Bedel Financial Consulting, Inc.
CIK 1730511
13F filing for Q2 2026・No. 2,477
- Holdings
- US$1.06B
- Quarter change
- +US$176.62M
- Entries
- 313
- Net bought (estimate)
- +US$24.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 28
- Sold out 14
- Cut 72
- Added 126
- Corporate actions 2
- Unchanged 81
Largest holdings
307 stocks worth US$1.04B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LLYELI LILLY & COCOM | Added | 328,198 | US$393.65M | 37.76% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,582,438 | US$65.28M | 6.26% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Cut | 703,574 | US$35.59M | 3.41% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 801,558 | US$32.23M | 3.09% |
| AAPLAppleCOM | Added | 84,110 | US$24.34M | 2.33% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 178,867 | US$18.43M | 1.77% |
| ISHARES TRMRGSTR MD CP GRW | Added | 167,366 | US$16.45M | 1.58% |
| ISHARES TREAFE GRWTH ETF | Added | 124,600 | US$15.5M | 1.49% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 19,763 | US$14.76M | 1.42% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 297,114 | US$14.02M | 1.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.