13F Filings History of Bigelow Investment Advisors, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$256,013,488
Signature - Title
Racquel Tibbetts - CCO
Location
Portland, ME
Summary
This page shows a list of all the recent 13F filings made by Bigelow Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bigelow Investment Advisors, LLC reported 149 stock holdings with total value $256,013,488 as of Q4 2025. Top holdings included IVV, SPY, IAU, VIG, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 149 $256,013,488 +$8,648,159 -$6,401,737 +$2,246,422 IVV, SPY, IAU, VIG, AAPL 13F-HR 28 Jan 2026, 08:42
Q3 2025 149 $248,058,839 +$13,913,155 -$9,113,173 +$4,799,982 IVV, SPY, VIG, IAU, AAPL 13F-HR 22 Oct 2025, 11:54
Q2 2025 147 $226,918,274 +$8,363,891 -$5,213,384 +$3,150,507 IVV, SPY, VIG, IAU, IJR 13F-HR 10 Jul 2025, 10:51
Q1 2025 146 $210,490,429 +$9,059,286 -$7,127,163 +$1,932,123 IVV, SPY, VIG, IAU, AAPL 13F-HR 21 Apr 2025, 12:16
Q4 2024 146 $213,141,565 +$16,995,216 -$13,171,784 +$3,823,432 IVV, SPY, VIG, AAPL, IJH 13F-HR 31 Jan 2025, 16:50
Q3 2024 155 $224,261,726 +$5,958,324 -$4,113,914 +$1,844,410 SPY, IVV, VIG, AAPL, IJH 13F-HR 18 Oct 2024, 16:17
Q2 2024 152 $209,473,845 +$9,313,781 -$3,598,090 +$5,715,691 SPY, IVV, VIG, AAPL, SCHX Restatement 15 Oct 2024, 15:50
Q1 2024 153 $203,435,000 +$16,440,708 -$6,997,724 +$9,442,984 SPY, IVV, VIG, SCHX, IJH 13F-HR 08 May 2024, 10:22
Q4 2023 150 $184,931,660 +$5,136,432 -$9,579,705 -$4,443,273 SPY, IVV, VIG, AAPL, SCHX 13F-HR 31 Jan 2024, 13:44
Q3 2023 146 $174,154,689 +$1,781,503 -$2,974,434 -$1,192,931 SPY, IVV, VIG, AAPL, SCHX 13F-HR 31 Oct 2023, 13:51
Q2 2023 147 $183,003,969 +$38,474,365 -$37,197,532 +$1,276,833 SPY, IVV, VIG, AAPL, SCHX 13F-HR 25 Jul 2023, 11:48
Q1 2023 147 $173,658,712 +$36,428,543 -$42,041,278 -$5,612,735 SPY, IVV, VIG, AAPL, SCHX 13F-HR 09 May 2023, 11:09
Q4 2022 145 $172,342,369 +$10,397,552 -$17,016,329 -$6,618,777 SPY, IVV, VIG, SCHX, AAPL 13F-HR 26 Jan 2023, 15:12
Q3 2022 138 $167,590,000 +$9,490,546 -$10,453,220 -$962,674 SPY, IVV, VIG, GNMA, AAPL 13F-HR 10 Nov 2022, 16:04
Q2 2022 141 $181,928,000 +$8,098,607 -$15,031,813 -$6,933,206 SPY, IVV, GNMA, IGSB, VIG 13F-HR 18 Jul 2022, 14:58
Q1 2022 149 $214,052,000 +$20,463,511 -$8,186,852 +$12,276,659 SPY, IVV, IGSB, GNMA, SCHX 13F-HR 29 Apr 2022, 11:15
Q4 2021 143 $219,999,000 +$9,566,940 -$4,732,951 +$4,833,989 SPY, IGSB, SCHO, SCHZ, IVV 13F-HR 11 Feb 2022, 11:02
Q3 2021 139 $203,008,000 +$11,312,247 -$13,125,477 -$1,813,230 SPY, IGSB, SCHZ, SCHO, IVV 13F-HR 04 Nov 2021, 11:52
Q2 2021 142 $206,178,000 +$1,840,187 -$2,296,801 -$456,614 SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 09 Aug 2021, 14:42
Q1 2021 138 $197,320,000 +$8,604,844 -$4,571,706 +$4,033,138 SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 06 May 2021, 16:47
Q4 2020 138 $188,735,000 +$15,714,628 -$5,970,602 +$9,744,026 SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 12 Feb 2021, 09:57
Q3 2020 137 $168,981,000 +$12,614,904 -$3,086,120 +$9,528,784 SPY, SCHZ, IGSB, SCHO, VCIT 13F-HR 10 Nov 2020, 12:34
Q2 2020 135 $154,235,000 +$13,081,345 -$11,111,252 +$1,970,093 SPY, IGSB, SCHZ, VCIT, SCHO 13F-HR 11 Aug 2020, 12:02
Q1 2020 133 $133,326,000 +$4,540,176 -$18,493,049 -$13,952,873 SPY, IGSB, SCHZ, VCIT, SCHO 13F-HR 05 May 2020, 10:17
Q4 2019 156 $170,679,000 +$7,483,916 -$2,772,928 +$4,710,988 SPY, IGSB, VCIT, SCHZ, VIG 13F-HR 31 Jan 2020, 12:30
Q3 2019 151 $157,360,000 +$8,940,168 -$2,505,791 +$6,434,377 SPY, IGSB, SCHZ, VCIT, VIG 13F-HR 22 Oct 2019, 10:15
Q2 2019 150 $149,187,000 +$6,602,830 -$5,065,229 +$1,537,601 SPY, VCIT, IGSB, SCHZ, VIG 13F-HR 17 Jul 2019, 13:28
Q1 2019 150 $144,235,000 +$8,850,603 -$13,093,239 -$4,242,636 SPY, VCIT, IGSB, SCHZ, VIG 13F-HR 25 Apr 2019, 14:18
Q4 2018 145 $133,821,000 +$7,675,936 -$6,986,961 +$688,975 SPY, VCIT, SCHZ, IGSB, VIG 13F-HR 29 Jan 2019, 16:06
Q3 2018 152 $148,744,000 +$7,512,299 -$9,778,055 -$2,265,756 SPY, VCIT, SCHZ, IGSB, AAPL 13F-HR 05 Nov 2018, 10:00
Q2 2018 148 $146,449,000 +$5,118,393 -$7,959,118 -$2,840,725 SPY, VCIT, SCHZ, IGSB, VIG 13F-HR 19 Jul 2018, 10:30
Q1 2018 148 $147,240,000 +$50,000,334 -$1,473,122 +$48,527,212 SPY, SCHZ, VCIT, IGSB, VIG 13F-HR 19 Apr 2018, 16:31
Q4 2017 96 $100,348,000 $0 $0 $0 SPY, SCHZ, VCIT, IGSB, VIG 13F-HR 09 Feb 2018, 10:32