Bedel Financial Consulting, Inc.
•CIK: 1730511•Filing: Q4 2025
**Bedel Financial Consulting, Inc.** manages $929M across a diversified portfolio of 289 positions. The firm exhibits a significant concentration in biotechnology, with LLY representing the largest holding at $352.5M. Notable allocations also include DFAI ($55.6M) and VTEB ($34.8M), suggesting a focus on high-growth, sector-specific opportunities. The top ten holdings alone account for substantial exposure across healthcare, technology, and broad market indices.
Total AUM
$929.3M
QoQ Performance
+18.7%
Positions
189
Top 10 Concentration
62.1%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
DFAI
LLY37.9%
DFAI6.0%
VTEB3.7%
DFAE2.6%
AAPL2.3%
VTES1.8%
MSFT1.8%
AVDV1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.3%
Healthcare39.8%
Technology7.2%
Financial3.4%
ETF2.6%
Consumer1.6%
Industrial0.6%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$723.1K
+85 more exited positions
Changes from Q3 2025
NEW5 new positions
↑97 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023