Funds › Gilliland Jeter Wealth Management LLC
Gilliland Jeter Wealth Management LLC
13F for Q3 2026, filed Oct 28, 2026. 193 positions worth $395.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Gilliland Jeter Wealth Management LLC in the latest 13F quarter?
Using 13F.ai, how has Gilliland Jeter Wealth Management LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Gilliland Jeter Wealth Management LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 108,053 | $36.0M | 9.1% | -0.9% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 149,493 | $34.1M | 8.6% | -0.4% | 13F ↗ |
| 3 | iShares Tr Rus 1000 Grw Etf | 102,743 | $12.9M | 3.3% | -0.1% | 13F ↗ |
| 4 | WMT Walmart Inc. | 113,896 | $11.8M | 3.0% | -0.9% | 13F ↗ |
| 5 | Vanguard Specialized Funds Div App Etf | 45,711 | $10.7M | 2.7% | -0.2% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 42,460 | $10.6M | 2.7% | -1.7% | 13F ↗ |
| 7 | CAT Caterpillar, Inc. | 12,142 | $9.8M | 2.5% | -0.1% | 13F ↗ |
| 8 | MSFT Microsoft Corporation | 19,121 | $9.8M | 2.5% | -0.4% | 13F ↗ |
| 9 | META Meta Platforms, Inc. | 11,763 | $8.5M | 2.2% | -1.1% | 13F ↗ |
| 10 | MPC Marathon Petroleum Corporation | 21,421 | $8.5M | 2.1% | -1.9% | 13F ↗ |
| 11 | JPM JPMorgan Chase & Co. | 22,913 | $7.6M | 1.9% | -0.5% | 13F ↗ |
| 12 | LRCX Lam Research Corporation | 22,763 | $7.5M | 1.9% | +0.5% | 13F ↗ |
| 13 | T AT&T Inc. | 277,229 | $6.8M | 1.7% | -2.2% | 13F ↗ |
| 14 | iShares Tr Core S&P500 Etf | 8,620 | $6.6M | 1.7% | +3.7% | 13F ↗ |
| 15 | iShares Tr U.S. Tech Etf | 24,380 | $6.5M | 1.6% | +0.3% | 13F ↗ |
| 16 | Vanguard Index Fds Mrngstr Grwt Etf | 68,807 | $6.2M | 1.6% | -0.2% | 13F ↗ |
| 17 | CVX Chevron Corporation | 24,863 | $5.1M | 1.3% | +0.2% | 13F ↗ |
| 18 | GOOG Alphabet Inc. Class C | 14,623 | $5.0M | 1.3% | -0.2% | 13F ↗ |
| 19 | V Visa Inc. | 10,980 | $3.9M | 1.0% | -0.9% | 13F ↗ |
| 20 | GOOGL Alphabet Inc. Class A | 11,458 | $3.9M | 1.0% | -0.2% | 13F ↗ |
| 21 | iShares Tr Eafe Value Etf | 49,431 | $3.9M | 1.0% | +3.2% | 13F ↗ |
| 22 | iShares Tr Rus 1000 Val Etf | 15,203 | $3.8M | 1.0% | +0.1% | 13F ↗ |
| 23 | AFL AFLAC Incorporated | 33,345 | $3.7M | 0.9% | -0.3% | 13F ↗ |
| 24 | AVGO Broadcom Inc. | 10,385 | $3.6M | 0.9% | Unchanged | 13F ↗ |
| 25 | BRK-B Berkshire Hathaway Inc. Class B | 7,300 | $3.6M | 0.9% | Unchanged | 13F ↗ |
| 26 | Invesco Qqq Tr | 4,887 | $3.6M | 0.9% | +7.9% | 13F ↗ |
| 27 | BAC Bank of America Corporation | 65,698 | $3.6M | 0.9% | +0.1% | 13F ↗ |
| 28 | JCI Johnson Controls International plc | 23,106 | $3.4M | 0.9% | -0.7% | 13F ↗ |
| 29 | CRM Salesforce, Inc. | 14,961 | $3.4M | 0.9% | -2.0% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Val Etf | 15,402 | $3.3M | 0.8% | Unchanged | 13F ↗ |
| 31 | MRK Merck & Company, Inc. | 22,614 | $3.3M | 0.8% | -0.3% | 13F ↗ |
| 32 | JNJ Johnson & Johnson | 12,208 | $3.2M | 0.8% | -0.3% | 13F ↗ |
| 33 | BE Bloom Energy Corporation | 11,565 | $3.2M | 0.8% | +32.9% | 13F ↗ |
| 34 | BlackRock ETF Trust Isha In Ctry Etf | 85,610 | $3.1M | 0.8% | +13.2% | 13F ↗ |
| 35 | MU Micron Technology, Inc. | 2,853 | $3.0M | 0.8% | +0.5% | 13F ↗ |
| 36 | ORCL Oracle Corporation | 21,066 | $2.9M | 0.7% | +0.1% | 13F ↗ |
| 37 | DTE DTE Energy Company | 22,425 | $2.7M | 0.7% | Unchanged | 13F ↗ |
| 38 | COP ConocoPhillips | 21,820 | $2.7M | 0.7% | Unchanged | 13F ↗ |
| 39 | BlackRock ETF Trust Ishares Us Equit | 39,210 | $2.7M | 0.7% | +12.6% | 13F ↗ |
| 40 | MSI Motorola Solutions, Inc. | 5,805 | $2.6M | 0.7% | +0.1% | 13F ↗ |
| 41 | BP BP p.l.c. · ADR | 55,669 | $2.4M | 0.6% | -1.9% | 13F ↗ |
| 42 | PM Philip Morris International Inc | 12,729 | $2.4M | 0.6% | Unchanged | 13F ↗ |
| 43 | WMB Williams Companies, Inc. | 35,273 | $2.4M | 0.6% | -0.4% | 13F ↗ |
| 44 | Vanguard World Fd Mrngstr Mega Cap | 25,536 | $2.4M | 0.6% | +0.1% | 13F ↗ |
| 45 | Select Sector Spdr Tr St Str Techn Etf | 11,853 | $2.3M | 0.6% | -2.5% | 13F ↗ |
| 46 | iShares Tr S&P 500 Grwt Etf | 16,249 | $2.3M | 0.6% | +14.2% | 13F ↗ |
| 47 | PANW Palo Alto Networks, Inc. | 5,671 | $2.3M | 0.6% | Unchanged | 13F ↗ |
| 48 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,888 | $2.2M | 0.6% | +0.6% | 13F ↗ |
| 49 | HBAN Huntington Bancshares Incorporated | 143,589 | $2.2M | 0.6% | -0.9% | 13F ↗ |
| 50 | ALL Allstate Corporation | 9,726 | $2.2M | 0.5% | +1.0% | 13F ↗ |
Changes since Q2 2026
4 new, 81 added to, 62 trimmed, 6 exited, 46 unchanged. By estimated dollars.
New positions (4)
Added to (81)
| SPCX Space Exploration Technologies Corp. | 8,172 | +443% | $1.0M |
| BE Bloom Energy Corporation | 11,565 | +32.9% | $793.5K |
| Northern Lts Fd Tr III Coun Qua Equ Etf | 40,874 | +42.4% | $628.9K |
| BlackRock ETF Trust Isha La Core Etf | 18,869 | +107% | $477.9K |
| BlackRock ETF Trust Isha In Ctry Etf | 85,610 | +13.2% | $362.1K |
| BlackRock ETF Trust Ishares Us Equit | 39,210 | +12.6% | $303.9K |
| iShares Tr S&P 500 Grwt Etf | 16,249 | +14.2% | $287.1K |
| Invesco Actively Managed Exc Total Return | 10,485 | +137% | $270.1K |
| Invesco Qqq Tr | 4,887 | +7.9% | $265.6K |
| iShares Tr Core S&P500 Etf | 8,620 | +3.7% | $235.9K |
Trimmed (62)
| iShares Tr S&P 100 Etf | 5,554 | -14.9% | -$370.3K |
| BSX Boston Scientific Corporation | 19,284 | -28.1% | -$329.7K |
| AAPL Apple Inc. | 108,053 | -0.9% | -$317.4K |
| AMZN Amazon.com, Inc. | 42,460 | -1.7% | -$181.6K |
| MPC Marathon Petroleum Corporation | 21,421 | -1.9% | -$168.4K |
| T AT&T Inc. | 277,229 | -2.2% | -$148.9K |
| NVDA NVIDIA Corporation | 149,493 | -0.4% | -$124.0K |
| WMT Walmart Inc. | 113,896 | -0.9% | -$109.8K |
| META Meta Platforms, Inc. | 11,763 | -1.1% | -$90.6K |
| iShares Tr Morningstar Valu | 4,007 | -17.6% | -$90.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | 13F-HR | 193 | $395.3M | Current | SEC ↗ |
| Q2 2026 | Jul 29, 2026 | 13F-HR | 195 | $381.7M | Current | SEC ↗ |
| Q1 2026 | Apr 24, 2026 | 13F-HR | 184 | $337.6M | Current | SEC ↗ |
| Q4 2025 | Jan 23, 2026 | 13F-HR | 174 | $330.8M | Current | SEC ↗ |
| Q3 2025 | Oct 28, 2025 | 13F-HR | 172 | $324.0M | Current | SEC ↗ |
| Q2 2025 | Jul 24, 2025 | 13F-HR | 178 | $307.1M | Current | SEC ↗ |
| Q1 2025 | Apr 30, 2025 | 13F-HR | 176 | $282.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer