Gilliland Jeter Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002009886
13F-HR · 111 reported holdings · 2026-03-31
Reported long-US-equity value
$0.27B
Top-10 concentration
48.2%
Gilliland Jeter Wealth Management LLC — $273M AUM allocation strategy
Gilliland Jeter Wealth Management LLC files SEC Form 13F and reports $273M of long US equity value across 111 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.4%, followed by Communication Services 7.0% and Financials 6.4%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Gilliland Jeter Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$273M
total across 111 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HBAN +88.1K sh · +$1.28M+$IVV +15.7K sh · +$627K+$GS +7.94K sh · +$397K
Biggest trims (shares)
−$T −4.42K sh · +$1.07M−$CCI −2.21K sh · −$248K−$LRCX −1.93K sh · +$632K
Exited to nil (held last quarter, gone now)
$DRI ($401K last qtr)$FIS ($270K last qtr)$QCOM ($238K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals10.4%—
- Semiconductors9.6%—
- Consumer Staples Merchandise Retail5.2%—
- Interactive Media & Services4.0%—
- Broadline Retail3.4%—
- Integrated Oil & Gas3.2%—
- Construction Machinery & Heavy Transportation Equipment3.1%—
- Integrated Telecommunication Services3.0%—
- Other holdings58.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 112K | $28.3M | -729 | 10.4% |
| $NVDA | NVIDIA Corporation | 150K | $26.1M | +380 | 9.6% |
| $WMT | Walmart Inc | 115K | $14.3M | -1.07K | 5.2% |
| $AMZN | Amazon.com Inc | 44K | $9.16M | -84 | 3.4% |
| $CAT | Caterpillar Inc | 12.1K | $8.61M | -48 | 3.2% |
| $T | AT&T Inc | 284K | $8.24M | -4.42K | 3.0% |
| $MSFT | Microsoft Corporation | 19.5K | $7.22M | -203 | 2.6% |
| $JPM | JP Morgan Chase & Co | 23.3K | $6.86M | -237 | 2.5% |
| $META | Meta Platforms Inc | 11.7K | $6.72M | +5 | 2.5% |
…and 102 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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