BEDEL FINANCIAL CONSULTING, INC.

Filed: 5/7/2025ACC: 0001765380-25-000177

📋 What this filing means

BEDEL FINANCIAL CONSULTING, INC. filed this quarterly 13F‑HR report disclosing 260 equity positions with a total reported market value of $697.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

260

Positions

$697.94M

Total AUM (reported)

7.50M

Total Shares

Allocation by class

COM$374.59M53.7%

INTL CORE EQT MK$45.26M6.5%

TAX EXEMPT BD$32.25M4.6%

EMGR CRE EQT MNG$15.70M2.2%

EAFE GRWTH ETF$12.80M1.8%

MRGSTR MD CP GRW$11.03M1.6%

TR UNIT$10.90M1.6%

Portfolio Concentration

Top 3$333.25M47.7%

4–10$90.99M13.0%

11–25$85.84M12.3%

Rest$187.87M26.9%

Top 3 weight

47.7%

Top 10 weight

60.8%

Voting Authority Distribution

Total shares with voting rights: 7.50M

Sole

Full voting authority

92.51K

% of voting shares1.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.41M

% of voting shares98.8%

Investment Discretion (by position count)

Sole260

Shared0

Other0

Dominant voting typeNone · 98.8% of voting shares

Institutional Holdings260

Rows:

ELI LILLY & CO

SOLE

COM

Shares346.06K

TypeSH

Market value$255.73M

36.64%

Sole

380.00

Shared

0.00

None

345.68K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares1.38M

TypeSH

Market value$45.26M

6.49%

Sole

17.48K

Shared

0.00

None

1.36M

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares658.25K

TypeSH

Market value$32.25M

4.62%

Sole

15.02K

Shared

0.00

None

643.23K

APPLE INC

SOLE

COM

Shares80.89K

TypeSH

Market value$16.06M

2.30%

Sole

1.12K

Shared

0.00

None

79.77K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares585.37K

TypeSH

Market value$15.70M

2.25%

Sole

5.66K

Shared

0.00

None

579.71K

MICROSOFT CORP

SOLE

COM

Shares33.42K

TypeSH

Market value$14.48M

2.07%

Sole

0.00

Shared

0.00

None

33.42K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares120.54K

TypeSH

Market value$12.80M

1.83%

Sole

2.56K

Shared

0.00

None

117.98K

ISHARES TR

SOLE

MRGSTR MD CP GRW

Shares151.15K

TypeSH

Market value$11.03M

1.58%

Sole

1.17K

Shared

0.00

None

149.98K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares19.51K

TypeSH

Market value$10.90M

1.56%

Sole

220.00

Shared

0.00

None

19.29K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares282.20K

TypeSH

Market value$10.02M

1.44%

Sole

3.68K

Shared

0.00

None

278.53K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares18.23K

TypeSH

Market value$9.34M

1.34%

Sole

0.00

Shared

0.00

None

18.23K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares214.97K

TypeSH

Market value$8.56M

1.23%

Sole

3.25K

Shared

0.00

None

211.72K

INNOVATOR ETFS TRUST

SOLE

US EQT PWR BUF

Shares238.12K

TypeSH

Market value$8.47M

1.21%

Sole

0.00

Shared

0.00

None

238.12K

JPMORGAN CHASE & CO.

SOLE

COM

Shares31.07K

TypeSH

Market value$7.75M

1.11%

Sole

0.00

Shared

0.00

None

31.07K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.87K

TypeSH

Market value$6.10M

0.87%

Sole

0.00

Shared

0.00

None

10.87K

ISHARES TR

SOLE

MRGSTR MD CP VAL

Shares74.80K

TypeSH

Market value$5.39M

0.77%

Sole

608.00

Shared

0.00

None

74.20K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares7.00

TypeSH

Market value$5.38M

0.77%

Sole

0.00

Shared

0.00

None

7.00

GLOBAL X FDS

SOLE

RATE PREFERRED

Shares226.66K

TypeSH

Market value$5.24M

0.75%

Sole

1.98K

Shared

0.00

None

224.68K

FIRST TR EXCHANGE-TRADED ALP

SOLE

SML CP GRW ALP

Shares71.10K

TypeSH

Market value$4.95M

0.71%

Sole

748.00

Shared

0.00

None

70.36K

AMERICAN CENTY ETF TR

SOLE

FOCUSED LRG CAP

Shares69.75K

TypeSH

Market value$4.64M

0.66%

Sole

0.00

Shared

0.00

None

69.75K

ISHARES TR

SOLE

INTERNATIONAL SL

Shares123.97K

TypeSH

Market value$4.47M

0.64%

Sole

1.78K

Shared

0.00

None

122.18K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares55.08K

TypeSH

Market value$4.34M

0.62%

Sole

33.00

Shared

0.00

None

55.04K

PACER FDS TR

SOLE

US CASH COWS 100

Shares83.19K

TypeSH

Market value$4.32M

0.62%

Sole

1.23K

Shared

0.00

None

81.96K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares85.36K

TypeSH

Market value$3.47M

0.50%

Sole

339.00

Shared

0.00

None

85.02K

ALPHABET INC

SOLE

CAP STK CL A

Shares21.08K

TypeSH

Market value$3.44M

0.49%

Sole

0.00

Shared

0.00

None

21.08K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ELI LILLY & COSOLE	COM	346.06K	SH	$255.73M 36.64%	380.00	345.68K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	1.38M	SH	$45.26M 6.49%	17.48K	1.36M
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	658.25K	SH	$32.25M 4.62%	15.02K	643.23K
APPLE INCSOLE	COM	80.89K	SH	$16.06M 2.30%	1.12K	79.77K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	585.37K	SH	$15.70M 2.25%	5.66K	579.71K
MICROSOFT CORPSOLE	COM	33.42K	SH	$14.48M 2.07%	0.00	33.42K
ISHARES TRSOLE	EAFE GRWTH ETF	120.54K	SH	$12.80M 1.83%	2.56K	117.98K
ISHARES TRSOLE	MRGSTR MD CP GRW	151.15K	SH	$11.03M 1.58%	1.17K	149.98K
SPDR S&P 500 ETF TRSOLE	TR UNIT	19.51K	SH	$10.90M 1.56%	220.00	19.29K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	282.20K	SH	$10.02M 1.44%	3.68K	278.53K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	18.23K	SH	$9.34M 1.34%	0.00	18.23K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	214.97K	SH	$8.56M 1.23%	3.25K	211.72K
INNOVATOR ETFS TRUSTSOLE	US EQT PWR BUF	238.12K	SH	$8.47M 1.21%	0.00	238.12K
JPMORGAN CHASE & CO.SOLE	COM	31.07K	SH	$7.75M 1.11%	0.00	31.07K
ISHARES TRSOLE	CORE S&P500 ETF	10.87K	SH	$6.10M 0.87%	0.00	10.87K
ISHARES TRSOLE	MRGSTR MD CP VAL	74.80K	SH	$5.39M 0.77%	608.00	74.20K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	7.00	SH	$5.38M 0.77%	0.00	7.00
GLOBAL X FDSSOLE	RATE PREFERRED	226.66K	SH	$5.24M 0.75%	1.98K	224.68K
FIRST TR EXCHANGE-TRADED ALPSOLE	SML CP GRW ALP	71.10K	SH	$4.95M 0.71%	748.00	70.36K
AMERICAN CENTY ETF TRSOLE	FOCUSED LRG CAP	69.75K	SH	$4.64M 0.66%	0.00	69.75K
ISHARES TRSOLE	INTERNATIONAL SL	123.97K	SH	$4.47M 0.64%	1.78K	122.18K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	55.08K	SH	$4.34M 0.62%	33.00	55.04K
PACER FDS TRSOLE	US CASH COWS 100	83.19K	SH	$4.32M 0.62%	1.23K	81.96K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	85.36K	SH	$3.47M 0.50%	339.00	85.02K
ALPHABET INCSOLE	CAP STK CL A	21.08K	SH	$3.44M 0.49%	0.00	21.08K

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