Bigelow Investment Advisors, LLC

Est. AUM

$249.8M

13F long equity, this entity only

Positions

153

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$16.7M	25605	6.70%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.1M	18539	4.83%	SOLE
3	ISHARES GOLD TR	ISHARES NEW	$11.6M	131038	4.62%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$10.9M	50504	4.35%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$7.0M	104018	2.81%	SOLE
6	APPLE INC	COM	$6.7M	26337	2.68%	SOLE
7	ISHARES TR	HDG MSCI EAFE	$6.0M	140130	2.38%	SOLE
8	ISHARES TR	ISHS 1-5YR INVS	$4.9M	93852	1.97%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$4.9M	39480	1.96%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.9M	143986	1.95%	SOLE
11	SCHWAB STRATEGIC TR	SHT TM US TRES	$4.8M	197856	1.92%	SOLE
12	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.6M	158122	1.84%	SOLE
13	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.5M	176916	1.82%	SOLE
14	MICROSOFT CORP	COM	$4.1M	11096	1.64%	SOLE
15	ISHARES TR	MBS ETF	$4.0M	42357	1.61%	SOLE
16	JOHNSON & JOHNSON	COM	$4.0M	16307	1.60%	SOLE
17	NVIDIA CORPORATION	COM	$3.8M	21509	1.50%	SOLE
18	ALPHABET INC	CAP STK CL A	$3.6M	12668	1.46%	SOLE
19	ISHARES TR	CORE MSCI EAFE	$3.6M	39367	1.43%	SOLE
20	ISHARES INC	MSCI EMRG CHN	$3.5M	44345	1.40%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$3.4M	34624	1.38%	SOLE
22	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.3M	17297	1.33%	SOLE
23	JPMORGAN CHASE & CO	COM	$3.1M	10541	1.24%	SOLE
24	ALPHABET INC	CAP STK CL C	$3.1M	10768	1.24%	SOLE
25	RTX CORPORATION	COM	$2.9M	15034	1.16%	SOLE
26	AMERICAN EXPRESS CO	COM	$2.5M	8409	1.02%	SOLE
27	EXXON MOBIL CORP	COM	$2.5M	14728	1.00%	SOLE
28	AMAZON COM INC	COM	$2.4M	11441	0.95%	SOLE
29	ISHARES TR	ISHS 5-10YR INVT	$2.3M	43675	0.93%	SOLE
30	VANGUARD WORLD FD	UTILITIES ETF	$2.3M	11679	0.93%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.3M	45609	0.91%	SOLE
32	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	15247	0.90%	SOLE
33	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	33357	0.86%	SOLE
34	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.9M	23491	0.78%	SOLE
35	NEXTERA ENERGY INC	COM	$1.9M	20633	0.77%	SOLE
36	ISHARES TR	INTRM GOV CR ETF	$1.9M	17553	0.75%	SOLE
37	ISHARES TR	FLTG RATE NT ETF	$1.9M	36588	0.75%	SOLE
38	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.8M	73080	0.73%	SOLE
39	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	60011	0.73%	SOLE
40	TJX COS INC NEW	COM	$1.7M	10800	0.69%	SOLE
41	PROCTER & GAMBLE CO	COM	$1.7M	11476	0.66%	SOLE
42	VANGUARD WORLD FD	FINANCIALS ETF	$1.6M	13209	0.64%	SOLE
43	DISNEY WALT CO	COM	$1.6M	16227	0.63%	SOLE
44	GENERAL DYNAMICS CORP	COM	$1.5M	4475	0.61%	SOLE
45	CISCO SYS INC	COM	$1.5M	18758	0.58%	SOLE
46	ISHARES INC	CORE MSCI EMKT	$1.5M	20814	0.58%	SOLE
47	VANGUARD WORLD FD	COMM SRVC ETF	$1.4M	7789	0.56%	SOLE
48	PEPSICO INC	COM	$1.4M	9011	0.56%	SOLE
49	ISHARES TR	ESG OPTIMIZED	$1.4M	10241	0.54%	SOLE
50	ECOLAB INC	COM	$1.3M	4971	0.53%	SOLE

1–50 of 153

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.