StockDriftsStockDriftsTop 50 Bedel Financial Consulting, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 37.76% | 328.2K | $393.7M | +0.19%(+622) | $106.02(+1059.17%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.26% | 1.58M | $65.3M | +3.56%(+54.39K) | $29.01(+49.33%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.41% | 703.6K | $35.6M | -0.03%(-202) | $50.49(-1.29%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.09% | 801.6K | $32.2M | +3.56%(+27.56K) | $25.63(+51.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.33% | 84.1K | $24.3M | +9.39%(+7.22K) | $78.56(+290.37%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 1.77% | 178.9K | $18.4M | +3.92%(+6.75K) | $85.96(+27.72%) | 2026-06-30 | |
| IMCG | ISHARES TR | 1.58% | 167.4K | $16.5M | +1.35%(+2.23K) | $65.02(+52.51%) | 2026-06-30 | |
| EFG | ISHARES TR | 1.49% | 124.6K | $15.5M | +0.97%(+1.20K) | $89.01(+42.44%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.42% | 19.8K | $14.8M | +2.23%(+432) | $399.11(+93.81%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.35% | 297.1K | $14.0M | +2.60%(+7.53K) | $22.68(+107.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.97% | +95.15% | +22.63% | +177.31% |
| Top 20 Holdings Unweighted | +15.23% | +53.02% | +10.43% | +64.22% |
Bedel Financial Consulting, Inc. reports $1.06B in US-listed equity holdings across 307 positions in its most recent 13F filing. Its largest disclosed positions are LLY (37.8%), DFAI (6.3%) and VTEB (3.4%). The top 20 holdings account for 69.62% of reported assets. Its disclosed equity book has returned +95.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bedel Financial Consulting, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730511). View Bedel Financial Consulting, Inc.’s 13F filings on SEC