StockDriftsStockDriftsTop 50 Jackson, Grant Investment Advisers, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 13.39% | 57.7K | $43.1M | -2.77%(-1.65K) | $241.83(+220.62%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 10.15% | 153.6K | $32.7M | -1.60%(-2.50K) | $105.62(+109.97%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 8.04% | 170.2K | $25.9M | -3.05%(-5.35K) | $87.84(+79.08%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.17% | 97.6K | $23.1M | -2.32%(-2.32K) | $96.82(+153.12%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.22% | 208.5K | $16.8M | +0.89%(+1.84K) | $36.13(+133.39%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.37% | 30.3K | $7.6M | -0.96%(-294) | $67.18(+271.28%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.34% | 100.8K | $7.6M | -5.78%(-6.19K) | $61.87(+22.69%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.1% | 18.1K | $6.8M | -1.64%(-302) | $128.34(+278.72%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.01% | 9.4K | $6.5M | +3.32%(+303) | $329.11(+116.55%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.96% | 71.9K | $6.3M | +0.08%(+61) | $44.22(+106.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.27% | +41.50% | +7.24% | +41.85% |
| Top 20 Holdings Unweighted | +11.36% | +38.08% | +6.51% | +37.09% |
Jackson, Grant Investment Advisers, Inc. reports $322.02M in US-listed equity holdings across 421 positions in its most recent 13F filing. Its largest disclosed positions are SPY (13.4%), RSP (10.2%) and SDY (8.0%). The top 20 holdings account for 68.27% of reported assets. Its disclosed equity book has returned +41.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jackson, Grant Investment Advisers, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1650300). View Jackson, Grant Investment Advisers, Inc.’s 13F filings on SEC