§ 13F · FUND PROFILE
Jackson, Grant Investment Advisers, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $299M (13F)Positions · 413Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$517K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 59K | $39M | 12.9% | −1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 156K | $30M | 10.0% | ±0% |
| 3 | SDY | SPDR SERIES TRUST | 176K | $26M | 8.6% | ±0% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 100K | $21M | 7.2% | ±0% |
| 5 | VO | VANGUARD INDEX FDS | 52K | $15M | 5.0% | +1% |
| 6 | SPLV | INVESCO EXCH TRADED FD TR II | 107K | $8M | 2.6% | −4% |
| 7 | MSFT | MICROSOFT CORP | 18K | $7M | 2.3% | ±0% |
| 8 | ABBV | ABBVIE INC | 31K | $7M | 2.2% | −2% |
| 9 | DVY | ISHARES TR | 38K | $6M | 1.9% | −1% |
| 10 | SPYM | SPDR SERIES TRUST | 72K | $5M | 1.8% | −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 $299 million in assets. The fund runs a broad portfolio of 413 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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