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Bigelow Investment Advisors, LLC

Q3 2026 13F filing

Updated 6 days ago

154 disclosed positions worth $280.8M

Portfolio value
$280.8M
Total holdings
154
New positions
2
Closed positions
5
Increased
80
Decreased
62
Turnover
4.5%
Filed
2026-10-13

Full holdings

Every line item disclosed in Q3 2026

E

ISHARES TR

-0.3%
Value
$19.9M
Shares
26.0K
% Port
7.09%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

+0.5%
Value
$13.9M
Shares
18.2K
% Port
4.95%
B
3.BX

VANGUARD SPECIALIZED FUNDS

-0.3%
Value
$11.7M
Shares
50.2K
% Port
4.17%
I
4.IAU

ISHARES GOLD TR

+0.8%
Value
$10M
Shares
127.9K
% Port
3.56%
E

ISHARES TR

+13.5%
Value
$9M
Shares
194.0K
% Port
3.21%
A

APPLE INC

-1.2%
Value
$8.7M
Shares
26.1K
% Port
3.09%
E

ISHARES TR

+3.9%
Value
$7.7M
Shares
106.9K
% Port
2.74%
S

SCHWAB STRATEGIC TR

+0.1%
Value
$5.8M
Shares
161.6K
% Port
2.07%
M

MICROSOFT CORP

-2.3%
Value
$5.7M
Shares
11.2K
% Port
2.05%
N
10.NVDA

NVIDIA CORPORATION

+0.7%
Value
$5.5M
Shares
24.2K
% Port
1.97%
S

SCHWAB STRATEGIC TR

+5.4%
Value
$5.2M
Shares
217.7K
% Port
1.85%
E
12.ETHA

ISHARES TR

+3.0%
Value
$5.1M
Shares
100.3K
% Port
1.83%
S

SCHWAB STRATEGIC TR

-4.0%
Value
$5M
Shares
167.6K
% Port
1.79%
E
14.ETHA

ISHARES INC

+9.1%
Value
$5M
Shares
50.6K
% Port
1.78%
E
15.ETHA

ISHARES TR

-1.8%
Value
$5M
Shares
36.5K
% Port
1.77%
F
16.FPF

FIRST TR EXCHNG TRADED FD VI

+0.5%
Value
$4.9M
Shares
130.3K
% Port
1.74%
G

ALPHABET INC

+1.3%
Value
$4.3M
Shares
12.6K
% Port
1.55%
J
18.JNJ

JOHNSON & JOHNSON

-3.8%
Value
$4.2M
Shares
15.8K
% Port
1.49%
E
19.ETHA

ISHARES TR

+4.3%
Value
$3.9M
Shares
44.0K
% Port
1.41%
I
20.IVZ

INVESCO EXCHANGE TRADED FD T

+2.4%
Value
$3.9M
Shares
18.9K
% Port
1.40%
E
21.ETHA

ISHARES TR

+1.2%
Value
$3.8M
Shares
39.5K
% Port
1.36%
J

JPMORGAN CHASE & CO

-0.2%
Value
$3.5M
Shares
10.6K
% Port
1.25%
G

ALPHABET INC

-4.8%
Value
$3.4M
Shares
9.9K
% Port
1.20%
E
24.ETHA

ISHARES TR

+7.0%
Value
$3.2M
Shares
34.2K
% Port
1.15%
A
25.AMZN

AMAZON COM INC

+4.7%
Value
$3M
Shares
12.0K
% Port
1.06%
R
26.RTX

RTX CORPORATION

-2.0%
Value
$2.7M
Shares
14.4K
% Port
0.95%
E
27.ETHA

ISHARES TR

+10.5%
Value
$2.6M
Shares
51.9K
% Port
0.93%
V
28.VGES

VANGUARD WHITEHALL FDS

+3.2%
Value
$2.6M
Shares
16.7K
% Port
0.92%
A
29.AXP

AMERICAN EXPRESS CO

-0.0%
Value
$2.6M
Shares
8.4K
% Port
0.91%
X
30.XOM

EXXONMOBIL HOLDINGS CORP

Value
$2.5M
Shares
15.5K
% Port
0.90%
A
31.AMD

ADVANCED MICRO DEVICES INC

-6.3%
Value
$2.4M
Shares
3.9K
% Port
0.85%
V
32.VGES

VANGUARD TAX-MANAGED FDS

-2.0%
Value
$2.3M
Shares
32.6K
% Port
0.82%
F
33.FPF

FIRST TR EXCHANGE-TRADED FD

+5.1%
Value
$2.2M
Shares
45.5K
% Port
0.78%
E
34.ETHA

ISHARES TR

+8.6%
Value
$2.1M
Shares
20.7K
% Port
0.76%
S

SCHWAB STRATEGIC TR

+0.6%
Value
$2.1M
Shares
62.2K
% Port
0.74%
S

SCHWAB STRATEGIC TR

-2.9%
Value
$2.1M
Shares
70.0K
% Port
0.73%
A
37.ANET

ARISTA NETWORKS INC

+1.6%
Value
$1.9M
Shares
9.4K
% Port
0.68%
C
38.CSCO

CISCO SYS INC

-2.6%
Value
$1.9M
Shares
17.6K
% Port
0.67%
V
39.VGES

VANGUARD WORLD FD

-0.1%
Value
$1.9M
Shares
11.0K
% Port
0.67%
V
40.VGES

VANGUARD SCOTTSDALE FDS

+0.4%
Value
$1.9M
Shares
23.8K
% Port
0.66%
E
41.ETHA

ISHARES TR

+1.2%
Value
$1.9M
Shares
36.5K
% Port
0.66%
D
42.DIS

DISNEY WALT CO

+4.0%
Value
$1.8M
Shares
17.0K
% Port
0.64%
P
43.PG

PROCTER & GAMBLE CO

+1.8%
Value
$1.7M
Shares
11.8K
% Port
0.61%
E
44.ETHA

ISHARES INC

+2.2%
Value
$1.7M
Shares
20.9K
% Port
0.60%
V
45.VGES

VANGUARD WORLD FD

+0.3%
Value
$1.7M
Shares
13.0K
% Port
0.60%
M
46.META

META PLATFORMS INC

+8.8%
Value
$1.7M
Shares
2.3K
% Port
0.59%
N

NEXTERA ENERGY INC

+5.0%
Value
$1.7M
Shares
21.8K
% Port
0.59%
E
48.ETHA

ISHARES TR

+0.2%
Value
$1.6M
Shares
10.0K
% Port
0.56%
E
49.ETN

EATON CORP PLC

+7.0%
Value
$1.5M
Shares
3.6K
% Port
0.55%
T
50.TJX

TJX COS INC NEW

+4.0%
Value
$1.5M
Shares
11.2K
% Port
0.53%