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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 8 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HONEYWELL AEROSPACE INC 3,212.0 $710K 0.07% NEW $221.08
142 MO ALTRIA GROUP INC Consumer Defensive 9,552.0 $687K 0.07% NEW $71.95 -7.0%
143 MUNI PIMCO ETF TR 12,943.0 $681K 0.06% NEW $52.60 -1.6%
144 NVS NOVARTIS AG Healthcare 4,326.0 $678K 0.06% NEW $156.72 -0.3%
145 MS MORGAN STANLEY Financial Services 3,243.0 $678K 0.06% NEW $209.01 -0.7%
146 ETN EATON CORP PLC Industrials 1,582.0 $674K 0.06% NEW $426.03 -2.5%
147 WFC WELLS FARGO & CO Financial Services 8,135.0 $672K 0.06% NEW $82.64 +1.3%
148 GE GE AEROSPACE Industrials 1,792.0 $670K 0.06% NEW $373.65 -7.8%
149 SMMU PIMCO ETF TR 13,184.0 $666K 0.06% NEW $50.50 -0.4%
150 VIG VANGUARD SPECIALIZED FUNDS 2,795.0 $661K 0.06% NEW $236.64 +2.4%
151 MEM MATTHEWS ASIA FDS 14,113.0 $639K 0.06% NEW $45.26 -2.4%
152 QCOM QUALCOMM INC Technology 3,434.0 $635K 0.06% NEW $184.77 -13.0%
153 BSX BOSTON SCIENTIFIC CORP Healthcare 14,618.0 $624K 0.06% NEW $42.68 +15.7%
154 SCHD SCHWAB STRATEGIC TR 19,611.0 $622K 0.06% NEW $31.71 +9.8%
155 DUHP DIMENSIONAL ETF TRUST 14,841.0 $619K 0.06% NEW $41.73 +1.1%
156 IJT ISHARES TR 3,446.0 $615K 0.06% NEW $178.60 -3.2%
157 DUK DUKE ENERGY CORP NEW Utilities 4,834.0 $612K 0.06% NEW $126.58 -3.1%
158 QQQ INVESCO QQQ TR Financial Services 821.0 $605K 0.06% NEW $736.50 -3.5%
159 USEP INNOVATOR ETFS TRUST 14,593.0 $603K 0.06% NEW $41.33 +1.5%
160 PMAY INNOVATOR ETFS TRUST 14,508.0 $599K 0.06% NEW $41.30 +1.6%
Page 8 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%