Jackson, Grant Investment Advisers, Inc. ETF holdings
Stamford, CT
Reported $236.4M in 131 ETFs in its Form 13F for June 30, 2026.
ETF value
$236.4M
ETFs held
131
Change from prior quarter
+8.0%
With price moves
ETFs as a share of its 13F
73.4%
of $322.0M
Top 10 of 131 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $43.1M | 57,747 | −1,648 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $32.7M | 153,555 | −2,497 shares |
| SDY | State Street SPDR S&P Dividend ETF | $25.9M | 170,164 | −5,350 shares |
| VIG | Vanguard Dividend Appreciation ETF | $23.1M | 97,629 | −2,321 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $16.8M | 208,499 | +156,835 shares |
| SPLV | Invesco S&P 500 Low Volatility ETF | $7.6M | 100,808 | −6,188 shares |
| VOO | Vanguard S&P 500 ETF | $6.5M | 9,434 | +303 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $6.3M | 71,895 | +61 shares |
| DVY | iShares Select Dividend ETF | $5.4M | 34,863 | −3,570 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $5.1M | 51,731 | −344 shares |
121 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001650300. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Jackson, Grant Investment Advisers, Inc. own?
Jackson, Grant Investment Advisers, Inc. reported 131 ETF positions worth $236.4M in its Form 13F for June 30, 2026. The largest was SPY, at $43.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.