Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $19.5M | 7.1% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $13.5M | 4.9% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $11.9M | 4.3% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $9.58M | 3.5% |
| iShares TRHDG MSCI EAFE | HDG MSCI EAFE | $8.02M | 2.9% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $7.94M | 2.9% |
| Apple Inc.COM | COM | $7.64M | 2.8% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $5.51M | 2.0% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $5.46M | 2.0% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $5.14M | 1.9% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $5.11M | 1.8% |
| Schwab Strategic TRSHT TM US TRES | SHT TM US TRES | $4.99M | 1.8% |
| Nvidia CorporationCOM | COM | $4.8M | 1.7% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $4.74M | 1.7% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $4.74M | 1.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.45M | 1.6% |
| Microsoft Corp.COM | COM | $4.27M | 1.5% |
| Johnson & JohnsonCOM | COM | $4.17M | 1.5% |
| iShares TRMBS ETF | MBS ETF | $3.99M | 1.4% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $3.93M | 1.4% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $3.76M | 1.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.66M | 1.3% |
| JPMORGAN Chase & COCOM | COM | $3.48M | 1.3% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $3.17M | 1.1% |
| American Express COCOM | COM | $2.86M | 1.0% |
| Rtx CorporationCOM | COM | $2.78M | 1.0% |
| Amazon Com Inc.COM | COM | $2.72M | 1.0% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $2.56M | 0.9% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $2.5M | 0.9% |
| Advanced Micro Devices Inc.COM | COM | $2.42M | 0.9% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $2.37M | 0.9% |
| Vanguard World FDUTILITIES ETF | UTILITIES ETF | $2.16M | 0.8% |
| First TR Exchange-traded FDFST LOW OPPT EFT | FST LOW OPPT EFT | $2.15M | 0.8% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $2.15M | 0.8% |
| Cisco Sys Inc.COM | COM | $2.12M | 0.8% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $2.09M | 0.8% |
| iShares TRINTRM GOV CR ETF | INTRM GOV CR ETF | $2.02M | 0.7% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $1.96M | 0.7% |
| iShares TRFLTG RATE NT ETF | FLTG RATE NT ETF | $1.84M | 0.7% |
| Nextera Energy Inc.COM | COM | $1.82M | 0.7% |
| Vanguard World FDFINANCIALS ETF | FINANCIALS ETF | $1.71M | 0.6% |
| Procter & Gamble COCOM | COM | $1.7M | 0.6% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $1.69M | 0.6% |
| Caterpillar Inc.COM | COM | $1.69M | 0.6% |
| TJX Cos Inc. NewCOM | COM | $1.63M | 0.6% |
| General Dynamics Corp.COM | COM | $1.59M | 0.6% |
| Disney Walt COCOM | COM | $1.58M | 0.6% |
| Arista Networks Inc.COM SHS | COM SHS | $1.57M | 0.6% |
| iShares TRESG OPTIMIZED | ESG OPTIMIZED | $1.54M | 0.6% |
| Applied Matls Inc.COM | COM | $1.47M | 0.5% |
iShares TRCORE S&P500 ETF$19.5M
- Class
- CORE S&P500 ETF
- Share
- 7.1%
State Str SPDR S&P 500 ETF TTR UNIT$13.5M
- Class
- TR UNIT
- Share
- 4.9%
Vanguard Specialized FundsDIV APP ETF$11.9M
- Class
- DIV APP ETF
- Share
- 4.3%
iShares Gold TRISHARES NEW$9.58M
- Class
- ISHARES NEW
- Share
- 3.5%
iShares TRHDG MSCI EAFE$8.02M
- Class
- HDG MSCI EAFE
- Share
- 2.9%
iShares TRCORE S&P MCP ETF$7.94M
- Class
- CORE S&P MCP ETF
- Share
- 2.9%
Apple Inc.COM$7.64M
- Class
- COM
- Share
- 2.8%
iShares TRCORE S&P SCP ETF$5.51M
- Class
- CORE S&P SCP ETF
- Share
- 2.0%
Schwab Strategic TRUS LCAP GR ETF$5.46M
- Class
- US LCAP GR ETF
- Share
- 2.0%
Schwab Strategic TRUS LRG CAP ETF$5.14M
- Class
- US LRG CAP ETF
- Share
- 1.9%
iShares TRISHS 1-5YR INVS$5.11M
- Class
- ISHS 1-5YR INVS
- Share
- 1.8%
Schwab Strategic TRSHT TM US TRES$4.99M
- Class
- SHT TM US TRES
- Share
- 1.8%
Nvidia CorporationCOM$4.8M
- Class
- COM
- Share
- 1.7%
iShares Inc.MSCI EMRG CHN$4.74M
- Class
- MSCI EMRG CHN
- Share
- 1.7%
First TR Exchng Traded FD VIFT LADD BUFF ETF$4.74M
- Class
- FT LADD BUFF ETF
- Share
- 1.7%
Alphabet Inc.CAP STK CL A$4.45M
- Class
- CAP STK CL A
- Share
- 1.6%
Microsoft Corp.COM$4.27M
- Class
- COM
- Share
- 1.5%
Johnson & JohnsonCOM$4.17M
- Class
- COM
- Share
- 1.5%
iShares TRMBS ETF$3.99M
- Class
- MBS ETF
- Share
- 1.4%
Invesco Exchange Traded FD TS&P500 EQL WGT$3.93M
- Class
- S&P500 EQL WGT
- Share
- 1.4%
iShares TRCORE MSCI EAFE$3.76M
- Class
- CORE MSCI EAFE
- Share
- 1.4%
Alphabet Inc.CAP STK CL C$3.66M
- Class
- CAP STK CL C
- Share
- 1.3%
JPMORGAN Chase & COCOM$3.48M
- Class
- COM
- Share
- 1.3%
iShares TRCORE US AGGBD ET$3.17M
- Class
- CORE US AGGBD ET
- Share
- 1.1%
American Express COCOM$2.86M
- Class
- COM
- Share
- 1.0%
Rtx CorporationCOM$2.78M
- Class
- COM
- Share
- 1.0%
Amazon Com Inc.COM$2.72M
- Class
- COM
- Share
- 1.0%
Vanguard Whitehall FdsHIGH DIV YLD$2.56M
- Class
- HIGH DIV YLD
- Share
- 0.9%
iShares TRISHS 5-10YR INVT$2.5M
- Class
- ISHS 5-10YR INVT
- Share
- 0.9%
Advanced Micro Devices Inc.COM$2.42M
- Class
- COM
- Share
- 0.9%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$2.37M
- Class
- VAN FTSE DEV MKT
- Share
- 0.9%
Vanguard World FDUTILITIES ETF$2.16M
- Class
- UTILITIES ETF
- Share
- 0.8%
First TR Exchange-traded FDFST LOW OPPT EFT$2.15M
- Class
- FST LOW OPPT EFT
- Share
- 0.8%
Schwab Strategic TRUS LCAP VA ETF$2.15M
- Class
- US LCAP VA ETF
- Share
- 0.8%
Cisco Sys Inc.COM$2.12M
- Class
- COM
- Share
- 0.8%
Schwab Strategic TRUS BRD MKT ETF$2.09M
- Class
- US BRD MKT ETF
- Share
- 0.8%
iShares TRINTRM GOV CR ETF$2.02M
- Class
- INTRM GOV CR ETF
- Share
- 0.7%
Vanguard Scottsdale FdsINT-TERM CORP$1.96M
- Class
- INT-TERM CORP
- Share
- 0.7%
iShares TRFLTG RATE NT ETF$1.84M
- Class
- FLTG RATE NT ETF
- Share
- 0.7%
Nextera Energy Inc.COM$1.82M
- Class
- COM
- Share
- 0.7%
Vanguard World FDFINANCIALS ETF$1.71M
- Class
- FINANCIALS ETF
- Share
- 0.6%
Procter & Gamble COCOM$1.7M
- Class
- COM
- Share
- 0.6%
iShares Inc.CORE MSCI EMKT$1.69M
- Class
- CORE MSCI EMKT
- Share
- 0.6%
Caterpillar Inc.COM$1.69M
- Class
- COM
- Share
- 0.6%
TJX Cos Inc. NewCOM$1.63M
- Class
- COM
- Share
- 0.6%
General Dynamics Corp.COM$1.59M
- Class
- COM
- Share
- 0.6%
Disney Walt COCOM$1.58M
- Class
- COM
- Share
- 0.6%
Arista Networks Inc.COM SHS$1.57M
- Class
- COM SHS
- Share
- 0.6%
iShares TRESG OPTIMIZED$1.54M
- Class
- ESG OPTIMIZED
- Share
- 0.6%
Applied Matls Inc.COM$1.47M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 157 positions by value, with holdings of the same security combined. The 157 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1729516
- File number
- 028-18309
- Options
- 0 call, 0 put
- In the 25 largest
- 56.6%
- Prior quarter
- $250M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 7
Common questions
What are Bigelow Investment Advisors’ 13F holdings worth?
$276 million across 157 positions for the quarter ended 30 June 2026.
What is Bigelow Investment Advisors’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $19.5 million, or 7.1% of reported 13F value, as of 30 June 2026.
How concentrated is Bigelow Investment Advisors’ 13F portfolio?
The ten largest positions accounted for 34.1% of reported value and the twenty-five largest for 56.6%, across 157 positions as of 30 June 2026.
Does Form 13F show everything Bigelow Investment Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Bigelow Investment Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.