Bigelow Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Bigelow Investment Advisors, Llc disclosed 156 stock positions valued at approximately $276.23M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and VANGUARD SPECIALIZED FUNDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 156
- Portfolio Value
- $276.23M
Holdings by Sector
Bigelow Investment Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 7.07% | 26,068 | +463 | +1.81% | $19,522,241 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.90% | 18,132 | -407 | -2.20% | $13,540,372 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.31% | 50,332 | -172 | -0.34% | $11,909,558 |
| ISHARES GOLD TR | IAU | Other | 3.47% | 126,904 | -4,134 | -3.15% | $9,582,521 |
| ISHARES TR | HEFA | Other | 2.90% | 170,956 | +30,826 | +22.00% | $8,022,099 |
| ISHARES TR | IJH | Other | 2.87% | 102,935 | -1,083 | -1.04% | $7,937,347 |
| APPLE INC | AAPL | Technology | 2.77% | 26,409 | +72 | +0.27% | $7,641,708 |
| ISHARES TR | IJR | Other | 1.99% | 37,133 | -2,347 | -5.94% | $5,507,195 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.98% | 161,426 | +3,304 | +2.09% | $5,462,656 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.86% | 174,562 | -2,354 | -1.33% | $5,137,360 |
| ISHARES TR | IGSB | Other | 1.85% | 97,430 | +3,578 | +3.81% | $5,106,328 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.81% | 206,562 | +8,706 | +4.40% | $4,986,395 |
| NVIDIA CORPORATION | NVDA | Technology | 1.74% | 24,003 | +2,494 | +11.60% | $4,802,723 |
| ISHARES INC | EMXC | Other | 1.72% | 46,350 | +2,005 | +4.52% | $4,741,605 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 1.71% | 129,658 | -14,328 | -9.95% | $4,736,407 |
| ALPHABET INC | GOOGL | Communication Services | 1.61% | 12,457 | -211 | -1.67% | $4,451,773 |
| MICROSOFT CORP | MSFT | Technology | 1.55% | 11,460 | +364 | +3.28% | $4,274,809 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.51% | 16,425 | +118 | +0.72% | $4,171,457 |
| ISHARES TR | MBB | Other | 1.44% | 42,212 | -145 | -0.34% | $3,989,878 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.42% | 18,461 | +1,164 | +6.73% | $3,927,947 |
| ISHARES TR | IEFA | Other | 1.36% | 38,971 | -396 | -1.01% | $3,763,819 |
| ALPHABET INC | GOOG | Communication Services | 1.33% | 10,369 | -399 | -3.71% | $3,663,679 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.26% | 10,630 | +89 | +0.84% | $3,479,518 |
| ISHARES TR | AGG | Other | 1.15% | 32,005 | -2,619 | -7.56% | $3,167,855 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.03% | 8,441 | +32 | +0.38% | $2,855,168 |
| RTX CORPORATION | RTX | Industrials | 1.01% | 14,677 | -357 | -2.37% | $2,784,667 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.99% | 11,424 | -17 | -0.15% | $2,722,796 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.93% | 16,173 | +926 | +6.07% | $2,555,819 |
| ISHARES TR | IGIB | Other | 0.90% | 47,002 | +3,327 | +7.62% | $2,499,096 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.88% | 4,171 | +208 | +5.25% | $2,422,976 |
Showing 30 of 156 holdings in the latest reporting period.