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CIK: 0002009886
Total reported value
$381.7M
$381.7M
184 檔
23.4%
As reported in its official Q1 2026 Form 13F filing, Gilliland Jeter Wealth Management LLC's tracked investment portfolio stood at $381.7M with 184 total positions.
In Q1 2026, Gilliland Jeter Wealth Management LLC displayed an active expansion posture, initiating 17 new positions and adding to 76 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.39% | -0.13% | -0.65% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.73% | +0.13% | +0.25% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 4.23% | -0.82% | -0.93% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.23% | +0.11% | +0.05% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.91% | -0.07% | +0.23% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.71% | -0.01% | -0.19% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.55% | +0.84% | -0.39% | |
| 8 | T | At&t Inc | Stock-Comm Services | 2.44% | -0.90% | -1.53% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.26% | -1.03% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.06% | -1.01% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | -0.24% | +0.04% | |
| 12 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.59% | -0.13% | -0.24% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.52% | -0.44% | -2.74% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.48% | +0.08% | +0.25% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.43% | +1.14% | -7.84% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.30% | +0.31% | +0.72% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.10% | -0.04% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.45% | -0.54% | |
| 19 | AFL | Aflac Inc | Stock-Financials | 1.09% | -0.06% | +0.02% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.07% | -0.11% | +609.85% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.08% | -0.26% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.33% | -0.63% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.01% | +0.47% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.09% | +0.24% | |
| 25 | DTE | Dte Energy Company | Stock-Utilities | 0.97% | -0.07% | — | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.07% | +0.05% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.03% | +0.56% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.04% | -0.48% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.91% | +0.05% | +3.35% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.10% | -0.20% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -0.02% | — | |
| 32 | COP | Conocophillips | Stock-Energy | 0.89% | -0.30% | -0.94% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.25% | +14.91% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.07% | +0.04% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | -0.09% | -0.00% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.80% | -0.11% | -1.04% | |
| 37 | BP | Bp Plc-spons Adr | Stock-Energy | 0.79% | -0.24% | +0.42% | |
| 38 | MSI | Motorola Solutions Inc | Stock-Tech | 0.75% | -0.12% | -0.26% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.13% | +19.35% | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.70% | -0.40% | — | |
| 41 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.69% | -0.02% | +147.33% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.17% | -2.19% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.02% | -0.23% | |
| 44 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.61% | +0.11% | — | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.60% | -0.05% | — | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.05% | -0.95% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.59% | +0.04% | — | |
| 48 | ALL | Allstate CORP | Stock-Financials | 0.59% | +0.01% | -0.39% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | +4.82% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.55% | +0.04% | +0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +0.9% | +609.85% | Add |
| 2 | MPC | Marathon Petroleum CORP | +0.5% | -0.24% | Trim |
| 3 | CAT | Caterpillar Inc | +0.4% | -0.39% | Trim |
| 4 | HBAN | Huntington Bancshares Inc | +0.4% | +147.33% | Add |
| 5 | CVX | Chevron CORP | +0.4% | -2.74% | Trim |
| 6 | WMT | Walmart Inc | +0.3% | -0.93% | Trim |
| 7 | XOM | Exxon Mobil CORP | +0.3% | -0.63% | Trim |
| 8 | T | At&t Inc | +0.3% | -1.53% | Trim |
| 9 | COP | Conocophillips | +0.2% | -0.94% | Trim |
| 10 | BP | Bp Plc-spons Adr | +0.2% | +0.42% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | -7.84% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.20% | Trim |
| 13 | WMB | Williams Cos Inc | +0.1% | -1.04% | Trim |
| 14 | BE | Bloom Energy Corp- A | +0.1% | — | Unchanged |
| 15 | SHLD | Global X Defense Tech ETF | +0.1% | +159.27% | Add |
| 16 | DTE | Dte Energy Company | +0.1% | — | Unchanged |
| 17 | LNG | Cheniere Energy Inc | +0.1% | +11.51% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -0.00% | Trim |
| 19 | IWB | Ishares Russell 1000 ETF | +0.1% | +83.29% | Add |
| 20 | MSI | Motorola Solutions Inc | +0.1% | -0.26% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +19.35% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | +1.43% | Add |
| 23 | AEP | American Electric Power | +0.1% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | +0.1% | -0.48% | Trim |
| 25 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +30.91% | Add |
| 26 | ENFR | Alerian Energy Infrastructur | +0.1% | -2.34% | Trim |
| 27 | AR | Antero Resources CORP | +0.1% | — | Unchanged |
| 28 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 29 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 30 | DVN | Devon Energy CORP | 0% | -0.11% | Trim |
| 31 | IVE | Ishares S&p 500 Value ETF | 0% | +15.00% | Add |
| 32 | GEV | GE Vernova Inc | 0% | -0.50% | Trim |
| 33 | MO | Altria Group Inc | 0% | -0.06% | Trim |
| 34 | FANG | Diamondback Energy Inc | 0% | +0.56% | Add |
| 35 | DE | Deere & Co | 0% | +0.38% | Add |
| 36 | THRO | Ishares U.s. Thematic Rotati | 0% | +28.34% | Add |
| 37 | IWD | Ishares Russell 1000 Value E | 0% | +3.35% | Add |
| 38 | NVS | Novartis Ag-sponsored Adr | 0% | -0.81% | Trim |
| 39 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 40 | PFE | Pfizer Inc | 0% | +0.14% | Add |
| 41 | PSX | Phillips 66 | 0% | -12.50% | Trim |
| 42 | BTO | John Hancock Financial Opp | 0% | +3.08% | Add |
| 43 | MUSA | Murphy USA Inc | 0% | +4.67% | Add |
| 44 | QUAL | Ishares Msci USA Quality Fac | 0% | +12.60% | Add |
| 45 | ISCG | Ishares Morningstar Small-ca | 0% | +9.63% | Add |
| 46 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | -1.73% | Trim |
| 47 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 48 | UNP | Union Pacific CORP | 0% | +0.05% | Add |
| 49 | CP | Canadian Pacific Kansas City | 0% | +0.01% | Add |
| 50 | XLI | Ss Industrial Select Sector | 0% | +0.02% | Add |
According to official SEC Form 13F filings, Gilliland Jeter Wealth Management LLC reported a total U.S. public equity portfolio value of $381.7M across 184 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, WMT) accounted for 23.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $2.1M
Top Position Liquidated / Trimmed
CADE
前期市值: $1.5M
During Q1 2026, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (8.4%)、NVDA (7.7%)、WMT (4.2%). The largest single position, AAPL, represented 8.4% of total portfolio value.
In Q1 2026, Gilliland Jeter Wealth Management LLC made 152 total portfolio adjustments, initiating 17 new buys, adding to 76 positions, trimming 52 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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