13F Insight
DOSSIER · 13F-HR · Q2 2026

Jackson, Grant Investment Advisers, Inc.

$322M in tracked AUM across 421 positions as of Q2 2026.

JG
CIK 0001650300 · last filed Jun 30, 2026
Total AUM
$322M
as of Q2 2026
Holdings
421
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Jackson, Grant Investment Advisers, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$43M58K13.4%02
RSP
INVESCO EXCHANGE TRADED FD T
$33M154K10.1%03
SDY
SPDR SERIES TRUST
$26M170K8.0%04
VIG
VANGUARD SPECIALIZED FUNDS
$23M98K7.2%05
VO
VANGUARD INDEX FDS
$17M208K5.2%06
ABBV
ABBVIE INC
$8M30K2.4%07
SPLV
INVESCO EXCH TRADED FD TR II
$8M101K2.3%08
MSFT
MICROSOFT CORP
$7M18K2.1%09
VOO
VANGUARD INDEX FDS
$6M9K2.0%10
SPYM
SPDR SERIES TRUST
$6M72K2.0%

Filing history

2026Q2Jun 30
$322M▲ 7.5%
421 positionsView →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 positionsLocked
Showing 12 of 40