account_balance
Investment manager · 13F filer · SEC CIK 1650300
Jackson, Grant Investment Advisers, Inc.
Reported value$322Mas of Sep 30, 2026
Positions439 40 new, 22 sold out
Top 10 weight55.3%SPY alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
13.6%
RSPInvesco Exchange Traded Fd T
9.9%
SDYSPDR Series Trust
7.8%
VIGVanguard Specialized Funds
7.1%
VOVanguard Index FDS
5.1%
MSFTMicrosoft Corp
2.9%
ABBVAbbVie Inc.
2.5%
SPLVInvesco Exch Traded Fd Tr II
2.2%
AAPLApple Inc.
2.1%
VOOVanguard Index FDS
2.1%
SPYMSPDR Series Trust
2.0%
DVYiShares Tr
1.7%
SPYSPDR S&P 500 ETF Trust
13.6%
RSPInvesco Exchange Traded Fd T
9.9%
SDYSPDR Series Trust
7.8%
VIGVanguard Specialized Funds
7.1%
VOVanguard Index FDS
5.1%
SPLV2.2%
AAPLVOO2.1%
SPYM
DVY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 13.6% Held
RSP Invesco Exchange Traded Fd T 9.9% Held
SDY SPDR Series Trust 7.8% Held
VIG Vanguard Specialized Funds 7.1% Held
VO Vanguard Index FDS 5.1% Held
MSFT Microsoft Corp 2.9% HeldABBV AbbVie Inc. 2.5% HeldSPLV Invesco Exch Traded Fd Tr II 2.2% Held
AAPL Apple Inc. 2.1% HeldVOO Vanguard Index FDS 2.1% Held
SPYM SPDR Series Trust 2.0% Held
DVY iShares Tr 1.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.