Gilliland Jeter Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Gilliland Jeter Wealth Management Llc disclosed 191 stock positions valued at approximately $395.31M as of quarter-end September 30, 2026. The largest holdings include APPLE INCORPORATED, NVIDIA CORPORATION, and ISHARES TR RUS 1000 GRW ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 191
- Portfolio Value
- $395.31M
Holdings by Sector
Gilliland Jeter Wealth Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 9.10% | 108,053 | -953 | -0.87% | $35,983,676 |
| NVIDIA CORPORATION | NVDA | Technology | 8.64% | 149,493 | -543 | -0.36% | $34,141,315 |
| ISHARES TR RUS 1000 GRW ETF | IWF | Other | 3.26% | 102,743 | -61 | -0.06% | $12,869,603 |
| WALMART INCORPORATED | WMT | Consumer Defensive | 2.99% | 113,896 | -1,057 | -0.92% | $11,836,031 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 2.70% | 45,711 | -91 | -0.20% | $10,664,772 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 2.68% | 42,460 | -729 | -1.69% | $10,578,909 |
| CATERPILLAR INCORPORATED | CAT | Industrials | 2.49% | 12,142 | -9 | -0.07% | $9,844,955 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.48% | 19,121 | -74 | -0.39% | $9,807,023 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 2.16% | 11,763 | -125 | -1.05% | $8,530,404 |
| MARATHON PETE CORPORATION | MPC | Energy | 2.14% | 21,421 | -426 | -1.95% | $8,470,166 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 1.92% | 22,913 | -105 | -0.46% | $7,580,327 |
| LAM RESEARCH CORPORATION COM NEW | LRCX | Technology | 1.89% | 22,763 | +116 | +0.51% | $7,477,960 |
| AT&T INCORPORATED | T | Communication Services | 1.71% | 277,229 | -6,101 | -2.15% | $6,764,397 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 1.67% | 8,620 | +308 | +3.71% | $6,601,949 |
| ISHARES TR U.S. TECH ETF | IYW | Other | 1.63% | 24,380 | +73 | +0.30% | $6,458,275 |
| VANGUARD MORNINGSTAR GROWTH ETF | VUG | Other | 1.57% | 68,807 | -111 | -0.16% | $6,200,207 |
| CHEVRON CORPORATION | CVX | Energy | 1.28% | 24,863 | +60 | +0.24% | $5,077,329 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 1.26% | 14,623 | -26 | -0.18% | $4,982,648 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 1.00% | 10,980 | -95 | -0.86% | $3,945,569 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 1.00% | 11,458 | -20 | -0.17% | $3,942,442 |
| ISHARES TR EAFE VALUE ETF | EFV | Other | 0.99% | 49,431 | +1,527 | +3.19% | $3,911,982 |
| ISHARES TR RUS 1000 VAL ETF | IWD | Other | 0.95% | 15,203 | +8 | +0.05% | $3,769,180 |
| AFLAC INCORPORATED | AFL | Financial Services | 0.94% | 33,345 | -93 | -0.28% | $3,727,349 |
| BROADCOM INCORPORATED | AVGO | Technology | 0.92% | 10,385 | +5 | +0.05% | $3,646,979 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 0.92% | 7,300 | - | - | $3,635,035 |
| INVESCO QQQ TRUST | QQQ | Other | 0.91% | 4,887 | +359 | +7.93% | $3,615,344 |
| BANK OF AMER CORPORATION | BAC | Financial Services | 0.90% | 65,698 | +64 | +0.10% | $3,575,945 |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | JCI | Industrials | 0.87% | 23,106 | -164 | -0.70% | $3,434,756 |
| SALESFORCE INCORPORATED | CRM | Technology | 0.87% | 14,961 | -299 | -1.96% | $3,434,584 |
| VANGUARD MORNINGSTAR VALUE ETF | VTV | Other | 0.84% | 15,402 | - | - | $3,328,031 |
Showing 30 of 191 holdings in the latest reporting period.