Gilliland Jeter Wealth Management LLC: 13F holdings
CIK 20098862026Q2
| Positions | 195 |
|---|
| Reported value | $381.7m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 195 (+11 vs prior quarter) |
|---|
| Reported value | $381.7m (+13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INCORPORATED | 109,006 | $31.5m | 8.3% |
| NVDA NVIDIA CORPORATION | 150,036 | $30.0m | 7.9% |
| WMT WALMART INC | 114,953 | $13.0m | 3.4% |
| CAT CATERPILLAR INCORPORATED | 12,151 | $12.9m | 3.4% |
| IWF ISHARES TR RUS 1000 GRW ETF | 102,804 | $12.8m | 3.3% |
| VIG VANGUARD DIVIDEND APPRECIATION ETF | 45,802 | $10.8m | 2.8% |
| AMZN AMAZON COM INCORPORATED | 43,189 | $10.3m | 2.7% |
| LRCX LAM RESEARCH CORPORATION COM NEW | 22,647 | $9.8m | 2.6% |
| JPM JPMORGAN CHASE & COMPANY | 23,018 | $7.5m | 2.0% |
| MSFT MICROSOFT CORPORATION | 19,195 | $7.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009886")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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