Gilliland Jeter Wealth Management LLC

CIK

2009886

Location

LITTLE ROCK, AR

Portfolio Value

Small $381,732,024

Diversification

Diversified

Filing Date

Global Rank

#4,527 / 8,794 ▼ 42 · as of Jun 2026

Top Industry

Semiconductors 13.9%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

160 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

+1.1 pts

Top 5

33.5%

+4.2 pts

Top 10

47.0%

+4.8 pts

HHI

345

Diversified+51

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	27.0%	$103,186,464	30
Technology	26.8%	$102,179,195	23
Financial Services	10.6%	$40,560,262	30
Industrials	7.8%	$29,619,024	18
Energy	6.3%	$24,068,755	15
Communication Services	6.1%	$23,124,195	5
Consumer Defensive	5.1%	$19,281,062	7
Healthcare	4.2%	$15,846,364	14
Consumer Cyclical	3.5%	$13,399,331	6
Utilities	1.6%	$5,922,537	3
Basic Materials	0.7%	$2,779,743	5
Real Estate	0.5%	$1,765,092	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+95,088	276,640	$40,184,149
VB	Vanguard Morningstar Small-Cap ETF	+57,065	90,911	$11,526,125
BAI	iShares A.I. Innovation and Tech Active ETF	+30,662	146,113	$6,547,706
EDV	Vanguard World Funds Extended Duration ETF	+20,417	25,515	$2,243,023
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+17,614	25,537	$1,443,576
SMR	NUSCALE POWER Corp	+2,602	20,872	$209,346
SNOW	Snowflake Inc.	+1,251	6,244	$1,589,098
ORCL	Oracle Corp	+961	21,053	$3,085,317
AGNG	Global X Funds Global X Aging Population ETF	+840	9,007	$537,807
BNDX	Vanguard Total International Bond ETF	+775	5,957	$288,497
AIEQ	Amplify AI Powered Equity ETF	+553	7,156	$327,029
NVDA	Nvidia Corp	+477	150,036	$30,020,703
VZ	Verizon Communications Inc	+336	25,389	$1,074,970
GDV	Gabelli Dividend & Income Trust	+294	26,552	$780,628
CCI	Crown Castle Inc.	+267	7,090	$536,925
QQQ	Invesco Qqq Trust, Series 1	+204	4,528	$3,334,419
BCLO	iShares BBB-B CLO Active ETF	+164	5,230	$273,738
BKF	iShares MSCI BIC ETF	+149	33,190	$6,738,640
META	Meta Platforms, Inc.	+148	11,888	$6,696,391
VIG	Vanguard Dividend Appreciation ETF	+115	45,802	$10,837,669
BTO	John Hancock Financial Opportunities Fund	+107	37,494	$1,478,013
ALL	Allstate Corp	+94	9,625	$2,290,172
CI	Cigna Group	+90	1,677	$462,315
FCX	Freeport-Mcmoran Inc	+69	5,108	$321,242
AMT	American Tower Corp /Ma/	+62	4,224	$690,919
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AR	ANTERO RESOURCES Corp	−11,000	11,385	$400,068
BSX	Boston Scientific Corp	−10,916	26,838	$1,145,445
HBAN	Huntington Bancshares Inc /Md/	−2,989	144,846	$2,568,119
AAPL	Apple Inc.	−2,527	109,006	$31,541,976
BX	Blackstone Inc.	−1,880	2,836	$333,712
WMB	Williams Companies, Inc.	−1,615	35,402	$2,631,784
ACES	ALPS Clean Energy ETF	−1,349	34,931	$1,330,871
MRK	Merck & Co., Inc.	−1,054	22,675	$2,913,737
DVN	Devon Energy Corp/De	−987	11,284	$466,254
XOM	ExxonMobil Holdings Corp	−928	19,646	$2,686,001
T	At&T Inc.	−918	283,330	$5,864,931
COP	Conocophillips	−880	21,814	$2,267,783
CP	Canadian Pacific Kansas City Ltd/Cn	−868	12,855	$1,113,885
WCN	Waste Connections, Inc.	−804	5,337	$889,624
AMZN	Amazon Com Inc	−777	43,189	$10,293,666
CRM	Salesforce, Inc.	−678	15,260	$2,390,631
JCI	Johnson Controls International plc	−657	23,270	$3,399,979
ABT	Abbott Laboratories	−490	4,788	$434,463
ACV	Virtus Diversified Income & Convertible Fund	−369	24,780	$702,265
DAL	Delta Air Lines, Inc.	−331	8,246	$772,320
MSFT	Microsoft Corp	−323	19,195	$7,160,118
JPM	Jpmorgan Chase & Co	−313	23,018	$7,534,481
JNJ	Johnson & Johnson	−301	12,245	$3,109,862
NVS	Novartis AG	−300	6,398	$1,002,694
PG	PROCTER & GAMBLE Co	−197	7,751	$1,136,606
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
CPAI	Counterpoint Quantitative Equity ETF	28,707	$1,491,615
JDVI	John Hancock Disciplined Value International Select ETF	15,394	$1,153,934
PLTR	Palantir Technologies Inc.	5,162	$602,250
DELL	Dell Technologies Inc.	741	$319,711
TER	Teradyne, Inc	614	$297,077
STX	Seagate Technology Holdings plc	300	$289,500
SPCX	Space Exploration Technologies Corp	1,505	$257,144
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	848	$240,653
CSCO	Cisco Systems, Inc.	1,929	$226,580
AMD	Advanced Micro Devices Inc	380	$220,745
MS	Morgan Stanley	1,033	$215,938
IAU	Ishares Gold Trust	2,795	$211,050
DVVY	Invesco Diversified Dividend Opportunities ETF	4,428	$207,540
PH	Parker-Hannifin Corp	209	$204,427
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	4,185	$437,541
MKL	Markel Group Inc.	212	$405,782
GPN	Global Payments Inc	4,460	$300,158
NFLX	Netflix Inc	2,823	$271,431
HON	Honeywell International Inc	972	$219,701
BMY	Bristol Myers Squibb Co	3,312	$200,872
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

160 tracked positions · $381,732,024 total · filing declares 195 positions · $381,733,763 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 160 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	276,640	+95,088	$40,184,149	—	10.53%
AAPL	Apple Inc. Technology	Reduced	109,006	-2,527	$31,541,976	+11.4%	8.26%
NVDA	Nvidia Corp Technology	Added	150,036	+477	$30,020,703	+15.1%	7.86%
WMT	Walmart Inc. Consumer Defensive	Added	114,953	+25	$13,019,576	−8.8%	3.41%
CAT	Caterpillar Inc Industrials	Added	12,151	+3	$12,939,599	+50.3%	3.39%
VB	Vanguard Morningstar Small-Cap ETF	Added	90,911	+57,065	$11,526,125	+92.0%	3.02%
VIG	Vanguard Dividend Appreciation ETF	Added	45,802	+115	$10,837,669	+10.3%	2.84%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,189	-777	$10,293,666	+12.4%	2.70%
LRCX	Lam Research Corp Technology	Added	22,647	+7	$9,813,624	+102.9%	2.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,127	-138	$9,277,823	+23.0%	2.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,018	-313	$7,534,481	+9.8%	1.97%
MSFT	Microsoft Corp Technology	Reduced	19,195	-323	$7,160,118	−0.9%	1.88%
BKF	iShares MSCI BIC ETF	Added	33,190	+149	$6,738,640	+37.7%	1.77%
META	Meta Platforms, Inc. Communication Services	Added	11,888	+148	$6,696,391	−0.3%	1.75%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	146,113	+30,662	$6,547,706	+43.0%	1.72%
T	At&T Inc. Communication Services	Reduced	283,330	-918	$5,864,931	−28.8%	1.54%
MPC	Marathon Petroleum Corp Energy	Reduced	21,847	-186	$5,585,622	+3.8%	1.46%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	25,575	+4	$4,683,947	+26.0%	1.23%
CVX	Chevron Corp Energy	Added	24,803	+1	$4,111,345	−19.9%	1.08%
AVGO	Broadcom Inc. Technology	Reduced	10,380	-41	$3,921,045	+21.6%	1.03%
AFL	Aflac Inc Financial Services	Added	33,438	+12	$3,920,605	+6.9%	1.03%
V	Visa Inc. Financial Services	Reduced	11,075	-3	$3,799,721	+13.5%	1.00%
BAC	Bank Of America Corp /De/ Financial Services	Added	65,634	+1	$3,739,825	+16.9%	0.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,300	-16	$3,652,847	+4.2%	0.96%
DTE	Dte Energy Co Utilities	Held	22,425	0	$3,416,897	+4.2%	0.90%
JCI	Johnson Controls International plc Industrials	Reduced	23,270	-657	$3,399,979	+8.5%	0.89%
QQQ	Invesco Qqq Trust, Series 1	Added	4,528	+204	$3,334,419	+33.6%	0.87%
MU	Micron Technology Inc Technology	Added	2,838	+29	$3,275,875	+245.2%	0.86%
JNJ	Johnson & Johnson Healthcare	Reduced	12,245	-301	$3,109,862	+1.4%	0.81%
ORCL	Oracle Corp Technology	Added	21,053	+961	$3,085,317	+4.4%	0.81%
MRK	Merck & Co., Inc. Healthcare	Reduced	22,675	-1,054	$2,913,737	+2.1%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Reduced	19,646	-928	$2,686,001	−23.1%	0.70%
BE	Bloom Energy Corp Industrials	Held	8,700	0	$2,633,490	+123.4%	0.69%
WMB	Williams Companies, Inc. Energy	Reduced	35,402	-1,615	$2,631,784	−2.3%	0.69%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	144,846	-2,989	$2,568,119	+11.0%	0.67%
MSI	Motorola Solutions, Inc. Technology	Added	5,801	+2	$2,409,097	−4.3%	0.63%
CRM	Salesforce, Inc. Technology	Reduced	15,260	-678	$2,390,631	−19.6%	0.63%
PM	Philip Morris International Inc. Consumer Defensive	Held	12,729	0	$2,302,803	+9.4%	0.60%
ALL	Allstate Corp Financial Services	Added	9,625	+94	$2,290,172	+15.9%	0.60%
COP	Conocophillips Energy	Reduced	21,814	-880	$2,267,783	−24.3%	0.59%
EDV	Vanguard World Funds Extended Duration ETF	Added	25,515	+20,417	$2,243,023	+498.7%	0.59%
BCHP	Principal Focused Blue Chip ETF	Reduced	89,969	-181	$2,165,755	+5.4%	0.57%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,870	-21	$2,143,229	+14.0%	0.56%
AEP	American Electric Power Co Inc Utilities	Held	15,348	0	$2,099,759	+4.4%	0.55%
BP	Bp PLC Energy	Added	56,747	+60	$2,096,801	−21.3%	0.55%
CB	Chubb Ltd Financial Services	Reduced	6,050	-112	$2,061,477	+2.6%	0.54%
PANW	Palo Alto Networks Inc Technology	Held	5,671	0	$1,933,924	+112.7%	0.51%
LLY	ELI LILLY & Co Healthcare	Added	1,603	+11	$1,922,686	+31.3%	0.50%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	4,708	-108	$1,872,277	−15.7%	0.49%
JBHT	Hunt J B Transport Services Inc Industrials	Held	5,807	0	$1,680,720	+36.6%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.