Jeter Robert S II

Q3 2026 13F-HR Holdings

Location
Bethany Beach, DE
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$151,461
Net value change ($000)
+47,089 (45.1%)
New positions
39
Sold out positions
5
Turnover %
15.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 8,196 3517.6%
NVDA 2,985 101.2%
AAPL 2,580 68.1%
IVV 2,495 11.3%
MSFT 2,260 97.7%
VEA 2,251 NEW
AGG 2,053 NEW
AMZN 1,718 168.4%
GOOGL 1,581 173.9%
IJR 1,478 30.8%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -685 -100.0%
BINC -475 -17.0%
GSST -451 -16.5%
JPST -409 -15.2%
WDC -400 -100.0%
GLW -321 -100.0%
SNDK -261 -100.0%
APP -214 -100.0%
GOOGL -148 -20.5%
TSLA -83 -16.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type