CIK: 0001861558
Total reported value
$436.5M
Reporting period: 2025-09-30 · Number of holdings: 128
Gitterman Wealth Management, LLC disclosed 128 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of $436.5M and a quarterly turnover rate of 20.9%.
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Gitterman Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.099 — mathematically equivalent to about 10 equally-sized positions, well below its 128 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.44), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 10% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VGIT
+1.1% $2.7M
Add GRID
-2.4% $8.8M
Trim BIL
+4.8% $2.0M
Add VOO
-0.6% $10.6M
Add MSFT
+18.2% $2.7M
Add QLTY
-0.1% $9.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 19.27% | -2.35% | +1.11% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.66% | +0.63% | -0.58% | |
| 3 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 13.46% | +0.35% | -0.10% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.93% | -0.89% | +4.78% | |
| 5 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 8.35% | +1.02% | -2.44% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 6.37% | +0.30% | -1.52% | |
| 7 | PHO | Invesco Water Resources ETF | ETF-Other | 6.10% | -0.13% | -0.28% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.02% | -0.15% | +0.33% | |
| 9 | AAPL | Apple INC | Stock-Tech | 2.11% | +0.20% | +9.08% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | +0.46% | +18.23% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.22% | +0.05% | -4.33% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.03% | -0.85% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | — | -0.71% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.19% | +20.75% | |
| 15 | NEE | Nextera Energy INC | Stock-Utilities | 0.50% | +0.09% | +6.60% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.15% | +109.70% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.15% | +29.74% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.26% | — | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | — | +31.77% | |
| 20 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.25% | +0.12% | +105.64% | |
| 21 | VLTO | Veralto CORP | Stock-Industrials | 0.25% | +0.11% | +68.66% | |
| 22 | XYL | Xylem INC | Stock-Industrials | 0.24% | — | +17.83% | |
| 23 | TTEK | Tetra Tech INC | Stock-Industrials | 0.23% | +0.10% | +63.68% | |
| 24 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.23% | -0.13% | +12.49% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | — | — | |
| 26 | WTRG | Essential Utilities INC | Stock-Utilities | 0.22% | +0.10% | +100.09% | |
| 27 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 0.22% | +0.16% | +60.01% | |
| 28 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.21% | — | +13.39% | |
| 29 | AWK | American Water Works Co INC | Stock-Utilities | 0.21% | — | +96.51% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.20% | -0.15% | -5.84% | |
| 31 | PNR | Pentair plc | Stock-Industrials | 0.20% | +0.09% | +56.03% | |
| 32 | AAON | Aaon INC | Stock-Industrials | 0.19% | — | -4.67% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | +0.09% | +1.94% | |
| 34 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.19% | — | +7.40% | |
| 35 | HON | Honeywell International INC | Stock-Industrials | 0.18% | — | +31.74% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | -0.12% | +30.10% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.17% | — | — | |
| 38 | STN | Stantec INC | Stock-Other | 0.17% | — | +31.10% | |
| 39 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.17% | — | +31.11% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | -22.00% | |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.13% | — | +30.02% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | +0.13% | NEW | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | — | +26.25% | |
| 44 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.13% | +0.07% | +63.89% | |
| 45 | AVGO | Broadcom INC | Stock-Tech | 0.13% | +0.13% | NEW | |
| 46 | SWIM | Latham Group INC | Stock-Other | 0.13% | +0.08% | +134.77% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.12% | — | +9.68% | |
| 48 | ED | Consolidated Edison INC | Stock-Utilities | 0.12% | — | +125.18% | |
| 49 | HD | Home Depot INC | Stock-Consumer Disc | 0.11% | +0.11% | NEW | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | — |
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+13.2%
Based on 84% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-09-30 | 128 | $436.5M | 21 | |
| 2025-06-30 | 339 | $429.2M | 0 | |
| 2025-03-31 | 131 | $376.5M | 100 | |
| 2024-12-31 | 128 | $239.4M | 0 | |
| 2024-09-30 | 127 | $239.9M | 0 | |
| 2024-06-30 | 109 | $259.4M | 0 | |
| 2024-03-31 | 100 | $258.0M | 0 | |
| 2023-12-31 | 89 | $224.5M | 0 | |
| 2023-09-30 | 83 | $210.9M | 0 | |
| 2023-06-30 | 82 | $214.5M | 0 | |
| 2023-03-31 | 85 | $210.3M | 0 | |
| 2022-12-31 | 80 | $199.7M | 0 | |
| 2022-09-30 | 71 | $97.0M | 0 | |
| 2022-06-30 | 73 | $107.0M | 0 | |
| 2022-03-31 | 97 | $124.3M | 0 | |
| 2021-12-31 | 95 | $134.8M | 0 | |
| 2021-09-30 | 76 | $124.5M | 0 | |
| 2021-06-30 | 77 | $123.5M | 100 | |
| 2021-03-31 | 65 | $155.1M | 0 |
Gitterman Wealth Management, LLC's most significant position changes for 2025-09-30: Sold out: Ishares Core U.s. Aggregate (AGG); Sold out: Starbucks CORP (SBUX); New buy: Meta Platforms Inc-class A (META); New buy: Broadcom INC (AVGO); New buy: Home Depot INC (HD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRID | First Trst Nasd Cl Edg Sgiif | +1% | -2.44% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | -0.58% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +18.23% | Add |
| 4 | QLTY | Gmo U.s. Quality ETF | +0.4% | -0.10% | Add |
| 5 | GLD | Spdr Gold Shares | +0.3% | -1.52% | Trim |
| 6 | AAPL | Apple INC | +0.2% | +9.08% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.75% | Add |
| 8 | SBS | Cia Saneamento Basico De-adr | +0.2% | +60.01% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +109.70% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +29.74% | Add |
| 11 | AMZN | Amazon.com INC | +0.1% | +105.64% | Add |
| 12 | VLTO | Veralto CORP | +0.1% | +68.66% | Add |
| 13 | TTEK | Tetra Tech INC | +0.1% | +63.68% | Add |
| 14 | WTRG | Essential Utilities INC | +0.1% | +100.09% | Add |
| 15 | NEE | Nextera Energy INC | +0.1% | +6.60% | Add |
| 16 | PNR | Pentair plc | +0.1% | +56.03% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +1.94% | Add |
| 18 | SWIM | Latham Group INC | +0.1% | +134.77% | Add |
| 19 | WMS | Advanced Drainage Systems In | +0.1% | +63.89% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -4.33% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | -0.85% | Add |
| 22 | V | Visa Inc-class A Shares | -0.1% | -19.83% | Trim |
| 23 | IBM | Intl Business Machines CORP | -0.1% | +30.10% | Trim |
| 24 | PHO | Invesco Water Resources ETF | -0.1% | -0.28% | Add |
| 25 | MA | Mastercard INC - A | -0.1% | -10.90% | Trim |
| 26 | UNH | Unitedhealth Group INC | -0.1% | +12.49% | Add |
| 27 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | +0.33% | Add |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -5.84% | Trim |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.9% | +4.78% | Add |
| 30 | VGIT | Vanguard Intermediate-term T | -2.4% | +1.11% | Add |
| 31 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
| 32 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 33 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 34 | AVGO | Broadcom INC | — | NEW | New buy |
| 35 | HD | Home Depot INC | — | NEW | New buy |
| 36 | HTO | H2o America | — | NEW | New buy |
| 37 | WMT | Walmart INC | — | NEW | New buy |
| 38 | TSLA | Tesla INC | — | NEW | New buy |
| 39 | HCA | Hca Healthcare INC | — | EXIT | Sold out |
| 40 | MCK | Mckesson CORP | — | EXIT | Sold out |
| 41 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 42 | CAH | Cardinal Health INC | — | EXIT | Sold out |
| 43 | T | At&t INC | — | EXIT | Sold out |
| 44 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 45 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 46 | CTSH | Cognizant Tech Solutions-a | — | EXIT | Sold out |
| 47 | IP | International Paper Co | — | EXIT | Sold out |
| 48 | LOW | Lowe's Cos INC | — | EXIT | Sold out |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | VMI | Valmont Industries | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-05 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-02 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-08 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-27 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-03 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-01 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-30 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
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