Filed: 10/22/2025ACC: 0002085853-25-000138
📋 What this filing means
BIGELOW INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $248.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$248.06M
Total AUM (reported)
2.74M
Total Shares
Allocation by class
COM$78.66M31.7%
CORE S&P500 ETF$16.39M6.6%
TR UNIT$12.48M5.0%
DIV APP ETF$11.00M4.4%
ISHARES NEW$10.37M4.2%
CORE S&P MCP ETF$6.32M2.5%
US LRG CAP ETF$5.51M2.2%
Portfolio Concentration
Top 3$39.88M16.1%
4–10$45.29M18.3%
11–25$51.33M20.7%
Rest$111.56M45.0%
Top 3 weight
16.1%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 2.74M
Sole
Full voting authority
2.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings149
Rows:
ISHARES TR
SOLEShares24.49K
TypeSH
Market value$16.39M
6.61%
Sole
24.49K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares18.73K
TypeSH
Market value$12.48M
5.03%
Sole
18.73K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares50.99K
TypeSH
Market value$11.00M
4.44%
Sole
50.99K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares142.47K
TypeSH
Market value$10.37M
4.18%
Sole
142.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares27.35K
TypeSH
Market value$6.96M
2.81%
Sole
27.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.79K
TypeSH
Market value$6.32M
2.55%
Sole
96.79K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.07K
TypeSH
Market value$5.73M
2.31%
Sole
11.07K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares209.17K
TypeSH
Market value$5.51M
2.22%
Sole
209.17K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares156.38K
TypeSH
Market value$5.23M
2.11%
Sole
156.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.55K
TypeSH
Market value$5.18M
2.09%
Sole
43.55K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares158.86K
TypeSH
Market value$5.07M
2.04%
Sole
158.86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares23.08K
TypeSH
Market value$4.31M
1.74%
Sole
23.08K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares170.72K
TypeSH
Market value$4.17M
1.68%
Sole
170.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares102.45K
TypeSH
Market value$4.06M
1.64%
Sole
102.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares66.85K
TypeSH
Market value$3.55M
1.43%
Sole
66.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.10K
TypeSH
Market value$3.43M
1.38%
Sole
14.10K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares10.64K
TypeSH
Market value$3.36M
1.35%
Sole
10.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.83K
TypeSH
Market value$3.22M
1.30%
Sole
36.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.18K
TypeSH
Market value$3.16M
1.27%
Sole
33.18K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.87K
TypeSH
Market value$3.13M
1.26%
Sole
16.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30.02K
TypeSH
Market value$3.01M
1.21%
Sole
30.02K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares8.68K
TypeSH
Market value$2.88M
1.16%
Sole
8.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.21K
TypeSH
Market value$2.73M
1.10%
Sole
11.21K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares14.22K
TypeSH
Market value$2.70M
1.09%
Sole
14.22K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares15.42K
TypeSH
Market value$2.58M
1.04%
Sole
15.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 24.49K | SH | $16.39M 6.61% | 24.49K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 18.73K | SH | $12.48M 5.03% | 18.73K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 50.99K | SH | $11.00M 4.44% | 50.99K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 142.47K | SH | $10.37M 4.18% | 142.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 27.35K | SH | $6.96M 2.81% | 27.35K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 96.79K | SH | $6.32M 2.55% | 96.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.07K | SH | $5.73M 2.31% | 11.07K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 209.17K | SH | $5.51M 2.22% | 209.17K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 156.38K | SH | $5.23M 2.11% | 156.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 43.55K | SH | $5.18M 2.09% | 43.55K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 158.86K | SH | $5.07M 2.04% | 158.86K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.08K | SH | $4.31M 1.74% | 23.08K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 170.72K | SH | $4.17M 1.68% | 170.72K | 0.00 | 0.00 |
ISHARES TRSOLE | HDG MSCI EAFE | 102.45K | SH | $4.06M 1.64% | 102.45K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 66.85K | SH | $3.55M 1.43% | 66.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.10K | SH | $3.43M 1.38% | 14.10K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 10.64K | SH | $3.36M 1.35% | 10.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 36.83K | SH | $3.22M 1.30% | 36.83K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 33.18K | SH | $3.16M 1.27% | 33.18K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.87K | SH | $3.13M 1.26% | 16.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 30.02K | SH | $3.01M 1.21% | 30.02K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 8.68K | SH | $2.88M 1.16% | 8.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.21K | SH | $2.73M 1.10% | 11.21K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 14.22K | SH | $2.70M 1.09% | 14.22K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 15.42K | SH | $2.58M 1.04% | 15.42K | 0.00 | 0.00 |
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