Jackson, Grant Investment Advisers, Inc.: 13F holdings
CIK 16503002026Q2
| Positions | 421 |
|---|---|
| Reported value | $322.0m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 57,747 | $43.1m | 13.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 153,555 | $32.7m | 10.1% |
| SDY SPDR SERIES TRUST | 170,164 | $25.9m | 8.0% |
| VIG VANGUARD SPECIALIZED FUNDS | 97,629 | $23.1m | 7.2% |
| VO VANGUARD INDEX FDS | 208,499 | $16.8m | 5.2% |
| ABBV ABBVIE INC | 30,346 | $7.6m | 2.4% |
| SPLV INVESCO EXCH TRADED FD TR II | 100,808 | $7.6m | 2.3% |
| MSFT MICROSOFT CORP | 18,146 | $6.8m | 2.1% |
| VOO VANGUARD INDEX FDS | 9,434 | $6.5m | 2.0% |
| SPYM SPDR SERIES TRUST | 71,895 | $6.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1650300")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.