Institutional Fund
Bedel Financial Consulting, Inc.
Indianapolis, INCIK 17305115 filings on record
Portfolio Value
$869.96M
Q1 2026
Holdings
293
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-6.4%
from $929.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Eli Lilly & Co34.6%
- Dimensional ETF Trust6.8%
- Vanguard Mun Bd Fds4.0%
- Dimensional ETF Trust3.0%
- Apple Inc2.2%
- American Centy ETF Tr2.0%
- Other47.3%
Portfolio Holdings
293 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 327.6K | $301.29M | 34.6% | −461 | Reduced |
| 2 | Dimensional ETF Trust | 1.53M | $59.53M | 6.8% | +69.9K | Added |
| 3 | Vanguard Mun Bd Fds | 703.8K | $35.11M | 4.0% | +11.9K | Added |
| 4 | Dimensional ETF Trust | 774.0K | $26.21M | 3.0% | +34.8K | Added |
| 5 | Apple Inc | 76.9K | $19.51M | 2.2% | −858 | Reduced |
| 6 | American Centy ETF Tr | 172.1K | $17.19M | 2.0% | +12.5K | Added |
| 7 | Ishares Tr | 123.4K | $13.74M | 1.6% | +1.2K | Added |
| 8 | Ishares Tr | 165.1K | $13.01M | 1.5% | +5.8K | Added |
| 9 | Spdr S&P 500 ETF Tr | 19.3K | $12.57M | 1.4% | +271 | Added |
| 10 | Microsoft Corp | 33.7K | $12.48M | 1.4% | +73 | Added |
283 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio