Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gilliland Jeter Wealth Management LLC (CIK 2009886) reported $337.6M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($28.3M, 8.39%), NVDA ($26.1M, 7.73%), WMT ($14.3M, 4.23%), IWF ($10.9M, 3.23%), VIG ($9.8M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | $28.3M | 8.39% | 111,533 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $26.1M | 7.73% | 149,559 | Added |
| 3 | WMT | WALMART INCORPORATED | $14.3M | 4.23% | 114,928 | Trimmed |
| 4 | IWF | ISHARES TR RUS 1000 GRW ETF | $10.9M | 3.23% | 25,570 | Added |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $9.8M | 2.91% | 45,687 | Added |
| 6 | AMZN | AMAZON COM INCORPORATED | $9.2M | 2.71% | 43,966 | Trimmed |
| 7 | CAT | CATERPILLAR INCORPORATED | $8.6M | 2.55% | 12,148 | Trimmed |
| 8 | T | AT&T INCORPORATED | $8.2M | 2.44% | 284,248 | Trimmed |
| 9 | MSFT | MICROSOFT CORPORATION | $7.2M | 2.14% | 19,518 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & COMPANY | $6.9M | 2.03% | 23,331 | Trimmed |
| 11 | META | META PLATFORMS INCORPORATED CLASS A | $6.7M | 1.99% | 11,740 | Added |
| 12 | MPC | MARATHON PETE CORPORATION | $5.4M | 1.59% | 22,033 | Trimmed |
| 13 | CVX | CHEVRON CORPORATION | $5.1M | 1.52% | 24,802 | Trimmed |
| 14 | VUG | VANGUARD GROWTH ETF | $5.0M | 1.48% | 11,453 | Added |
| 15 | LRCX | LAM RESEARCH CORPORATION COM NEW | $4.8M | 1.43% | 22,640 | Trimmed |
| 16 | IYW | ISHARES TR U.S. TECH ETF | $4.4M | 1.30% | 24,200 | Added |
| 17 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $4.2M | 1.26% | 14,788 | Trimmed |
| 18 | IVV | ISHARES TR CORE S&P500 ETF | $4.0M | 1.18% | 6,106 | Trimmed |
| 19 | AFL | AFLAC INCORPORATED | $3.7M | 1.09% | 33,426 | Added |
| 20 | EFV | ISHARES TR EAFE VALUE ETF | $3.6M | 1.07% | 48,667 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $3.5M | 1.04% | 7,316 | Trimmed |
| 22 | XOM | EXXON MOBIL CORPORATION | $3.5M | 1.03% | 20,574 | Trimmed |
| 23 | V | VISA INCORPORATED COM CLASS A | $3.3M | 0.99% | 11,078 | Added |
| 24 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $3.3M | 0.98% | 11,477 | Added |
| 25 | DTE | DTE ENERGY COMPANY | $3.3M | 0.97% | 22,425 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31