13F filer

Jackson, Grant Investment Advisers

As of Jun 30, 2026 Filed Jul 31, 2026 CIK 1650300 SEC filings ↗

13F Value

$322.0M

Positions

421

Top Position

SPY13.4%

Top 5

44.0%

Latest filing changes

vs Mar 31, 2026

1 IWM iShares Russell 2000 ETF +13.2%+$378K

2 AMZN Amazon +32.7%+$367K

3 VOO Vanguard 500 Index Fund — ETF Shares +3.3%+$208K

4 SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF +5.0%+$159K

5 VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares +0.9%+$148K

Holdings421

#
1	SPY State Str SPDR S&P 500 ETF T — Tr Unit	13.4%	$43.1M	-2.8%	57.7K	12.9%	ETF
2	RSP Invesco S&P 500 Equal Weight ETF	10.1%	$32.7M	-1.6%	153.6K	10.0%	ETF
3	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	8.0%	$25.9M	-3.0%	170.2K	8.6%	ETF
4	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	7.2%	$23.1M	-2.3%	97.6K	7.2%	ETF
5	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	5.2%	$16.8M	+0.9%	208.5K	5.0%	ETF
6	ABBV AbbVie	2.4%	$7.6M	-1.0%	30.3K	2.2%	Common Stock
7	SPLV Invesco S&P 500 Low Volatility ETF	2.3%	$7.6M	-5.8%	100.8K	2.6%	ETF
8	MSFT Microsoft	2.1%	$6.8M	-1.6%	18.1K	2.3%	Common Stock
9	VOO Vanguard 500 Index Fund — ETF Shares	2.0%	$6.5M	+3.3%	9.4K	1.8%	ETF
10	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.0%	$6.3M	+0.1%	71.9K	1.8%	ETF
11	AAPL Apple	1.9%	$6.0M	-0.7%	20.6K	1.8%	Common Stock
12	DVY iShares Select Dividend ETF	1.7%	$5.4M	-9.3%	34.9K	1.9%	ETF
13	AGG iShares Core U.S. Aggregate Bond ETF	1.6%	$5.1M	-0.7%	51.7K	1.7%	ETF
14	IVV iShares Core S&P 500 ETF	1.5%	$4.8M	-0.6%	6.5K	1.4%	ETF
15	PG Procter & Gamble	1.2%	$3.9M	-3.7%	26.5K	1.3%	Common Stock
16	PFF iShares Preferred and Income Securities ETF	1.2%	$3.9M	-2.7%	127.0K	1.3%	ETF
17	XLV State Street(R) Health Care Select Sector SPDR(R) ETF	1.2%	$3.8M	-0.1%	24.1K	1.2%	ETF
18	XLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	1.2%	$3.8M	+0.1%	32.0K	1.2%	ETF
19	JNJ Johnson & Johnson	1.1%	$3.4M	-1.6%	13.6K	1.1%	Common Stock
20	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.0%	$3.3M	-0.2%	9.1K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.