13F Insight
DOSSIER · 13F-HR · Q1 2026

Jackson, Grant Investment Advisers, Inc.

$300M in tracked AUM across 398 positions as of Q1 2026.

JG
CIK 0001650300 · last filed Mar 31, 2026
Total AUM
$300M
as of Q1 2026
Holdings
398
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Jackson, Grant Investment Advisers, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$39M59K12.9%02
RSP
INVESCO EXCHANGE TRADED FD T
$30M156K10.0%03
SDY
SPDR SERIES TRUST
$26M176K8.6%04
VIG
VANGUARD SPECIALIZED FUNDS
$21M100K7.2%05
VO
VANGUARD INDEX FDS
$15M52K5.0%06
SPLV
INVESCO EXCH TRADED FD TR II
$8M107K2.6%07
MSFT
MICROSOFT CORP
$7M18K2.3%08
ABBV
ABBVIE INC
$7M31K2.2%09
DVY
ISHARES TR
$6M38K1.9%10
SPYM
SPDR SERIES TRUST
$5M72K1.8%

Filing history

2026Q1Mar 31
$300M▼ 1.4%
398 positionsView →2025Q4Dec 31
$304M▲ 1.4%
395 positionsView →2025Q3Sep 30
$299M▲ 9.9%
413 positionsView →2025Q2Jun 30
$272M▲ 5.4%
385 positionsLocked2025Q1Mar 31
$258M▼ 0.6%
380 positionsLocked2024Q4Dec 31
$260M▼ 2.8%
396 positionsLocked2024Q3Sep 30
$267M▲ 8.0%
399 positionsLocked2024Q2Jun 30
$248M▲ 1.5%
394 positionsLocked2024Q1Mar 31
$244M▲ 8.1%
392 positionsLocked2023Q4Dec 31
$226M▲ 8.8%
394 positionsLocked2023Q3Sep 30
$207M▼ 3.7%
395 positionsLocked2023Q2Jun 30
$215M▲ 1.2%
415 positionsLocked
Showing 12 of 39