Filed: 4/24/2026ACC: 0002009886-26-000002
๐ What this filing means
GILLILAND JETER WEALTH MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 184 equity positions with a total reported market value of $337.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$337.58M
Total AUM (reported)
2.81M
Total Shares
Allocation by class
COM$205.31M60.8%
COM NEW$12.39M3.7%
RUS 1000 GRW ETF$10.90M3.2%
DIV APP ETF$9.83M2.9%
CL A$7.82M2.3%
GROWTH ETF$5.00M1.5%
COM CL A$4.53M1.3%
Portfolio Concentration
Top 3$68.67M20.3%
4โ10$60.82M18.0%
11โ25$63.90M18.9%
Rest$144.18M42.7%
Top 3 weight
20.3%
Top 10 weight
38.4%
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)
Sole184
Shared0
Other0
Dominant voting typeNone ยท 0.0% of voting shares
Institutional Holdings184
Rows:
APPLE INCORPORATED
SOLEShares111.53K
TypeSH
Market value$28.31M
8.39%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares149.56K
TypeSH
Market value$26.08M
7.73%
Sole
0.00
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares114.93K
TypeSH
Market value$14.28M
4.23%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 1000 GRW ETF
SOLEShares25.57K
TypeSH
Market value$10.90M
3.23%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares45.69K
TypeSH
Market value$9.83M
2.91%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares43.97K
TypeSH
Market value$9.16M
2.71%
Sole
0.00
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares12.15K
TypeSH
Market value$8.61M
2.55%
Sole
0.00
Shared
0.00
None
0.00
AT&T INCORPORATED
SOLEShares284.25K
TypeSH
Market value$8.24M
2.44%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares19.52K
TypeSH
Market value$7.22M
2.14%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY
SOLEShares23.33K
TypeSH
Market value$6.86M
2.03%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares11.74K
TypeSH
Market value$6.72M
1.99%
Sole
0.00
Shared
0.00
None
0.00
MARATHON PETE CORPORATION
SOLEShares22.03K
TypeSH
Market value$5.38M
1.59%
Sole
0.00
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares24.80K
TypeSH
Market value$5.13M
1.52%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares11.45K
TypeSH
Market value$5.00M
1.48%
Sole
0.00
Shared
0.00
None
0.00
LAM RESEARCH CORPORATION COM NEW
SOLEShares22.64K
TypeSH
Market value$4.84M
1.43%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR U.S. TECH ETF
SOLEShares24.20K
TypeSH
Market value$4.39M
1.30%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares14.79K
TypeSH
Market value$4.24M
1.26%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares6.11K
TypeSH
Market value$3.99M
1.18%
Sole
0.00
Shared
0.00
None
0.00
AFLAC INCORPORATED
SOLEShares33.43K
TypeSH
Market value$3.67M
1.09%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR EAFE VALUE ETF
SOLEShares48.67K
TypeSH
Market value$3.62M
1.07%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares7.32K
TypeSH
Market value$3.51M
1.04%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
SOLEShares20.57K
TypeSH
Market value$3.49M
1.03%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares11.08K
TypeSH
Market value$3.35M
0.99%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares11.48K
TypeSH
Market value$3.30M
0.98%
Sole
0.00
Shared
0.00
None
0.00
DTE ENERGY COMPANY
SOLEShares22.43K
TypeSH
Market value$3.28M
0.97%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 111.53K | SH | $28.31M 8.39% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 149.56K | SH | $26.08M 7.73% | 0.00 | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 114.93K | SH | $14.28M 4.23% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 25.57K | SH | $10.90M 3.23% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.69K | SH | $9.83M 2.91% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 43.97K | SH | $9.16M 2.71% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | COM | 12.15K | SH | $8.61M 2.55% | 0.00 | 0.00 | 0.00 |
AT&T INCORPORATEDSOLE | COM | 284.25K | SH | $8.24M 2.44% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 19.52K | SH | $7.22M 2.14% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 23.33K | SH | $6.86M 2.03% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 11.74K | SH | $6.72M 1.99% | 0.00 | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 22.03K | SH | $5.38M 1.59% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 24.80K | SH | $5.13M 1.52% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 11.45K | SH | $5.00M 1.48% | 0.00 | 0.00 | 0.00 |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 22.64K | SH | $4.84M 1.43% | 0.00 | 0.00 | 0.00 |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 24.20K | SH | $4.39M 1.30% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | CAP STK CL C | 14.79K | SH | $4.24M 1.26% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 6.11K | SH | $3.99M 1.18% | 0.00 | 0.00 | 0.00 |
AFLAC INCORPORATEDSOLE | COM | 33.43K | SH | $3.67M 1.09% | 0.00 | 0.00 | 0.00 |
ISHARES TR EAFE VALUE ETFSOLE | EAFE VALUE ETF | 48.67K | SH | $3.62M 1.07% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 7.32K | SH | $3.51M 1.04% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONSOLE | COM | 20.57K | SH | $3.49M 1.03% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.08K | SH | $3.35M 0.99% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 11.48K | SH | $3.30M 0.98% | 0.00 | 0.00 | 0.00 |
DTE ENERGY COMPANYSOLE | COM | 22.43K | SH | $3.28M 0.97% | 0.00 | 0.00 | 0.00 |
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