Institutional Fund
Gilliland Jeter Wealth Management LLC
Little Rock, ARCIK 20098865 filings on record
Portfolio Value
$337.58M
Q1 2026
Holdings
184
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+2.0%
from $330.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.4%
- Nvidia Corporation7.7%
- Walmart Inc4.2%
- Ishares Tr3.2%
- Vanguard Specialized Funds2.9%
- Amazon Com Inc2.7%
- Other70.8%
Portfolio Holdings
184 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 111.5K | $28.31M | 8.4% | −729 | Reduced |
| 2 | Nvidia Corporation | 149.6K | $26.08M | 7.7% | +380 | Added |
| 3 | Walmart Inc | 114.9K | $14.28M | 4.2% | −1.1K | Reduced |
| 4 | Ishares Tr | 25.6K | $10.90M | 3.2% | +12 | Added |
| 5 | Vanguard Specialized Funds | 45.7K | $9.83M | 2.9% | +106 | Added |
| 6 | Amazon Com Inc | 44.0K | $9.16M | 2.7% | −84 | Reduced |
| 7 | Caterpillar Inc | 12.1K | $8.61M | 2.5% | −48 | Reduced |
| 8 | At&T Inc | 284.2K | $8.24M | 2.4% | −4.4K | Reduced |
| 9 | Microsoft Corp | 19.5K | $7.22M | 2.1% | −203 | Reduced |
| 10 | Jpmorgan Chase & Co. | 23.3K | $6.86M | 2.0% | −237 | Reduced |
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