Jackson, Grant Investment Advisers, Inc. - Portfolio Stock Holdings
Jackson, Grant Investment Advisers, Inc. disclosed 433 stock positions in a recent SEC 13F filing. $319,956,067 of stock holdings were filed, with the largest holdings including SPY, RSP, and SDY. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $577,684,024 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
433Est. Stock Holding Value:
$319,956,067Top Stock Holdings By Sector
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Portfolio Stock Holdings - Jackson, Grant Investment Advisers, Inc.
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