Gilliland Jeter Wealth Management
Gilliland Jeter Wealth Management reported 193 stocks worth $395M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (9.1%), NVDA (8.6%) and IWF (3.3%). Compared with Q2 2026, the fund added to LRCX, IVV and IYW, trimmed AAPL, NVDA and WMT and sold out of XOM, MBB and XAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $36M | 9.1% | 108K | −953 (−1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $34.1M | 8.6% | 149K | −543 (−0%) | 8 of 8 | |
| 3 |  IWF Ishares TR | $12.9M | 3.3% | 103K | No change | 8 of 8 | |
| 4 |  WMT Walmart Inc | $11.8M | 3.0% | 114K | −1,057 (−1%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $10.7M | 2.7% | 46K | −91 (−0%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $10.6M | 2.7% | 42K | −729 (−2%) | 8 of 8 | |
| 7 |  CAT Caterpillar Inc | $9.8M | 2.5% | 12K | No change | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $9.8M | 2.5% | 19K | −74 (−0%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $8.5M | 2.2% | 12K | −125 (−1%) | 8 of 8 | |
| 10 |  MPC Marathon Petroleum | $8.5M | 2.1% | 21K | −426 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.7M | 20K |
 MBB Ishares TR | $425K | 4,493 |
 XAR Spdr Series Trust | $241K | 848 |
 MS Morgan Stanley | $216K | 1,033 |
 HAL Halliburton Co | $206K | 6,080 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gilliland Jeter Wealth Management 13F FAQ
What does Gilliland Jeter Wealth Management own?
Gilliland Jeter Wealth Management reported 193 stocks worth $395M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (9.1%), NVDA (8.6%) and IWF (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Gilliland Jeter Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 67 added to, 59 trimmed and 6 sold out. It sold all of XOM, MBB and XAR.
When will Gilliland Jeter Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Gilliland Jeter Wealth Management's portfolio worth?
The Q3 2026 filing reports $395M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.