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Portfolio (Quarterly) Guide ↗

Bedel Financial Consulting, Inc.

· CIK 0001730511
13F Portfolio $1.1B AUM 313 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 309 New
Page 5 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD WORLD FD 13,082.0 $1.6M 0.15% NEW $119.52 -0.9%
82 AMD ADVANCED MICRO DEVICES INC Technology 2,576.0 $1.5M 0.14% NEW $580.91 -20.2%
83 UOCT INNOVATOR ETFS TRUST 36,171.0 $1.5M 0.14% NEW $41.11 +1.8%
84 DFAS DIMENSIONAL ETF TRUST 17,731.0 $1.5M 0.14% NEW $82.34 +0.1%
85 CVX CHEVRON CORPORATION Energy 8,775.0 $1.5M 0.14% NEW $165.75 +24.7%
86 AXP AMERICAN EXPRESS CO Financial Services 4,250.0 $1.4M 0.14% NEW $338.24 -1.7%
87 AVLV AMERICAN CENTY ETF TR 15,539.0 $1.4M 0.13% NEW $91.21 +3.0%
88 VXUS VANGUARD STAR FDS 16,434.0 $1.4M 0.13% NEW $85.49 +1.6%
89 HELO J P MORGAN EXCHANGE TRADED F 20,569.0 $1.4M 0.13% NEW $67.58 +2.5%
90 HBAN HUNTINGTON BANCSHARES INC Financial Services 77,944.0 $1.4M 0.13% NEW $17.73 -3.4%
91 VB VANGUARD INDEX FDS 4,557.0 $1.4M 0.13% NEW $303.13 -0.1%
92 IWD ISHARES TR 5,469.0 $1.3M 0.12% NEW $242.41 +6.0%
93 ISRG INTUITIVE SURGICAL INC Healthcare 3,245.0 $1.3M 0.12% NEW $397.68 -6.1%
94 LOW LOWES COS INC Consumer Cyclical 5,815.0 $1.3M 0.12% NEW $220.51 -1.8%
95 IJS ISHARES TR 9,354.0 $1.3M 0.12% NEW $136.68 +0.6%
96 DIS DISNEY WALT CO Communication Services 13,229.0 $1.3M 0.12% NEW $96.25 +11.7%
97 AVGO BROADCOM INC Technology 3,310.0 $1.3M 0.12% NEW $377.80 -3.7%
98 VTV VANGUARD INDEX FDS 5,734.0 $1.2M 0.12% NEW $217.91 +3.6%
99 RTX RTX CORPORATION Industrials 6,466.0 $1.2M 0.12% NEW $189.73 +12.6%
100 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,212.0 $1.1M 0.11% NEW $935.38 -0.6%
Page 5 of 16  ·  309 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 68.7%
Technology 11.2%
Financial Services 7.1%
Communication Services 3.1%
Industrials 2.8%
Consumer Cyclical 2.2%
Consumer Defensive 2.1%
Energy 1.2%
Utilities 0.9%
Real Estate 0.4%