Filed: 1/28/2026ACC: 0002085853-26-000130
📋 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 $256.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$256.01M
Total AUM (reported)
2.78M
Total Shares
Allocation by class
COM$78.99M30.9%
CORE S&P500 ETF$17.60M6.9%
TR UNIT$12.32M4.8%
ISHARES NEW$11.64M4.5%
DIV APP ETF$11.22M4.4%
CORE S&P MCP ETF$6.63M2.6%
FT VEST LADDERED$5.62M2.2%
Portfolio Concentration
Top 3$41.56M16.2%
4–10$46.56M18.2%
11–25$56.53M22.1%
Rest$111.36M43.5%
Top 3 weight
16.2%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 2.78M
Sole
Full voting authority
2.78M
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
SOLEShares25.70K
TypeSH
Market value$17.60M
6.88%
Sole
25.70K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares18.07K
TypeSH
Market value$12.32M
4.81%
Sole
18.07K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares143.37K
TypeSH
Market value$11.64M
4.55%
Sole
143.37K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares51.03K
TypeSH
Market value$11.22M
4.38%
Sole
51.03K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.90K
TypeSH
Market value$7.31M
2.86%
Sole
26.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares100.47K
TypeSH
Market value$6.63M
2.59%
Sole
100.47K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares163.97K
TypeSH
Market value$5.62M
2.19%
Sole
163.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.09K
TypeSH
Market value$5.36M
2.09%
Sole
11.09K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares160.65K
TypeSH
Market value$5.24M
2.05%
Sole
160.65K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares192.31K
TypeSH
Market value$5.18M
2.02%
Sole
192.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares41.01K
TypeSH
Market value$4.93M
1.92%
Sole
41.01K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares201.60K
TypeSH
Market value$4.91M
1.92%
Sole
201.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares117.28K
TypeSH
Market value$4.85M
1.89%
Sole
117.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares82.16K
TypeSH
Market value$4.34M
1.70%
Sole
82.16K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.13K
TypeSH
Market value$4.11M
1.61%
Sole
13.13K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares21.45K
TypeSH
Market value$4.00M
1.56%
Sole
21.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.40K
TypeSH
Market value$3.56M
1.39%
Sole
37.40K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.94K
TypeSH
Market value$3.51M
1.37%
Sole
16.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.93K
TypeSH
Market value$3.43M
1.34%
Sole
10.93K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares10.63K
TypeSH
Market value$3.43M
1.34%
Sole
10.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.34K
TypeSH
Market value$3.34M
1.30%
Sole
37.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.57K
TypeSH
Market value$3.25M
1.27%
Sole
32.57K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares8.49K
TypeSH
Market value$3.14M
1.23%
Sole
8.49K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares39.70K
TypeSH
Market value$2.89M
1.13%
Sole
39.70K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares14.83K
TypeSH
Market value$2.84M
1.11%
Sole
14.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 25.70K | SH | $17.60M 6.88% | 25.70K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 18.07K | SH | $12.32M 4.81% | 18.07K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 143.37K | SH | $11.64M 4.55% | 143.37K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 51.03K | SH | $11.22M 4.38% | 51.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.90K | SH | $7.31M 2.86% | 26.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 100.47K | SH | $6.63M 2.59% | 100.47K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 163.97K | SH | $5.62M 2.19% | 163.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.09K | SH | $5.36M 2.09% | 11.09K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 160.65K | SH | $5.24M 2.05% | 160.65K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 192.31K | SH | $5.18M 2.02% | 192.31K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 41.01K | SH | $4.93M 1.92% | 41.01K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 201.60K | SH | $4.91M 1.92% | 201.60K | 0.00 | 0.00 |
ISHARES TRSOLE | HDG MSCI EAFE | 117.28K | SH | $4.85M 1.89% | 117.28K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 82.16K | SH | $4.34M 1.70% | 82.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.13K | SH | $4.11M 1.61% | 13.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 21.45K | SH | $4.00M 1.56% | 21.45K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 37.40K | SH | $3.56M 1.39% | 37.40K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.94K | SH | $3.51M 1.37% | 16.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.93K | SH | $3.43M 1.34% | 10.93K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 10.63K | SH | $3.43M 1.34% | 10.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 37.34K | SH | $3.34M 1.30% | 37.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 32.57K | SH | $3.25M 1.27% | 32.57K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 8.49K | SH | $3.14M 1.23% | 8.49K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 39.70K | SH | $2.89M 1.13% | 39.70K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 14.83K | SH | $2.84M 1.11% | 14.83K | 0.00 | 0.00 |
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