Gitterman Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1861558 · latest 13F-HR filed 2025-11-04
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, exited 215, added to 95, and trimmed 14.
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.
$436.5M
Long-equity book
128
Distinct positions
2025-09-30
Filed 2025-11-04
+4 / −215 / ↑95 / ↓14
vs 2025-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$4.0M +7.2%
- SPDR GOLD TR$3.6M +14.8%
- 2023 ETF SERIES TRUST II$3.1M +5.5%
- APPLE INC$2.4M +35.4%
- FIRST TR EXCHANGE TRADED FD$2.1M +6.0%
Top Trims
- NOVO-NORDISK A S-$287.0K -24.3%
- CISCO SYS INC-$280.1K -56.0%
- AXON ENTERPRISE INC-$252.4K -53.4%
- MCDONALDS CORP-$227.1K -43.3%
- VERIZON COMMUNICATIONS INC-$202.9K -40.2%
New Positions
- OLD REP INTL CORP$310.0K
- ANALOG DEVICES INC$279.6K
- TRUIST FINL CORP$235.3K
- CHEVRON CORP NEW$223.8K
Exited Positions
- ISHARES TR$694.8K
- AT&T INC$653.2K
- AUTODESK INC$569.5K
- NASDAQ INC$503.3K
- STARBUCKS CORP$440.8K
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 |
| 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 |