Filed: 8/12/2025ACC: 0001172661-25-003057
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 339 equity positions with a total reported market value of $429.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
339
Positions
$429.16M
Total AUM (reported)
5.90M
Total Shares
Allocation by class
INTER TERM TREAS$82.88M19.3%
COM$60.62M14.1%
GMO US QUALITY E$55.67M13.0%
S&P 500 ETF SHS$55.61M13.0%
BLOOMBERG 1-3 MO$37.20M8.7%
NASDQ CLN EDGE$34.36M8.0%
WATER RES ETF$25.86M6.0%
Portfolio Concentration
Top 3$194.16M45.2%
4–10$150.81M35.1%
11–25$23.87M5.6%
Rest$60.33M14.1%
Top 3 weight
45.2%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 5.90M
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
5.90M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole339
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings339
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.39M
TypeSH
Market value$82.88M
19.31%
Sole
0.00
Shared
0.00
None
1.39M
2023 ETF SERIES TRUST II
SOLEShares1.62M
TypeSH
Market value$55.67M
12.97%
Sole
0.00
Shared
0.00
None
1.62M
VANGUARD INDEX FDS
SOLEShares97.89K
TypeSH
Market value$55.61M
12.96%
Sole
0.00
Shared
0.00
None
97.89K
SPDR SERIES TRUST
SOLEShares405.56K
TypeSH
Market value$37.20M
8.67%
Sole
0.00
Shared
0.00
None
405.56K
FIRST TR EXCHANGE TRADED FD
SOLEShares247.19K
TypeSH
Market value$34.36M
8.01%
Sole
0.00
Shared
0.00
None
247.19K
INVESCO EXCHANGE TRADED FD T
SOLEShares369.97K
TypeSH
Market value$25.86M
6.03%
Sole
0.00
Shared
0.00
None
369.97K
SPDR GOLD TR
SOLEShares79.47K
TypeSH
Market value$24.22M
5.64%
Sole
0.00
Shared
0.00
None
79.47K
ISHARES TR
SOLEShares441.17K
TypeSH
Market value$16.75M
3.90%
Sole
0.00
Shared
0.00
None
441.17K
APPLE INC
SOLEShares33.21K
TypeSH
Market value$6.81M
1.59%
Sole
0.00
Shared
0.00
None
33.21K
MICROSOFT CORP
SOLEShares11.24K
TypeSH
Market value$5.59M
1.30%
Sole
0.00
Shared
0.00
None
11.24K
VANGUARD INDEX FDS
SOLEShares16.93K
TypeSH
Market value$5.14M
1.20%
Sole
0.00
Shared
0.00
None
16.93K
ISHARES TR
SOLEShares7.41K
TypeSH
Market value$4.60M
1.07%
Sole
0.00
Shared
0.00
None
7.41K
JOHNSON & JOHNSON
SOLEShares14.01K
TypeSH
Market value$2.14M
0.50%
Sole
0.00
Shared
0.00
None
14.01K
NEXTERA ENERGY INC
SOLEShares27.13K
TypeSH
Market value$1.88M
0.44%
Sole
0.00
Shared
0.00
None
27.13K
ALPHABET INC
SOLEShares8.09K
TypeSH
Market value$1.42M
0.33%
Sole
0.00
Shared
0.00
None
8.09K
NOVO-NORDISK A S
SOLEShares17.11K
TypeSH
Market value$1.18M
0.28%
Sole
0.00
Shared
0.00
None
17.11K
NORTHROP GRUMMAN CORP
SOLEShares1.86K
TypeSH
Market value$930.0K
0.22%
Sole
0.00
Shared
0.00
None
1.86K
ISHARES TR
SOLEShares2.11K
TypeSH
Market value$896.3K
0.21%
Sole
0.00
Shared
0.00
None
2.11K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.82K
TypeSH
Market value$883.1K
0.21%
Sole
0.00
Shared
0.00
None
1.82K
ALPHABET INC
SOLEShares4.64K
TypeSH
Market value$823.8K
0.19%
Sole
0.00
Shared
0.00
None
4.64K
RBB FD INC
SOLEShares16.38K
TypeSH
Market value$818.7K
0.19%
Sole
0.00
Shared
0.00
None
16.38K
UNITEDHEALTH GROUP INC
SOLEShares2.59K
TypeSH
Market value$806.8K
0.19%
Sole
0.00
Shared
0.00
None
2.59K
EXXON MOBIL CORP
SOLEShares7.48K
TypeSH
Market value$806.1K
0.19%
Sole
0.00
Shared
0.00
None
7.48K
XYLEM INC
SOLEShares5.93K
TypeSH
Market value$767.5K
0.18%
Sole
0.00
Shared
0.00
None
5.93K
NUSHARES ETF TR
SOLEShares34.22K
TypeSH
Market value$761.7K
0.18%
Sole
0.00
Shared
0.00
None
34.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.39M | SH | $82.88M 19.31% | 0.00 | 0.00 | 1.39M |
2023 ETF SERIES TRUST IISOLE | GMO US QUALITY E | 1.62M | SH | $55.67M 12.97% | 0.00 | 0.00 | 1.62M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 97.89K | SH | $55.61M 12.96% | 0.00 | 0.00 | 97.89K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 405.56K | SH | $37.20M 8.67% | 0.00 | 0.00 | 405.56K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 247.19K | SH | $34.36M 8.01% | 0.00 | 0.00 | 247.19K |
INVESCO EXCHANGE TRADED FD TSOLE | WATER RES ETF | 369.97K | SH | $25.86M 6.03% | 0.00 | 0.00 | 369.97K |
SPDR GOLD TRSOLE | GOLD SHS | 79.47K | SH | $24.22M 5.64% | 0.00 | 0.00 | 79.47K |
ISHARES TRSOLE | HDG MSCI EAFE | 441.17K | SH | $16.75M 3.90% | 0.00 | 0.00 | 441.17K |
APPLE INCSOLE | COM | 33.21K | SH | $6.81M 1.59% | 0.00 | 0.00 | 33.21K |
MICROSOFT CORPSOLE | COM | 11.24K | SH | $5.59M 1.30% | 0.00 | 0.00 | 11.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.93K | SH | $5.14M 1.20% | 0.00 | 0.00 | 16.93K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.41K | SH | $4.60M 1.07% | 0.00 | 0.00 | 7.41K |
JOHNSON & JOHNSONSOLE | COM | 14.01K | SH | $2.14M 0.50% | 0.00 | 0.00 | 14.01K |
NEXTERA ENERGY INCSOLE | COM | 27.13K | SH | $1.88M 0.44% | 0.00 | 0.00 | 27.13K |
ALPHABET INCSOLE | CAP STK CL A | 8.09K | SH | $1.42M 0.33% | 0.00 | 0.00 | 8.09K |
NOVO-NORDISK A SSOLE | ADR | 17.11K | SH | $1.18M 0.28% | 0.00 | 0.00 | 17.11K |
NORTHROP GRUMMAN CORPSOLE | COM | 1.86K | SH | $930.0K 0.22% | 0.00 | 0.00 | 1.86K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.11K | SH | $896.3K 0.21% | 0.00 | 0.00 | 2.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.82K | SH | $883.1K 0.21% | 0.00 | 0.00 | 1.82K |
ALPHABET INCSOLE | CAP STK CL C | 4.64K | SH | $823.8K 0.19% | 0.00 | 0.00 | 4.64K |
RBB FD INCSOLE | US TREAS 3 MNTH | 16.38K | SH | $818.7K 0.19% | 0.00 | 0.00 | 16.38K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.59K | SH | $806.8K 0.19% | 0.00 | 0.00 | 2.59K |
EXXON MOBIL CORPSOLE | COM | 7.48K | SH | $806.1K 0.19% | 0.00 | 0.00 | 7.48K |
XYLEM INCSOLE | COM | 5.93K | SH | $767.5K 0.18% | 0.00 | 0.00 | 5.93K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 34.22K | SH | $761.7K 0.18% | 0.00 | 0.00 | 34.22K |
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