Filed: 1/23/2026ACC: 0002009886-26-000001
๐ What this filing means
GILLILAND JETER WEALTH MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 174 equity positions with a total reported market value of $330.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$330.84M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COM$206.16M62.3%
RUS 1000 GRW ETF$12.10M3.7%
COM NEW$11.82M3.6%
DIV APP ETF$10.02M3.0%
CL A$8.93M2.7%
GROWTH ETF$5.57M1.7%
COM CL A$4.83M1.5%
Portfolio Concentration
Top 3$71.26M21.5%
4โ10$64.33M19.4%
11โ25$63.92M19.3%
Rest$131.33M39.7%
Top 3 weight
21.5%
Top 10 weight
41.0%
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)
Sole174
Shared0
Other0
Dominant voting typeNone ยท 0.0% of voting shares
Institutional Holdings174
Rows:
APPLE INCORPORATED
SOLEShares112.26K
TypeSH
Market value$30.52M
9.22%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares149.18K
TypeSH
Market value$27.82M
8.41%
Sole
0.00
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares116K
TypeSH
Market value$12.92M
3.91%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 1000 GRW ETF
SOLEShares25.56K
TypeSH
Market value$12.10M
3.66%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares44.05K
TypeSH
Market value$10.17M
3.07%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares45.58K
TypeSH
Market value$10.02M
3.03%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares19.72K
TypeSH
Market value$9.54M
2.88%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares11.73K
TypeSH
Market value$7.75M
2.34%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares23.57K
TypeSH
Market value$7.59M
2.30%
Sole
0.00
Shared
0.00
None
0.00
AT&T INCORPORATED
SOLEShares288.67K
TypeSH
Market value$7.17M
2.17%
Sole
0.00
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares12.20K
TypeSH
Market value$6.99M
2.11%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares11.43K
TypeSH
Market value$5.57M
1.68%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR U.S. TECH ETF
SOLEShares24.03K
TypeSH
Market value$4.80M
1.45%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares14.79K
TypeSH
Market value$4.64M
1.40%
Sole
0.00
Shared
0.00
None
0.00
LAM RESEARCH CORPORATION COM NEW
SOLEShares24.57K
TypeSH
Market value$4.21M
1.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares6.14K
TypeSH
Market value$4.20M
1.27%
Sole
0.00
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares20.08K
TypeSH
Market value$3.91M
1.18%
Sole
0.00
Shared
0.00
None
0.00
CHEVRON CORPORATION NEW
SOLEShares25.50K
TypeSH
Market value$3.89M
1.17%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares11.03K
TypeSH
Market value$3.87M
1.17%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares7.33K
TypeSH
Market value$3.69M
1.11%
Sole
0.00
Shared
0.00
None
0.00
AFLAC INCORPORATED
SOLEShares33.42K
TypeSH
Market value$3.69M
1.11%
Sole
0.00
Shared
0.00
None
0.00
SALESFORCE INCORPORATED
SOLEShares13.87K
TypeSH
Market value$3.67M
1.11%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares10.42K
TypeSH
Market value$3.61M
1.09%
Sole
0.00
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORPORATION
SOLEShares37.75K
TypeSH
Market value$3.60M
1.09%
Sole
0.00
Shared
0.00
None
0.00
MARATHON PETE CORPORATION
SOLEShares22.09K
TypeSH
Market value$3.59M
1.09%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 112.26K | SH | $30.52M 9.22% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 149.18K | SH | $27.82M 8.41% | 0.00 | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 116K | SH | $12.92M 3.91% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 25.56K | SH | $12.10M 3.66% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 44.05K | SH | $10.17M 3.07% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.58K | SH | $10.02M 3.03% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 19.72K | SH | $9.54M 2.88% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 11.73K | SH | $7.75M 2.34% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 23.57K | SH | $7.59M 2.30% | 0.00 | 0.00 | 0.00 |
AT&T INCORPORATEDSOLE | COM | 288.67K | SH | $7.17M 2.17% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | COM | 12.20K | SH | $6.99M 2.11% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 11.43K | SH | $5.57M 1.68% | 0.00 | 0.00 | 0.00 |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 24.03K | SH | $4.80M 1.45% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | CAP STK CL C | 14.79K | SH | $4.64M 1.40% | 0.00 | 0.00 | 0.00 |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 24.57K | SH | $4.21M 1.27% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 6.14K | SH | $4.20M 1.27% | 0.00 | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 20.08K | SH | $3.91M 1.18% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATION NEWSOLE | COM | 25.50K | SH | $3.89M 1.17% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.03K | SH | $3.87M 1.17% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 7.33K | SH | $3.69M 1.11% | 0.00 | 0.00 | 0.00 |
AFLAC INCORPORATEDSOLE | COM | 33.42K | SH | $3.69M 1.11% | 0.00 | 0.00 | 0.00 |
SALESFORCE INCORPORATEDSOLE | COM | 13.87K | SH | $3.67M 1.11% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 10.42K | SH | $3.61M 1.09% | 0.00 | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPORATIONSOLE | COM | 37.75K | SH | $3.60M 1.09% | 0.00 | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 22.09K | SH | $3.59M 1.09% | 0.00 | 0.00 | 0.00 |
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