Filed: 10/28/2025ACC: 0002009886-25-000007
๐ What this filing means
GILLILAND JETER WEALTH MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 172 equity positions with a total reported market value of $324.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
172
Positions
$324.02M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
COM$207.18M63.9%
COM NEW$11.89M3.7%
RUS 1000 GRW ETF$11.88M3.7%
CL A$10.37M3.2%
DIV APP ETF$9.84M3.0%
GROWTH ETF$5.49M1.7%
COM CL A$4.76M1.5%
Portfolio Concentration
Top 3$68.94M21.3%
4โ10$65.69M20.3%
11โ25$62.65M19.3%
Rest$126.74M39.1%
Top 3 weight
21.3%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole172
Shared0
Other0
Dominant voting typeNone ยท 0.0% of voting shares
Institutional Holdings172
Rows:
APPLE INCORPORATED
SOLEShares113.53K
TypeSH
Market value$28.91M
8.92%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares149.15K
TypeSH
Market value$27.83M
8.59%
Sole
0.00
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares118.38K
TypeSH
Market value$12.20M
3.77%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 1000 GRW ETF
SOLEShares25.37K
TypeSH
Market value$11.88M
3.67%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares19.90K
TypeSH
Market value$10.31M
3.18%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares45.12K
TypeSH
Market value$9.91M
3.06%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares45.61K
TypeSH
Market value$9.84M
3.04%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares11.16K
TypeSH
Market value$8.19M
2.53%
Sole
0.00
Shared
0.00
None
0.00
AT&T INCORPORATED
SOLEShares284.79K
TypeSH
Market value$8.04M
2.48%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares23.81K
TypeSH
Market value$7.51M
2.32%
Sole
0.00
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares12.20K
TypeSH
Market value$5.82M
1.80%
Sole
0.00
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares20.32K
TypeSH
Market value$5.71M
1.76%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares11.44K
TypeSH
Market value$5.49M
1.69%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR U.S. TECH ETF
SOLEShares22.75K
TypeSH
Market value$4.45M
1.37%
Sole
0.00
Shared
0.00
None
0.00
MARATHON PETE CORPORATION
SOLEShares22.09K
TypeSH
Market value$4.26M
1.31%
Sole
0.00
Shared
0.00
None
0.00
CHEVRON CORPORATION NEW
SOLEShares25.23K
TypeSH
Market value$3.92M
1.21%
Sole
0.00
Shared
0.00
None
0.00
AFLAC INCORPORATED
SOLEShares34.24K
TypeSH
Market value$3.83M
1.18%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares7.59K
TypeSH
Market value$3.82M
1.18%
Sole
0.00
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORPORATION
SOLEShares38.84K
TypeSH
Market value$3.79M
1.17%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares11.05K
TypeSH
Market value$3.77M
1.16%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares11.15K
TypeSH
Market value$3.68M
1.14%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares5.39K
TypeSH
Market value$3.61M
1.11%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares14.77K
TypeSH
Market value$3.60M
1.11%
Sole
0.00
Shared
0.00
None
0.00
LAM RESEARCH CORPORATION COM NEW
SOLEShares26.50K
TypeSH
Market value$3.55M
1.10%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORPORATION
SOLEShares65.19K
TypeSH
Market value$3.36M
1.04%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 113.53K | SH | $28.91M 8.92% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 149.15K | SH | $27.83M 8.59% | 0.00 | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 118.38K | SH | $12.20M 3.77% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 25.37K | SH | $11.88M 3.67% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 19.90K | SH | $10.31M 3.18% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 45.12K | SH | $9.91M 3.06% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.61K | SH | $9.84M 3.04% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 11.16K | SH | $8.19M 2.53% | 0.00 | 0.00 | 0.00 |
AT&T INCORPORATEDSOLE | COM | 284.79K | SH | $8.04M 2.48% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 23.81K | SH | $7.51M 2.32% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | COM | 12.20K | SH | $5.82M 1.80% | 0.00 | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 20.32K | SH | $5.71M 1.76% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 11.44K | SH | $5.49M 1.69% | 0.00 | 0.00 | 0.00 |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 22.75K | SH | $4.45M 1.37% | 0.00 | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 22.09K | SH | $4.26M 1.31% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATION NEWSOLE | COM | 25.23K | SH | $3.92M 1.21% | 0.00 | 0.00 | 0.00 |
AFLAC INCORPORATEDSOLE | COM | 34.24K | SH | $3.83M 1.18% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 7.59K | SH | $3.82M 1.18% | 0.00 | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPORATIONSOLE | COM | 38.84K | SH | $3.79M 1.17% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.05K | SH | $3.77M 1.16% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 11.15K | SH | $3.68M 1.14% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 5.39K | SH | $3.61M 1.11% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | CAP STK CL C | 14.77K | SH | $3.60M 1.11% | 0.00 | 0.00 | 0.00 |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 26.50K | SH | $3.55M 1.10% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPORATIONSOLE | COM | 65.19K | SH | $3.36M 1.04% | 0.00 | 0.00 | 0.00 |
Page 1 of 7
โฆ