29% | |
| 48 | EFAISHARES TR | 26,649 | $2.6M | 0.28% | |
| 49 | AMATAPPLIED MATLS INC | 9,230 | $2.4M | 0.26% | |
| 50 | CSCOCISCO SYS INC | 29,602 | $2.3M | 0.25% | |
| 51 | VUGVANGUARD INDEX FDS | 4,471 | $2.2M | 0.23% | |
| 52 | GSPYTIDAL TRUST I | 59,181 | $2.2M | 0.23% | |
| 53 | MCDMCDONALDS CORP | 7,131 | $2.2M | 0.23% | |
| 54 | IJHISHARES TR | 32,833 | $2.2M | 0.23% | |
| 55 | IWFISHARES TR | 4,464 | $2.1M | 0.23% | |
| 56 | METAMETA PLATFORMS INC | 3,061 | $2.0M | 0.22% | |
| 57 | FNXFIRST TR EXCHANGE-TRADED ALP | 15,700 | $2.0M | 0.21% | |
| 58 | ACWXISHARES TR | 29,083 | $2.0M | 0.21% | |
| 59 | HDHOME DEPOT INC | 5,548 | $1.9M | 0.21% | |
| 60 | BUFBINNOVATOR ETFS TRUST | 51,151 | $1.9M | 0.20% | |
| 61 | SPSMSPDR SERIES TRUST | 39,215 | $1.8M | 0.20% | |
| 62 | ISRGINTUITIVE SURGICAL INC | 3,245 | $1.8M | 0.20% | |
| 63 | PEPPEPSICO INC | 12,490 | $1.8M | 0.19% | |
| 64 | IBHFISHARES TR | 76,993 | $1.8M | 0.19% | |
| 65 | VEUVANGUARD INTL EQUITY INDEX F | 23,834 | $1.8M | 0.19% | |
| 66 | PGPROCTER AND GAMBLE CO | 12,106 | $1.7M | 0.19% | |
| 67 | KOCOCA COLA CO | 24,771 | $1.7M | 0.19% | |
| 68 | POCTINNOVATOR ETFS TRUST | 39,213 | $1.7M | 0.19% | |
| 69 | CALFPACER FDS TR | 38,290 | $1.7M | 0.18% | |
| 70 | AXPAMERICAN EXPRESS CO | 4,462 | $1.6M | 0.18% | |
| 71 | VWOVANGUARD INTL EQUITY INDEX F | 30,365 | $1.6M | 0.18% | |
| 72 | PLTRPALANTIR TECHNOLOGIES INC | 9,041 | $1.6M | 0.17% | |
| 73 | DISDISNEY WALT CO | 14,109 | $1.6M | 0.17% | |
| 74 | TMEDT ROWE PRICE ETF INC | 32,169 | $1.6M | 0.17% | |
| 75 | TSLATESLA INC | 3,526 | $1.6M | 0.17% | |
| 76 | SPGSIMON PPTY GROUP INC NEW | 7,875 | $1.5M | 0.16% | |
| 77 | IWSISHARES TR | 10,314 | $1.5M | 0.16% | |
| 78 | UOCTINNOVATOR ETFS TRUST | 36,171 | $1.4M | 0.15% | |
| 79 | LOWLOWES COS INC | 5,847 | $1.4M | 0.15% | |
| 80 | BSXBOSTON SCIENTIFIC CORP | 14,618 | $1.4M | 0.15% | |
| 81 | CVXCHEVRON CORP NEW | 8,806 | $1.3M | 0.14% | |
| 82 | HBANHUNTINGTON BANCSHARES INC | 77,313 | $1.3M | 0.14% | |
| 83 | FDNFIRST TR EXCHANGE-TRADED FD | 4,875 | $1.3M | 0.14% | |
| 84 | PJULINNOVATOR ETFS TRUST | 27,641 | $1.3M | 0.14% | |
| 85 | HONHONEYWELL INTL INC | 6,461 | $1.3M | 0.14% | |
| 86 | MINTPIMCO ETF TR | 12,445 | $1.2M | 0.13% | |
| 87 | HELOJ P MORGAN EXCHANGE TRADED F | 18,771 | $1.2M | 0.13% | |
| 88 | VXUSVANGUARD STAR FDS | 16,362 | $1.2M | 0.13% | |
| 89 | DFASDIMENSIONAL ETF TRUST | 17,463 | $1.2M | 0.13% | |
| 90 | ADPAUTOMATIC DATA PROCESSING IN | 4,682 | $1.2M | 0.13% | |
| 91 | RTXRTX CORPORATION | 6,418 | $1.2M | 0.13% | |
| 92 | AVGOBROADCOM INC | 3,283 | $1.1M | 0.12% | |
| 93 | FBTCFIDELITY WISE ORIGIN BITCOIN | 14,766 | $1.1M | 0.12% | |
| 94 | CATCATERPILLAR INC | 1,958 | $1.1M | 0.12% | |
| 95 | VVISA INC | 3,133 | $1.1M | 0.12% | |
| 96 | VBVANGUARD INDEX FDS | 4,255 | $1.1M | 0.12% | |
| 97 | IWDISHARES TR | 5,196 | $1.1M | 0.12% | |
| 98 | VTVVANGUARD INDEX FDS | 5,715 | $1.1M | 0.12% | |
| 99 | VGTVANGUARD WORLD FD | 1,444 | $1.1M | 0.12% | |
| 100 | IEIISHARES TR | 9,071 | $1.1M | 0.12% |
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