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Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. is a fee-only, independent, SEC-registered investment adviser providing customized portfolio management (including fiduciary oversight), financial planning, and retirement planning to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm acts as a fiduciary and is required to act in clients’ best interests at all times.
Investment Strategy
Focuses on exchange-listed securities, over-the-counter stocks, foreign issuers, corporate debt, and commercial paper. Offers financial planning including tax, estate, retirement, insurance, education funding, and business or charitable planning. Primarily invests in equities and ETFs, with recent significant holdings in Eli Lilly, Apple, Microsoft, and diversified ETFs.
Latest 13F Filing Activity
Bedel Financial Consulting, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 271 equity positions and 1 options positions with a total 13F market value of $733M. The fund increased holdings in Dimensional Etf Trust, Microsoft Corp., Vanguard Wellington FD among other positions. Bedel Financial Consulting, Inc. reduced exposure to Vanguard Mun BD FDS, Berkshire Hathaway Inc. Del, Discover Finl SVCS among others.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 34.95% | $256.2M | 328,690 | $104.59 | $779.53 | +$1.5M |
D DFAI | DIMENSIONAL ETF TRUST | 6.62% | $48.6M | 1,404,967 | $28.07 | $34.57 | +$3.3M |
V VTEB | VANGUARD MUN BD FDS | 4.32% | $31.7M | 646,226 | $49.90 | $49.03 | -$563.3K |
D DFAE | DIMENSIONAL ETF TRUST | 2.31% | $16.9M | 583,847 | $23.19 | $28.95 | +$1.2M |
M MSFT | MICROSOFT CORP | 2.27% | $16.6M | 33,452 | $124.39 | $497.41 | +$2.2M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | — | Put | $814.0K | 174 | $779.53 | $606.83 | 0 | -$166.3K |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Indianapolis, IN , United States | |
 | Portfolio Manager | Indianapolis, IN , United States | |
D Dave Crossman | Portfolio Manager | Columbus, IN , United States | |
 | Senior Portfolio Manager | Indianapolis, IN , United States | |
W William Wendling | Sr. Portfolio Manager | Carmel, IN , United States | |
 | Investment Analyst | Indianapolis, IN , United States | |
N Nicholas Kelly | Portfolio Manager | Indianapolis, IN , United States |
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