Bedel Financial Consulting, Inc. has disclosed its latest 13F-HR filing, revealing a total portfolio value of approximately $1,061,787,061 as of September 30, 2026. This significant figure underscores the firm's investment strategies and positions across various sectors, demonstrating its active role in the financial consulting industry.

The filing, submitted on November 6, 2026, highlights the firm's commitment to transparency and regulatory compliance. With a diverse range of holdings, Bedel Financial Consulting continues to adapt to the evolving investment landscape, which is crucial for maintaining investor confidence.

Background

Bedel Financial Consulting, Inc. is a financial consulting firm based in Indianapolis, Indiana. The company primarily operates under the SIC classification of 'other,' focusing on providing investment management services. The firm has been active in filing various reports with the SEC, including multiple 13F-HR submissions throughout the year.

Recent filings include:

  • November 6, 2026 - 13F-HR
  • August 5, 2026 - N-PX
  • July 29, 2026 - 13F-HR
  • May 4, 2026 - 13F-HR
  • January 28, 2026 - 13F-HR

What the Filing Says

The 13F-HR filing indicates that Bedel Financial Consulting holds a total of 319 positions within its portfolio. The firm has reported a total value of $1,061,787,061, reflecting its strategic investment choices. The filing is signed by Lonny Elfenbein, Chief Compliance Officer, which adds a layer of credibility to the report.

Impact

This filing may affect various stakeholders, including investors seeking insights into Bedel's investment strategies and competitors in the financial consulting industry. The transparency provided by the 13F-HR report can influence market perceptions and investor confidence, particularly in a competitive environment.

What's Next

The filing does not specify what happens next for Bedel Financial Consulting, leaving stakeholders to await further updates or filings that may provide additional insights into the firm's future strategies.