Gilliland Jeter Wealth Management LLC

CIK 0002009886 · Q2 2026

13F Equity AUM

$381.7M

+13.1% QoQ

Positions

195

+11 QoQ

AUM Rank

#4,366

Top 50%

Skill Alpha (FF)

+2.2%/yr^ns

No Clear Edge

Rank #1,280 · Top 15%

vs S&P +0.9%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 26.3%Top 10: 38.2%Top 20: 52.3%

AAPL8.3%

NVDA7.9%

WMT3.4%

CAT3.4%

IWF3.3%

VIG2.8%

AMZN2.7%

LRCX2.6%

JPM2.0%

MSFT1.9%

Others (185)61.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services36.9%

Technology26.8%

Industrials7.5%

Energy6.3%

Communication Services6.1%

Consumer Defensive4.5%

Healthcare4.2%

Consumer Cyclical3.5%

Other4.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 195Median: 0.18%Avg: 0.51%

0–0.5%

140(22.3%)

0.5–1%

34(24.3%)

1–3%

16(27.1%)

3–5%

3(10.1%)

5%+

2(16.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 195vs 20 funds

0%Low

195

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New17Increased84Decreased50Exited7

New Positions

CPAI0.4%

+29K

JHMM0.3%

+15K

PLTR0.2%

+5K

GPIQ0.1%

+7K

IWL0.1%

+2K

IALT0.1%

+13K

STX0.1%

+300

DELL0.1%

+741

TER0.1%

+614

SPACE EXPLORATION TE…0.1%

+2K

Increased

IWF3.3%

+77K(+302%)

VUG1.6%

+57K(+502%)

MGK0.6%

+20K(+400%)

CORO0.7%

+11K(+17%)

GPIX0.3%

+11K(+140%)

DYNF0.6%

+6K(+22%)

GOVT0.1%

+3K(+24%)

SMR0.1%

+3K(+14%)

BLCR0.1%

+2K(+36%)

IVV1.6%

+2K(+36%)

Decreased

AR0.1%

-11,000(-49%)

BSX0.3%

-10,916(-29%)

HBAN0.7%

-2,989(-2%)

AAPL8.3%

-2,527(-2%)

QUAL0.1%

-2,399(-60%)

BX0.1%

-1,880(-40%)

THRO0.2%

-1,873(-12%)

WMB0.7%

-1,615(-4%)

ENFR0.3%

-1,349(-4%)

MRK0.8%

-1,054(-4%)

Exited

-4,185

-212

-4,460

-2,823

-972

-401

-3,312

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...