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Filers›Family Office›Gilliland Jeter Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

Gilliland Jeter Wealth Management LLC

Gilliland Jeter Wealth's family office based in San Francisco, CA — $338M in tracked AUM across 184 positions as of Q1 2026.

GJ
Gilliland Jeter Wealth·San Francisco, CA·Family Office
CIK 0002009886 · last filed Mar 31, 2026
Total AUM
$338M
▲ 18.8%
vs prior
Holdings
184
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Gilliland Jeter Wealth Management LLC (Form 13F)
1. Portfolio Overview

The filing for the period ending December 31, 2025, reveals a dramatic transformation in the portfolio managed by Gilliland Jeter Wealth Management LLC. The total portfolio value surged by 146.5%, increasing from $134.19M to $330.84M within a single quarter. This exponential growth suggests a significant influx of new capital rather than merely market appreciation on existing assets...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INCORPORATED
$28M112K8.4%
02
NVDA
NVIDIA CORPORATION
$26M150K7.7%
03
WMT
WALMART INCORPORATED
$14M115K4.2%
04
IWF
ISHARES TR RUS 1000 GRW ETF
$11M26K3.2%
05
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$10M46K2.9%
06
AMZN
AMAZON COM INCORPORATED
$9M44K2.7%
07
CAT
CATERPILLAR INCORPORATED
$9M12K2.5%
08
T
AT&T INCORPORATED
$8M284K2.4%
09
MSFT
MICROSOFT CORPORATION
$7M20K2.1%
10
JPM
JPMORGAN CHASE & COMPANY
$7M23K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Gilliland
haiku-4-5 · 184 positions indexed
Sector mix
  • Health Care9%
  • Cons. Disc.6%
  • Communications49%
  • Industrials22%
  • Energy13%
  • Other1%
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