Jackson, Grant Investment Advisers, Inc.
Jackson, Grant Investment Advisers, Inc. reported 421 positions worth $322.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SPY (13.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $43.1M | 13.39% | 57,747 | — | — | |
| ▸ 2 | RSP | SH | $32.7M | 10.15% | 153,555 | — | — | |
| ▸ 3 | SDY | SH | $25.9M | 8.04% | 170,164 | — | — | |
| ▸ 4 | VIG | SH | $23.1M | 7.17% | 97,629 | — | — | |
| ▸ 5 | VO | SH | $16.8M | 5.22% | 208,499 | — | — | |
| ▸ 6 | ABBV | SH | $7.6M | 2.37% | 30,346 | — | — | |
| ▸ 7 | SPLV | SH | $7.6M | 2.34% | 100,808 | — | — | |
| ▸ 8 | MSFT | SH | $6.8M | 2.10% | 18,146 | — | — | |
| ▸ 9 | VOO | SH | $6.5M | 2.01% | 9,434 | — | — | |
| ▸ 10 | SPYM | SH | $6.3M | 1.96% | 71,895 | — | — |
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Frequently Asked Questions
What stocks does Jackson, Grant Investment Advisers, Inc. hold as of Q2 2026?
Jackson, Grant Investment Advisers, Inc. reported 421 positions worth $322.0M in its Q2 2026 13F filing. Largest positions: SPY (13.4%), RSP (10.1%), SDY (8.0%), VIG (7.2%) and VO (5.2%).
What did Jackson, Grant Investment Advisers, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Jackson, Grant Investment Advisers, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.