Jeter Robert S II
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Jeter Robert S II reported 43 stock positions worth $100.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.3% of the portfolio, followed by Goldman Sachs Activebeta Int (GSIE, 8.1%) and MFS Active International (MFSI, 7.9%).
- Most Recent 13F
- Q2 2026
- Location
- BETHANY BEACH, DE
- CIK
- 0002093023
- Portfolio Value
- $100.4M (Q1 2026)
- SEC Filing
- 0001754960-26-000375 ↗ filed May 12, 2026
Holdings Value
Holdings 43 stocks · $100.4M
| IVV iShares Core S&P 500 ETF | 21.27% | 28,819 | $21.4M | — |
| GSIE Goldman Sachs Activebeta Int | 8.09% | 177,126 | $8.1M | — |
| MFSI MFS Active International | 7.87% | 247,357 | $7.9M | — |
| FBND Fidelity Total Bond ETF | 6.30% | 138,248 | $6.3M | — |
| JPIE JPMorgan Income ETF | 5.94% | 129,502 | $6.0M | — |
| MFSB MFS Active Core Plus Bond | 5.70% | 228,703 | $5.7M | — |
| PYLD PIMCO Multisector Bond Actv | 5.39% | 204,638 | $5.4M | — |
| IJH iShares Core S&P Midcap ETF | 4.79% | 64,977 | $4.8M | — |
| IJR iShares Core S&P Small-Cap E | 4.47% | 32,467 | $4.5M | — |
| AAPL Apple Inc. | 3.59% | 12,275 | $3.6M | — |
| NVDA Nvidia Corp. | 2.96% | 13,827 | $3.0M | — |
| JPST JPMorgan Ultra-Short Income | 2.84% | 56,399 | $2.8M | — |
| GSST Goldman Sachs Ultra Short Bo | 2.83% | 56,393 | $2.8M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 2.77% | 53,136 | $2.8M | — |
| MSFT Microsoft Corp. | 2.02% | 4,889 | $2.0M | — |
| AMZN Amazon.com Inc. | 1.19% | 4,373 | $1.2M | — |
| AVGO Broadcom Inc. | 1.03% | 2,400 | $1.0M | — |
| ESGU iShares ESG Aware MSCI USA | 0.85% | 5,289 | $849K | — |
| GOOG Alphabet Inc. Class C | 0.82% | 2,084 | $827K | — |
| GOOGL Alphabet Inc. Class A | 0.74% | 1,848 | $741K | — |
| META Meta Platforms Inc. Class A | 0.68% | 1,115 | $680K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.61% | 6,474 | $609K | — |
| TSLA Tesla Inc. | 0.53% | 1,252 | $536K | — |
| QCOM Qualcomm Inc. | 0.52% | 2,372 | $520K | — |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.47% | 9,419 | $475K | — |
| JMUB JPMorgan Municipal ETF | 0.47% | 9,334 | $470K | — |
| MUNI PIMCO Intermediate Municipal | 0.46% | 8,797 | $461K | — |
| MU Micron Technology Inc. | 0.44% | 589 | $440K | — |
| LLY Eli Lilly & Co. | 0.40% | 428 | $406K | — |
| CTAS Cintas Corp. | 0.38% | 2,266 | $378K | — |
| IEMG iShares Core MSCI Emerging | 0.36% | 4,359 | $362K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 3,689 | $359K | — |
| ADI Analog Devices Inc. | 0.36% | 858 | $357K | — |
| AMGN Amgen Inc. | 0.33% | 994 | $330K | — |
| AMD Advanced Micro Devices | 0.28% | 607 | $276K | — |
| MA Mastercard Inc. Class A | 0.27% | 556 | $275K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 508 | $268K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.26% | 8,604 | $261K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 350 | $258K | — |
| VOO Vanguard S&P 500 ETF | 0.23% | 336 | $228K | — |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 1,565 | $216K | — |
| WCC Wesco International Inc. | 0.21% | 604 | $215K | — |
| APP AppLovin Corp. Class A | 0.20% | 427 | $200K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.