DOSSIER · 13F-HR · Q2 2026

Jeter Robert S II

$104M in tracked AUM across 47 positions as of Q2 2026.

JR
CIK 0002093023 · last filed Jun 30, 2026
Total AUM
$104M
as of Q2 2026
Holdings
47
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Jeter Robert S II filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$22M29K21.1%
02
GSIE
GOLDMAN SACHS ETF TR
$8M181K8.0%
03
MFSI
MFS ACTIVE EXCHANGE TRADED F
$8M250K7.8%
04
FBND
FIDELITY MERRIMACK STR TR
$6M141K6.1%
05
JPIE
J P MORGAN EXCHANGE TRADED F
$6M129K5.7%
06
MFSB
MFS ACTIVE EXCHANGE TRADED F
$6M233K5.5%
07
PYLD
PIMCO ETF TR
$6M210K5.3%
08
IJH
ISHARES TR
$5M66K4.8%
09
IJR
ISHARES TR
$5M33K4.6%
10
AAPL
APPLE INC
$4M12K3.6%

Filing history

2026Q2Jun 30
$104M 3.9%
47 positionsView →
2026Q1Mar 31
$100M
43 positionsView →