13F filer

Bedel Financial Consulting

As of Jun 30, 2026 Filed Jul 29, 2026 CIK 1730511 SEC filings ↗

13F Value

$1.06B

Positions

309

Top Position

LLY37.0%

Top 5

51.8%

Latest filing changes

vs Mar 31, 2026

1 DFAI Dimensional International Core Equity Market ETF +3.6%+$2.2M

2 AAPL Apple +9.4%+$2.1M

3 VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares +19.2%+$1.1M

4 DFAE Dimensional Emerging Core Equity Market ETF +3.6%+$1.1M

5 VNLA Janus Henderson Short Duration Income ETF +34.6%+$1.1M

Holdings309

#
1	LLY Eli Lilly	37.0%	$393.7M	+0.2%	328.2K	33.9%	Common Stock
2	DFAI Dimensional International Core Equity Market ETF	6.1%	$65.3M	+3.6%	1.58M	6.7%	ETF
3	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	3.3%	$35.6M	-0.0%	703.6K	4.0%	ETF
4	DFAE Dimensional Emerging Core Equity Market ETF	3.0%	$32.2M	+3.6%	801.6K	3.0%	ETF
5	AAPL Apple	2.3%	$24.3M	+9.4%	84.1K	2.2%	Common Stock
6	LLY · PUT Eli Lilly	2.1%	$22.1M	—	18.4K	1.9%	Put
7	AVDV Avantis International Small Cap Value ETF	1.7%	$18.4M	+3.9%	178.9K	1.9%	ETF
8	IMCG iShares Morningstar Mid-Cap Growth ETF	1.5%	$16.5M	+1.3%	167.4K	1.5%	ETF
9	EFG iShares MSCI EAFE Growth ETF	1.5%	$15.5M	+1.0%	124.6K	1.5%	ETF
10	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.4%	$14.8M	+2.2%	19.8K	1.4%	ETF
11	CGGR Capital Group Growth ETF — Share Class	1.3%	$14.0M	+2.6%	297.1K	1.3%	ETF
12	MSFT Microsoft	1.2%	$12.6M	+0.2%	33.8K	1.4%	Common Stock
13	TOTL State Street(R) DoubleLine(R) Total Return Tactical ETF	1.0%	$10.4M	+4.2%	264.1K	1.1%	ETF
14	JPM JPMorgan Chase	1.0%	$10.4M	+0.6%	31.7K	1.0%	Common Stock
15	PAPR Innovator U.S. Equity Power Buffer ETF — April	0.9%	$10.0M	-0.1%	235.8K	1.1%	ETF
16	FYC First Trust Small Cap Growth AlphaDEX Fund	0.9%	$9.9M	+1.1%	78.0K	0.8%	ETF
17	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 19,036 reported quantity $9,525,346 reported value	0.9%	$9.5M	+3.0%	19.0K	1.0%	Common Stock
18	IMCV iShares Morningstar Mid-Cap Value ETF	0.8%	$8.9M	+7.1%	97.8K	0.9%	ETF
19	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 22,888 reported quantity $8,179,461 reported value	0.8%	$8.2M	+8.4%	22.9K	0.7%	Common Stock
20	IVV iShares Core S&P 500 ETF	0.8%	$8.0M	-9.8%	10.7K	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing13

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.