Gilliland Jeter Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$395,308
Net value change ($000)
+13,574 (3.6%)
New positions
4
Sold out positions
6
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 4,442 14.1%
NVDA 4,120 13.7%
MPC 2,884 51.6%
MSFT 2,647 37.0%
META 1,833 27.4%
CRM 1,044 43.7%
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 976 379.8%
CVX 966 23.5%
T 899 15.3%
CPAI 621 41.6%
Top Reduces (Value $000, Stocks/ETFs)
CAT -3,095 -23.9%
XOM -2,686 -100.0%
LRCX -2,336 -23.8%
WMT -1,184 -9.1%
DTE -686 -20.1%
MBB -425 -100.0%
JBHT -380 -22.6%
HBAN -377 -14.7%
DTM -306 -18.6%
BSX -303 -26.5%
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