account_balance

Investment manager · 13F filer · SEC CIK 2093023

Jeter Robert S II

Reported value$151Mas of Sep 30, 2026
Positions81 39 new, 5 sold out
Top 10 weight58.2%IVV alone is 16%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 16.2% Added +8%
GSIE Goldman Sachs ETF Tr 6.0% Added +10%
MFSI MFS Active Exchange Traded F 5.7% Added +6%
VOO Vanguard Index FDS 5.6% Added +3408%
FBND Fidelity Merrimack STR Tr 4.4% Added +7%
AAPL Apple Inc. 4.2% Added +55%
IJR iShares Tr 4.1% Added +38%
JPIE J P Morgan Exchange Traded F 4.1% Added +7%
MFSB MFS Active Exchange Traded F 4.0% Added +7%
NVDA NVIDIA Corp 3.9% Added +86%
PYLD Pimco ETF Tr 3.8% Added +8%
IJH iShares Tr 3.4% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • VEA $2.25M
  • AGG $2.05M
  • GSLC $1.1M
  • VWO $938K
arrow_upwardAdded
arrow_downwardTrimmed
  • CRWD −62%
  • GOOGL −20%
  • GSST −16%
  • JPST −15%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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