Gilliland Jeter Wealth Management LLC reported 123 positions worth $283.67M for the quarter ended Sep 30, 2026, up 3.5% on the prior quarter. It opened 2 new positions, added to 42, trimmed 47 and exited 4. Its largest holding is Apple Inc. at 12.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +6,667 | +443.0% | $1.01M | 0.435% |
| BE Bloom Energy Corp | +2,865 | +32.9% | $793.55K | 1.13% |
| BMY Bristol Myers Squibb Co | +3,339 | – | $208.33K | 0.073% |
| SNDK Sandisk Corp | +115 | – | $200.09K | 0.071% |
| PLTR Palantir Technologies Inc. | +392 | +7.6% | $73.32K | 0.366% |
| EOG Eog Resources Inc | +417 | +19.7% | $57.44K | 0.123% |
| TSLA Tesla, Inc. | +149 | +6.6% | $52.87K | 0.299% |
| GEV GE Vernova Inc. | +48 | +7.9% | $45.65K | 0.219% |
| ISRG Intuitive Surgical Inc | +100 | +2.1% | $40.66K | 0.689% |
| LRCX Lam Research Corp | +116 | +0.5% | $38.11K | 2.64% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -19.6K | -100.0% | $2.69M | Exited |
| BSX Boston Scientific Corp | -7,554 | -28.1% | $329.73K | 0.297% |
| AAPL Apple Inc. | -953 | -0.9% | $317.37K | 12.69% |
| MS Morgan Stanley | -1,033 | -100.0% | $215.95K | Exited |
| HAL Halliburton Co | -6,080 | -100.0% | $206.41K | Exited |
| PH Parker-Hannifin Corp | -209 | -100.0% | $204.36K | Exited |
| AMZN Amazon Com Inc | -729 | -1.7% | $181.63K | 3.73% |
| MPC Marathon Petroleum Corp | -426 | -1.9% | $168.45K | 2.99% |
| T At&T Inc. | -6,101 | -2.2% | $148.86K | 2.38% |
| NVDA Nvidia Corp | -543 | -0.4% | $124.01K | 12.04% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 108.1K | $35.98M | 12.69% | -953 | -0.9% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 149.5K | $34.14M | 12.04% | -543 | -0.4% | Reduced | 0% |
| 3 | WMT Walmart Inc. | Consumer Staples | 113.9K | $11.84M | 4.17% | -1,057 | -0.9% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 42.5K | $10.58M | 3.73% | -729 | -1.7% | Reduced | 0% |
| 5 | CAT Caterpillar Inc | Industrials | 12.1K | $9.84M | 3.47% | -9 | -0.1% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 19.1K | $9.81M | 3.46% | -74 | -0.4% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 11.8K | $8.53M | 3.01% | -125 | -1.1% | Reduced | 0% |
| 8 | MPC Marathon Petroleum Corp | Energy | 21.4K | $8.47M | 2.99% | -426 | -1.9% | Reduced | 0.01% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 22.9K | $7.58M | 2.67% | -105 | -0.5% | Reduced | 0% |
| 10 | LRCX Lam Research Corp | Technology | 22.8K | $7.48M | 2.64% | +116 | +0.5% | Added | 0% |
| 11 | T At&T Inc. | Communication Services | 277.2K | $6.76M | 2.38% | -6,101 | -2.2% | Reduced | 0% |
| 12 | CVX Chevron Corp | Energy | 24.9K | $5.08M | 1.79% | +60 | +0.2% | Added | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 14.6K | $4.98M | 1.76% | -26 | -0.2% | Reduced | 0% |
| 14 | V Visa Inc. | Financial Services | 11.0K | $3.95M | 1.39% | -95 | -0.9% | Reduced | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 11.5K | $3.94M | 1.39% | -20 | -0.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Gilliland Jeter Wealth Management.
As of its Q3 2026 13F filing, Gilliland Jeter Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 12.7%, Nvidia Corp (NVDA) at 12.0%, Walmart Inc. (WMT) at 4.2%, Amazon Com Inc (AMZN) at 3.7%, Caterpillar Inc (CAT) at 3.5% of the reported portfolio.
Gilliland Jeter Wealth Management LLC reported a 13F portfolio worth $283.67M across 123 positions for Q3 2026. That is up 3.5% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.01M), Bloom Energy Corp ($793.55K), Bristol Myers Squibb Co ($208.33K). It opened 2 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($2.69M), Boston Scientific Corp ($329.73K), Apple Inc. ($317.37K). It exited 4 positions entirely.
From the Form 13F-HR reports Gilliland Jeter Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.