§ 13F · FUND PROFILE
Gitterman Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $436M (13F)Positions · 128Turnover · — · Q3Filed · Nov 4, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 4, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 1.40M | $84M | 19.3% | +1% |
| 2 | VOO | VANGUARD INDEX FDS | 97K | $60M | 13.7% | −1% |
| 3 | QLTY | 2023 ETF SERIES TRUST II | 1.62M | $59M | 13.5% | ±0% |
| 4 | BIL | SPDR SERIES TRUST | 425K | $39M | 8.9% | +5% |
| 5 | GRID | FIRST TR EXCHANGE TRADED FD | 241K | $36M | 8.3% | −2% |
| 6 | GLD | SPDR GOLD TR | 78K | $28M | 6.4% | −2% |
| 7 | PHO | INVESCO EXCHANGE TRADED FD T | 369K | $27M | 6.1% | ±0% |
| 8 | HEFA | ISHARES TR | 443K | $18M | 4.0% | ±0% |
| 9 | AAPL | APPLE INC | 36K | $9M | 2.1% | +9% |
| 10 | MSFT | MICROSOFT CORP | 13K | $7M | 1.6% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GITTERMAN SIGNAL
AC read
Gitterman Wealth Management, LLC is a Other fund managing $436 million in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed