Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. reported 309 positions worth $1.06B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: LLY (37.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LLY | SH | $393.7M | 36.97% | 328,198 | — | — | |
| ▸ 2 | DFAI | SH | $65.3M | 6.13% | 1,582,438 | — | — | |
| ▸ 3 | VTEB | SH | $35.6M | 3.34% | 703,574 | — | — | |
| ▸ 4 | DFAE | SH | $32.2M | 3.03% | 801,558 | — | — | |
| ▸ 5 | AAPL | SH | $24.3M | 2.29% | 84,110 | — | — | |
| ▸ 6 | LLY | PUT | $22.1M | 2.07% | 18,400 | — | — | |
| ▸ 7 | AVDV | SH | $18.4M | 1.73% | 178,867 | — | — | |
| ▸ 8 | IMCG | SH | $16.5M | 1.55% | 167,366 | — | — | |
| ▸ 9 | EFG | SH | $15.5M | 1.46% | 124,600 | — | — | |
| ▸ 10 | SPY | SH | $14.8M | 1.39% | 19,763 | — | — |
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Frequently Asked Questions
What stocks does Bedel Financial Consulting, Inc. hold as of Q2 2026?
Bedel Financial Consulting, Inc. reported 309 positions worth $1.06B in its Q2 2026 13F filing. Largest positions: LLY (37.0%), DFAI (6.1%), VTEB (3.3%), DFAE (3.0%) and AAPL (2.3%).
What did Bedel Financial Consulting, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bedel Financial Consulting, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.