1y return+19.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $156 against $157 in the S&P 500.2
Gilliland Jeter Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Incorporated | $31.5M | 8.3% | −2.3% |
| NVDANvidia Corporation | $30.0M | 7.9% | |
| WMTWalmart Inc | $13.0M | 3.4% | |
| CATCaterpillar Incorporated | $12.9M | 3.4% | |
| IWFIshares Tr Rus 1000 Grw Etf | $12.8M | 3.3% | |
| VIGVanguard Dividend Appreciation Etf | $10.8M | 2.8% | |
| AMZNAmazon Com Incorporated | $10.3M | 2.7% | −1.8% |
| LRCXLam Research Corporation Com New | $9.8M | 2.6% | |
| JPMJpmorgan Chase & Company | $7.5M | 2.0% | −1.3% |
| MSFTMicrosoft Corporation | $7.2M | 1.9% | −1.7% |
| METAMeta Platforms Incorporated Class A | $6.7M | 1.8% | +1.3% |
| IVVIshares Tr Core S&p500 Etf | $6.2M | 1.6% | +36.1% |
| IYWIshares Tr U.s. Tech Etf | $6.1M | 1.6% | |
| VUGVanguard Growth Etf | $5.9M | 1.6% | |
| TAt&t Incorporated | $5.9M | 1.5% | |
| MPCMarathon Pete Corporation | $5.6M | 1.5% | |
| GOOGAlphabet Incorporated Cap Stk Class C | $5.2M | 1.4% | |
| CVXChevron Corporation | $4.1M | 1.1% | |
| GOOGLAlphabet Incorporated Cap Stk Class A | $4.1M | 1.1% | |
| AVGOBroadcom Incorporated | $3.9M | 1.0% | |
| AFLAflac Incorporated | $3.9M | 1.0% | |
| VVisa Incorporated Com Class A | $3.8M | 1.0% | |
| BACBank Of Amer Corporation | $3.7M | 1.0% | |
| IWDIshares Tr Rus 1000 Val Etf | $3.7M | 1.0% | +5.2% |
| EFVIshares Tr Eafe Value Etf | $3.7M | 1.0% | −1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corporation Com New | March 31, 2025 | +496.1% | $9.8M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $30.0M |
| CATCaterpillar Incorporated | December 31, 2023 | +260.2% | $12.9M |
| AVGOBroadcom Incorporated | December 31, 2023 | +238.4% | $3.9M |
| GOOGLAlphabet Incorporated Cap Stk Class A | December 31, 2023 | +155.8% | $4.1M |
| Johnson Controls Internation Shs (ireland)CUSIP G51502105 | December 31, 2023 | +153.5% | $3.4M |
| GOOGAlphabet Incorporated Cap Stk Class C | December 31, 2023 | +150.7% | $5.2M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $13.0M |
| WMBWilliams Companies Incorporated | December 31, 2023 | +113.4% | $2.6M |
| IYWIshares Tr U.s. Tech Etf | December 31, 2023 | +105.5% | $6.1M |
Sold off last quarter
- NOWServicenow Incorporated was $438K
- MKLMarkel Group Incorporated was $406K
- GPNGlobal Pmts Incorporated was $300K
- NFLXNetflix Incorporated. was $271K
- VOOVanguard Index Funds S&p 500 Etf Shs New was $240K
- Honeywell International IncorporatedCUSIP 438516106 was $220K
- BMYBristol-myers Squibb Company was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +3.8% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gilliland Jeter Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2009886&type=13F-HR&dateb=&owner=include&count=40CIK 2009886
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2009886/000200988626000003/Filed July 29, 2026 · accession 0002009886-26-000003