Bedel Financial Consulting, Inc.

RIA/Wealth

Bedel Financial Consulting, Inc. is a RIA/Wealth based in Indianapolis, IN led by Elaine Ethel Kops-Bedel, reporting $2.5B in AUM as of Q3 2025 with 44% ETF concentration, 57% concentrated in top 10 holdings, and 32% allocation to LLY.

CEOElaine Ethel Kops-Bedel

Portfolio Value: $782.3M
Positions: 283
Top Holding: LLY at 32.04%
Last Reported: Q3 2025

Address8940 River Crossing Blvd., Suite 120, Indianapolis, IN, 46240, United States

Top Holdings

Largest long holdings in Bedel Financial Consulting, Inc.'s portfolio (57.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$250.6M	32.04%	-$159.5K Sold	0.04% 328.5K shares	Q4 2018 Held for 6y 11m
2 Dimensional International Core Equity Market DFAI	ETF ETF	$52.3M	6.68%	+$1.2M Bought	— 1.4M shares	Q3 2021 Held for 4y 2m
3 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$33.1M	4.23%	+$753.2K Bought	— 661.3K shares	Q4 2022 Held for 2y 11m
4 Apple AAPL	Consumer Electronics Technology	$20.2M	2.58%	-$219.2K Sold	0.00% 79.4K shares	Q4 2017 Held for 7y 11m
5 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$20.0M	2.56%	+$1.6M Bought	— 634.0K shares	Q3 2021 Held for 4y 2m
6 Microsoft MSFT	Software - Infrastructure Technology	$17.6M	2.25%	+$248.6K Bought	0.00% 33.9K shares	Q4 2017 Held for 7y 11m
7 iShares MSCI EAFE Growth EFG	ETF ETF	$13.9M	1.77%	+$80.4K Bought	— 121.7K shares	Q2 2022 Held for 3y 5m
8 Avantis International Small Cap Value AVDV	ETF ETF	$13.5M	1.73%	+$13.5M New	— 151.7K shares	Q3 2025 Held for 2 months
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$12.9M	1.65%	-$62.0K Sold	— 19.4K shares	Q4 2017 Held for 7y 11m
10 iShares Morningstar Mid-Cap Growth IMCG	ETF ETF	$12.8M	1.64%	+$332.2K Bought	— 155.2K shares	Q1 2022 Held for 3y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Bedel Financial Consulting, Inc.'s latest filing

See all changes

GthenC

Market Value

$782.3M

Prior: $732.1M

Q/Q Change

+6.86%

+$50.2M

Net Flows % of MV

+2.77%

Turnover Ratio

2.05%

New Purchases

3 stocks

$13.9M

Added To

140 stocks

+$11.4M

Sold Out Of

6 stocks

$1.2M

Reduced Holdings

54 stocks

-$2.4M

Increased Positions

Position	Shares Δ	Change
1 Avantis International Small Cap Value AVDV	New	0 → 151.7K +$13.5M
2 D-Wave Quantum QBTS	New	0 → 8.7K +$214.9K
3 General Electric GEV	New	0 → 335.0 +$206.0K
4 Blackrock BLK	+48.54%	206.0 → 306.0 +$116.6K
5 Boeing BA	+20.45%	1.0K → 1.2K +$45.1K

Decreased Positions

Position	Shares Δ	Change
1 Valero Energy VLO	Sold	1.6K → 0 −$215.2K
2 Comcast CMCSA	Sold	6.0K → 0 −$213.4K
3 Prudential Financial PRU	Sold	2.0K → 0 −$211.5K
4 TPHE Timothy Plan High Dividend Stock Enhanced TPHE	Sold	8.4K → 0 −$210.6K
5 Waters Corporation WAT	Sold	600.0 → 0 −$209.4K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Bedel Financial Consulting, Inc.

View analytics

GthenA

Sector Allocation

ETF

44.40%

Healthcare

33.90%

Technology

7.70%

Financial Services

4.50%

Industrials

1.90%

Consumer Cyclical

1.90%

Communication Services

1.90%

Consumer Defensive

1.60%

Energy

0.70%

Utilities

0.60%

Real Estate

0.30%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

48.40%

Large Cap ($10B - $200B)

6.07%

Mid Cap ($2B - $10B)

0.39%

Small Cap ($300M - $2B)

0.10%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

45.03%

Portfolio Concentration

Top 10 Holdings %

57.13%

Top 20 Holdings %

67.56%

Top 50 Holdings %

80.54%

Top 100 Holdings %

89.99%

View analytics

GthenA

Bedel Financial Consulting, Inc.

Top Holdings

Changes

Increased Positions

Decreased Positions

Analytics

Sector Allocation

Market Cap Distribution

Portfolio Concentration

Cookie Preferences