Filed: 7/29/2026ACC: 0002009886-26-000003
📋 What this filing means
GILLILAND JETER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $381.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
195
Positions
$381.73M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$217.04M56.9%
COM NEW$17.32M4.5%
RUS 1000 GRW ETF$12.77M3.3%
DIV APP ETF$10.84M2.8%
CL A$8.44M2.2%
COM CL A$6.43M1.7%
CORE S&P500 ETF$6.23M1.6%
Portfolio Concentration
Top 3$74.58M19.5%
4–10$71.34M18.7%
11–25$72.56M19.0%
Rest$163.25M42.8%
Top 3 weight
19.5%
Top 10 weight
38.2%
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)
Sole195
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings195
Rows:
APPLE INCORPORATED
SOLEShares109.01K
TypeSH
Market value$31.54M
8.26%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares150.04K
TypeSH
Market value$30.02M
7.86%
Sole
0.00
Shared
0.00
None
0.00
WALMART INC
SOLEShares114.95K
TypeSH
Market value$13.02M
3.41%
Sole
0.00
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares12.15K
TypeSH
Market value$12.94M
3.39%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 1000 GRW ETF
SOLEShares102.80K
TypeSH
Market value$12.77M
3.34%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares45.80K
TypeSH
Market value$10.84M
2.84%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares43.19K
TypeSH
Market value$10.29M
2.70%
Sole
0.00
Shared
0.00
None
0.00
LAM RESEARCH CORPORATION COM NEW
SOLEShares22.65K
TypeSH
Market value$9.81M
2.57%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY
SOLEShares23.02K
TypeSH
Market value$7.53M
1.97%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares19.20K
TypeSH
Market value$7.16M
1.88%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares11.89K
TypeSH
Market value$6.70M
1.75%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares8.31K
TypeSH
Market value$6.23M
1.63%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR U.S. TECH ETF
SOLEShares24.31K
TypeSH
Market value$6.13M
1.61%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares68.92K
TypeSH
Market value$5.94M
1.56%
Sole
0.00
Shared
0.00
None
0.00
AT&T INCORPORATED
SOLEShares283.33K
TypeSH
Market value$5.86M
1.54%
Sole
0.00
Shared
0.00
None
0.00
MARATHON PETE CORPORATION
SOLEShares21.85K
TypeSH
Market value$5.59M
1.46%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS C
SOLEShares14.65K
TypeSH
Market value$5.18M
1.36%
Sole
0.00
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares24.80K
TypeSH
Market value$4.11M
1.08%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INCORPORATED CAP STK CLASS A
SOLEShares11.48K
TypeSH
Market value$4.10M
1.07%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares10.38K
TypeSH
Market value$3.92M
1.03%
Sole
0.00
Shared
0.00
None
0.00
AFLAC INCORPORATED
SOLEShares33.44K
TypeSH
Market value$3.92M
1.03%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares11.07K
TypeSH
Market value$3.80M
1.00%
Sole
0.00
Shared
0.00
None
0.00
BANK OF AMER CORPORATION
SOLEShares65.63K
TypeSH
Market value$3.74M
0.98%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 1000 VAL ETF
SOLEShares15.20K
TypeSH
Market value$3.68M
0.97%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR EAFE VALUE ETF
SOLEShares47.90K
TypeSH
Market value$3.67M
0.96%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 109.01K | SH | $31.54M 8.26% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 150.04K | SH | $30.02M 7.86% | 0.00 | 0.00 | 0.00 |
WALMART INCSOLE | COM | 114.95K | SH | $13.02M 3.41% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | COM | 12.15K | SH | $12.94M 3.39% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 102.80K | SH | $12.77M 3.34% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.80K | SH | $10.84M 2.84% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 43.19K | SH | $10.29M 2.70% | 0.00 | 0.00 | 0.00 |
LAM RESEARCH CORPORATION COM NEWSOLE | COM NEW | 22.65K | SH | $9.81M 2.57% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 23.02K | SH | $7.53M 1.97% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 19.20K | SH | $7.16M 1.88% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 11.89K | SH | $6.70M 1.75% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 8.31K | SH | $6.23M 1.63% | 0.00 | 0.00 | 0.00 |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 24.31K | SH | $6.13M 1.61% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 68.92K | SH | $5.94M 1.56% | 0.00 | 0.00 | 0.00 |
AT&T INCORPORATEDSOLE | COM | 283.33K | SH | $5.86M 1.54% | 0.00 | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 21.85K | SH | $5.59M 1.46% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS CSOLE | CAP STK CL C | 14.65K | SH | $5.18M 1.36% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 24.80K | SH | $4.11M 1.08% | 0.00 | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 11.48K | SH | $4.10M 1.07% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 10.38K | SH | $3.92M 1.03% | 0.00 | 0.00 | 0.00 |
AFLAC INCORPORATEDSOLE | COM | 33.44K | SH | $3.92M 1.03% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.07K | SH | $3.80M 1.00% | 0.00 | 0.00 | 0.00 |
BANK OF AMER CORPORATIONSOLE | COM | 65.63K | SH | $3.74M 0.98% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 VAL ETFSOLE | RUS 1000 VAL ETF | 15.20K | SH | $3.68M 0.97% | 0.00 | 0.00 | 0.00 |
ISHARES TR EAFE VALUE ETFSOLE | EAFE VALUE ETF | 47.90K | SH | $3.67M 0.96% | 0.00 | 0.00 | 0.00 |
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