BEDEL FINANCIAL CONSULTING, INC.

Filed: 8/12/2025ACC: 0001765380-25-000339

📋 What this filing means

BEDEL FINANCIAL CONSULTING, INC. filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $733.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

273

Positions

$733.15M

Total AUM (reported)

7.58M

Total Shares

Allocation by class

COM$385.89M52.6%

INTL CORE EQT MK$48.57M6.6%

TAX EXEMPT BD$31.68M4.3%

EMGR CRE EQT MNG$16.90M2.3%

EAFE GRWTH ETF$13.55M1.8%

MRGSTR MD CP GRW$12.13M1.7%

TR UNIT$12.04M1.6%

Portfolio Concentration

Top 3$337.29M46.0%

4–10$99.06M13.5%

11–25$90.09M12.3%

Rest$206.71M28.2%

Top 3 weight

46.0%

Top 10 weight

59.5%

Voting Authority Distribution

Total shares with voting rights: 7.58M

Sole

Full voting authority

94.03K

% of voting shares1.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.49M

% of voting shares98.8%

Investment Discretion (by position count)

Sole273

Shared0

Other0

Dominant voting typeNone · 98.8% of voting shares

Institutional Holdings273

Rows:

ELI LILLY & CO

SOLE

COM

Shares346.09K

TypeSH

Market value$257.04M

35.06%

Sole

380.00

Shared

0.00

None

345.71K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares1.40M

TypeSH

Market value$48.57M

6.62%

Sole

17.12K

Shared

0.00

None

1.39M

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares646.23K

TypeSH

Market value$31.68M

4.32%

Sole

14.85K

Shared

0.00

None

631.37K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares583.85K

TypeSH

Market value$16.90M

2.31%

Sole

5.66K

Shared

0.00

None

578.19K

MICROSOFT CORP

SOLE

COM

Shares33.45K

TypeSH

Market value$16.64M

2.27%

Sole

0.00

Shared

0.00

None

33.45K

APPLE INC

SOLE

COM

Shares80.25K

TypeSH

Market value$16.46M

2.25%

Sole

1.12K

Shared

0.00

None

79.13K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares120.99K

TypeSH

Market value$13.55M

1.85%

Sole

2.47K

Shared

0.00

None

118.52K

ISHARES TR

SOLE

MRGSTR MD CP GRW

Shares151.15K

TypeSH

Market value$12.13M

1.65%

Sole

1.11K

Shared

0.00

None

150.04K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares19.49K

TypeSH

Market value$12.04M

1.64%

Sole

220.00

Shared

0.00

None

19.27K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares278.91K

TypeSH

Market value$11.34M

1.55%

Sole

3.73K

Shared

0.00

None

275.18K

JPMORGAN CHASE & CO.

SOLE

COM

Shares30.98K

TypeSH

Market value$8.98M

1.23%

Sole

0.00

Shared

0.00

None

30.98K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares18.46K

TypeSH

Market value$8.97M

1.22%

Sole

0.00

Shared

0.00

None

18.46K

INNOVATOR ETFS TRUST

SOLE

US EQT PWR BUF

Shares237.72K

TypeSH

Market value$8.86M

1.21%

Sole

0.00

Shared

0.00

None

237.72K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares215.51K

TypeSH

Market value$8.64M

1.18%

Sole

3.25K

Shared

0.00

None

212.27K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares10.91K

TypeSH

Market value$6.78M

0.92%

Sole

0.00

Shared

0.00

None

10.91K

ISHARES TR

SOLE

MRGSTR MD CP VAL

Shares75.67K

TypeSH

Market value$5.75M

0.78%

Sole

533.00

Shared

0.00

None

75.13K

FIRST TR EXCHANGE-TRADED ALP

SOLE

SML CP GRW ALP

Shares71.13K

TypeSH

Market value$5.66M

0.77%

Sole

781.00

Shared

0.00

None

70.35K

GLOBAL X FDS

SOLE

RATE PREFERRED

Shares226.09K

TypeSH

Market value$5.15M

0.70%

Sole

1.98K

Shared

0.00

None

224.11K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares7.00

TypeSH

Market value$5.10M

0.70%

Sole

0.00

Shared

0.00

None

7.00

AMERICAN CENTY ETF TR

SOLE

FOCUSED LRG CAP

Shares72.79K

TypeSH

Market value$5.08M

0.69%

Sole

390.00

Shared

0.00

None

72.40K

ISHARES TR

SOLE

INTERNATIONAL SL

Shares123.18K

TypeSH

Market value$4.78M

0.65%

Sole

1.78K

Shared

0.00

None

121.39K

PACER FDS TR

SOLE

US CASH COWS 100

Shares80.33K

TypeSH

Market value$4.43M

0.60%

Sole

1.01K

Shared

0.00

None

79.32K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares55.41K

TypeSH

Market value$4.40M

0.60%

Sole

33.00

Shared

0.00

None

55.37K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares47.51K

TypeSH

Market value$3.78M

0.52%

Sole

0.00

Shared

0.00

None

47.51K

ALPHABET INC

SOLE

CAP STK CL A

Shares21.08K

TypeSH

Market value$3.72M

0.51%

Sole

0.00

Shared

0.00

None

21.08K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ELI LILLY & COSOLE	COM	346.09K	SH	$257.04M 35.06%	380.00	345.71K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	1.40M	SH	$48.57M 6.62%	17.12K	1.39M
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	646.23K	SH	$31.68M 4.32%	14.85K	631.37K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	583.85K	SH	$16.90M 2.31%	5.66K	578.19K
MICROSOFT CORPSOLE	COM	33.45K	SH	$16.64M 2.27%	0.00	33.45K
APPLE INCSOLE	COM	80.25K	SH	$16.46M 2.25%	1.12K	79.13K
ISHARES TRSOLE	EAFE GRWTH ETF	120.99K	SH	$13.55M 1.85%	2.47K	118.52K
ISHARES TRSOLE	MRGSTR MD CP GRW	151.15K	SH	$12.13M 1.65%	1.11K	150.04K
SPDR S&P 500 ETF TRSOLE	TR UNIT	19.49K	SH	$12.04M 1.64%	220.00	19.27K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	278.91K	SH	$11.34M 1.55%	3.73K	275.18K
JPMORGAN CHASE & CO.SOLE	COM	30.98K	SH	$8.98M 1.23%	0.00	30.98K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	18.46K	SH	$8.97M 1.22%	0.00	18.46K
INNOVATOR ETFS TRUSTSOLE	US EQT PWR BUF	237.72K	SH	$8.86M 1.21%	0.00	237.72K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	215.51K	SH	$8.64M 1.18%	3.25K	212.27K
ISHARES TRSOLE	CORE S&P500 ETF	10.91K	SH	$6.78M 0.92%	0.00	10.91K
ISHARES TRSOLE	MRGSTR MD CP VAL	75.67K	SH	$5.75M 0.78%	533.00	75.13K
FIRST TR EXCHANGE-TRADED ALPSOLE	SML CP GRW ALP	71.13K	SH	$5.66M 0.77%	781.00	70.35K
GLOBAL X FDSSOLE	RATE PREFERRED	226.09K	SH	$5.15M 0.70%	1.98K	224.11K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	7.00	SH	$5.10M 0.70%	0.00	7.00
AMERICAN CENTY ETF TRSOLE	FOCUSED LRG CAP	72.79K	SH	$5.08M 0.69%	390.00	72.40K
ISHARES TRSOLE	INTERNATIONAL SL	123.18K	SH	$4.78M 0.65%	1.78K	121.39K
PACER FDS TRSOLE	US CASH COWS 100	80.33K	SH	$4.43M 0.60%	1.01K	79.32K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	55.41K	SH	$4.40M 0.60%	33.00	55.37K
ISHARES TRSOLE	MRGSTR MD CP ETF	47.51K	SH	$3.78M 0.52%	0.00	47.51K
ALPHABET INCSOLE	CAP STK CL A	21.08K	SH	$3.72M 0.51%	0.00	21.08K

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