Bedel Financial Consulting, Inc.
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,064,749
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 309 | 1,064,749 | 13F-HR | Bedel Financial Consulting, Inc. |
| Q1 2026 | 5/4/2026 | 296 | 888,126 | 13F-HR | Bedel Financial Consulting, Inc. |
| Q4 2025 | 1/28/2026 | 290 | 929,326 | 13F-HR | Bedel Financial Consulting, Inc. |
| Q3 2025 | 11/7/2025 | 286 | 783,337 | 13F-HR | Bedel Financial Consulting, Inc. |
| Q2 2025 | 8/12/2025 | 274 | 733,152 | 13F-HR | Bedel Financial Consulting, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
22.34 K
(2.1% of total reported value)
· QoQ Δ:
+4.167 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 644.4 K | 61.8% | 122.4 K | 0 | 122.4 K |
| ETFs | 398 K | 38.2% | 52.53 K | 0 | 52.53 K |
| Debt | 0 | 0.0% | 0 | 2.433 K | -2.433 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,064,749
Holdings
309
QoQ value change ($000)
176,623
(19.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.