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Gilliland Jeter Wealth Management LLC — 13F Holdings & Portfolio

CIK 2009886 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Gilliland Jeter Wealth Management LLC manages $381.7M in 13F-reported U.S. long-equity assets across 195 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (8.26%), NVDA (7.86%), WMT (3.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 7, added to 102, and trimmed 31.

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
5619 R STREET
LITTLE ROCK, AR 72207
Phone
(501) 902-4951
Filing Manager
Gilliland Jeter Wealth Management LLC
LITTLE ROCK, AR
Signatory
Patricia France
Chief Compliance Officer
Loading holdings…
AUM

$381.7M

Long-equity book

Holdings

195

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+18 / −7 / ↑102 / ↓31

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LAM RESEARCH CORPORATION COM NEW$5.0M +102.9%
  • CATERPILLAR INCORPORATED$4.3M +50.3%
  • NVIDIA CORPORATION$3.9M +15.1%
  • APPLE INCORPORATED$3.2M +11.4%
  • MICRON TECHNOLOGY INCORPORATED$2.3M +245.2%
Show all 102 →

Top Trims

  • AT&T INCORPORATED-$2.4M -28.8%
  • WALMART INC-$1.3M -8.8%
  • BOSTON SCIENTIFIC CORPORATION-$1.2M -51.6%
  • CHEVRON CORPORATION-$1.0M -19.9%
  • EXXON MOBIL CORPORATION-$804.7K -23.1%
Show all 31 →

New Positions

  • COUNTERPOINT QUANTATIVE EQUITY ETF$1.5M
  • JOHN HANCOCK MULTIFACTOR MID CAP ETF$1.2M
  • PALANTIR TECHNOLOGIES INC$602.3K
  • GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF$388.3K
  • ISHARES TR RUS TOP 200 ETF$364.7K
Show all 18 →

Exited Positions

  • SERVICENOW INCORPORATED$437.5K
  • MARKEL GROUP INCORPORATED$405.8K
  • GLOBAL PMTS INCORPORATED$300.2K
  • NETFLIX INCORPORATED.$271.4K
  • VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$239.6K
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 $31.5M 8.26% 109,006 SH
2 NVIDIA CORPORATION NVDA 67066G104 $30.0M 7.86% 150,036 SH
3 WALMART INC WMT 931142103 $13.0M 3.41% 114,953 SH
4 CATERPILLAR INCORPORATED CAT 149123101 $12.9M 3.39% 12,151 SH
5 ISHARES TR RUS 1000 GRW ETF IWF 464287614 $12.8M 3.34% 102,804 SH
6 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $10.8M 2.84% 45,802 SH
7 AMAZON COM INCORPORATED AMZN 023135106 $10.3M 2.70% 43,189 SH
8 LAM RESEARCH CORPORATION COM NEW LRCX 512807306 $9.8M 2.57% 22,647 SH
9 JPMORGAN CHASE & COMPANY JPM 46625H100 $7.5M 1.97% 23,018 SH
10 MICROSOFT CORPORATION MSFT 594918104 $7.2M 1.88% 19,195 SH
11 META PLATFORMS INCORPORATED CLASS A META 30303M102 $6.7M 1.75% 11,888 SH
12 ISHARES TR CORE S&P500 ETF IVV 464287200 $6.2M 1.63% 8,312 SH
13 ISHARES TR U.S. TECH ETF IYW 464287721 $6.1M 1.61% 24,307 SH
14 VANGUARD GROWTH ETF VUG 922908736 $5.9M 1.56% 68,918 SH
15 AT&T INCORPORATED T 00206R102 $5.9M 1.54% 283,330 SH
16 MARATHON PETE CORPORATION MPC 56585A102 $5.6M 1.46% 21,847 SH
17 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $5.2M 1.36% 14,649 SH
18 CHEVRON CORPORATION CVX 166764100 $4.1M 1.08% 24,803 SH
19 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $4.1M 1.07% 11,478 SH
20 BROADCOM INCORPORATED AVGO 11135F101 $3.9M 1.03% 10,380 SH
21 AFLAC INCORPORATED AFL 001055102 $3.9M 1.03% 33,438 SH
22 VISA INCORPORATED COM CLASS A V 92826C839 $3.8M 1.00% 11,075 SH
23 BANK OF AMER CORPORATION BAC 060505104 $3.7M 0.98% 65,634 SH
24 ISHARES TR RUS 1000 VAL ETF IWD 464287598 $3.7M 0.97% 15,195 SH
25 ISHARES TR EAFE VALUE ETF EFV 464288877 $3.7M 0.96% 47,904 SH
26 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BRK.B 084670702 $3.7M 0.96% 7,300 SH
27 DTE ENERGY COMPANY DTE 233331107 $3.4M 0.90% 22,425 SH
28 JOHNSON CONTROLS INTERNATION SHS (IRELAND) JCI G51502105 $3.4M 0.89% 23,270 SH
29 VANGUARD VALUE ETF VTV 922908744 $3.4M 0.88% 15,402 SH
30 INVESCO QQQ TRUST QQQ 46090E103 $3.3M 0.87% 4,528 SH
31 MICRON TECHNOLOGY INCORPORATED MU 595112103 $3.3M 0.86% 2,838 SH
32 JOHNSON & JOHNSON JNJ 478160104 $3.1M 0.81% 12,245 SH
33 ORACLE CORPORATION ORCL 68389X105 $3.1M 0.81% 21,053 SH
34 MERCK & COMPANY INCORPORATED MRK 58933Y105 $2.9M 0.76% 22,675 SH
35 ISHARES INTL CTRY ROTATION ACTIVE ETF CORO 09290C764 $2.8M 0.73% 75,649 SH
36 EXXON MOBIL CORPORATION XOM 30231G102 $2.7M 0.70% 19,646 SH
37 BLOOM ENERGY CORPORATION COM CLASS A BE 093712107 $2.6M 0.69% 8,700 SH
38 WILLIAMS COMPANIES INCORPORATED WMB 969457100 $2.6M 0.69% 35,402 SH
39 HUNTINGTON BANCSHARES INCORPORATED HBAN 446150104 $2.6M 0.67% 144,846 SH
40 MOTOROLA SOLUTIONS INCORPORATED COM NEW MSI 620076307 $2.4M 0.63% 5,801 SH
41 SALESFORCE INCORPORATED CRM 79466L302 $2.4M 0.63% 15,260 SH
42 ISHARES TR S&P 100 ETF OEF 464287101 $2.4M 0.63% 6,523 SH
43 ISHARES U.S. EQUITY FACTOR ROTATION ACTI DYNF 09290C103 $2.4M 0.62% 34,822 SH
44 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $2.3M 0.61% 12,153 SH
45 PHILIP MORRIS INTERNATIONAL INCORPORATED PM 718172109 $2.3M 0.60% 12,729 SH
46 ALLSTATE CORPORATION ALL 020002101 $2.3M 0.60% 9,625 SH
47 CONOCOPHILLIPS COP 20825C104 $2.3M 0.59% 21,814 SH
48 VANGUARD MEGA CAP GROWTH ETF MGK 921910816 $2.2M 0.59% 25,515 SH
49 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $2.1M 0.56% 2,870 SH
50 AMERICAN ELEC PWR COMPANY INCORPORATED AEP 025537101 $2.1M 0.55% 15,348 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $381.7M 195 0002009886-26-000003
2026-03-31 2026-04-24 $337.6M 184 0002009886-26-000002
2025-12-31 2026-01-23 $330.8M 174 0002009886-26-000001