Gilliland Jeter Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$337,576
Net value change ($000)
+6,732 (2.0%)
New positions
17
Sold out positions
7
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFV 3,128 638.4%
CORO 2,076 NEW
OEF 1,995 NEW
MPC 1,788 49.8%
CAT 1,620 23.2%
WMT 1,359 10.5%
HBAN 1,277 123.1%
CVX 1,244 32.0%
T 1,070 14.9%
XOM 999 40.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,312 -24.2%
AAPL -2,213 -7.3%
NVDA -1,739 -6.3%
CADE -1,459 -100.0%
BSX -1,231 -34.2%
IWF -1,193 -9.9%
META -1,029 -13.3%
AMZN -1,011 -9.9%
ORCL -959 -24.5%
JPM -731 -9.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type