Jackson, Grant Investment Advisers, Inc.

Est. AUM

$299.5M

13F long equity, this entity only

Positions

398

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$38.6M	59395	12.90%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$29.9M	156052	10.00%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$25.6M	175514	8.55%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$21.5M	99950	7.18%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$14.8M	51664	4.95%	SOLE
6	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$7.8M	106996	2.61%	SOLE
7	MICROSOFT CORP	COM	$6.8M	18448	2.28%	SOLE
8	ABBVIE INC	COM	$6.7M	30640	2.22%	SOLE
9	ISHARES TR	SELECT DIVID ETF	$5.8M	38433	1.94%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	71834	1.84%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.5M	9131	1.82%	SOLE
12	APPLE INC	COM	$5.3M	20791	1.76%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$5.2M	52075	1.73%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$4.3M	6514	1.42%	SOLE
15	PROCTER & GAMBLE CO	COM	$4.0M	27544	1.33%	SOLE
16	ISHARES TR	PFD AND INCM SEC	$4.0M	130525	1.32%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.5M	24102	1.18%	SOLE
18	TJX COS INC NEW	COM	$3.5M	21890	1.17%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET CON	$3.5M	31972	1.16%	SOLE
20	JOHNSON & JOHNSON	COM	$3.4M	13769	1.12%	SOLE
21	PROSHARES TR	S&P 500 DV ARIST	$3.2M	29914	1.06%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	9068	0.97%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	34887	0.92%	SOLE
24	EXXON MOBIL CORP	COM	$2.6M	15533	0.88%	SOLE
25	MCDONALDS CORP	COM	$2.4M	7627	0.79%	SOLE
26	ISHARES TR	RUSSELL 2000 ETF	$2.4M	9534	0.79%	SOLE
27	ELI LILLY & CO	COM	$2.4M	2567	0.79%	SOLE
28	WALMART INC	COM	$2.3M	18323	0.76%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$1.8M	3204	0.62%	SOLE
30	COCA COLA CO	COM	$1.8M	23896	0.61%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3680	0.59%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.7M	12805	0.57%	SOLE
33	ISHARES TR	CORE HIGH DV ETF	$1.6M	11951	0.54%	SOLE
34	VANGUARD INDEX FDS	GROWTH ETF	$1.6M	3704	0.54%	SOLE
35	ISHARES TR	RUS 2000 GRW ETF	$1.5M	4916	0.52%	SOLE
36	EMERSON ELEC CO	COM	$1.5M	11685	0.51%	SOLE
37	MERCK & CO INC	COM	$1.5M	12484	0.50%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.48%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.4M	28777	0.47%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	14201	0.46%	SOLE
41	INVESCO EXCH TRADED FD TR II	PFD ETF	$1.2M	112973	0.41%	SOLE
42	NVIDIA CORPORATION	COM	$1.2M	7045	0.41%	SOLE
43	DEERE & CO	COM	$1.2M	2081	0.39%	SOLE
44	VANGUARD WORLD FD	INF TECH ETF	$1.2M	1666	0.39%	SOLE
45	SPDR GOLD TR	GOLD SHS	$1.0M	2412	0.35%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.0M	22228	0.34%	SOLE
47	CORNING INC	COM	$1.0M	7496	0.34%	SOLE
48	CHEVRON CORPORATION	COM	$1.0M	4922	0.34%	SOLE
49	AMAZON COM INC	COM	$982K	4713	0.33%	SOLE
50	VANGUARD INDEX FDS	VALUE ETF	$936K	4769	0.31%	SOLE

1–50 of 398

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.