13F Insight
DOSSIER · 13F-HR · Q2 2026

Bigelow Investment Advisors, LLC

$276M in tracked AUM across 157 positions as of Q2 2026.

BI
CIK 0001729516 · last filed Jun 30, 2026
Total AUM
$276M
as of Q2 2026
Holdings
157
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bigelow Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$20M26K7.1%02
SPY
STATE STR SPDR S&P 500 ETF T
$14M18K4.9%03
VIG
VANGUARD SPECIALIZED FUNDS
$12M50K4.3%04
IAU
ISHARES GOLD TR
$10M127K3.5%05
HEFA
ISHARES TR
$8M171K2.9%06
IJH
ISHARES TR
$8M103K2.9%07
AAPL
APPLE INC
$8M26K2.8%08
IJR
ISHARES TR
$6M37K2.0%09
SCHG
SCHWAB STRATEGIC TR
$5M161K2.0%10
SCHX
SCHWAB STRATEGIC TR
$5M175K1.9%

Filing history

2026Q2Jun 30
$276M▲ 10.6%
157 positionsView →2026Q1Mar 31
$250M▼ 2.4%
153 positionsView →2025Q4Dec 31
$256M▲ 3.2%
149 positionsView →2025Q3Sep 30
$248M▲ 9.3%
149 positionsView →2025Q2Jun 30
$227M▲ 7.8%
147 positionsLocked2025Q1Mar 31
$210M▼ 1.2%
146 positionsLocked2024Q4Dec 31
$213M▼ 5.0%
146 positionsLocked2024Q3Sep 30
$224M▲ 7.1%
155 positionsLocked2024Q2Jun 30
$209M▲ 3.0%
152 positionsLocked2024Q1Mar 31
$203M▲ 10.0%
153 positionsLocked2023Q4Dec 31
$185M▲ 6.2%
150 positionsLocked2023Q3Sep 30
$174M▼ 4.8%
146 positionsLocked
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