Bethel, Fisher & Company Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2025. The filing, signed by General Counsel Jeff Roseman, lists a total of 2,424 separate securities held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer goods. The largest positions by number of shares include Apple Inc., with 12,012,500 shares, and Amazon.com Inc., with 4,012,800 shares. Other notable holdings include Alphabet Inc. Class A shares (23,578 shares), Microsoft Corporation (11,249 shares), and NVIDIA Corporation (11,249 shares).
The filing also lists significant positions in financial services and healthcare. Annaly Capital Management Inc. is held in 17,254 shares, while AbbVie Inc. is held in 20,394 shares. Additionally, the firm holds shares in various exchange-traded funds (ETFs) and other investment vehicles.
All holdings listed in the filing are reported as sole voting and dispositive power.
