DOSSIER · 13F-HR · Q3 2026

Jeter Robert S II

$151M in tracked AUM across 81 positions as of Q3 2026.

JR
CIK 0002093023 · last filed Sep 30, 2026
Total AUM
$151M
as of Q3 2026
Holdings
81
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Jeter Robert S II filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$25M31K16.2%
02
GSIE
GOLDMAN SACHS ETF TR
$9M199K6.0%
03
MFSI
MFS ACTIVE EXCHANGE TRADED F
$9M265K5.7%
04
VOO
VANGUARD INDEX FDS
$8M12K5.6%
05
FBND
FIDELITY MERRIMACK STR TR
$7M151K4.4%
06
AAPL
APPLE INC
$6M19K4.2%
07
IJR
ISHARES TR
$6M46K4.1%
08
JPIE
J P MORGAN EXCHANGE TRADED F
$6M138K4.1%
09
MFSB
MFS ACTIVE EXCHANGE TRADED F
$6M250K4.0%
10
NVDA
NVIDIA CORPORATION
$6M26K3.9%

Filing history

2026Q3Sep 30
$151M▲ 45.1%
81 positionsView →
2026Q2Jun 30
$104M▲ 3.9%
47 positionsView →
2026Q1Mar 31
$100M—
43 positionsView →