Bigelow Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Bigelow Investment Advisors, Llc disclosed 154 stock positions valued at approximately $280.81M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and VANGUARD SPECIALIZED FUNDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 154
- Portfolio Value
- $280.81M
Holdings by Sector
Bigelow Investment Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 7.09% | 25,979 | -89 | -0.34% | $19,895,726 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.95% | 18,215 | +83 | +0.46% | $13,891,580 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.17% | 50,207 | -125 | -0.25% | $11,713,838 |
| ISHARES GOLD TR | IAU | Other | 3.56% | 127,932 | +1,028 | +0.81% | $9,991,489 |
| ISHARES TR | HEFA | Other | 3.21% | 194,008 | +23,052 | +13.48% | $9,000,020 |
| APPLE INC | AAPL | Technology | 3.09% | 26,087 | -322 | -1.22% | $8,687,452 |
| ISHARES TR | IJH | Other | 2.74% | 106,909 | +3,974 | +3.86% | $7,692,086 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.07% | 161,560 | +134 | +0.08% | $5,804,851 |
| MICROSOFT CORP | MSFT | Technology | 2.05% | 11,200 | -260 | -2.27% | $5,744,480 |
| NVIDIA CORPORATION | NVDA | Technology | 1.97% | 24,172 | +169 | +0.70% | $5,520,359 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.85% | 217,685 | +11,123 | +5.38% | $5,193,953 |
| ISHARES TR | IGSB | Other | 1.83% | 100,313 | +2,883 | +2.96% | $5,139,017 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.79% | 167,607 | -6,955 | -3.98% | $5,028,210 |
| ISHARES INC | EMXC | Other | 1.78% | 50,578 | +4,228 | +9.12% | $5,011,268 |
| ISHARES TR | IJR | Other | 1.77% | 36,454 | -679 | -1.83% | $4,959,169 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.74% | 130,275 | +617 | +0.48% | $4,881,404 |
| ALPHABET INC | GOOGL | Communication Services | 1.55% | 12,621 | +164 | +1.32% | $4,342,674 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.49% | 15,806 | -619 | -3.77% | $4,184,480 |
| ISHARES TR | MBB | Other | 1.41% | 44,044 | +1,832 | +4.34% | $3,947,223 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.40% | 18,902 | +441 | +2.39% | $3,931,994 |
| ISHARES TR | IEFA | Other | 1.36% | 39,454 | +483 | +1.24% | $3,822,304 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.25% | 10,608 | -22 | -0.21% | $3,509,445 |
| ALPHABET INC | GOOG | Communication Services | 1.20% | 9,874 | -495 | -4.77% | $3,364,467 |
| ISHARES TR | AGG | Other | 1.15% | 34,231 | +2,226 | +6.96% | $3,236,199 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.06% | 11,963 | +539 | +4.72% | $2,980,581 |
| RTX CORPORATION | RTX | Industrials | 0.95% | 14,387 | -290 | -1.98% | $2,670,918 |
| ISHARES TR | IGIB | Other | 0.93% | 51,942 | +4,940 | +10.51% | $2,615,259 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.92% | 16,696 | +523 | +3.23% | $2,591,219 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.91% | 8,439 | -2 | -0.02% | $2,566,300 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.90% | 15,492 | +764 | +5.19% | $2,521,323 |
Showing 30 of 154 holdings in the latest reporting period.