Jackson, Grant Investment Advisers, Inc. — 13F holdings

Jackson, Grant Investment Advisers, Inc. reported 421 holdings worth $322M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $43.1M (13.4%)
  2. RSP INVESCO EXCHANGE TRADED FD T — $32.7M (10.1%)
  3. SDY SPDR SERIES TRUST — $25.9M (8.0%)
  4. VIG VANGUARD SPECIALIZED FUNDS — $23.1M (7.2%)
  5. VO VANGUARD INDEX FDS — $16.8M (5.2%)
  6. ABBV ABBVIE INC — $7.64M (2.4%)
  7. SPLV INVESCO EXCH TRADED FD TR II — $7.55M (2.3%)
  8. MSFT MICROSOFT CORP — $6.77M (2.1%)
  9. VOO VANGUARD INDEX FDS — $6.48M (2.0%)
  10. SPYM SPDR SERIES TRUST — $6.32M (2.0%)