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Jackson, Grant Investment Advisers, Inc.

Q1 2026 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    398

  • Value ($000)

    $299,511

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0001650300
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$38.63M
13 %

59,395

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$29.95M
10 %

156,052

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A763
$25.61M
9 %

175,514

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$21.5M
7 %

99,950

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$14.84M
5 %

51,664

S
SPLV

INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL
46138E354
$7.83M
3 %

106,996

M
MSFT

MICROSOFT CORP

COM
594918104
$6.83M
2 %

18,448

A
ABBV

ABBVIE INC

COM
00287Y109
$6.66M
2 %

30,640

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$5.82M
2 %

38,433

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$5.5M
2 %

71,834

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