Filed: 4/23/2026ACC: 0002085853-26-000468
📋 What this filing means
BIGELOW INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 153 equity positions with a total reported market value of $249.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
153
Positions
$249.80M
Total AUM (reported)
2.73M
Total Shares
Allocation by class
COM$74.82M30.0%
CORE S&P500 ETF$16.73M6.7%
TR UNIT$12.06M4.8%
ISHARES NEW$11.55M4.6%
DIV APP ETF$10.86M4.3%
CORE S&P MCP ETF$7.02M2.8%
HDG MSCI EAFE$5.95M2.4%
Portfolio Concentration
Top 3$40.33M16.1%
4–10$45.23M18.1%
11–25$56.35M22.6%
Rest$107.88M43.2%
Top 3 weight
16.1%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 2.73M
Sole
Full voting authority
2.73M
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)
Sole153
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings153
Rows:
ISHARES TR
SOLEShares25.61K
TypeSH
Market value$16.73M
6.70%
Sole
25.61K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares18.54K
TypeSH
Market value$12.06M
4.83%
Sole
18.54K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares131.04K
TypeSH
Market value$11.55M
4.62%
Sole
131.04K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares50.50K
TypeSH
Market value$10.86M
4.35%
Sole
50.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares104.02K
TypeSH
Market value$7.02M
2.81%
Sole
104.02K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.34K
TypeSH
Market value$6.68M
2.68%
Sole
26.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares140.13K
TypeSH
Market value$5.95M
2.38%
Sole
140.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares93.85K
TypeSH
Market value$4.93M
1.97%
Sole
93.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares39.48K
TypeSH
Market value$4.91M
1.96%
Sole
39.48K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares143.99K
TypeSH
Market value$4.86M
1.95%
Sole
143.99K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares197.86K
TypeSH
Market value$4.80M
1.92%
Sole
197.86K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares158.12K
TypeSH
Market value$4.61M
1.84%
Sole
158.12K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares176.92K
TypeSH
Market value$4.54M
1.82%
Sole
176.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.10K
TypeSH
Market value$4.11M
1.64%
Sole
11.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares42.36K
TypeSH
Market value$4.02M
1.61%
Sole
42.36K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.31K
TypeSH
Market value$3.99M
1.60%
Sole
16.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares21.51K
TypeSH
Market value$3.75M
1.50%
Sole
21.51K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.67K
TypeSH
Market value$3.64M
1.46%
Sole
12.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares39.37K
TypeSH
Market value$3.56M
1.43%
Sole
39.37K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares44.34K
TypeSH
Market value$3.49M
1.40%
Sole
44.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.62K
TypeSH
Market value$3.44M
1.38%
Sole
34.62K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares17.30K
TypeSH
Market value$3.32M
1.33%
Sole
17.30K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares10.54K
TypeSH
Market value$3.10M
1.24%
Sole
10.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.77K
TypeSH
Market value$3.09M
1.24%
Sole
10.77K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares15.03K
TypeSH
Market value$2.90M
1.16%
Sole
15.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 25.61K | SH | $16.73M 6.70% | 25.61K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 18.54K | SH | $12.06M 4.83% | 18.54K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 131.04K | SH | $11.55M 4.62% | 131.04K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 50.50K | SH | $10.86M 4.35% | 50.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 104.02K | SH | $7.02M 2.81% | 104.02K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.34K | SH | $6.68M 2.68% | 26.34K | 0.00 | 0.00 |
ISHARES TRSOLE | HDG MSCI EAFE | 140.13K | SH | $5.95M 2.38% | 140.13K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 93.85K | SH | $4.93M 1.97% | 93.85K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 39.48K | SH | $4.91M 1.96% | 39.48K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 143.99K | SH | $4.86M 1.95% | 143.99K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 197.86K | SH | $4.80M 1.92% | 197.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 158.12K | SH | $4.61M 1.84% | 158.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 176.92K | SH | $4.54M 1.82% | 176.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.10K | SH | $4.11M 1.64% | 11.10K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 42.36K | SH | $4.02M 1.61% | 42.36K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.31K | SH | $3.99M 1.60% | 16.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 21.51K | SH | $3.75M 1.50% | 21.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12.67K | SH | $3.64M 1.46% | 12.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 39.37K | SH | $3.56M 1.43% | 39.37K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 44.34K | SH | $3.49M 1.40% | 44.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 34.62K | SH | $3.44M 1.38% | 34.62K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 17.30K | SH | $3.32M 1.33% | 17.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 10.54K | SH | $3.10M 1.24% | 10.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.77K | SH | $3.09M 1.24% | 10.77K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 15.03K | SH | $2.90M 1.16% | 15.03K | 0.00 | 0.00 |
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