Q3 2026 13F · SEC CIK 2009886

Gilliland Jeter Wealth Management LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $395.3M
Reported positions: 193
Top holdings a year, 3 yrs: +20.5%
Assets under management: $569.1M

Gilliland Jeter Wealth Management LLC is a wealth manager that reported 193 positions worth $395.3M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Apple Inc (AAPL, 9.1%), Nvidia Corporation (NVDA, 8.6%), Ishares Tr (IWF, 3.3%). A portfolio copying its top holdings returned 20.5% a year over the last 3 years, against 18.8% for the S&P 500.

Gilliland Jeter Wealth Management LLC holdings largest 50 of 193 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gilliland Jeter Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	9.1%	8.3%	108,053	-0.9%	$36.0M
NVDANvidia Corporation	8.6%	7.9%	149,493	-0.4%	$34.1M
IWFIshares Tr	3.3%	3.3%	102,743	-0.1%	$12.9M
WMTWalmart Inc	3.0%	3.4%	113,896	-0.9%	$11.8M
VIGVanguard Specialized Funds	2.7%	2.8%	45,711	-0.2%	$10.7M
AMZNAmazon Com Inc	2.7%	2.7%	42,460	-1.7%	$10.6M
CATCaterpillar Inc	2.5%	3.4%	12,142	-0.1%	$9.8M
MSFTMicrosoft Corp	2.5%	1.9%	19,121	-0.4%	$9.8M
METAMeta Platforms Inc	2.2%	1.8%	11,763	-1.1%	$8.5M
MPCMarathon Petroleum	2.1%	1.5%	21,421	-1.9%	$8.5M
JPMJpmorgan Chase & Co	1.9%	2.0%	22,913	-0.5%	$7.6M
LRCXLam Research Corp	1.9%	2.6%	22,763	+0.5%	$7.5M
TAt&t Inc	1.7%	1.5%	277,229	-2.2%	$6.8M
IVVIshares Tr	1.7%	1.6%	8,620	+3.7%	$6.6M
IYWIshares Tr	1.6%	1.6%	24,380	+0.3%	$6.5M
VUGVanguard Index Fds	1.6%	1.6%	68,807	-0.2%	$6.2M
CVXChevron Corporation	1.3%	1.1%	24,863	+0.2%	$5.1M
GOOGAlphabet Inc	1.3%	1.4%	14,623	-0.2%	$5.0M
VVisa Inc	1.0%	1.0%	10,980	-0.9%	$3.9M
GOOGLAlphabet Inc	1.0%	1.1%	11,458	-0.2%	$3.9M
EFVIshares Tr	1.0%	1.0%	49,431	+3.2%	$3.9M
IWDIshares Tr	1.0%	1.0%	15,203	+0.1%	$3.8M
AFLAflac Inc	0.9%	1.0%	33,345	-0.3%	$3.7M
AVGOBroadcom Inc	0.9%	1.0%	10,385	+0.0%	$3.6M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	7,300	+0.0%	$3.6M
QQQInvesco Qqq Tr	0.9%	0.9%	4,887	+7.9%	$3.6M
BACBank of Amer Corp	0.9%	1.0%	65,698	+0.1%	$3.6M
JCIJohnson Controls Internation	0.9%	0.9%	23,106	-0.7%	$3.4M
CRMSalesforce Inc	0.9%	0.6%	14,961	-2.0%	$3.4M
VTVVanguard Index Fds	0.8%	0.9%	15,402	+0.0%	$3.3M
MRKMerck & Co Inc	0.8%	0.8%	22,614	-0.3%	$3.3M
JNJJohnson & Johnson	0.8%	0.8%	12,208	-0.3%	$3.2M
BEBloom Energy Corp	0.8%	0.7%	11,565	+32.9%	$3.2M
COROBlackrock ETF Trust	0.8%	0.7%	85,610	+13.2%	$3.1M
MUMicron Technology Inc	0.8%	0.9%	2,853	+0.5%	$3.0M
ORCLOracle Corp	0.7%	0.8%	21,066	+0.1%	$2.9M
DTEDte Energy Company	0.7%	0.9%	22,425	+0.0%	$2.7M
COPConocophillips	0.7%	0.6%	21,820	+0.0%	$2.7M
DYNFBlackrock ETF Trust	0.7%	0.6%	39,210	+12.6%	$2.7M
MSIMotorola Solutions Inc	0.7%	0.6%	5,805	+0.1%	$2.6M
BPBp PLC	0.6%	—	55,669	—	$2.4M
PMPhilip Morris Intl Inc	0.6%	0.6%	12,729	+0.0%	$2.4M
WMBWilliams Cos	0.6%	0.7%	35,273	-0.4%	$2.4M
MGKVanguard World Fd	0.6%	0.6%	25,536	+0.1%	$2.4M
XLKSelect Sector Spdr Tr	0.6%	0.6%	11,853	-2.5%	$2.3M
IVWIshares Tr	0.6%	—	16,249	—	$2.3M
PANWPalo Alto Networks Inc	0.6%	—	5,671	—	$2.3M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	2,888	+0.6%	$2.2M
HBANHuntington Bancshares Inc	0.6%	0.7%	143,589	-0.9%	$2.2M
ALLAllstate Corp	0.5%	0.6%	9,726	+1.0%	$2.2M

What Gilliland Jeter Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.7% /yr; S&P 500 +20.1%
3 years: +20.5% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$395.3M	193
Q2 2026	$381.7M	195
Q1 2026	$337.6M	184
Q4 2025	$330.8M	174
Q3 2025	$324.0M	172
Q2 2025	$307.1M	178
Q1 2025	$282.9M	176
Q4 2024	$296.3M	173
Q3 2024	$287.1M	633
Q2 2024	$296.9M	687
Q1 2024	$287.1M	633
Q4 2023	$241.8M	164

Questions about Gilliland Jeter Wealth Management LLC's portfolio

What stocks does Gilliland Jeter Wealth Management LLC own?

Gilliland Jeter Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 193 positions worth $395.3M. The largest are Apple Inc (AAPL) at 9.1%, Nvidia Corporation (NVDA) at 8.6%, Ishares Tr (IWF) at 3.3%, Walmart Inc (WMT) at 3.0% and Vanguard Specialized Funds (VIG) at 2.7%.

What did Gilliland Jeter Wealth Management LLC buy last quarter?

In Q3 2026, Gilliland Jeter Wealth Management LLC added Bloom Energy Corp (BE) (+32.9% shares), Blackrock ETF Trust (CORO) (+13.2% shares) and Blackrock ETF Trust (DYNF) (+12.6% shares), compared with its Q2 2026 filing.

What did Gilliland Jeter Wealth Management LLC sell last quarter?

In Q3 2026, Gilliland Jeter Wealth Management LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr (OEF) and cut from its top 50 American Elec Pwr Co Inc (AEP), compared with its Q2 2026 filing.

How has Gilliland Jeter Wealth Management LLC's portfolio performed?

A portfolio copying Gilliland Jeter Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.5% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +18.7% against +20.1%.

When is Gilliland Jeter Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Gilliland Jeter Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Gilliland Jeter Wealth Management LLC manage?

Gilliland Jeter Wealth Management LLC reported $569.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $395.3M.