Gilliland Jeter Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Gilliland Jeter Wealth Management Llc disclosed 186 stock positions valued at approximately $381.73M as of quarter-end June 30, 2026. The largest holdings include APPLE INCORPORATED, NVIDIA CORPORATION, and WALMART INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 186
- Portfolio Value
- $381.73M
Holdings by Sector
Gilliland Jeter Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 8.26% | 109,006 | -2,527 | -2.27% | $31,541,906 |
| NVIDIA CORPORATION | NVDA | Technology | 7.86% | 150,036 | +477 | +0.32% | $30,020,794 |
| WALMART INC | WMT | Consumer Defensive | 3.41% | 114,953 | +25 | +0.02% | $13,019,594 |
| CATERPILLAR INCORPORATED | CAT | Industrials | 3.39% | 12,151 | +3 | +0.02% | $12,940,101 |
| ISHARES TR RUS 1000 GRW ETF | IWF | Other | 3.34% | 102,804 | +77,234 | +302.05% | $12,765,154 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 2.84% | 45,802 | +115 | +0.25% | $10,837,549 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 2.70% | 43,189 | -777 | -1.77% | $10,293,666 |
| LAM RESEARCH CORPORATION COM NEW | LRCX | Other | 2.57% | 22,647 | +7 | +0.03% | $9,813,550 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 1.97% | 23,018 | -313 | -1.34% | $7,534,561 |
| MICROSOFT CORPORATION | MSFT | Technology | 1.88% | 19,195 | -323 | -1.65% | $7,160,139 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 1.75% | 11,888 | +148 | +1.26% | $6,696,607 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 1.63% | 8,312 | +2,206 | +36.13% | $6,225,112 |
| ISHARES TR U.S. TECH ETF | IYW | Other | 1.61% | 24,307 | +107 | +0.44% | $6,130,868 |
| VANGUARD GROWTH ETF | VUG | Other | 1.56% | 68,918 | +57,465 | +501.75% | $5,936,560 |
| AT&T INCORPORATED | T | Communication Services | 1.54% | 283,330 | -918 | -0.32% | $5,864,927 |
| MARATHON PETE CORPORATION | MPC | Energy | 1.46% | 21,847 | -186 | -0.84% | $5,585,575 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 1.36% | 14,649 | -139 | -0.94% | $5,175,848 |
| CHEVRON CORPORATION | CVX | Energy | 1.08% | 24,803 | +1 | +0.00% | $4,111,260 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 1.07% | 11,478 | +1 | +0.01% | $4,102,032 |
| BROADCOM INCORPORATED | AVGO | Technology | 1.03% | 10,380 | -41 | -0.39% | $3,921,201 |
| AFLAC INCORPORATED | AFL | Financial Services | 1.03% | 33,438 | +12 | +0.04% | $3,920,563 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 1.00% | 11,075 | -3 | -0.03% | $3,799,755 |
| BANK OF AMER CORPORATION | BAC | Financial Services | 0.98% | 65,634 | +1 | +0.00% | $3,739,827 |
| ISHARES TR RUS 1000 VAL ETF | IWD | Other | 0.97% | 15,195 | +745 | +5.16% | $3,683,806 |
| ISHARES TR EAFE VALUE ETF | EFV | Other | 0.96% | 47,904 | -763 | -1.57% | $3,667,063 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 0.96% | 7,300 | -16 | -0.22% | $3,652,847 |
| DTE ENERGY COMPANY | DTE | Utilities | 0.90% | 22,425 | - | - | $3,416,897 |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | JCI | Industrials | 0.89% | 23,270 | -657 | -2.75% | $3,399,947 |
| VANGUARD VALUE ETF | VTV | Other | 0.88% | 15,402 | - | - | $3,356,524 |
| INVESCO QQQ TRUST | QQQ | Other | 0.87% | 4,528 | +204 | +4.72% | $3,334,468 |
Showing 30 of 186 holdings in the latest reporting period.