Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Jackson, Grant Investment Advisers, Inc. (CIK 1650300) reported $299.5M across 395 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($38.6M, 12.90%), RSP ($29.9M, 10.00%), SDY ($25.6M, 8.55%), VIG ($21.5M, 7.18%), VO ($14.8M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $38.6M | 12.90% | 59,395 | Trimmed |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $29.9M | 10.00% | 156,052 | Trimmed |
| 3 | SDY | SPDR SERIES TRUST | $25.6M | 8.55% | 175,514 | Trimmed |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $21.5M | 7.18% | 99,950 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $14.8M | 4.95% | 51,664 | Added |
| 6 | SPLV | INVESCO EXCH TRADED FD TR II | $7.8M | 2.61% | 106,996 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $6.8M | 2.28% | 18,448 | Added |
| 8 | ABBV | ABBVIE INC | $6.7M | 2.22% | 30,640 | Trimmed |
| 9 | DVY | ISHARES TR | $5.8M | 1.94% | 38,433 | Trimmed |
| 10 | SPLG | SPDR SERIES TRUST | $5.5M | 1.84% | 71,834 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $5.5M | 1.82% | 9,131 | Trimmed |
| 12 | AAPL | APPLE INC | $5.3M | 1.76% | 20,791 | Trimmed |
| 13 | AGG | ISHARES TR | $5.2M | 1.73% | 52,075 | Added |
| 14 | IVV | ISHARES TR | $4.3M | 1.42% | 6,514 | Trimmed |
| 15 | PG | PROCTER & GAMBLE CO | $4.0M | 1.33% | 27,544 | Trimmed |
| 16 | PFF | ISHARES TR | $4.0M | 1.32% | 130,525 | Trimmed |
| 17 | XLV | SELECT SECTOR SPDR TR | $3.5M | 1.18% | 24,102 | Trimmed |
| 18 | TJX | TJX COS INC NEW | $3.5M | 1.17% | 21,890 | Trimmed |
| 19 | XLY | SELECT SECTOR SPDR TR | $3.5M | 1.16% | 31,972 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $3.4M | 1.12% | 13,769 | Trimmed |
| 21 | NOBL | PROSHARES TR | $3.2M | 1.06% | 29,914 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $2.9M | 0.97% | 9,068 | Trimmed |
| 23 | SPTM | SPDR SERIES TRUST | $2.8M | 0.92% | 34,887 | Added |
| 24 | XOM | EXXON MOBIL CORP | $2.6M | 0.88% | 15,533 | Trimmed |
| 25 | MCD | MCDONALDS CORP | $2.4M | 0.79% | 7,627 | Added |
Source: SEC Form 13F filings · as of 2026-03-31