Gilliland Jeter Wealth Management LLC holds a diversified book of 195 reported positions worth $381.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Counterpoint Quan Equity ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +35% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Gilliland Jeter Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.6 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
+5 sectors below the cut, 5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Gilliland Jeter Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $167.8M |
| Graticule Asia Macro Advisors LLC | 8 / 80 | $1.3B |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| New World Advisors LLC | 40 / 80 | $538.7M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 19 / 80 | $209.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 30 / 80 | $673.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Gilliland Jeter Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2009886/holdings"
Use Arkolith to show Gilliland Jeter Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 195 | $381.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 184 | $337.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 174 | $330.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 172 | $324.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 178 | $307.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 176 | $282.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 173 | $296.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 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. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.