Bedel Financial Consulting, Inc. holds a focused book of 307 stocks worth $1.0B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Harbor Commodity All Weather and trimmed Vanguard Tax-Exempt Bond ETF. Their largest long position is Eli Lilly & Co at 38% of the equity book. They also disclosed $22.3M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +33% (+18.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Bedel Financial Consulting, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.0 points over this window.
Growth of $10,000 cloning Bedel Financial Consulting, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bedel Financial Consulting, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $85.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.8B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $98.6B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $88.9B |
| Cetera Investment Advisers | 78 / 80 | $23.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $20.7B |
| NewEdge Advisors, LLC | 77 / 80 | $8.8B |
| AE Wealth Management LLC | 77 / 80 | $5.5B |
Ranked by how many of Bedel Financial Consulting, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $393.7M | 328.2K | 37.8% | ▲+0.2% Added · +622 sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $65.3M | 1.58M | 6.3% | ▲+3.5% Added · +54K sh | |
| 3 | Vanguard Mun BD FDS TAX EXEMPT BD | $35.6M | 703.6K | 3.4% | ▼~0% Reduced · −202 sh | |
| 4 | Dimensional ETF Trust EMGR CRE EQT MNG | $32.2M | 801.6K | 3.1% | ▲+3.6% Added · +28K sh | |
| 5 | Apple Inc COM | $24.3M | 84.1K | 2.3% | ▲+9.4% Added · +7K sh | |
| 6 | American Centy ETF TR INTL SMCP VLU | $18.4M | 178.9K | 1.8% | ▲+3.9% Added · +7K sh | |
| 7 | Ishares TR MRGSTR MD CP GRW | $16.5M | 167.4K | 1.6% | ▲+1.3% Added · +2K sh | |
| 8 | Ishares TR EAFE GRWTH ETF | $15.5M | 124.6K | 1.5% | ▲+1.0% Added · +1K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $14.8M | 19.8K | 1.4% | ▲+2.2% Added · +432 sh | |
| 10 | Capital Group Growth ETF SHS CREAT UNIT | $14.0M | 297.1K | 1.3% | ▲+2.6% Added · +8K sh | |
| 11 | Microsoft Corp COM | $12.6M | 33.8K | 1.2% | ▲+0.1% Added · +52 sh | |
| 12 | Ssga Active ETF TR ST STR TOTAL ETF | $10.4M | 264.1K | 1.0% | ▲+4.2% Added · +11K sh | |
| 13 | JPMorgan Chase & Co COM | $10.4M | 31.7K | 1.0% | ▲+0.6% Added · +180 sh | |
| 14 | Innovator Etfs Trust US EQT PWR BUF | $10.0M | 235.8K | 1.0% | ▼−0.1% Reduced · −119 sh | |
| 15 | First TR Exchange-Traded Alp SML CP GRW ALP | $9.9M | 78.0K | 1.0% | ▲+1.1% Added · +859 sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $9.5M | 19.0K | 0.9% | ▲+3.0% Added · +550 sh | |
| 17 | Ishares TR MRGSTR MD CP VAL | $8.9M | 97.8K | 0.9% | ▲+7.1% Added · +6K sh | |
| 18 | Alphabet Inc CAP STK CL A | $8.2M | 22.9K | 0.8% | ▲+8.4% Added · +2K sh | |
| 19 | Ishares TR CORE S&P500 ETF | $8.0M | 10.7K | 0.8% | ▼−9.8% Reduced · −1K sh | |
| 20 | American Centy ETF TR FOCUSED LRG CAP | $7.7M | 95.0K | 0.7% | ▲+7.8% Added · +7K sh | |
| 21 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $7.1M | 90.0K | 0.7% | ▲+19% Added · +15K sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $6.7M | 18.0K | 0.6% | ▲+4.2% Added · +724 sh | |
| 23 | Dimensional ETF Trust US TARGETED VLU | $6.3M | 90.7K | 0.6% | ▲+21% Added · +16K sh | |
| 24 | Applied Matls Inc COM | $6.3M | 8.7K | 0.6% | ▼−5.3% Reduced · −483 sh | |
| 25 | Ishares TR MRGSTR MD CP ETF | $6.2M | 63.7K | 0.6% | ▲+6.8% Added · +4K sh | |
| 26 | Alphabet Inc CAP STK CL C | $5.8M | 16.5K | 0.6% | ▲+12% Added · +2K sh | |
| 27 | Ishares TR INTERNATIONAL SL | $5.3M | 121.3K | 0.5% | ▲+0.2% Added · +243 sh | |
| 28 | Berkshire Hathaway Inc Del CL A | $5.2M | 7 | 0.5% | —Held | |
| 29 | Nvidia Corporation COM | $5.2M | 26.0K | 0.5% | ▲+2.9% Added · +732 sh | |
| 30 | Cummins Inc COM | $5.1M | 7.2K | 0.5% | ▲+6.0% Added · +408 sh | |
| 31 | Ishares TR RUS MID CAP ETF | $4.9M | 44.8K | 0.5% | ▲+4.4% Added · +2K sh | |
| 32 | Pacer FDS TR US CASH COWS 100 | $4.8M | 77.4K | 0.5% | ▼−0.5% Reduced · −380 sh | |
| 33 | Dimensional ETF Trust INTERNATNAL VAL | $4.7M | 87.0K | 0.5% | ▼−0.5% Reduced · −415 sh | |
| 34 | Janus Detroit STR TR HENDRSN SHRT ETF | $4.3M | 87.2K | 0.4% | ▲+35% Added · +22K sh | |
| 35 | Ishares TR MSCI USA QLT FCT | $3.9M | 17.9K | 0.4% | ▲~0% Added · +1 sh | |
| 36 | Vanguard Index FDS S&P 500 ETF SHS | $3.9M | 5.7K | 0.4% | ▲+3.5% Added · +190 sh | |
| 37 | Vanguard Wellington FD SHORT TRM TAX EX | $3.9M | 38.0K | 0.4% | ▲+9.3% Added · +3K sh | |
| 38 | Global X FDS RATE PREFERRED | $3.7M | 170.0K | 0.4% | ▲+2.1% Added · +3K sh | |
| 39 | Ishares TR RUSSELL 2000 ETF | $3.5M | 11.8K | 0.3% | ▼−1.1% Reduced · −129 sh | |
| 40 | Amazon Com Inc COM | $3.5M | 14.7K | 0.3% | ▲+4.4% Added · +619 sh | |
| 41 | Johnson & Johnson COM | $3.3M | 13.1K | 0.3% | ▼−0.9% Reduced · −115 sh | |
| 42 | Cisco Sys Inc COM | $3.2M | 27.6K | 0.3% | ▼−6.8% Reduced · −2K sh | |
| 43 | Exxon Mobil Corp COM | $3.2M | 23.4K | 0.3% | ▼−2.0% Reduced · −479 sh | |
| 44 | SPDR Gold TR GOLD SHS | $3.1M | 8.4K | 0.3% | ▲+1.1% Added · +94 sh | |
| 45 | Innovator Etfs Trust INTRNL DEV JULY | $3.1M | 85.5K | 0.3% | ▲+4.7% Added · +4K sh | |
| 46 | American Centy ETF TR US QUALITY GROW | $3.0M | 25.3K | 0.3% | ▲+0.4% Added · +91 sh | |
| 47 | Intel Corp COM | $3.0M | 21.2K | 0.3% | ▼−9.3% Reduced · −2K sh | |
| 48 | Abbvie Inc COM | $3.0M | 11.8K | 0.3% | ▲+0.1% Added · +9 sh | |
| 49 | SPDR Series Trust ST STR SP600 SML | $2.9M | 51.0K | 0.3% | ▲+8.8% Added · +4K sh | |
| 50 | Ishares TR MSCI EAFE ETF | $2.8M | 26.9K | 0.3% | ▲+0.1% Added · +33 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ELI LILLY & COLLY | $22.1M | 18K |
| PUT · bearish | PALANTIR TECHNOLOGIES INC-APLTR | $268K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 313 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 300 | $888.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 293 | $929.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 289 | $783.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 277 | $733.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 264 | $697.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 270 | $720.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 260 | $708.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.