Bedel Financial Consulting, Inc. - Portfolio overview

Bedel Financial Consulting, Inc. has 312 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. LLY - ELI LILLY & CO, 34.38%
2. DFAI - DIMENSIONAL ETF TRUST, 6.79%
3. VTEB - VANGUARD MUN BD FDS, 4.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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