Q2 2026 13F · SEC CIK 1729516

Bigelow Investment Advisors, LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $276.2M
Reported positions: 157
Top holdings a year, 3 yrs: +17.4%
Assets under management: $555.2M

Bigelow Investment Advisors, LLC is a wealth manager that reported 157 positions worth $276.2M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 7.1%), Spdr S&p 500 ETF Tr (SPY, 4.9%), Vanguard Dividend Appreciation ETF (VIG, 4.3%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Bigelow Investment Advisors, LLC holdings largest 50 of 157 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bigelow Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	7.1%	6.7%	26,068	+1.8%	$19.5M
SPYSpdr S&p 500 ETF Tr	4.9%	4.8%	18,132	-2.2%	$13.5M
VIGVanguard Dividend Appreciation ETF	4.3%	4.3%	50,332	-0.3%	$11.9M
IAUIshares Gold Trust	3.5%	4.6%	126,904	-3.2%	$9.6M
HEFAIShares Currency Hedged MSCI EAFE ETF	2.9%	2.4%	170,956	+22.0%	$8.0M
IJHIshares Tr	2.9%	2.8%	102,935	-1.0%	$7.9M
AAPLApple Inc	2.8%	2.7%	26,409	+0.3%	$7.6M
IJRIshares Core S&p Small Cap ETF	2.0%	2.0%	37,133	-5.9%	$5.5M
SCHGSchwab U.s. Large-Cap Growth ETF	2.0%	1.8%	161,426	+2.1%	$5.5M
SCHXSchwab Stratgc Tr	1.9%	1.8%	174,562	-1.3%	$5.1M
IGSBIshares 1-3 Yr Credit Bond ETF	1.8%	2.0%	97,430	+3.8%	$5.1M
SCHOSchwab Short-Term U.S. Treasury ETF	1.8%	1.9%	206,562	+4.4%	$5.0M
NVDANvidia Corporation Com	1.7%	1.5%	24,003	+11.6%	$4.8M
EMXCIshares Inc	1.7%	1.4%	46,350	+4.5%	$4.7M
BUFRFt Vest Laddered Buffer ETF	1.7%	1.9%	129,658	-10.0%	$4.7M
GOOGLAlphabet Inc	1.6%	1.5%	12,457	-1.7%	$4.5M
MSFTMicrosoft Corp	1.5%	1.6%	11,460	+3.3%	$4.3M
JNJJohnson & Johnson	1.5%	1.6%	16,425	+0.7%	$4.2M
MBBIshares Tr	1.4%	1.6%	42,212	-0.3%	$4.0M
RSPInvesco S&p 500 Equal Weight ETF	1.4%	1.3%	18,461	+6.7%	$3.9M
IEFAIshares Core Msci Eafe ETF	1.4%	1.4%	38,971	-1.0%	$3.8M
GOOGAlphabet Inc	1.3%	1.2%	10,369	-3.7%	$3.7M
JPMJpmorgan Chase & Co	1.3%	1.2%	10,630	+0.8%	$3.5M
AGGIshares Tr	1.1%	1.4%	32,005	-7.6%	$3.2M
AXPAmerican Express Co Com	1.0%	1.0%	8,441	+0.4%	$2.9M
RTXRtx Corporation Com	1.0%	1.2%	14,677	-2.4%	$2.8M
AMZNAmazon Com Inc Com	1.0%	1.0%	11,424	-0.1%	$2.7M
VYMVym	0.9%	0.9%	16,173	+6.1%	$2.6M
IGIBIshares Tr	0.9%	0.9%	47,002	+7.6%	$2.5M
AMDAdvanced Micro Devices Inc	0.9%	—	4,171	—	$2.4M
VEAVanguard Tax-Managed Fds	0.9%	0.9%	33,290	-0.2%	$2.4M
VPUVanguard World Fd	0.8%	0.9%	11,035	-5.5%	$2.2M
LMBSFirst Tr Exchange-Traded Fd	0.8%	0.9%	43,258	-5.2%	$2.2M
SCHVSchwab Strategic Tr	0.8%	0.7%	61,824	+3.0%	$2.2M
CSCOCisco Sys Inc	0.8%	0.6%	18,037	-3.8%	$2.1M
SCHBSchwb US Broad	0.8%	0.7%	72,116	-1.3%	$2.1M
GVIIshares Tr	0.7%	0.8%	19,032	+8.4%	$2.0M
VCITVanguard Scottsdale Fds	0.7%	0.8%	23,727	+1.0%	$2.0M
FLOTIshares Tr	0.7%	0.7%	36,083	-1.4%	$1.8M
NEENextera Energy Inc Com	0.7%	0.8%	20,771	+0.7%	$1.8M
VFHVanguard Financials ETF	0.6%	0.6%	12,996	-1.6%	$1.7M
PGProcter & Gamble Co Com	0.6%	0.7%	11,627	+1.3%	$1.7M
IEMGIshares	0.6%	0.6%	20,456	-1.7%	$1.7M
CATCaterpillar Inc Com	0.6%	—	1,591	—	$1.7M
TJXTjx Cos Inc New Com	0.6%	0.7%	10,791	-0.1%	$1.6M
GDGeneral Dynamics Corp	0.6%	0.6%	4,475	+0.0%	$1.6M
DISDisney Walt Co	0.6%	0.6%	16,372	+0.9%	$1.6M
ANETArista Networks Inc	0.6%	—	9,237	—	$1.6M
SUSAiShares MSCI USA ESG Select ETF	0.6%	0.5%	9,998	-2.4%	$1.5M
AMATApplied Matls Inc	0.5%	—	2,033	—	$1.5M

What Bigelow Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

HEFA IShares Currency Hedged MSCI EAFE ETF+22.0% shares
NVDA Nvidia Corporation Com+11.6% shares
GVI Ishares Tr+8.4% shares
IGIB Ishares Tr+7.6% shares
RSP Invesco S&p 500 Equal Weight ETF+6.7% shares
VYM Vym+6.1% shares

Reduced

BUFR Ft Vest Laddered Buffer ETF-10.0% shares
AGG Ishares Tr-7.6% shares
IJR Ishares Core S&p Small Cap ETF-5.9% shares
VPU Vanguard World Fd-5.5% shares
LMBS First Tr Exchange-Traded Fd-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.8% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +9.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$276.2M	157
Q1 2026	$249.8M	153
Q4 2025	$256.0M	149
Q3 2025	$248.1M	149
Q2 2025	$226.9M	147
Q1 2025	$210.5M	146
Q4 2024	$213.1M	146
Q3 2024	$224.3M	155
Q2 2024	$209.5M	152
Q1 2024	$203.4M	153
Q4 2023	$184.9M	150
Q3 2023	$174.2M	146

Questions about Bigelow Investment Advisors, LLC's portfolio

What stocks does Bigelow Investment Advisors, LLC own?

Bigelow Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 157 positions worth $276.2M. The largest are Ishares Core S&p 500 ETF (IVV) at 7.1%, Spdr S&p 500 ETF Tr (SPY) at 4.9%, Vanguard Dividend Appreciation ETF (VIG) at 4.3%, Ishares Gold Trust (IAU) at 3.5% and IShares Currency Hedged MSCI EAFE ETF (HEFA) at 2.9%.

What did Bigelow Investment Advisors, LLC buy last quarter?

In Q2 2026, Bigelow Investment Advisors, LLC added IShares Currency Hedged MSCI EAFE ETF (HEFA) (+22.0% shares), Nvidia Corporation Com (NVDA) (+11.6% shares) and Ishares Tr (GVI) (+8.4% shares), compared with its Q1 2026 filing.

What did Bigelow Investment Advisors, LLC sell last quarter?

In Q2 2026, Bigelow Investment Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard World Fd (VOX), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Ecolab Inc (ECL), Ft Vest Laddered Buffer ETF (BUFR) (-10.0% shares), Ishares Tr (AGG) (-7.6% shares) and Ishares Core S&p Small Cap ETF (IJR) (-5.9% shares), compared with its Q1 2026 filing.

How has Bigelow Investment Advisors, LLC's portfolio performed?

A portfolio copying Bigelow Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.8% against +20.1%. Over 5 years: +9.4% a year against +11.6%.

When is Bigelow Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bigelow Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bigelow Investment Advisors, LLC manage?

Bigelow Investment Advisors, LLC reported $555.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $276.2M.