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Gilliland Jeter Wealth Management LLC — 13F Holdings & Portfolio

CIK 2009886 · latest 13F-HR filed 2026-04-24

Backtest portfolio

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.

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AUM

$337.6M

Long-equity book

Holdings

184

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+17 / −7 / ↑62 / ↓57

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR EAFE VALUE ETF$3.1M +639.1%
  • MARATHON PETE CORPORATION$1.8M +49.8%
  • CATERPILLAR INCORPORATED$1.6M +23.2%
  • WALMART INCORPORATED$1.4M +10.5%
  • HUNTINGTON BANCSHARES INCORPORATED$1.3M +123.1%
Show all 62 →

Top Trims

  • MICROSOFT CORPORATION-$2.3M -24.2%
  • APPLE INCORPORATED-$2.2M -7.3%
  • NVIDIA CORPORATION-$1.7M -6.2%
  • BOSTON SCIENTIFIC CORPORATION-$1.2M -34.2%
  • ISHARES TR RUS 1000 GRW ETF-$1.2M -9.9%
Show all 57 →

New Positions

  • ISHARES INTL CTRY ROTATION ACTIVE ETF$2.1M
  • ISHARES TR S&P 100 ETF$2.0M
  • ISHARES TR CORE S&P TTL STK$576.0K
  • ISHARES TR MORNINGSTAR VALU$429.3K
  • GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$396.5K
Show all 17 →

Exited Positions

  • CADENCE BANK$1.5M
  • DARDEN RESTAURANTS INCORPORATED$401.3K
  • ISHARES GOLD TR ISHARES NEW$311.6K
  • FIDELITY NATL INFORMATION SVCS$270.1K
  • QUALCOMM INCORPORATED$238.1K
Show all 7 →
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 APPLE INCORPORATED AAPL 037833100 $28.3M 8.39% 111,533 SH
2 NVIDIA CORPORATION NVDA 67066G104 $26.1M 7.73% 149,559 SH
3 WALMART INCORPORATED WMT 931142103 $14.3M 4.23% 114,928 SH
4 ISHARES TR RUS 1000 GRW ETF IWF 464287614 $10.9M 3.23% 25,570 SH
5 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $9.8M 2.91% 45,687 SH
6 AMAZON COM INCORPORATED AMZN 023135106 $9.2M 2.71% 43,966 SH
7 CATERPILLAR INCORPORATED CAT 149123101 $8.6M 2.55% 12,148 SH
8 AT&T INCORPORATED T 00206R102 $8.2M 2.44% 284,248 SH
9 MICROSOFT CORPORATION MSFT 594918104 $7.2M 2.14% 19,518 SH
10 JPMORGAN CHASE & COMPANY JPM 46625H100 $6.9M 2.03% 23,331 SH
11 META PLATFORMS INCORPORATED CLASS A META 30303M102 $6.7M 1.99% 11,740 SH
12 MARATHON PETE CORPORATION MPC 56585A102 $5.4M 1.59% 22,033 SH
13 CHEVRON CORPORATION CVX 166764100 $5.1M 1.52% 24,802 SH
14 VANGUARD GROWTH ETF VUG 922908736 $5.0M 1.48% 11,453 SH
15 LAM RESEARCH CORPORATION COM NEW LRCX 512807306 $4.8M 1.43% 22,640 SH
16 ISHARES TR U.S. TECH ETF IYW 464287721 $4.4M 1.30% 24,200 SH
17 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $4.2M 1.26% 14,788 SH
18 ISHARES TR CORE S&P500 ETF IVV 464287200 $4.0M 1.18% 6,106 SH
19 AFLAC INCORPORATED AFL 001055102 $3.7M 1.09% 33,426 SH
20 ISHARES TR EAFE VALUE ETF EFV 464288877 $3.6M 1.07% 48,667 SH
21 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BRK.B 084670702 $3.5M 1.04% 7,316 SH
22 EXXON MOBIL CORPORATION XOM 30231G102 $3.5M 1.03% 20,574 SH
23 VISA INCORPORATED COM CLASS A V 92826C839 $3.3M 0.99% 11,078 SH
24 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $3.3M 0.98% 11,477 SH
25 DTE ENERGY COMPANY DTE 233331107 $3.3M 0.97% 22,425 SH
26 BROADCOM INCORPORATED AVGO 11135F101 $3.2M 0.96% 10,421 SH
27 BANK AMERICA CORPORATION BAC 060505104 $3.2M 0.95% 65,633 SH
28 JOHNSON CONTROLS INTERNATION SHS (IRELAND) JCI G51502105 $3.1M 0.93% 23,927 SH
29 ISHARES TR RUS 1000 VAL ETF IWD 464287598 $3.1M 0.91% 14,450 SH
30 JOHNSON & JOHNSON JNJ 478160104 $3.1M 0.91% 12,546 SH
31 VANGUARD VALUE ETF VTV 922908744 $3.0M 0.90% 15,402 SH
32 CONOCOPHILLIPS COP 20825C104 $3.0M 0.89% 22,694 SH
33 SALESFORCE INCORPORATED CRM 79466L302 $3.0M 0.88% 15,938 SH
34 ORACLE CORPORATION ORCL 68389X105 $3.0M 0.88% 20,092 SH
35 MERCK & COMPANY INCORPORATED MRK 58933Y105 $2.9M 0.85% 23,729 SH
36 WILLIAMS COMPANIES INCORPORATED WMB 969457100 $2.7M 0.80% 37,017 SH
37 BP PLC SPONSORED ADR (UNITED KINGDOM) BP 055622104 $2.7M 0.79% 56,687 SH
38 MOTOROLA SOLUTIONS INCORPORATED COM NEW MSI 620076307 $2.5M 0.75% 5,799 SH
39 INVESCO QQQ TRUST QQQ 46090E103 $2.5M 0.74% 4,324 SH
40 BOSTON SCIENTIFIC CORPORATION BSX 101137107 $2.4M 0.70% 37,754 SH
41 HUNTINGTON BANCSHARES INCORPORATED HBAN 446150104 $2.3M 0.69% 147,835 SH
42 INTUITIVE SURGICAL INCORPORATED COM NEW ISRG 46120E602 $2.2M 0.66% 4,816 SH
43 PHILIP MORRIS INTERNATIONAL INCORPORATED PM 718172109 $2.1M 0.62% 12,729 SH
44 ISHARES INTL CTRY ROTATION ACTIVE ETF CORO 09290C764 $2.1M 0.61% 64,569 SH
45 AMERICAN ELEC PWR COMPANY INCORPORATED AEP 025537101 $2.0M 0.60% 15,348 SH
46 CHUBB LIMITED SWITZ (SWITZERLAND) CB H1467J104 $2.0M 0.59% 6,162 SH
47 ISHARES TR S&P 100 ETF OEF 464287101 $2.0M 0.59% 6,271 SH
48 ALLSTATE CORPORATION ALL 020002101 $2.0M 0.59% 9,531 SH
49 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $1.9M 0.56% 2,891 SH
50 VANGUARD MEGA CAP GROWTH ETF MGK 921910816 $1.9M 0.55% 5,098 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $337.6M 184 0002009886-26-000002
2025-12-31 2026-01-23 $330.8M 174 0002009886-26-000001