Gilliland Jeter Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
195
Total value ($000)
$381,734
Net value change ($000)
+44,158 (13.1%)
New positions
18
Sold out positions
7
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 4,977 102.9%
CAT 4,333 50.3%
NVDA 3,938 15.1%
AAPL 3,236 11.4%
MU 2,327 245.2%
IVV 2,237 56.1%
IWF 1,862 17.1%
IYW 1,741 39.7%
CPAI 1,492 NEW
BE 1,454 123.3%
Top Reduces (Value $000, Stocks/ETFs)
T -2,375 -28.8%
WMT -1,263 -8.8%
BSX -1,224 -51.7%
CVX -1,020 -19.9%
XOM -805 -23.1%
COP -728 -24.3%
CRM -584 -19.6%
BP -567 -21.3%
AR -550 -57.9%
NOW -438 -100.0%
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