Bedel Financial Consulting, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Bedel Financial Consulting, Inc. held in its portfolio 278 assets valued at $929,325,971 (i.e. $929.33M).
The most valuable assets in the portfolio included: ELI LILLY & CO ($352.61M), DIMENSIONAL ETF TRUST ($55.57M), and VANGUARD MUN BD FDS ($34.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 278 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bedel Financial Consulting, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ELI LILLY & CO | 345437 | 352606168 | COM |
| DIMENSIONAL ETF TRUST | 1458188 | 55571541 | INTL CORE EQT MK |
| VANGUARD MUN BD FDS | 691896 | 34795431 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 739164 | 24074564 | EMGR CRE EQT MNG |
| APPLE INC | 77747 | 21136361 | COM |
| VANGUARD WELLINGTON FD | 164779 | 16737427 | SHORT TRM TAX EX |
| MICROSOFT CORP | 33631 | 16264756 | COM |
| AMERICAN CENTY ETF TR | 159661 | 15003351 | INTL SMCP VLU |
| ISHARES TR | 122227 | 13924130 | EAFE GRWTH ETF |
| SPDR S&P 500 ETF TR | 19060 | 12997541 | TR UNIT |
| ISHARES TR | 159323 | 12720310 | MRGSTR MD CP GRW |
| CAPITAL GROUP GROWTH ETF | 281826 | 12532802 | SHS CREATION UNI |
| JPMORGAN CHASE & CO. | 31717 | 10219952 | COM |
| BERKSHIRE HATHAWAY INC DEL | 18671 | 9384900 | CL B NEW |
| INNOVATOR ETFS TRUST | 236921 | 9268365 | US EQT PWR BUF |
| SSGA ACTIVE ETF TR | 228099 | 9180996 | STATE STREET DOU |
| INNOVATOR ETFS TRUST | 181463 | 7933104 | US EQTY PWR BUF |
| ISHARES TR | 11239 | 7697921 | CORE S&P500 ETF |
| FIRST TR EXCHANGE-TRADED ALP | 74442 | 7155276 | SML CP GRW ALP |
| ISHARES TR | 86288 | 7104799 | MRGSTR MD CP VAL |
| ALPHABET INC | 21050 | 6588742 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 82767 | 6271235 | FOCUSED LRG CAP |
| VANGUARD SCOTTSDALE FDS | 77550 | 6183062 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 17293 | 5797726 | TOTAL STK MKT |
| BERKSHIRE HATHAWAY INC DEL | 7 | 5283600 | CL A |
| ISHARES TR | 120960 | 5017419 | INTERNATIONAL SL |
| NVIDIA CORPORATION | 25215 | 4702519 | COM |
| PACER FDS TR | 77735 | 4677288 | US CASH COWS 100 |
| ALPHABET INC | 14820 | 4650499 | CAP STK CL C |
| ISHARES TR | 53735 | 4445497 | MRGSTR MD CP ETF |
| DIMENSIONAL ETF TRUST | 87416 | 4362065 | INTERNATNAL VAL |
| GLOBAL X FDS | 188064 | 4178782 | RATE PREFERRED |
| DIMENSIONAL ETF TRUST | 66539 | 3961708 | US TARGETED VLU |
| ISHARES TR | 40210 | 3871024 | RUS MID CAP ETF |
| CUMMINS INC | 7112 | 3630300 | COM |
| ISHARES TR | 17647 | 3505087 | MSCI USA QLT FCT |
| SPDR GOLD TR | 8354 | 3310774 | GOLD SHS |
| VANGUARD INDEX FDS | 5118 | 3209426 | S&P 500 ETF SHS |
| AMAZON COM INC | 13880 | 3203888 | COM |
| ORACLE CORP | 15366 | 2995026 | COM |
| JANUS DETROIT STR TR | 60711 | 2983362 | HENDRSN SHRT ETF |
| ISHARES TR | 11984 | 2950040 | RUSSELL 2000 ETF |
| EXXON MOBIL CORP | 23993 | 2887308 | COM |
| AMERICAN CENTY ETF TR | 24746 | 2833912 | US QUALITY GROW |
| WALMART INC | 25345 | 2823631 | COM |
| INNOVATOR ETFS TRUST | 82306 | 2757901 | INTRNL DEV JULY |
| JOHNSON & JOHNSON | 13298 | 2751972 | COM |
| ABBVIE INC | 11724 | 2678749 | COM |
| ISHARES TR | 26649 | 2559093 | MSCI EAFE ETF |
| APPLIED MATLS INC | 9230 | 2372037 | COM |
| CISCO SYS INC | 29602 | 2280270 | COM |
| VANGUARD INDEX FDS | 4471 | 2181234 | GROWTH ETF |
| TIDAL TRUST I | 59181 | 2179512 | GOTHAM ENHNCD |
| MCDONALDS CORP | 7131 | 2179381 | COM |
| ISHARES TR | 32833 | 2166947 | CORE S&P MCP ETF |
| ISHARES TR | 4464 | 2112942 | RUS 1000 GRW ETF |
| META PLATFORMS INC | 3061 | 2020512 | CL A |
| INNOVATOR ETFS TRUST | 50764 | 1986135 | US EQTY ULTRA B |
| FIRST TR EXCHANGE-TRADED ALP | 15700 | 1977815 | COM SHS |
| ISHARES TR | 29083 | 1952354 | MSCI ACWI EX US |
| HOME DEPOT INC | 5548 | 1908906 | COM |
| INNOVATOR ETFS TRUST | 51151 | 1873905 | LADDERED ALC BFR |
| INTUITIVE SURGICAL INC | 3245 | 1837838 | COM NEW |
| SPDR SERIES TRUST | 39215 | 1837633 | STATE STREET SPD |
| PEPSICO INC | 12490 | 1792507 | COM |
| ISHARES TR | 76993 | 1777004 | IBONDS 2026 TERM |
| VANGUARD INTL EQUITY INDEX F | 23834 | 1753200 | ALLWRLD EX US |
| PROCTER AND GAMBLE CO | 12106 | 1734954 | COM |
| COCA COLA CO | 24771 | 1731770 | COM |
| PACER FDS TR | 38290 | 1698946 | US SMALL CAP CAS |
| AMERICAN EXPRESS CO | 4462 | 1650753 | COM |
| VANGUARD INTL EQUITY INDEX F | 30365 | 1632438 | FTSE EMR MKT ETF |
| PALANTIR TECHNOLOGIES INC | 9041 | 1607038 | CL A |
| DISNEY WALT CO | 14109 | 1605176 | COM |
| T ROWE PRICE ETF INC | 32169 | 1603946 | PRICE BLUE CHIP |
| TESLA INC | 3526 | 1585522 | COM |
| SIMON PPTY GROUP INC NEW | 7875 | 1457764 | COM |
| ISHARES TR | 10314 | 1454790 | RUS MDCP VAL ETF |
| LOWES COS INC | 5847 | 1410115 | COM |
| BOSTON SCIENTIFIC CORP | 14618 | 1393826 | COM |
| CHEVRON CORP NEW | 8806 | 1342190 | COM |
| HUNTINGTON BANCSHARES INC | 77313 | 1341385 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4875 | 1312253 | DJ INTERNT IDX |
| HONEYWELL INTL INC | 6461 | 1260494 | COM |
| PIMCO ETF TR | 12445 | 1248729 | ENHAN SHRT MA AC |
| J P MORGAN EXCHANGE TRADED F | 18771 | 1246942 | HEDGED EQUITY LA |
| VANGUARD STAR FDS | 16362 | 1234333 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 17463 | 1216633 | US SMALL CAP ETF |
| AUTOMATIC DATA PROCESSING IN | 4682 | 1204291 | COM |
| RTX CORPORATION | 6418 | 1177061 | COM |
| BROADCOM INC | 3283 | 1136281 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 14766 | 1125612 | SHS |
| CATERPILLAR INC | 1958 | 1121664 | COM |
| VISA INC | 3133 | 1098886 | COM CL A |
| VANGUARD INDEX FDS | 4255 | 1097671 | SMALL CP ETF |
| ISHARES TR | 5196 | 1092830 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 5715 | 1091419 | VALUE ETF |
| VANGUARD WORLD FD | 1444 | 1088444 | INF TECH ETF |
| ISHARES TR | 9071 | 1082624 | 3 7 YR TREAS BD |
| ISHARES TR | 9354 | 1063737 | SP SMCP600VL ETF |
| ISHARES TR | 7391 | 1012124 | RUS MD CP GR ETF |
| INNOVATOR ETFS TRUST | 25255 | 1005077 | US EQT ULTRA BF |
| INTERNATIONAL BUSINESS MACHS | 3201 | 948241 | COM |
| SCHWAB STRATEGIC TR | 35827 | 939749 | US BRD MKT ETF |
| ELEVANCE HEALTH INC FORMERLY | 2678 | 938706 | COM |
| COSTCO WHSL CORP NEW | 1088 | 938521 | COM |
| PHILIP MORRIS INTL INC | 5762 | 924278 | COM |
| SCHWAB STRATEGIC TR | 33075 | 907250 | US DIVIDEND EQ |
| ISHARES TR | 5379 | 903349 | CORE S&P US GWT |
| ISHARES TR | 2779 | 897645 | RUS 2000 GRW ETF |
| NEXTERA ENERGY INC | 11181 | 897630 | COM |
| BANK AMERICA CORP | 16204 | 891236 | COM |
| ISHARES TR | 4895 | 887079 | RUS 2000 VAL ETF |
| INTEL CORP | 23983 | 884971 | COM |
| EXLSERVICE HOLDINGS INC | 20713 | 879060 | COM |
| GENERAL DYNAMICS CORP | 2506 | 843784 | COM |
| PFIZER INC | 33514 | 834502 | COM |
| VANGUARD INDEX FDS | 9380 | 830063 | REAL ESTATE ETF |
| ISHARES TR | 10695 | 829183 | EAFE SML CP ETF |
| WELLS FARGO CO NEW | 8733 | 813941 | COM |
| OREILLY AUTOMOTIVE INC | 8711 | 794530 | COM |
| SCHWAB STRATEGIC TR | 29335 | 789405 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 2633 | 764149 | MID CAP ETF |
| INVESCO EXCH TRADED FD TR II | 10688 | 763370 | S&P500 LOW VOL |
| ILLINOIS TOOL WKS INC | 3032 | 746819 | COM |
| MERCK & CO INC | 6925 | 728958 | COM |
| CINTAS CORP | 3812 | 716923 | COM |
| INVESCO EXCHANGE TRADED FD T | 3738 | 715976 | S&P500 EQL WGT |
| US BANCORP DEL | 13318 | 710648 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 11355 | 709373 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 3339 | 707166 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 18510 | 703380 | INTL SMALL CAP V |
| TAIWAN SEMICONDUCTOR MFG LTD | 2277 | 691991 | SPONSORED ADS |
| FIRST FINL BANCORP OH | 27412 | 685848 | COM |
| ISHARES TR | 4851 | 684720 | SELECT DIVID ETF |
| PIMCO ETF TR | 12943 | 678343 | INTER MUN BD ACT |
| PIMCO ETF TR | 13184 | 664869 | SHTRM MUN BD ACT |
| ADVANCED MICRO DEVICES INC | 3081 | 659827 | COM |
| NOVARTIS AG | 4695 | 647343 | SPONSORED ADR |
| CSX CORP | 17730 | 642713 | COM |
| MORGAN STANLEY | 3348 | 594342 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 2703 | 593977 | DIV APP ETF |
| STRYKER CORPORATION | 1683 | 591679 | COM |
| QUALCOMM INC | 3452 | 590409 | COM |
| INVESCO EXCHANGE TRADED FD T | 8832 | 587505 | LARGE CAP VALUE |
| MPLX LP | 10475 | 559042 | COM UNIT REP LTD |
| SELECT SECTOR SPDR TR | 10077 | 551914 | STATE STREET FIN |
| ALTRIA GROUP INC | 9551 | 550718 | COM |
| TJX COS INC NEW | 3549 | 545231 | COM |
| DUKE ENERGY CORP NEW | 4620 | 541454 | COM NEW |
| AMGEN INC | 1606 | 525660 | COM |
| MASTERCARD INCORPORATED | 907 | 517941 | CL A |
| MATTHEWS ASIA FDS | 14436 | 516934 | EMER MKTS EQUITY |
| BALL CORP | 9600 | 508512 | COM |
| EATON CORP PLC | 1595 | 507872 | SHS |
| SHOPIFY INC | 3150 | 507056 | CL A SUB VTG SHS |
| GE AEROSPACE | 1595 | 491355 | COM NEW |
| 3M CO | 3047 | 487826 | COM |
| CAPITAL ONE FINL CORP | 2011 | 487440 | COM |
| ISHARES TR | 3446 | 486437 | S&P SML 600 GWT |
| DANAHER CORPORATION | 2106 | 482177 | COM |
| KROGER CO | 7681 | 479917 | COM |
| UNION PAC CORP | 2074 | 479667 | COM |
| AT&T INC | 18793 | 466820 | COM |
| CONSTELLATION ENERGY CORP | 1296 | 457784 | COM |
| KIMBERLY-CLARK CORP | 4529 | 456931 | COM |
| ISHARES TR | 8153 | 446070 | MSCI EMG MKT ETF |
| AMERICAN ELEC PWR CO INC | 3867 | 445904 | COM |
| INVESCO QQQ TR | 705 | 433220 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 15124 | 430719 | US SML CAP ETF |
| ISHARES TR | 3545 | 426022 | CORE S&P SCP ETF |
| INVESCO EXCHANGE TRADED FD T | 5634 | 422832 | S&P500 QUALITY |
| STARBUCKS CORP | 4973 | 418805 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 687 | 414453 | UTSER1 S&PDCRP |
| NEW JERSEY RES CORP | 8932 | 411927 | COM |
| ISHARES TR | 3976 | 407699 | CORE S&P US VLU |
| PGIM ETF TR | 8000 | 403160 | ULTRA SHORT MUNI |
| INTERCONTINENTAL EXCHANGE IN | 2472 | 400365 | COM |
| NETFLIX INC | 4240 | 397542 | COM |
| SOUTHERN CO | 4539 | 395757 | COM |
| CONOCOPHILLIPS | 4063 | 380337 | COM |
| VANGUARD SCOTTSDALE FDS | 4531 | 379499 | INT-TERM CORP |
| UNILEVER PLC | 5765 | 377031 | SPON ADR NEW |
| FIRSTENERGY CORP | 8413 | 376665 | COM |
| BLACKROCK ETF TRUST II | 16712 | 371345 | SHORT DURATION H |
| GSK PLC | 7562 | 370840 | SPONSORED ADR |
| UNITEDHEALTH GROUP INC | 1099 | 362888 | COM |
| ACCENTURE PLC IRELAND | 1345 | 360864 | SHS CLASS A |
| BLACKROCK INC | 334 | 357635 | COM |
| VANGUARD BD INDEX FDS | 4575 | 356318 | INTERMED TERM |
| INNOVATOR ETFS TRUST | 6420 | 353443 | US EQTY BUFR JAN |
| STEEL DYNAMICS INC | 2049 | 347203 | COM |
| SCHWAB STRATEGIC TR | 12750 | 346928 | FUNDAMENTAL US L |
| BOEING CO | 1596 | 346612 | COM |
| CARDINAL HEALTH INC | 1683 | 345857 | COM |
| GOLDMAN SACHS GROUP INC | 392 | 344568 | COM |
| ISHARES TR | 917 | 342444 | RUS 1000 ETF |
| EMERSON ELEC CO | 2570 | 341152 | COM |
| WW GRAINGER INC | 336 | 339041 | COM |
| SALESFORCE INC | 1258 | 333257 | COM |
| PINNACLE WEST CAP CORP | 3690 | 327303 | COM |
| ISHARES TR | 4687 | 325372 | CORE DIV GRWTH |
| ONEOK INC NEW | 4395 | 322998 | COM |
| ISHARES TR | 3415 | 321526 | MSCI USA MIN VOL |
| FEDEX CORP | 1097 | 316844 | COM |
| INNOVATOR ETFS TRUST | 8471 | 314521 | BUFFER STEP UP S |
| THOR INDS INC | 3062 | 314376 | COM |
| BRISTOL-MYERS SQUIBB CO | 5790 | 312298 | COM |
| ALLSTATE CORP | 1499 | 312092 | COM |
| ISHARES GOLD TR | 3789 | 307553 | ISHARES NEW |
| VANGUARD INTL EQUITY INDEX F | 2140 | 301868 | TT WRLD ST ETF |
| VERIZON COMMUNICATIONS INC | 7285 | 296715 | COM |
| ABBOTT LABS | 2367 | 296561 | COM |
| DEERE & CO | 634 | 295119 | COM |
| ISHARES INC | 3965 | 291954 | MSCI GBL GOLD MN |
| DIMENSIONAL ETF TRUST | 9186 | 290870 | INTL HIGH PROFIT |
| ISHARES TR | 2877 | 288793 | 0-3 MNTH TREASRY |
| CITIGROUP INC | 2457 | 286765 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 2000 | 286634 | FTSE SMCAP ETF |
| INNOVATOR ETFS TRUST | 6609 | 285839 | US EQTY PWR BF |
| ISHARES SILVER TR | 4409 | 284028 | ISHARES |
| CHUBB LIMITED | 888 | 277163 | COM |
| PROLOGIS INC. | 2169 | 276895 | COM |
| ENERGY TRANSFER L P | 16593 | 273627 | COM UT LTD PTN |
| CALAMOS ETF TR | 12061 | 273453 | CALAMOS BIT 90 S |
| PIMCO ETF TR | 2841 | 272580 | ENHNCD LW DUR AC |
| CORTEVA INC | 3875 | 259744 | COM |
| INVESCO EXCHANGE TRADED FD T | 2535 | 259635 | S&P MDCP QUALITY |
| SCHWAB STRATEGIC TR | 9729 | 250619 | MUN BD ETF |
| ISHARES TR | 2272 | 249663 | TIPS BD ETF |
| SELECT SECTOR SPDR TR | 1730 | 249068 | STATE STREET TEC |
| MATERION CORP | 2000 | 248640 | COM |
| FIRST TR EXCHANGE TRADED FD | 3575 | 248355 | RISNG DIVD ACHIV |
| T-MOBILE US INC | 1206 | 244827 | COM |
| TIMOTHY PLAN | 7048 | 244425 | INTL ETF |
| VANECK ETF TRUST | 2846 | 244119 | GOLD MINERS ETF |
| INNOVATOR ETFS TRUST | 4883 | 243466 | LADERD ALCTN PWR |
| VANGUARD INTL EQUITY INDEX F | 2903 | 242761 | FTSE EUROPE ETF |
| MONDELEZ INTL INC | 4508 | 242639 | CL A |
| RESMED INC | 1000 | 240870 | COM |
| GE VERNOVA INC | 367 | 239860 | COM |
| NORTHERN LTS FD TR IV | 6560 | 239309 | INSPIRE INTL ETF |
| SELECT SECTOR SPDR TR | 1527 | 236868 | STATE STREET IND |
| ISHARES TR | 2767 | 234208 | CORE MSCI TOTAL |
| SELECT SECTOR SPDR TR | 1948 | 232639 | STATE STREET CON |
| NORTHERN LTS FD TR IV | 9605 | 232441 | INSPIRE CORP BD |
| NISOURCE INC | 5540 | 231337 | COM |
| NORTHERN LTS FD TR IV | 5110 | 230614 | INSPIRE 100 ETF |
| J P MORGAN EXCHANGE TRADED F | 3110 | 228081 | INTERNL GWT |
| WATERS CORP | 600 | 227898 | COM |
| D-WAVE QUANTUM INC | 8695 | 227374 | COM |
| MCKESSON CORP | 277 | 227220 | COM |
| STRATEGY SHS | 8533 | 226466 | EVENTIDE HIGH DI |
| EVERGY INC | 3076 | 223012 | COM |
| ASTRAZENECA PLC | 2400 | 220632 | SPONSORED ADR |
| ISHARES TR | 3534 | 219638 | U.S. MED DVC ETF |
| HORIZON BANCORP INC | 12937 | 219412 | COM |
| ISHARES TR | 1091 | 217851 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 779 | 217365 | MCAP GR IDXVIP |
| ISHARES TR | 3327 | 216588 | US HLTHCARE ETF |
| DIMENSIONAL ETF TRUST | 5669 | 215604 | US HIGH PROFITAB |
| PRUDENTIAL FINL INC | 1900 | 214465 | COM |
| WELLTOWER INC | 1153 | 214008 | COM |
| NIKE INC | 3347 | 213251 | CL B |
| EXELON CORP | 4889 | 213129 | COM |
| INNOVATOR ETFS TRUST | 6224 | 210309 | EMRGNG MKT JAN |
| ENBRIDGE INC | 4359 | 208491 | COM |
| MEDTRONIC PLC | 2160 | 207472 | SHS |
| LOCKHEED MARTIN CORP | 424 | 205182 | COM |
| CROWDSTRIKE HLDGS INC | 436 | 204379 | CL A |
| LINCOLN NATL CORP IND | 4587 | 204259 | COM |
| CONAGRA BRANDS INC | 11696 | 202458 | COM |
| LUMENTUM HLDGS INC | 547 | 201619 | COM |
| TRACTOR SUPPLY CO | 4006 | 200342 | COM |
| EATON VANCE SR INCOME TR | 11962 | 63040 | SH BEN INT |
| RELMADA THERAPEUTICS INC | 10000 | 48300 | COM |
| OPUS GENETICS INC | 15000 | 30150 | COM |
| INOTIV INC | 14945 | 8401 | COM |
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