Top Institutional Investors

Gitterman Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1861558 · latest 13F-HR filed 2025-11-04

Backtest portfolio

Gitterman Wealth Management, LLC manages $436.5M in 13F-reported U.S. long-equity assets across 128 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are VGIT (19.27%), VOO (13.66%), QLTY (13.46%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 4 new positions and exited 215; 95 existing positions rose in reported value and 14 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$436.5M

Long-equity book

Holdings
128

Distinct positions

Period
2025-09-30

Filed 2025-11-04

Q/Q Activity
+4 / −215 / ↑95 / ↓14

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
VGIT19.3% · +1%VOO13.7% · -1%QLTY13.5% · -0%BIL8.9% · +5%GRID8.3% · -2%GLD6.4% · -2%PHO6.1% · -0%HEFA4.0% · +0%AAPL2.1% · +9%MSFT1.6% · +18%VTI1.2% · -4%IVV1.1% · -1%JNJ0.6% · -1%GOOGL0.5% · +21%NEE0.5% · +7%NVDA0.4% · +110%GOOG0.3% · +30%NOC0.3% · 0%XOM0.3% · +32%AMZN0.2% · +106%VLTO0.2% · +69%XYL0.2% · +18%TTEK0.2% · +64%UNH0.2% · +12%IWF0.2% · 0%WTRG0.2% · +100%SBS0.2% · +60%TBIL0.2% · +13%AWK0.2% · +96%NVO0.2% · -6%PNR0.2% · +56%AAON0.2% · -5%JPM0.2% · +2%NUBD0.2% · +7%HON0.2% · +32%IBM0.2% · +30%BRK.A0.2% · 0%STN0.2% · +31%CNM0.2% · +31%BRK.B0.2% · -22%FBTC0.1% · +30%META0.1% · +469%PG0.1% · +26%WMS0.1% · +64%AVGO0.1% · +1250%SWIM0.1% · +135%TSM0.1% · +10%ED0.1% · +125%HD0.1% · +147%QQQ0.1% · 0%SMH0.1% · +36%CWT0.1% · +131%J0.1% · +15%WTTR0.1% · +177%NVS0.1% · +10%KKR0.1% · 0%HTO0.1% · +194%WMT0.1% · +229%DE0.1% · -21%TSLA0.1% · +730%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 83.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 28, 2025.

Assets Under Management
$666.1M
Discretionary
$666.1M
Employees
17
Accounts
558
Address
379 THORNALL STREET
6TH FLOOR
EDISON, NJ 08837
Phone
(848) 248-4405
Website
Name Title / Status Ownership Type
EASLEY, JENNIFER, ANNE ControlDIRECTOR, OPERATIONS
since Jan 2022
Less than 5%Individual
GITTERMAN FINANCIAL HOLDINGS, LLC ControlMEMBER
since Oct 2019
75% or moreDomestic Entity
GITTERMAN, JEFFREY, LEWIS ControlCO-FOUNDING PARTNER
since Mar 2010
Less than 5%Individual
RAUCH, ELIAS, STUART ControlCO-FOUNDING PARTNER
since Mar 2010
Less than 5%Individual
GILLESPIE, STACEY, JEANCHIEF COMPLIANCE OFFICER
since Oct 2024
Less than 5%Individual
GITTERMAN, JEFFREY, LEWIS Control
Indirect owner via GITTERMANRAUCH HOLDINGS LLC
MEMBER
since Sep 2019
50–75%Individual
GITTERMANRAUCH HOLDINGS LLC Control
Indirect owner via GITTERMAN FINANCIAL HOLDINGS, LLC
MEMBER
since Oct 2019
50–75%Domestic Entity
RAUCH, ELIAS, STUART Control
Indirect owner via GITTERMANRAUCH HOLDINGS LLC
MEMBER
since Sep 2019
25–50%Individual
MERCHANT WEALTH MANAGEMENT HOLDINGS 3 LLC
Indirect owner via GITTERMAN FINANCIAL HOLDINGS, LLC
INDIRECT OWNER
since Mar 2025
25–50%Domestic Entity
Ownership & leadership changes · 12 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2025 filing
  • AddedMERCHANT WEALTH MANAGEMENT HOLDINGS 3 LLC · INDIRECT OWNER · 25–50% · indirect via GITTERMAN FINANCIAL HOLDINGS, LLC
  • Listed againEASLEY, JENNIFER, ANNE · DIRECTOR, OPERATIONS · Less than 5% · control person
  • ChangedGITTERMANRAUCH HOLDINGS LLC · indirect via GITTERMAN FINANCIAL HOLDINGS, LLC: ownership 75% or more → 50–75%
Oct 3, 2024 filing
  • No longer listedDOLAN, ERIK, J · CCO · Less than 5% · control person · listed since May 2023
  • AddedGILLESPIE, STACEY, JEAN · CHIEF COMPLIANCE OFFICER · Less than 5%
May 15, 2023 filing
  • No longer listedMOONEY, ABIGAIL, KATZEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2022
  • AddedDOLAN, ERIK, J · CCO · Less than 5% · control person
Jan 3, 2023 filing
  • No longer listedKim, Jihoon · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2021
  • AddedMOONEY, ABIGAIL, KATZEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Oct 1, 2021 filing
  • No longer listedDALKIN, JOCELYN, M · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Mar 2021
  • AddedKim, Jihoon · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 29, 2021 filing
  • No longer listedGITTERMANRAUCH HOLDINGS LLC · MANAGING MEMBER · 75% or more · control person · listed since Oct 2019
  • No longer listedGITTERMANRAUCH HOLDINGS LLC · MANAGING MEMBER · 75% or more · indirect via GITTERMANRAUCH HOLDINGS LLC · control person · listed since Oct 2019
  • AddedDALKIN, JOCELYN, M · CHIEF COMPLIANCE OFFICER · Less than 5%
  • AddedGITTERMAN FINANCIAL HOLDINGS, LLC · MEMBER · 75% or more · control person
  • AddedGITTERMAN, JEFFREY, LEWIS · MEMBER · 50–75% · indirect via GITTERMANRAUCH HOLDINGS LLC · control person
  • AddedGITTERMANRAUCH HOLDINGS LLC · MEMBER · 75% or more · indirect via GITTERMAN FINANCIAL HOLDINGS, LLC · control person
  • AddedRAUCH, ELIAS, STUART · MEMBER · 25–50% · indirect via GITTERMANRAUCH HOLDINGS LLC · control person
  • ChangedGITTERMAN, JEFFREY, LEWIS · title CO-FOUNDING PARTNER/CHIEF COMPLIANCE OFFICER → CO-FOUNDING PARTNER
Mar 1, 2021 filing
  • AddedGITTERMANRAUCH HOLDINGS LLC · MANAGING MEMBER · 75% or more · indirect via GITTERMANRAUCH HOLDINGS LLC · control person
Feb 25, 2021 filing
  • No longer listedDAVIS, GARY, DEE · CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2015
  • ChangedGITTERMAN, JEFFREY, LEWIS · title CO-FOUNDING PARTNER → CO-FOUNDING PARTNER/CHIEF COMPLIANCE OFFICER
Mar 30, 2020 filing
  • AddedGITTERMANRAUCH HOLDINGS LLC · MANAGING MEMBER · 75% or more · control person
  • ChangedGITTERMAN, JEFFREY, LEWIS · title MANAGING MEMBER/CHIEF EXECUTIVE OFFICER → CO-FOUNDING PARTNER; ownership 50–75% → Less than 5%
  • ChangedRAUCH, ELIAS, STUART · title CHIEF INVESTMENT OFFICER → CO-FOUNDING PARTNER; ownership 25–50% → Less than 5%
Mar 29, 2016 filing
  • ChangedDAVIS, GARY, DEE · title CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER
  • ChangedGITTERMAN, JEFFREY, LEWIS · title MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER → MANAGING MEMBER/CHIEF EXECUTIVE OFFICER
Older changes (3 more filings)
Nov 25, 2015 filing
  • No longer listedEASLEY, JENNIFER, ANNE · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Nov 2013
  • AddedDAVIS, GARY, DEE · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Nov 15, 2013 filing
  • No longer listedKATZ, DAVID, IRWIN · CHIEF OPERATING OFFICER · 25–50% · control person · listed since Mar 2010
  • AddedEASLEY, JENNIFER, ANNE · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedGITTERMAN, JEFFREY, LEWIS · title MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER → MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER
Mar 30, 2012 filing (earliest on record)
  • ListedGITTERMAN, JEFFREY, LEWIS · MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedKATZ, DAVID, IRWIN · CHIEF OPERATING OFFICER · 25–50% · control person
  • ListedRAUCH, ELIAS, STUART · CHIEF INVESTMENT OFFICER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 95 →

Top Trims

Show all 14 →

New Positions

Show all 4 →

Exited Positions

Show all 215 →

Gitterman Wealth Management, LLC Holdings (2025-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $84.1M 19.27% 1,401,122 SH
2 VANGUARD INDEX FDS VOO 922908363 $59.6M 13.66% 97,320 SH
3 2023 ETF SERIES TRUST II QLTY 90139K100 $58.7M 13.46% 1,623,342 SH
4 SPDR SERIES TRUST BIL 78468R663 $39.0M 8.93% 424,957 SH
5 FIRST TR EXCHANGE TRADED FD GRID 33737A108 $36.4M 8.35% 241,144 SH
6 SPDR GOLD TR GLD 78463V107 $27.8M 6.37% 78,262 SH
7 INVESCO EXCHANGE TRADED FD T PHO 46137V142 $26.6M 6.10% 368,922 SH
8 ISHARES TR HEFA 46434V803 $17.5M 4.02% 442,646 SH
9 APPLE INC AAPL 037833100 $9.2M 2.11% 36,222 SH
10 MICROSOFT CORP MSFT 594918104 $6.9M 1.58% 13,290 SH
11 VANGUARD INDEX FDS VTI 922908769 $5.3M 1.22% 16,194 SH
12 ISHARES TR IVV 464287200 $4.9M 1.13% 7,351 SH
13 JOHNSON & JOHNSON JNJ 478160104 $2.6M 0.59% 13,905 SH
14 ALPHABET INC GOOGL 02079K305 $2.4M 0.54% 9,763 SH
15 NEXTERA ENERGY INC NEE 65339F101 $2.2M 0.50% 28,917 SH
16 NVIDIA CORPORATION NVDA 67066G104 $1.5M 0.35% 8,214 SH
17 ALPHABET INC GOOG 02079K107 $1.5M 0.34% 6,025 SH
18 NORTHROP GRUMMAN CORP NOC 666807102 $1.1M 0.26% 1,860 SH
19 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.25% 9,855 SH
20 AMAZON COM INC AMZN 023135106 $1.1M 0.25% 4,921 SH
21 VERALTO CORP VLTO 92338C103 $1.1M 0.25% 10,096 SH
22 XYLEM INC XYL 98419M100 $1.0M 0.24% 6,991 SH
23 TETRA TECH INC NEW TTEK 88162G103 $1.0M 0.23% 30,211 SH
24 UNITEDHEALTH GROUP INC UNH 91324P102 $1.0M 0.23% 2,909 SH
25 ISHARES TR IWF 464287614 $988.8K 0.23% 2,111 SH
26 ESSENTIAL UTILS INC WTRG 29670G102 $954.9K 0.22% 23,933 SH
27 COMPANHIA DE SANEAMENTO BASI SBS 20441A102 $953.2K 0.22% 38,295 SH
28 RBB FD INC TBIL 74933W452 $928.4K 0.21% 18,568 SH
29 AMERICAN WTR WKS CO INC NEW AWK 030420103 $917.9K 0.21% 6,595 SH
30 NOVO-NORDISK A S NVO 670100205 $894.1K 0.20% 16,113 SH
31 PENTAIR PLC PNR G7S00T104 $870.8K 0.20% 7,861 SH
32 AAON INC AAON 000360206 $847.9K 0.19% 9,074 SH
33 JPMORGAN CHASE & CO. JPM 46625H100 $829.2K 0.19% 2,628 SH
34 NUSHARES ETF TR NUBD 67092P870 $825.3K 0.19% 36,753 SH
35 HONEYWELL INTL INC HON 438516106 $791.5K 0.18% 3,760 SH
36 INTERNATIONAL BUSINESS MACHS IBM 459200101 $759.9K 0.17% 2,693 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $754.2K 0.17% 1 SH
38 STANTEC INC STN 85472N109 $743.4K 0.17% 6,897 SH
39 CORE & MAIN INC CNM 21874C102 $723.4K 0.17% 13,439 SH
40 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $712.9K 0.16% 1,418 SH
41 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $585.4K 0.13% 5,865 SH
42 META PLATFORMS INC META 30303M102 $581.0K 0.13% 791 SH
43 PROCTER AND GAMBLE CO PG 742718109 $576.3K 0.13% 3,751 SH
44 ADVANCED DRAIN SYS INC DEL WMS 00790R104 $572.9K 0.13% 4,130 SH
45 BROADCOM INC AVGO 11135F101 $557.0K 0.13% 1,688 SH
46 LATHAM GROUP INC SWIM 51819L107 $553.9K 0.13% 72,789 SH
47 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $509.9K 0.12% 1,824 SH
48 CONSOLIDATED EDISON INC ED 209115104 $505.2K 0.12% 5,026 SH
49 HOME DEPOT INC HD 437076102 $495.1K 0.11% 1,222 SH
50 INVESCO QQQ TR QQQ 46090E103 $476.7K 0.11% 794 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-04 $436.5M 128 0001172661-25-004565
2025-06-30 2025-08-12 $429.2M 339 0001172661-25-003057