§ 13F · FUND PROFILE
Jackson, Grant Investment Advisers, Inc..
AUM · $322M (13F)Positions · 421Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$797K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 58K | $43M | 13.4% | −3% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 154K | $33M | 10.1% | −2% |
| 3 | SDY | SPDR SERIES TRUST | 170K | $26M | 8.0% | −3% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 98K | $23M | 7.2% | −2% |
| 5 | VO | VANGUARD INDEX FDS | 208K | $17M | 5.2% | +304% |
| 6 | ABBV | ABBVIE INC | 30K | $8M | 2.4% | −1% |
| 7 | SPLV | INVESCO EXCH TRADED FD TR II | 101K | $8M | 2.3% | −6% |
| 8 | MSFT | MICROSOFT CORP | 18K | $7M | 2.1% | −2% |
| 9 | VOO | VANGUARD INDEX FDS | 9K | $6M | 2.0% | +3% |
| 10 | SPYM | SPDR SERIES TRUST | 72K | $6M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JACKSON, SIGNAL
AC read
Jackson, Grant Investment Advisers, Inc. is a Other fund managing $322 million in assets. The fund runs a broad portfolio of 421 positions.
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