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Jackson, Grant Investment Advisers, Inc.

Q4 2025 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    395

  • Value ($000)

    $303,722

  • Date Filed
    01/27/2026
  • Form type
    13F-HR
  • CIK
    0001650300
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$40.75M
13 %

59,756

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$29.96M
10 %

156,374

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A763
$24.48M
8 %

175,880

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$22.06M
7 %

100,388

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$14.8M
5 %

51,008

M
MSFT

MICROSOFT CORP

COM
594918104
$8.89M
3 %

18,384

S
SPLV

INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL
46138E354
$7.99M
3 %

111,853

A
ABBV

ABBVIE INC

COM
00287Y109
$7.13M
2 %

31,197

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$5.91M
2 %

73,649

A
AAPL

APPLE INC

COM
037833100
$5.75M
2 %

21,166

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