Jackson, Grant Investment Advisers, Inc.

Institutional manager (13F) · CIK 1650300

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $256M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$39M	59,395
2	INVESCO EXCHANGE TRADED FD T	$30M	156,052
3	SPDR SERIES TRUST	$26M	175,514
4	VANGUARD SPECIALIZED FUNDS	$21M	99,950
5	VANGUARD INDEX FDS	$15M	51,664
6	INVESCO EXCH TRADED FD TR II	$8M	106,996
7	MICROSOFT CORP	$7M	18,448
8	ABBVIE INC	$7M	30,640
9	ISHARES TR	$6M	38,433
10	SPDR SERIES TRUST	$5M	71,834
11	VANGUARD INDEX FDS	$5M	9,131
12	APPLE INC	$5M	20,791
13	ISHARES TR	$5M	52,075
14	ISHARES TR	$4M	6,514
15	PROCTER & GAMBLE CO	$4M	27,544
16	ISHARES TR	$4M	130,525
17	SELECT SECTOR SPDR TR	$4M	24,102
18	TJX COS INC NEW	$3M	21,890
19	SELECT SECTOR SPDR TR	$3M	31,972
20	JOHNSON & JOHNSON	$3M	13,769
21	PROSHARES TR	$3M	29,914
22	VANGUARD INDEX FDS	$3M	9,068
23	SPDR SERIES TRUST	$3M	34,887
24	EXXON MOBIL CORP	$3M	15,533
25	MCDONALDS CORP	$2M	7,627
26	ISHARES TR	$2M	9,534
27	ELI LILLY & CO	$2M	2,567
28	WALMART INC	$2M	18,323
29	INVESCO QQQ TR	$2M	3,204
30	COCA COLA CO	$2M	23,896
31	BERKSHIRE HATHAWAY INC DEL	$2M	3,680
32	SELECT SECTOR SPDR TR	$2M	12,805
33	ISHARES TR	$2M	11,951
34	VANGUARD INDEX FDS	$2M	3,704
35	ISHARES TR	$2M	4,916
36	EMERSON ELEC CO	$2M	11,685
37	MERCK & CO INC	$2M	12,484
38	BERKSHIRE HATHAWAY INC DEL	$1M	2
39	SELECT SECTOR SPDR TR	$1M	28,777
40	SPDR SERIES TRUST	$1M	14,201
41	INVESCO EXCH TRADED FD TR II	$1M	112,973
42	NVIDIA CORPORATION	$1M	7,045
43	DEERE & CO	$1M	2,081
44	VANGUARD WORLD FD	$1M	1,666
45	SPDR GOLD TR	$1M	2,412
46	SELECT SECTOR SPDR TR	$1M	22,228
47	CORNING INC	$1M	7,496
48	CHEVRON CORPORATION	$1M	4,922
49	AMAZON COM INC	$982k	4,713
50	VANGUARD INDEX FDS	$936k	4,769

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.