Lonny Elfenbein

Bedel Financial Consulting, Inc.

Assets Managed

$888.126M

Holdings

293

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

-4.43%(2Q avg: 7.11%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bedel Financial Consulting, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Bedel Financial Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 888.126M in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of 7.11%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
LLY Eli Lilly & Co Recent Activity Increased 0.16%	35.84%	$318.219M↓ Put 345,976 shares@ $919.78 avg price	Increased 0.16%
DFAI Dimensional International Co Recent Activity Increased 4.8%	6.71%	$59.533M 1.528M shares@ $38.97 avg price	Increased 4.8%
VTEB Vanguard Tax-exempt Bond Etf Recent Activity Increased 1.72%	3.96%	$35.111M 703,776 shares@ $49.89 avg price	Increased 1.72%
DFAE Dimensional Emerging Core Eq Recent Activity Increased 4.72%	2.96%	$26.208M 773,996 shares@ $33.87 avg price	Increased 4.72%
AAPL Apple Inc Recent Activity Decreased -1.1%	2.2%	$19.514M 76,889 shares@ $253.8 avg price	Decreased -1.1%
AVDV Avantis Intl S C Value Etf Recent Activity Increased 7.8%	1.94%	$17.187M 172,112 shares@ $99.86 avg price	Increased 7.8%
EFG Ishares Msci Eafe Growth Etf Recent Activity Increased 0.96%	1.55%	$13.743M 123,400 shares@ $111.38 avg price	Increased 0.96%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 8.77%	1.52%	$13.482M 20,731 shares@ $650.33 avg price	Increased 8.77%
IMCG Ishares Morningstar Mid-cap Recent Activity Increased 3.66%	1.47%	$13.008M 165,140 shares@ $78.77 avg price	Increased 3.66%
MSFT Microsoft Corp Recent Activity Increased 0.22%	1.41%	$12.476M 33,704 shares@ $370.17 avg price	Increased 0.22%

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