← Back to Discover
Bigelow Investment Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $280,811,442
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $19,895,726
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $13,891,580
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $11,713,838
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $9,991,489
- ISHARES TR · HDG MSCI EAFE · 46434V803 · shares: $9,000,020
- APPLE INC · COM · 037833100 · shares: $8,687,452
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $7,692,086
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $5,804,851
- MICROSOFT CORP · COM · 594918104 · shares: $5,744,480
- NVIDIA CORPORATION · COM · 67066G104 · shares: $5,520,359
Reported holdings
154 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 25,979 shares | $19,895,726 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 18,215 shares | $13,891,580 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 50,207 shares | $11,713,838 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 127,932 shares | $9,991,489 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 194,008 shares | $9,000,020 |
| APPLE INC | COM | 037833100 | — | 26,087 shares | $8,687,452 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 106,909 shares | $7,692,086 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 161,560 shares | $5,804,851 |
| MICROSOFT CORP | COM | 594918104 | — | 11,200 shares | $5,744,480 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 24,172 shares | $5,520,359 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 217,685 shares | $5,193,953 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 100,313 shares | $5,139,017 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 167,607 shares | $5,028,210 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 50,578 shares | $5,011,268 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 36,454 shares | $4,959,169 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 130,275 shares | $4,881,404 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 12,621 shares | $4,342,674 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 15,806 shares | $4,184,480 |
| ISHARES TR | MBS ETF | 464288588 | — | 44,044 shares | $3,947,223 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 18,902 shares | $3,931,994 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 39,454 shares | $3,822,304 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 10,608 shares | $3,509,445 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 9,874 shares | $3,364,467 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 34,231 shares | $3,236,199 |
| AMAZON COM INC | COM | 023135106 | — | 11,963 shares | $2,980,581 |
| RTX CORPORATION | COM | 75513E101 | — | 14,387 shares | $2,670,918 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 51,942 shares | $2,615,259 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 16,696 shares | $2,591,219 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 8,439 shares | $2,566,300 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 15,492 shares | $2,521,323 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 3,910 shares | $2,391,982 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 32,615 shares | $2,302,945 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | — | 45,462 shares | $2,203,089 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 | — | 20,672 shares | $2,130,663 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 62,168 shares | $2,070,816 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 70,021 shares | $2,052,316 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 9,381 shares | $1,909,878 |
| CISCO SYS INC | COM | 17275R102 | — | 17,560 shares | $1,889,956 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 11,022 shares | $1,884,762 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 23,816 shares | $1,865,035 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 36,511 shares | $1,863,887 |
| DISNEY WALT CO | COM | 254687106 | — | 17,030 shares | $1,786,477 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 11,836 shares | $1,719,534 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 20,900 shares | $1,696,244 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 13,037 shares | $1,695,983 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,304 shares | $1,670,815 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 21,816 shares | $1,652,344 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 10,022 shares | $1,560,196 |
| EATON CORP PLC | SHS | G29183103 | — | 3,587 shares | $1,541,370 |
| TJX COS INC NEW | COM | 872540109 | — | 11,224 shares | $1,485,047 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 4,475 shares | $1,484,939 |
| ECOLAB INC | COM | 278865100 | — | 5,344 shares | $1,467,356 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 2,143 shares | $1,446,632 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 | — | 7,417 shares | $1,413,518 |
| CATERPILLAR INC | COM | 149123101 | — | 1,610 shares | $1,305,372 |
| VISA INC | COM CL A | 92826C839 | — | 3,605 shares | $1,295,385 |
| BANK OF AMER CORP | COM | 060505104 | — | 22,794 shares | $1,240,677 |
| DANAHER CORP DEL | COM | 235851102 | — | 5,440 shares | $1,205,232 |
| DEERE & CO | COM | 244199105 | — | 1,789 shares | $1,201,403 |
| TEXAS INSTRS INC | COM | 882508104 | — | 4,268 shares | $1,195,424 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 | — | 26,134 shares | $1,175,769 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 44,543 shares | $1,119,366 |
| PEPSICO INC | COM | 713448108 | — | 8,603 shares | $1,090,172 |
| APPLIED MATLS INC | COM | 038222105 | — | 2,091 shares | $1,069,296 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 3,345 shares | $1,057,288 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 9,230 shares | $1,047,051 |
| NETFLIX INC. | COM | 64110L106 | — | 14,583 shares | $1,014,685 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 9,552 shares | $966,471 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 3,600 shares | $951,156 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 877 shares | $934,101 |
| ORACLE CORP | COM | 68389X105 | — | 6,662 shares | $914,693 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 19,896 shares | $912,630 |
| ISHARES TR | GNMA BOND ETF | 46429B333 | — | 21,791 shares | $912,154 |
| STARBUCKS CORP | COM | 855244109 | — | 9,598 shares | $901,828 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 7,903 shares | $901,021 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,618 shares | $892,278 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 10,441 shares | $890,826 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 5,335 shares | $889,878 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 14,727 shares | $873,458 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 10,011 shares | $863,849 |
| MERCK & CO INC | COM | 58933Y105 | — | 5,943 shares | $863,577 |
| HOME DEPOT INC | COM | 437076102 | — | 3,023 shares | $860,013 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 921 shares | $838,423 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,629 shares | $811,161 |
| LOWES COS INC | COM | 548661107 | — | 4,377 shares | $806,567 |
| ELI LILLY & CO | COM | 532457108 | — | 680 shares | $786,814 |
| WALMART INC | COM | 931142103 | — | 7,383 shares | $767,241 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,920 shares | $762,835 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 3,493 shares | $762,121 |
| CSX CORP | COM | 126408103 | — | 16,026 shares | $745,369 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 4,946 shares | $737,201 |
| IDEXX LABS INC | COM | 45168D104 | — | 1,407 shares | $734,721 |
| EVERPURE INC | CL A | 74624M102 | — | 5,499 shares | $719,159 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,954 shares | $717,274 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 20,890 shares | $710,678 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,533 shares | $699,339 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 761 shares | $685,174 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 1,469 shares | $663,959 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | — | 5,277 shares | $663,108 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 2,376 shares | $660,346 |