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.
Filing history
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