13F Insight
DOSSIER · 13F-HR · Q1 2026

Jeter Robert S II

Jeter Robert S II's holding co. based in San Francisco, CA — $100M in tracked AUM across 43 positions as of Q1 2026.

JR
Jeter Robert S II·San Francisco, CA·Holding Co.
CIK 0002093023 · last filed Mar 31, 2026
Total AUM
$100M
▲ 9.2%
vs prior
Holdings
43
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Jeter Robert S II filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$21M29K21.3%
02
GSIE
GOLDMAN SACHS ETF TR
$8M177K8.1%
03
MFSI
MFS ACTIVE EXCHANGE TRADED F
$8M247K7.9%
04
FBND
FIDELITY MERRIMACK STR TR
$6M138K6.3%
05
JPIE
J P MORGAN EXCHANGE TRADED F
$6M130K5.9%
06
MFSB
MFS ACTIVE EXCHANGE TRADED F
$6M229K5.7%
07
PYLD
PIMCO ETF TR
$5M205K5.4%
08
IJH
ISHARES TR
$5M65K4.8%
09
IJR
ISHARES TR
$4M32K4.5%
10
AAPL
APPLE INC
$4M12K3.6%

Filing history

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