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CIK: 0001861558
Total reported value
$436.5M
$436.5M
339 檔
60.9%
According to the latest 13F quarterly dataset, Gitterman Wealth Management, LLC managed an equity portfolio of $436.5M at the end of Q2 2025, spanning 339 distinct U.S. exchange-listed positions.
During Q2 2025, Gitterman Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 339 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 19.31% | -2.35% | +1.12% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 12.97% | +0.35% | +2.90% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.96% | +0.63% | +2.58% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.67% | -0.89% | +0.63% | |
| 5 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 8.01% | +1.02% | +1.27% | |
| 6 | PHO | Invesco Water Resources ETF | ETF-Other | 6.03% | -0.13% | +1.80% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 5.64% | +0.30% | +0.24% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.90% | -0.15% | +2.00% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.20% | +2.73% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | +0.46% | -0.04% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.05% | +5.80% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.03% | +0.90% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | — | -0.06% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | +0.09% | +23.45% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.19% | -4.78% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.28% | -0.15% | -10.39% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.22% | — | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | +28.03% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.15% | — | |
| 21 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.19% | — | -5.25% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | -0.13% | +0.04% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | — | +0.12% | |
| 24 | XYL | Xylem Inc | Stock-Industrials | 0.18% | — | +1.80% | |
| 25 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.18% | — | -1.39% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | +0.09% | +64.41% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.17% | — | — | |
| 28 | AAON | Aaon Inc | Stock-Industrials | 0.16% | — | -0.10% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.16% | -0.17% | EXIT | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.15% | — | +4.27% | |
| 31 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.15% | +0.10% | +9.70% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.15% | -0.11% | EXIT | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.15% | -42.52% | |
| 34 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.14% | — | -3.95% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.14% | — | +57.68% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | -0.12% | -53.39% | |
| 37 | VLTO | Veralto CORP | Stock-Industrials | 0.14% | +0.11% | +11.51% | |
| 38 | STN | Stantec Inc | Stock-Other | 0.13% | — | -7.31% | |
| 39 | ADSK | Autodesk Inc | Stock-Tech | 0.13% | — | — | |
| 40 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 0.12% | +0.16% | +95.40% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.12% | -7.46% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | — | +82.98% | |
| 43 | PNR | Pentair plc | Stock-Industrials | 0.12% | +0.09% | +7.81% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.12% | — | — | |
| 45 | NDAQ | Nasdaq Inc | Stock-Financials | 0.12% | — | +87.60% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.12% | — | +109.77% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | — | |
| 48 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.11% | — | +0.88% | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.11% | — | — | |
| 50 | AWK | American Water Works Co Inc | Stock-Utilities | 0.11% | — | -15.10% |
According to official SEC Form 13F filings, Gitterman Wealth Management, LLC reported a total U.S. public equity portfolio value of $436.5M across 339 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, QLTY, VOO) accounted for 60.9% of total reported equity market value during Q2 2025.
During Q2 2025, Gitterman Wealth Management, LLC's top holdings by market value included VGIT (19.3%)、QLTY (13.0%)、VOO (13.0%). The largest single position, VGIT, represented 19.3% of total portfolio value.
In Q2 2025, Gitterman Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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