§ 13F · FUND PROFILE
Jackson, Grant Investment Advisers, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $272.3T (13F)Positions · 385Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$677.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 60K | $40.7T | 13.4% | −1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 156K | $30.0T | 9.9% | +2% |
| 3 | SDY | SPDR SERIES TRUST | 176K | $24.5T | 8.1% | ±0% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 100K | $22.1T | 7.3% | −1% |
| 5 | VO | VANGUARD INDEX FDS | 51K | $14.8T | 4.9% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 18K | $8.9T | 2.9% | +2% |
| 7 | SPLV | INVESCO EXCH TRADED FD TR II | 112K | $8.0T | 2.6% | +1% |
| 8 | ABBV | ABBVIE INC | 31K | $7.1T | 2.3% | −1% |
| 9 | SPYM | SPDR SERIES TRUST | 74K | $5.9T | 1.9% | ±0% |
| 10 | AAPL | APPLE INC | 21K | $5.8T | 1.9% | +2% |
§ 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 $272337.6 trillion in assets. The fund runs a broad portfolio of 385 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed