Jeter Robert S II — 13F Holdings & Portfolio

CIK 2093023 · latest 13F-HR filed 2026-07-14

Jeter Robert S II manages $104.4M in 13F-reported U.S. long-equity assets across 47 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (21.11%), GSIE (8.00%), MFSI (7.81%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 1, added to 12, and trimmed 6.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
39682 SUNRISE CT
303
BETHANY BEACH, DE 19930
Phone
(844) 844-3453
Filing Manager
Jeter Robert S II
BETHANY BEACH, DE
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$104.4M

Long-equity book

Holdings

47

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+5 / −1 / ↑12 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$311.3K +6.9%
  • MICROSOFT CORP$284.6K +14.0%
  • ADVANCED MICRO DEVICES INC$190.7K +69.0%
  • APPLE INC$190.5K +5.3%
  • MICRON TECHNOLOGY INC$180.0K +40.9%
Show all 12

Top Trims

  • AMAZON COM INC-$172.1K -14.4%
  • J P MORGAN EXCHANGE TRADED F-$161.0K -5.7%
  • BROADCOM INC-$154.2K -14.9%
  • META PLATFORMS INC-$101.4K -14.9%
  • QUALCOMM INC-$65.1K -12.5%
Show all 6

New Positions

  • ADOBE INC$685.5K
  • WESTERN DIGITAL CORP$399.7K
  • CORNING INC$320.5K
  • SANDISK CORP$260.6K
  • CAPITAL ONE FINL CORP$212.4K
Show all 5

Exited Positions

  • PALANTIR TECHNOLOGIES INC$215.7K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $22.0M 21.11% 29,063 SH
2 GOLDMAN SACHS ETF TR GSIE 381430107 $8.3M 8.00% 181,174 SH
3 MFS ACTIVE EXCHANGE TRADED F MFSI 55286W405 $8.2M 7.81% 249,803 SH
4 FIDELITY MERRIMACK STR TR FBND 316188309 $6.4M 6.12% 141,085 SH
5 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $5.9M 5.66% 128,769 SH
6 MFS ACTIVE EXCHANGE TRADED F MFSB 55286W108 $5.8M 5.55% 233,382 SH
7 PIMCO ETF TR PYLD 72201R585 $5.5M 5.30% 210,374 SH
8 ISHARES TR IJH 464287507 $5.0M 4.80% 66,156 SH
9 ISHARES TR IJR 464287804 $4.8M 4.60% 32,997 SH
10 APPLE INC AAPL 037833100 $3.8M 3.63% 12,023 SH
11 NVIDIA CORPORATION NVDA 67066G104 $2.9M 2.83% 13,981 SH
12 BLACKROCK ETF TRUST II BINC 092528603 $2.8M 2.67% 53,481 SH
13 GOLDMAN SACHS ETF TR GSST 381430230 $2.7M 2.62% 54,271 SH
14 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $2.7M 2.57% 53,264 SH
15 MICROSOFT CORP MSFT 594918104 $2.3M 2.22% 6,009 SH
16 AMAZON COM INC AMZN 023135106 $1.0M 0.98% 4,159 SH
17 ALPHABET INC GOOG 02079K107 $909.0K 0.87% 2,560 SH
18 BROADCOM INC AVGO 11135F101 $877.9K 0.84% 2,195 SH
19 ISHARES TR ESGU 46435G425 $868.0K 0.83% 5,239 SH
20 ALPHABET INC GOOGL 02079K305 $721.0K 0.69% 2,019 SH
21 ADOBE INC ADBE 00724F101 $685.5K 0.66% 3,065 SH
22 ISHARES TR USMV 46429B697 $640.8K 0.61% 6,554 SH
23 MICRON TECHNOLOGY INC MU 595112103 $619.9K 0.59% 633 SH
24 META PLATFORMS INC META 30303M102 $578.2K 0.55% 864 SH
25 ELI LILLY & CO LLY 532457108 $529.5K 0.51% 445 SH
26 TESLA INC TSLA 88160R101 $516.6K 0.49% 1,267 SH
27 PIMCO ETF TR SMMU 72201R874 $468.2K 0.45% 9,293 SH
28 ADVANCED MICRO DEVICES INC AMD 007903107 $467.0K 0.45% 837 SH
29 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $463.3K 0.44% 9,196 SH
30 QUALCOMM INC QCOM 747525103 $454.6K 0.44% 2,403 SH
31 PIMCO ETF TR MUNI 72201R866 $453.6K 0.43% 8,674 SH
32 CINTAS CORP CTAS 172908105 $409.4K 0.39% 2,279 SH
33 WESTERN DIGITAL CORP WDC 958102105 $399.7K 0.38% 686 SH
34 CROWDSTRIKE HLDGS INC CRWD 22788C105 $382.6K 0.37% 2,044 SH
35 AMGEN INC AMGN 031162100 $362.7K 0.35% 998 SH
36 ISHARES TR IEFA 46432F842 $358.6K 0.34% 3,689 SH
37 ISHARES INC IEMG 46434G103 $354.5K 0.34% 4,359 SH
38 ANALOG DEVICES INC ADI 032654105 $343.8K 0.33% 869 SH
39 CORNING INC GLW 219350105 $320.5K 0.31% 1,679 SH
40 MASTERCARD INCORPORATED MA 57636Q104 $283.4K 0.27% 538 SH
41 SCHWAB STRATEGIC TR FNDX 808524771 $270.2K 0.26% 8,604 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $264.1K 0.25% 350 SH
43 SANDISK CORP SNDK 80004C200 $260.6K 0.25% 136 SH
44 VANGUARD INDEX FDS VOO 922908363 $233.1K 0.22% 336 SH
45 APPLOVIN CORP APP 03831W108 $213.9K 0.20% 422 SH
46 CAPITAL ONE FINL CORP COF 14040H105 $212.4K 0.20% 1,054 SH
47 WESCO INTL INC WCC 95082P105 $202.4K 0.19% 604 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $104.4M 47 0001754960-26-000488
2026-03-31 2026-05-12 $100.4M 43 0001754960-26-000375