Bedel Financial Consulting, Inc.

Q3 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
286
Total value ($000)
$783,337
Net value change ($000)
+50,185 (6.8%)
New positions
18
Sold out positions
6
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVDV 13,509 NEW
AAPL 3,750 22.8%
DFAI 3,720 7.7%
DFAE 3,089 18.3%
VTEB 1,426 4.5%
GOOGL 1,386 37.3%
CGGR 1,284 11.3%
ORCL 1,104 32.6%
GOOGL 1,072 36.4%
FYC 1,019 18.0%
Top Reduces (Value $000, Stocks/ETFs)
LLY -5,593 -2.2%
ISRG -303 -17.3%
VLO -215 -100.0%
CMCSA -213 -100.0%
TIMOTHY PLAN -211 -100.0%
PRU -211 -100.0%
WAT -209 -100.0%
TOTL -205 -2.4%
F -175 -100.0%
PFFV -140 -2.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 578 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type