Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple IncorporatedCOM | COM | $31.5M | 8.3% |
| Nvidia CorporationCOM | COM | $30M | 7.9% |
| Walmart Inc.COM | COM | $13M | 3.4% |
| Caterpillar IncorporatedCOM | COM | $12.9M | 3.4% |
| iShares TR Rus 1000 Grw ETFRUS 1000 GRW ETF | RUS 1000 GRW ETF | $12.8M | 3.3% |
| Vanguard Dividend Appreciation ETFDIV APP ETF | DIV APP ETF | $10.8M | 2.8% |
| Amazon Com IncorporatedCOM | COM | $10.3M | 2.7% |
| Lam Research Corporation Com NewCOM NEW | COM NEW | $9.81M | 2.6% |
| JPMORGAN Chase & CompanyCOM | COM | $7.53M | 2.0% |
| Microsoft CorporationCOM | COM | $7.16M | 1.9% |
| Meta Platforms Incorporated Class ACL A | CL A | $6.7M | 1.8% |
| iShares TR Core S&P500 ETFCORE S&P500 ETF | CORE S&P500 ETF | $6.23M | 1.6% |
| iShares TR U.S. Tech ETFU.S. TECH ETF | U.S. TECH ETF | $6.13M | 1.6% |
| Vanguard Growth ETFGROWTH ETF | GROWTH ETF | $5.94M | 1.6% |
| AT&T IncorporatedCOM | COM | $5.86M | 1.5% |
| Marathon Pete CorporationCOM | COM | $5.59M | 1.5% |
| Alphabet Incorporated Cap Stk Class CCAP STK CL C | CAP STK CL C | $5.18M | 1.4% |
| Chevron CorporationCOM | COM | $4.11M | 1.1% |
| Alphabet Incorporated Cap Stk Class ACAP STK CL A | CAP STK CL A | $4.1M | 1.1% |
| Broadcom IncorporatedCOM | COM | $3.92M | 1.0% |
| Aflac IncorporatedCOM | COM | $3.92M | 1.0% |
| Visa Incorporated Com Class ACOM CL A | COM CL A | $3.8M | 1.0% |
| Bank OF Amer CorporationCOM | COM | $3.74M | 1.0% |
| iShares TR Rus 1000 Val ETFRUS 1000 VAL ETF | RUS 1000 VAL ETF | $3.68M | 1.0% |
| iShares TR Eafe Value ETFEAFE VALUE ETF | EAFE VALUE ETF | $3.67M | 1.0% |
| Berkshire Hathaway Incorporated Del Class B NewCL B NEW | CL B NEW | $3.65M | 1.0% |
| DTE Energy CompanyCOM | COM | $3.42M | 0.9% |
| Johnson Controls Internation Shs (ireland)SHS | SHS | $3.4M | 0.9% |
| Vanguard Value ETFVALUE ETF | VALUE ETF | $3.36M | 0.9% |
| Invesco Qqq TrustUNIT SER 1 | UNIT SER 1 | $3.33M | 0.9% |
| Micron Technology IncorporatedCOM | COM | $3.28M | 0.9% |
| Johnson & JohnsonCOM | COM | $3.11M | 0.8% |
| Oracle CorporationCOM | COM | $3.09M | 0.8% |
| Merck & Company IncorporatedCOM | COM | $2.91M | 0.8% |
| iShares Intl Ctry Rotation Active ETFISHA IN CTRY ETF | ISHA IN CTRY ETF | $2.77M | 0.7% |
| Exxon Mobil CorporationCOM | COM | $2.69M | 0.7% |
| Bloom Energy Corporation Com Class ACOM CL A | COM CL A | $2.63M | 0.7% |
| Williams Companies IncorporatedCOM | COM | $2.63M | 0.7% |
| Huntington Bancshares IncorporatedCOM | COM | $2.57M | 0.7% |
| Motorola Solutions Incorporated Com NewCOM NEW | COM NEW | $2.41M | 0.6% |
| Salesforce IncorporatedCOM | COM | $2.39M | 0.6% |
| iShares TR S&P 100 ETFS&P 100 ETF | S&P 100 ETF | $2.39M | 0.6% |
| iShares U.S. Equity Factor Rotation ActiISHARES US EQUIT | ISHARES US EQUIT | $2.37M | 0.6% |
| State Street Technology Select Sector SPDR ETFST STR TECHN ETF | ST STR TECHN ETF | $2.32M | 0.6% |
| Philip Morris International IncorporatedCOM | COM | $2.3M | 0.6% |
| Allstate CorporationCOM | COM | $2.29M | 0.6% |
| ConocophillipsCOM | COM | $2.27M | 0.6% |
| Vanguard Mega Cap Growth ETFMEGA GRWTH IND | MEGA GRWTH IND | $2.24M | 0.6% |
| State Street SPDR S&P 500 ETF TrustTR UNIT | TR UNIT | $2.14M | 0.6% |
| American Elec Pwr Company IncorporatedCOM | COM | $2.1M | 0.6% |
Apple IncorporatedCOM$31.5M
- Class
- COM
- Share
- 8.3%
Nvidia CorporationCOM$30M
- Class
- COM
- Share
- 7.9%
Walmart Inc.COM$13M
- Class
- COM
- Share
- 3.4%
Caterpillar IncorporatedCOM$12.9M
- Class
- COM
- Share
- 3.4%
iShares TR Rus 1000 Grw ETFRUS 1000 GRW ETF$12.8M
- Class
- RUS 1000 GRW ETF
- Share
- 3.3%
Vanguard Dividend Appreciation ETFDIV APP ETF$10.8M
- Class
- DIV APP ETF
- Share
- 2.8%
Amazon Com IncorporatedCOM$10.3M
- Class
- COM
- Share
- 2.7%
Lam Research Corporation Com NewCOM NEW$9.81M
- Class
- COM NEW
- Share
- 2.6%
JPMORGAN Chase & CompanyCOM$7.53M
- Class
- COM
- Share
- 2.0%
Microsoft CorporationCOM$7.16M
- Class
- COM
- Share
- 1.9%
Meta Platforms Incorporated Class ACL A$6.7M
- Class
- CL A
- Share
- 1.8%
iShares TR Core S&P500 ETFCORE S&P500 ETF$6.23M
- Class
- CORE S&P500 ETF
- Share
- 1.6%
iShares TR U.S. Tech ETFU.S. TECH ETF$6.13M
- Class
- U.S. TECH ETF
- Share
- 1.6%
Vanguard Growth ETFGROWTH ETF$5.94M
- Class
- GROWTH ETF
- Share
- 1.6%
AT&T IncorporatedCOM$5.86M
- Class
- COM
- Share
- 1.5%
Marathon Pete CorporationCOM$5.59M
- Class
- COM
- Share
- 1.5%
Alphabet Incorporated Cap Stk Class CCAP STK CL C$5.18M
- Class
- CAP STK CL C
- Share
- 1.4%
Chevron CorporationCOM$4.11M
- Class
- COM
- Share
- 1.1%
Alphabet Incorporated Cap Stk Class ACAP STK CL A$4.1M
- Class
- CAP STK CL A
- Share
- 1.1%
Broadcom IncorporatedCOM$3.92M
- Class
- COM
- Share
- 1.0%
Aflac IncorporatedCOM$3.92M
- Class
- COM
- Share
- 1.0%
Visa Incorporated Com Class ACOM CL A$3.8M
- Class
- COM CL A
- Share
- 1.0%
Bank OF Amer CorporationCOM$3.74M
- Class
- COM
- Share
- 1.0%
iShares TR Rus 1000 Val ETFRUS 1000 VAL ETF$3.68M
- Class
- RUS 1000 VAL ETF
- Share
- 1.0%
iShares TR Eafe Value ETFEAFE VALUE ETF$3.67M
- Class
- EAFE VALUE ETF
- Share
- 1.0%
Berkshire Hathaway Incorporated Del Class B NewCL B NEW$3.65M
- Class
- CL B NEW
- Share
- 1.0%
DTE Energy CompanyCOM$3.42M
- Class
- COM
- Share
- 0.9%
Johnson Controls Internation Shs (ireland)SHS$3.4M
- Class
- SHS
- Share
- 0.9%
Vanguard Value ETFVALUE ETF$3.36M
- Class
- VALUE ETF
- Share
- 0.9%
Invesco Qqq TrustUNIT SER 1$3.33M
- Class
- UNIT SER 1
- Share
- 0.9%
Micron Technology IncorporatedCOM$3.28M
- Class
- COM
- Share
- 0.9%
Johnson & JohnsonCOM$3.11M
- Class
- COM
- Share
- 0.8%
Oracle CorporationCOM$3.09M
- Class
- COM
- Share
- 0.8%
Merck & Company IncorporatedCOM$2.91M
- Class
- COM
- Share
- 0.8%
iShares Intl Ctry Rotation Active ETFISHA IN CTRY ETF$2.77M
- Class
- ISHA IN CTRY ETF
- Share
- 0.7%
Exxon Mobil CorporationCOM$2.69M
- Class
- COM
- Share
- 0.7%
Bloom Energy Corporation Com Class ACOM CL A$2.63M
- Class
- COM CL A
- Share
- 0.7%
Williams Companies IncorporatedCOM$2.63M
- Class
- COM
- Share
- 0.7%
Huntington Bancshares IncorporatedCOM$2.57M
- Class
- COM
- Share
- 0.7%
Motorola Solutions Incorporated Com NewCOM NEW$2.41M
- Class
- COM NEW
- Share
- 0.6%
Salesforce IncorporatedCOM$2.39M
- Class
- COM
- Share
- 0.6%
iShares TR S&P 100 ETFS&P 100 ETF$2.39M
- Class
- S&P 100 ETF
- Share
- 0.6%
iShares U.S. Equity Factor Rotation ActiISHARES US EQUIT$2.37M
- Class
- ISHARES US EQUIT
- Share
- 0.6%
State Street Technology Select Sector SPDR ETFST STR TECHN ETF$2.32M
- Class
- ST STR TECHN ETF
- Share
- 0.6%
Philip Morris International IncorporatedCOM$2.3M
- Class
- COM
- Share
- 0.6%
Allstate CorporationCOM$2.29M
- Class
- COM
- Share
- 0.6%
ConocophillipsCOM$2.27M
- Class
- COM
- Share
- 0.6%
Vanguard Mega Cap Growth ETFMEGA GRWTH IND$2.24M
- Class
- MEGA GRWTH IND
- Share
- 0.6%
State Street SPDR S&P 500 ETF TrustTR UNIT$2.14M
- Class
- TR UNIT
- Share
- 0.6%
American Elec Pwr Company IncorporatedCOM$2.1M
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 195 positions by value, with holdings of the same security combined. The 195 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2009886
- File number
- 028-23590
- Options
- 0 call, 0 put
- In the 25 largest
- 57.2%
- Prior quarter
- $338M at 31 March 2026
- Positions opened
- 18
- Positions closed
- 7
Common questions
What are Gilliland Jeter Wealth Management’s 13F holdings worth?
$382 million across 195 positions for the quarter ended 30 June 2026.
What is Gilliland Jeter Wealth Management’s largest 13F holding?
APPLE INCORPORATED (COM) was the largest position at $31.5 million, or 8.3% of reported 13F value, as of 30 June 2026.
How concentrated is Gilliland Jeter Wealth Management’s 13F portfolio?
The ten largest positions accounted for 38.2% of reported value and the twenty-five largest for 57.2%, across 195 positions as of 30 June 2026.
Does Form 13F show everything Gilliland Jeter Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Gilliland Jeter Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.