Gilliland Jeter Wealth Management LLC holds a diversified book of 195 stocks worth $381.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Counterpoint Quan Equity ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Gilliland Jeter Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Gilliland Jeter Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Gilliland Jeter Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $546.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $105.2B |
| FIFTH THIRD BANCORP | 80 / 80 | $25.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.6B |
| NewEdge Advisors, LLC | 80 / 80 | $9.7B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $7.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $177.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $97.0B |
Ranked by how many of Gilliland Jeter Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Incorporated COM | $31.5M | 109.0K | 8.3% | ▼−2.3% Reduced · −3K sh | |
| 2 | Nvidia Corporation COM | $30.0M | 150.0K | 7.9% | ▲+0.3% Added · +477 sh | |
| 3 | Walmart Inc COM | $13.0M | 115.0K | 3.4% | ▲~0% Added · +25 sh | |
| 4 | Caterpillar Incorporated COM | $12.9M | 12.2K | 3.4% | ▲~0% Added · +3 sh | |
| 5 | Ishares TR Rus 1000 GRW ETF RUS 1000 GRW ETF | $12.8M | 102.8K | 3.3% | ▲+302% Added · +77K sh | |
| 6 | Vanguard Dividend Appreciation ETF DIV APP ETF | $10.8M | 45.8K | 2.8% | ▲+0.3% Added · +115 sh | |
| 7 | Amazon Com Incorporated COM | $10.3M | 43.2K | 2.7% | ▼−1.8% Reduced · −777 sh | |
| 8 | Lam Research Corporation Com New COM NEW | $9.8M | 22.6K | 2.6% | ▲~0% Added · +7 sh | |
| 9 | JPMorgan Chase & Company COM | $7.5M | 23.0K | 2.0% | ▼−1.3% Reduced · −313 sh | |
| 10 | Microsoft Corporation COM | $7.2M | 19.2K | 1.9% | ▼−1.6% Reduced · −323 sh | |
| 11 | Meta Platforms Incorporated Class A CL A | $6.7M | 11.9K | 1.8% | ▲+1.3% Added · +148 sh | |
| 12 | Ishares TR Core S&P500 ETF CORE S&P500 ETF | $6.2M | 8.3K | 1.6% | ▲+36% Added · +2K sh | |
| 13 | Ishares TR U.S. Tech ETF U.S. TECH ETF | $6.1M | 24.3K | 1.6% | ▲+0.4% Added · +107 sh | |
| 14 | Vanguard Growth ETF GROWTH ETF | $5.9M | 68.9K | 1.6% | ▲+502% Added · +57K sh | |
| 15 | AT&T Incorporated COM | $5.9M | 283.3K | 1.5% | ▼−0.3% Reduced · −918 sh | |
| 16 | Marathon Pete Corporation COM | $5.6M | 21.8K | 1.5% | ▼−0.8% Reduced · −186 sh | |
| 17 | Alphabet Incorporated Cap STK Class C CAP STK CL C | $5.2M | 14.6K | 1.4% | ▼−0.9% Reduced · −139 sh | |
| 18 | Chevron Corporation COM | $4.1M | 24.8K | 1.1% | ▲~0% Added · +1 sh | |
| 19 | Alphabet Incorporated Cap STK Class A CAP STK CL A | $4.1M | 11.5K | 1.1% | ▲~0% Added · +1 sh | |
| 20 | Broadcom Incorporated COM | $3.9M | 10.4K | 1.0% | ▼−0.4% Reduced · −41 sh | |
| 21 | Aflac Incorporated COM | $3.9M | 33.4K | 1.0% | ▲~0% Added · +12 sh | |
| 22 | Visa Incorporated Com Class A COM CL A | $3.8M | 11.1K | 1.0% | ▼~0% Reduced · −3 sh | |
| 23 | Bank Of Amer Corporation COM | $3.7M | 65.6K | 1.0% | ▲~0% Added · +1 sh | |
| 24 | Ishares TR Rus 1000 Val ETF RUS 1000 VAL ETF | $3.7M | 15.2K | 1.0% | ▲+5.2% Added · +745 sh | |
| 25 | Ishares TR Eafe Value ETF EAFE VALUE ETF | $3.7M | 47.9K | 1.0% | ▼−1.6% Reduced · −763 sh | |
| 26 | Berkshire Hathaway Incorporated Del Class B New CL B NEW | $3.7M | 7.3K | 1.0% | ▼−0.2% Reduced · −16 sh | |
| 27 | Dte Energy Company COM | $3.4M | 22.4K | 0.9% | —Held | |
| 28 | Johnson Controls Internation SHS (Ireland) SHS | $3.4M | 23.3K | 0.9% | ▼−2.7% Reduced · −657 sh | |
| 29 | Vanguard Value ETF VALUE ETF | $3.4M | 15.4K | 0.9% | —Held | |
| 30 | Invesco QQQ Trust UNIT SER 1 | $3.3M | 4.5K | 0.9% | ▲+4.7% Added · +204 sh | |
| 31 | Micron Technology Incorporated COM | $3.3M | 2.8K | 0.9% | ▲+1.0% Added · +29 sh | |
| 32 | Johnson & Johnson COM | $3.1M | 12.2K | 0.8% | ▼−2.4% Reduced · −301 sh | |
| 33 | Oracle Corporation COM | $3.1M | 21.1K | 0.8% | ▲+4.8% Added · +961 sh | |
| 34 | Merck & Company Incorporated COM | $2.9M | 22.7K | 0.8% | ▼−4.4% Reduced · −1K sh | |
| 35 | Ishares Intl Ctry Rotation Active ETF ISHA IN CTRY ETF | $2.8M | 75.6K | 0.7% | ▲+17% Added · +11K sh | |
| 36 | Exxon Mobil Corporation COM | $2.7M | 19.6K | 0.7% | ▼−4.5% Reduced · −928 sh | |
| 37 | Bloom Energy Corporation Com Class A COM CL A | $2.6M | 8.7K | 0.7% | —Held | |
| 38 | Williams Companies Incorporated COM | $2.6M | 35.4K | 0.7% | ▼−4.4% Reduced · −2K sh | |
| 39 | Huntington Bancshares Incorporated COM | $2.6M | 144.8K | 0.7% | ▼−2.0% Reduced · −3K sh | |
| 40 | Motorola Solutions Incorporated Com New COM NEW | $2.4M | 5.8K | 0.6% | ▲~0% Added · +2 sh | |
| 41 | Salesforce Incorporated COM | $2.4M | 15.3K | 0.6% | ▼−4.3% Reduced · −678 sh | |
| 42 | Ishares TR S&P 100 ETF S&P 100 ETF | $2.4M | 6.5K | 0.6% | ▲+4.0% Added · +252 sh | |
| 43 | Ishares U.S. Equity Factor Rotation Acti ISHARES US EQUIT | $2.4M | 34.8K | 0.6% | ▲+22% Added · +6K sh | |
| 44 | State Street Technology Select Sector SPDR ETF ST STR TECHN ETF | $2.3M | 12.2K | 0.6% | ▲~0% Added · +1 sh | |
| 45 | Philip Morris International Incorporated COM | $2.3M | 12.7K | 0.6% | —Held | |
| 46 | Allstate Corporation COM | $2.3M | 9.6K | 0.6% | ▲+1.0% Added · +94 sh | |
| 47 | ConocoPhillips COM | $2.3M | 21.8K | 0.6% | ▼−3.9% Reduced · −880 sh | |
| 48 | Vanguard Mega Cap Growth ETF MEGA GRWTH IND | $2.2M | 25.5K | 0.6% | ▲+400% Added · +20K sh | |
| 49 | State Street SPDR S&P 500 ETF Trust TR UNIT | $2.1M | 2.9K | 0.6% | ▼−0.7% Reduced · −21 sh | |
| 50 | American Elec PWR Company Incorporated COM | $2.1M | 15.3K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 195 | $381.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 184 | $337.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 174 | $330.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 172 | $324.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 178 | $307.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 176 | $282.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 173 | $296.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 665 | $309.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.