Gilliland Jeter Wealth Management LLC

CIK 0002009886 · LITTLE ROCK, AR · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Gilliland Jeter Wealth Management LLC reported 195 positions worth $381.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (8.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$381.7M
2026 Q2
Positions
195
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.2%
Est. Net Flow (Q)
2026 Q2
10 / 195 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCORPORATEDSH$31.5M8.26%109,006
2NVDANVIDIA CORPORATIONSH$30.0M7.86%150,036
3WMTWALMART INCSH$13.0M3.41%114,953
4CATCATERPILLAR INCORPORATEDSH$12.9M3.39%12,151
5IWFISHARES TR RUS 1000 GRW ETFSH$12.8M3.34%102,804
6VIGVANGUARD DIVIDEND APPRECIATION ETFSH$10.8M2.84%45,802
7AMZNAMAZON COM INCORPORATEDSH$10.3M2.70%43,189
8LRCXLAM RESEARCH CORPORATION COM NEWSH$9.8M2.57%22,647
9JPMJPMORGAN CHASE & COMPANYSH$7.5M1.97%23,018
10MSFTMICROSOFT CORPORATIONSH$7.2M1.88%19,195

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gilliland Jeter Wealth Management LLC hold as of Q2 2026?

Gilliland Jeter Wealth Management LLC reported 195 positions worth $381.7M in its Q2 2026 13F filing. Largest positions: AAPL (8.3%), NVDA (7.9%), WMT (3.4%), CAT (3.4%) and IWF (3.3%).

What did Gilliland Jeter Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gilliland Jeter Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.