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 $381.7M across 195 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($31.5M, 8.26%), NVDA ($30.0M, 7.86%), WMT ($13.0M, 3.41%), CAT ($12.9M, 3.39%), IWF ($12.8M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | $31.5M | 8.26% | 109,006 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $30.0M | 7.86% | 150,036 | Added |
| 3 | WMT | WALMART INC | $13.0M | 3.41% | 114,953 | Added |
| 4 | CAT | CATERPILLAR INCORPORATED | $12.9M | 3.39% | 12,151 | Added |
| 5 | IWF | ISHARES TR RUS 1000 GRW ETF | $12.8M | 3.34% | 102,804 | Added |
| 6 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $10.8M | 2.84% | 45,802 | Added |
| 7 | AMZN | AMAZON COM INCORPORATED | $10.3M | 2.70% | 43,189 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORPORATION COM NEW | $9.8M | 2.57% | 22,647 | Added |
| 9 | JPM | JPMORGAN CHASE & COMPANY | $7.5M | 1.97% | 23,018 | Trimmed |
| 10 | MSFT | MICROSOFT CORPORATION | $7.2M | 1.88% | 19,195 | Trimmed |
| 11 | META | META PLATFORMS INCORPORATED CLASS A | $6.7M | 1.75% | 11,888 | Added |
| 12 | IVV | ISHARES TR CORE S&P500 ETF | $6.2M | 1.63% | 8,312 | Added |
| 13 | IYW | ISHARES TR U.S. TECH ETF | $6.1M | 1.61% | 24,307 | Added |
| 14 | VUG | VANGUARD GROWTH ETF | $5.9M | 1.56% | 68,918 | Added |
| 15 | T | AT&T INCORPORATED | $5.9M | 1.54% | 283,330 | Trimmed |
| 16 | MPC | MARATHON PETE CORPORATION | $5.6M | 1.46% | 21,847 | Trimmed |
| 17 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $5.2M | 1.36% | 14,649 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $4.1M | 1.08% | 24,803 | Added |
| 19 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $4.1M | 1.07% | 11,478 | Added |
| 20 | AFL | AFLAC INCORPORATED | $3.9M | 1.03% | 33,438 | Added |
| 21 | AVGO | BROADCOM INCORPORATED | $3.9M | 1.03% | 10,380 | Trimmed |
| 22 | V | VISA INCORPORATED COM CLASS A | $3.8M | 1.00% | 11,075 | Trimmed |
| 23 | BAC | BANK OF AMER CORPORATION | $3.7M | 0.98% | 65,634 | Added |
| 24 | IWD | ISHARES TR RUS 1000 VAL ETF | $3.7M | 0.97% | 15,195 | Added |
| 25 | EFV | ISHARES TR EAFE VALUE ETF | $3.7M | 0.96% | 47,904 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30