DOSSIER · 13F-HR · Q2 2026

Gilliland Jeter Wealth Management LLC

$382M in tracked AUM across 195 positions as of Q2 2026.

GJ
CIK 0002009886 · last filed Jun 30, 2026
Total AUM
$382M
as of Q2 2026
Holdings
195
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

2. Key Holdings

The portfolio is heavily anchored in large-cap technology and consumer staples, with a distinct preference for liquidity and market leaders.

  • Apple Inc. (AAPL) is the dominant position, comprising 9.22% of the portfolio ($30.52M). This is a massive new position, indicating a strong conviction in Apple's stability and growth potential.
  • NVIDIA Corporation (NVDA) follows as the second-largest holding at 8.41% ($27.82M). The firm maintained its stake in NVIDIA, adding minimally (+$5.96K), suggesting a "hold" strategy on this existing core position while deploying new capital elsewhere.
  • Walmart Inc. (WMT) represents the third-largest holding at 3.91% ($12.92M). As a new position, it signals a defensive tilt toward consumer cyclicals/defensives.
  • ETF Exposure: The firm utilizes ETFs for core exposure, with iShares Russell 1000 Growth (IWF) and Vanguard Dividend Appreciation (VIG) taking prominent spots ($12.10M and $10.02M respectively).
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INCORPORATED
$32M109K8.3%
02
NVDA
NVIDIA CORPORATION
$30M150K7.9%
03
WMT
WALMART INC
$13M115K3.4%
04
CAT
CATERPILLAR INCORPORATED
$13M12K3.4%
05
IWF
ISHARES TR RUS 1000 GRW ETF
$13M103K3.3%
06
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$11M46K2.8%
07
AMZN
AMAZON COM INCORPORATED
$10M43K2.7%
08
LRCX
LAM RESEARCH CORPORATION COM NEW
$10M23K2.6%
09
JPM
JPMORGAN CHASE & COMPANY
$8M23K2.0%
10
MSFT
MICROSOFT CORPORATION
$7M19K1.9%

Filing history

2026Q2Jun 30
$382M▲ 13.1%
195 positionsView →
2026Q1Mar 31
$338M▲ 2.0%
184 positionsView →
2025Q4Dec 31
$331M▲ 2.1%
174 positionsView →
2025Q3Sep 30
$324M▲ 5.5%
172 positionsLocked
2025Q2Jun 30
$307M▲ 8.6%
178 positionsLocked
2025Q1Mar 31
$283M▼ 4.5%
176 positionsLocked
2024Q4Dec 31
$296M▼ 4.3%
173 positionsLocked
2024Q3Sep 30
$310M▲ 4.3%
665 positionsLocked
2024Q2Jun 30
$297M▲ 3.4%
687 positionsLocked
2024Q1Mar 31
$287M▲ 18.7%
633 positionsLocked
2023Q4Dec 31
$242M—
164 positionsLocked