account_balance
Investment manager · 13F filer · SEC CIK 1730511
Bedel Financial Consulting, Inc.
Reported value$1.04Bas of Sep 30, 2026
Positions309 11 new, 9 sold out
Top 10 weight60.0%LLY alone is 37%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
36.5%
DFAIDimensional ETF Trust
6.5%Added +3%
DFAEDimensional ETF Trust
3.1%+2%
VTEBVanguard Mun Bd FDS
3.1%Trimmed −4%
AAPLApple Inc.
2.7%
AVDVAmerican Centy ETF Tr
1.9%+2%
MSFTMicrosoft Corp
1.7%
IMCGiShares Tr
1.5%
SPYSPDR S&P 500 ETF Trust
1.5%
EFGiShares Tr
1.5%
CGGRCapital Group Growth ETF
1.4%
LLYELI Lilly & Co
36.5%
DFAIDimensional ETF Trust
6.5%+3%
DFAE3.1%
VTEB3.1%
AAPL2.7%AVDV1.9%
MSFTIMCG
SPY1.5%EFG1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 36.5% Held
DFAI Dimensional ETF Trust 6.5% Added +3%
DFAE Dimensional ETF Trust 3.1% Added +2%
VTEB Vanguard Mun Bd FDS 3.1% Trimmed −4%
AAPL Apple Inc. 2.7% HeldAVDV American Centy ETF Tr 1.9% Added +2%
MSFT Microsoft Corp 1.7% HeldIMCG iShares Tr 1.5% Held
SPY SPDR S&P 500 ETF Trust 1.5% Added +4%EFG iShares Tr 1.5% Held
CGGR Capital Group Growth ETF 1.4% Added +2%
JPM JPMorgan Chase & Co 1.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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