Bigelow Investment Advisors, LLC: 13F holdings
CIK 17295162026Q2
| Positions | 157 |
|---|
| Reported value | $276.2m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 157 (+4 vs prior quarter) |
|---|
| Reported value | $276.2m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 26,068 | $19.5m | 7.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 18,132 | $13.5m | 4.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 50,332 | $11.9m | 4.3% |
| IAU ISHARES GOLD TR | 126,904 | $9.6m | 3.5% |
| HEFA ISHARES TR | 170,956 | $8.0m | 2.9% |
| IJH ISHARES TR | 102,935 | $7.9m | 2.9% |
| AAPL APPLE INC | 26,409 | $7.6m | 2.8% |
| IJR ISHARES TR | 37,133 | $5.5m | 2.0% |
| SCHG SCHWAB STRATEGIC TR | 161,426 | $5.5m | 2.0% |
| SCHX SCHWAB STRATEGIC TR | 174,562 | $5.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729516")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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