Gilliland Jeter Wealth Management LLC
CIK 0002009886 · LITTLE ROCK, AR · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
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
Top Holdings
AAPL
APPLE INCORPORATED
8.3%
NVDA
NVIDIA CORPORATION
7.9%
WMT
WALMART INC
3.4%
CAT
CATERPILLAR INCORPORATED
3.4%
IWF
ISHARES TR RUS 1000 GRW ETF
3.3%
VIG
VANGUARD DIVIDEND APPRECIATION ETF
2.8%
AMZN
AMAZON COM INCORPORATED
2.7%
LRCX
LAM RESEARCH CORPORATION COM NEW
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.