account_balance
Investment manager · 13F filer · SEC CIK 1729516
Bigelow Investment Advisors, LLC
Reported value$281Mas of Sep 30, 2026
Positions154 2 new, 5 sold out
Top 10 weight34.9%IVV alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
7.1%
SPYSPDR S&P 500 ETF Trust
4.9%
VIGVanguard Specialized Funds
4.2%
IAUiShares Gold Trust
3.6%
HEFAiShares Tr
3.2%Added +13%
AAPLApple Inc.
3.1%
IJHiShares Tr
2.7%Added +4%
SCHGSchwab Strategic Tr
2.1%
MSFTMicrosoft Corp
2.0%Trimmed −2%
NVDANVIDIA Corp
2.0%
SCHOSchwab Strategic Tr
1.8%Added +5%
IGSBiShares Tr
1.8%Added +3%
IVViShares Tr
7.1%
SPYSPDR S&P 500 ETF Trust
4.9%
VIGVanguard Specialized Funds
4.2%
IAUiShares Gold Trust
3.6%
HEFAiShares Tr
3.2%+13%
AAPLApple Inc.
3.1%
IJHiShares Tr
2.7%
SCHGSchwab Strategic Tr
2.1%
MSFTMicrosoft Corp
2.0%
NVDA2.0%SCHO1.8%
IGSB1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 7.1% Held
SPY SPDR S&P 500 ETF Trust 4.9% HeldVIG Vanguard Specialized Funds 4.2% Held
IAU iShares Gold Trust 3.6% HeldHEFA iShares Tr 3.2% Added +13%
AAPL Apple Inc. 3.1% HeldIJH iShares Tr 2.7% Added +4%
SCHG Schwab Strategic Tr 2.1% Held
MSFT Microsoft Corp 2.0% Trimmed −2%NVDA NVIDIA Corp 2.0% HeldSCHO Schwab Strategic Tr 1.8% Added +5%
IGSB iShares Tr 1.8% Added +3%
What changed
Biggest moves since Jun 30, 2026
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