DOSSIER · 13F-HR · Q3 2025

Gitterman Wealth Management, LLC

$436M in tracked AUM across 128 positions as of Q3 2025.

GW
CIK 0001861558 · last filed Sep 30, 2025
Total AUM
$436M
as of Q3 2025
Holdings
128
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

Gitterman Wealth Management, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
VGIT
VANGUARD SCOTTSDALE FDS
$84M1.4M19.3%
02
VOO
VANGUARD INDEX FDS
$60M97K13.7%
03
QLTY
2023 ETF SERIES TRUST II
$59M1.6M13.5%
04
BIL
SPDR SERIES TRUST
$39M425K8.9%
05
GRID
FIRST TR EXCHANGE TRADED FD
$36M241K8.3%
06
GLD
SPDR GOLD TR
$28M78K6.4%
07
PHO
INVESCO EXCHANGE TRADED FD T
$27M369K6.1%
08
HEFA
ISHARES TR
$18M443K4.0%
09
AAPL
APPLE INC
$9M36K2.1%
10
MSFT
MICROSOFT CORP
$7M13K1.6%

Filing history

2025Q3Sep 30
$436M 1.7%
128 positionsView →
2025Q2Jun 30
$429M 14.0%
339 positionsLocked
2025Q1Mar 31
$377M 57.3%
131 positionsLocked
2024Q4Dec 31
$239M 0.2%
128 positionsLocked
2024Q3Sep 30
$240M 7.5%
127 positionsLocked
2024Q2Jun 30
$259M 0.6%
109 positionsLocked
2024Q1Mar 31
$258M 14.9%
100 positionsLocked
2023Q4Dec 31
$224M 6.5%
89 positionsLocked
2023Q3Sep 30
$211M 1.7%
83 positionsLocked
2023Q2Jun 30
$214M 2.0%
82 positionsLocked
2023Q1Mar 31
$210M 5.3%
85 positionsLocked
2022Q4Dec 31
$200M 105.8%
80 positionsLocked
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