Gitterman Wealth Management, LLC

Est. AUM

$436.5M

13F long equity, this entity only

Positions

128

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$84.1M	1401122	19.27%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$59.6M	97320	13.66%	SOLE
3	2023 ETF SERIES TRUST II	GMO US QUALITY E	$58.7M	1623342	13.46%	SOLE
4	SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$39.0M	424957	8.93%	SOLE
5	FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$36.4M	241144	8.35%	SOLE
6	SPDR GOLD TR	GOLD SHS	$27.8M	78262	6.37%	SOLE
7	INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$26.6M	368922	6.10%	SOLE
8	ISHARES TR	HDG MSCI EAFE	$17.5M	442646	4.02%	SOLE
9	APPLE INC	COM	$9.2M	36222	2.11%	SOLE
10	MICROSOFT CORP	COM	$6.9M	13290	1.58%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$5.3M	16194	1.22%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$4.9M	7351	1.13%	SOLE
13	JOHNSON & JOHNSON	COM	$2.6M	13905	0.59%	SOLE
14	ALPHABET INC	CAP STK CL A	$2.4M	9763	0.54%	SOLE
15	NEXTERA ENERGY INC	COM	$2.2M	28917	0.50%	SOLE
16	NVIDIA CORPORATION	COM	$1.5M	8214	0.35%	SOLE
17	ALPHABET INC	CAP STK CL C	$1.5M	6025	0.34%	SOLE
18	NORTHROP GRUMMAN CORP	COM	$1.1M	1860	0.26%	SOLE
19	EXXON MOBIL CORP	COM	$1.1M	9855	0.25%	SOLE
20	AMAZON COM INC	COM	$1.1M	4921	0.25%	SOLE
21	VERALTO CORP	COM SHS	$1.1M	10096	0.25%	SOLE
22	XYLEM INC	COM	$1.0M	6991	0.24%	SOLE
23	TETRA TECH INC NEW	COM	$1.0M	30211	0.23%	SOLE
24	UNITEDHEALTH GROUP INC	COM	$1.0M	2909	0.23%	SOLE
25	ISHARES TR	RUS 1000 GRW ETF	$989K	2111	0.23%	SOLE
26	ESSENTIAL UTILS INC	COM	$955K	23933	0.22%	SOLE
27	COMPANHIA DE SANEAMENTO BASI	SPONSORED ADR	$953K	38295	0.22%	SOLE
28	RBB FD INC	US TREAS 3 MNTH	$928K	18568	0.21%	SOLE
29	AMERICAN WTR WKS CO INC NEW	COM	$918K	6595	0.21%	SOLE
30	NOVO-NORDISK A S	ADR	$894K	16113	0.20%	SOLE
31	PENTAIR PLC	SHS	$871K	7861	0.20%	SOLE
32	AAON INC	COM PAR $0.004	$848K	9074	0.19%	SOLE
33	JPMORGAN CHASE & CO.	COM	$829K	2628	0.19%	SOLE
34	NUSHARES ETF TR	NUVEEN ESG US	$825K	36753	0.19%	SOLE
35	HONEYWELL INTL INC	COM	$791K	3760	0.18%	SOLE
36	INTERNATIONAL BUSINESS MACHS	COM	$760K	2693	0.17%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL A	$754K	1	0.17%	SOLE
38	STANTEC INC	COM	$743K	6897	0.17%	SOLE
39	CORE & MAIN INC	CL A	$723K	13439	0.17%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$713K	1418	0.16%	SOLE
41	FIDELITY WISE ORIGIN BITCOIN	SHS	$585K	5865	0.13%	SOLE
42	META PLATFORMS INC	CL A	$581K	791	0.13%	SOLE
43	PROCTER AND GAMBLE CO	COM	$576K	3751	0.13%	SOLE
44	ADVANCED DRAIN SYS INC DEL	COM	$573K	4130	0.13%	SOLE
45	BROADCOM INC	COM	$557K	1688	0.13%	SOLE
46	LATHAM GROUP INC	COM	$554K	72789	0.13%	SOLE
47	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$510K	1824	0.12%	SOLE
48	CONSOLIDATED EDISON INC	COM	$505K	5026	0.12%	SOLE
49	HOME DEPOT INC	COM	$495K	1222	0.11%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$477K	794	0.11%	SOLE

1–50 of 128

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.