Filed: 5/14/2025ACC: 0001172661-25-001806
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $376.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$376.51M
Total AUM (reported)
5.53M
Total Shares
Allocation by class
INTER TERM TREAS$81.40M21.6%
GMO US QUALITY E$49.36M13.1%
S&P 500 ETF SHS$49.04M13.0%
COM$41.95M11.1%
BLOOMBERG 1-3 MO$36.97M9.8%
NASDQ CLN EDGE$27.61M7.3%
WATER RES ETF$23.45M6.2%
Portfolio Concentration
Top 3$179.81M47.8%
4–10$138.15M36.7%
11–25$23.12M6.1%
Rest$35.43M9.4%
Top 3 weight
47.8%
Top 10 weight
84.4%
Voting Authority Distribution
Total shares with voting rights: 5.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole131
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings131
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.37M
TypeSH
Market value$81.40M
21.62%
Sole
0.00
Shared
0.00
None
1.37M
2023 ETF SERIES TRUST II
SOLEShares1.58M
TypeSH
Market value$49.36M
13.11%
Sole
0.00
Shared
0.00
None
1.58M
VANGUARD INDEX FDS
SOLEShares95.43K
TypeSH
Market value$49.04M
13.03%
Sole
0.00
Shared
0.00
None
95.43K
SPDR SER TR
SOLEShares403.02K
TypeSH
Market value$36.97M
9.82%
Sole
0.00
Shared
0.00
None
403.02K
FIRST TR EXCHANGE TRADED FD
SOLEShares244.09K
TypeSH
Market value$27.61M
7.33%
Sole
0.00
Shared
0.00
None
244.09K
INVESCO EXCHANGE TRADED FD T
SOLEShares363.42K
TypeSH
Market value$23.45M
6.23%
Sole
0.00
Shared
0.00
None
363.42K
SPDR GOLD TR
SOLEShares79.28K
TypeSH
Market value$22.84M
6.07%
Sole
0.00
Shared
0.00
None
79.28K
ISHARES TR
SOLEShares432.51K
TypeSH
Market value$15.70M
4.17%
Sole
0.00
Shared
0.00
None
432.51K
APPLE INC
SOLEShares32.32K
TypeSH
Market value$7.18M
1.91%
Sole
0.00
Shared
0.00
None
32.32K
VANGUARD INDEX FDS
SOLEShares16K
TypeSH
Market value$4.40M
1.17%
Sole
0.00
Shared
0.00
None
16K
MICROSOFT CORP
SOLEShares11.25K
TypeSH
Market value$4.22M
1.12%
Sole
0.00
Shared
0.00
None
11.25K
ISHARES TR
SOLEShares7.35K
TypeSH
Market value$4.13M
1.10%
Sole
0.00
Shared
0.00
None
7.35K
JOHNSON & JOHNSON
SOLEShares14.01K
TypeSH
Market value$2.32M
0.62%
Sole
0.00
Shared
0.00
None
14.01K
NEXTERA ENERGY INC
SOLEShares21.97K
TypeSH
Market value$1.56M
0.41%
Sole
0.00
Shared
0.00
None
21.97K
UNITEDHEALTH GROUP INC
SOLEShares2.58K
TypeSH
Market value$1.35M
0.36%
Sole
0.00
Shared
0.00
None
2.58K
NOVO-NORDISK A S
SOLEShares19.10K
TypeSH
Market value$1.33M
0.35%
Sole
0.00
Shared
0.00
None
19.10K
ALPHABET INC
SOLEShares8.49K
TypeSH
Market value$1.31M
0.35%
Sole
0.00
Shared
0.00
None
8.49K
INTERNATIONAL BUSINESS MACHS
SOLEShares4.44K
TypeSH
Market value$1.11M
0.29%
Sole
0.00
Shared
0.00
None
4.44K
NORTHROP GRUMMAN CORP
SOLEShares1.86K
TypeSH
Market value$952.3K
0.25%
Sole
0.00
Shared
0.00
None
1.86K
EXXON MOBIL CORP
SOLEShares7.47K
TypeSH
Market value$888.3K
0.24%
Sole
0.00
Shared
0.00
None
7.47K
RBB FD INC
SOLEShares17.28K
TypeSH
Market value$864.4K
0.23%
Sole
0.00
Shared
0.00
None
17.28K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$798.4K
0.21%
Sole
0.00
Shared
0.00
None
1.00
NUSHARES ETF TR
SOLEShares34.70K
TypeSH
Market value$769.9K
0.20%
Sole
0.00
Shared
0.00
None
34.70K
ISHARES TR
SOLEShares2.11K
TypeSH
Market value$762.3K
0.20%
Sole
0.00
Shared
0.00
None
2.11K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.42K
TypeSH
Market value$756.3K
0.20%
Sole
0.00
Shared
0.00
None
1.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.37M | SH | $81.40M 21.62% | 0.00 | 0.00 | 1.37M |
2023 ETF SERIES TRUST IISOLE | GMO US QUALITY E | 1.58M | SH | $49.36M 13.11% | 0.00 | 0.00 | 1.58M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 95.43K | SH | $49.04M 13.03% | 0.00 | 0.00 | 95.43K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 403.02K | SH | $36.97M 9.82% | 0.00 | 0.00 | 403.02K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 244.09K | SH | $27.61M 7.33% | 0.00 | 0.00 | 244.09K |
INVESCO EXCHANGE TRADED FD TSOLE | WATER RES ETF | 363.42K | SH | $23.45M 6.23% | 0.00 | 0.00 | 363.42K |
SPDR GOLD TRSOLE | GOLD SHS | 79.28K | SH | $22.84M 6.07% | 0.00 | 0.00 | 79.28K |
ISHARES TRSOLE | HDG MSCI EAFE | 432.51K | SH | $15.70M 4.17% | 0.00 | 0.00 | 432.51K |
APPLE INCSOLE | COM | 32.32K | SH | $7.18M 1.91% | 0.00 | 0.00 | 32.32K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16K | SH | $4.40M 1.17% | 0.00 | 0.00 | 16K |
MICROSOFT CORPSOLE | COM | 11.25K | SH | $4.22M 1.12% | 0.00 | 0.00 | 11.25K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.35K | SH | $4.13M 1.10% | 0.00 | 0.00 | 7.35K |
JOHNSON & JOHNSONSOLE | COM | 14.01K | SH | $2.32M 0.62% | 0.00 | 0.00 | 14.01K |
NEXTERA ENERGY INCSOLE | COM | 21.97K | SH | $1.56M 0.41% | 0.00 | 0.00 | 21.97K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.58K | SH | $1.35M 0.36% | 0.00 | 0.00 | 2.58K |
NOVO-NORDISK A SSOLE | ADR | 19.10K | SH | $1.33M 0.35% | 0.00 | 0.00 | 19.10K |
ALPHABET INCSOLE | CAP STK CL A | 8.49K | SH | $1.31M 0.35% | 0.00 | 0.00 | 8.49K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 4.44K | SH | $1.11M 0.29% | 0.00 | 0.00 | 4.44K |
NORTHROP GRUMMAN CORPSOLE | COM | 1.86K | SH | $952.3K 0.25% | 0.00 | 0.00 | 1.86K |
EXXON MOBIL CORPSOLE | COM | 7.47K | SH | $888.3K 0.24% | 0.00 | 0.00 | 7.47K |
RBB FD INCSOLE | US TREAS 3 MNTH | 17.28K | SH | $864.4K 0.23% | 0.00 | 0.00 | 17.28K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $798.4K 0.21% | 0.00 | 0.00 | 1.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 34.70K | SH | $769.9K 0.20% | 0.00 | 0.00 | 34.70K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.11K | SH | $762.3K 0.20% | 0.00 | 0.00 | 2.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.42K | SH | $756.3K 0.20% | 0.00 | 0.00 | 1.42K |
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