Filed: 11/4/2025ACC: 0001172661-25-004565
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $436.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$436.46M
Total AUM (reported)
5.75M
Total Shares
Allocation by class
INTER TERM TREAS$84.11M19.3%
S&P 500 ETF SHS$59.60M13.7%
GMO US QUALITY E$58.75M13.5%
COM$51.18M11.7%
BLOOMBERG 1-3 MO$38.99M8.9%
NASDQ CLN EDGE$36.43M8.3%
GOLD SHS$27.82M6.4%
Portfolio Concentration
Top 3$202.46M46.4%
4–10$163.49M37.5%
11–25$28.80M6.6%
Rest$41.71M9.6%
Top 3 weight
46.4%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 5.75M
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
5.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings128
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.40M
TypeSH
Market value$84.11M
19.27%
Sole
0.00
Shared
0.00
None
1.40M
VANGUARD INDEX FDS
SOLEShares97.32K
TypeSH
Market value$59.60M
13.66%
Sole
0.00
Shared
0.00
None
97.32K
2023 ETF SERIES TRUST II
SOLEShares1.62M
TypeSH
Market value$58.75M
13.46%
Sole
0.00
Shared
0.00
None
1.62M
SPDR SERIES TRUST
SOLEShares424.96K
TypeSH
Market value$38.99M
8.93%
Sole
0.00
Shared
0.00
None
424.96K
FIRST TR EXCHANGE TRADED FD
SOLEShares241.14K
TypeSH
Market value$36.43M
8.35%
Sole
0.00
Shared
0.00
None
241.14K
SPDR GOLD TR
SOLEShares78.26K
TypeSH
Market value$27.82M
6.37%
Sole
0.00
Shared
0.00
None
78.26K
INVESCO EXCHANGE TRADED FD T
SOLEShares368.92K
TypeSH
Market value$26.60M
6.10%
Sole
0.00
Shared
0.00
None
368.92K
ISHARES TR
SOLEShares442.65K
TypeSH
Market value$17.53M
4.02%
Sole
0.00
Shared
0.00
None
442.65K
APPLE INC
SOLEShares36.22K
TypeSH
Market value$9.22M
2.11%
Sole
0.00
Shared
0.00
None
36.22K
MICROSOFT CORP
SOLEShares13.29K
TypeSH
Market value$6.88M
1.58%
Sole
0.00
Shared
0.00
None
13.29K
VANGUARD INDEX FDS
SOLEShares16.19K
TypeSH
Market value$5.31M
1.22%
Sole
0.00
Shared
0.00
None
16.19K
ISHARES TR
SOLEShares7.35K
TypeSH
Market value$4.92M
1.13%
Sole
0.00
Shared
0.00
None
7.35K
JOHNSON & JOHNSON
SOLEShares13.90K
TypeSH
Market value$2.58M
0.59%
Sole
0.00
Shared
0.00
None
13.90K
ALPHABET INC
SOLEShares9.76K
TypeSH
Market value$2.37M
0.54%
Sole
0.00
Shared
0.00
None
9.76K
NEXTERA ENERGY INC
SOLEShares28.92K
TypeSH
Market value$2.18M
0.50%
Sole
0.00
Shared
0.00
None
28.92K
NVIDIA CORPORATION
SOLEShares8.21K
TypeSH
Market value$1.53M
0.35%
Sole
0.00
Shared
0.00
None
8.21K
ALPHABET INC
SOLEShares6.03K
TypeSH
Market value$1.47M
0.34%
Sole
0.00
Shared
0.00
None
6.03K
NORTHROP GRUMMAN CORP
SOLEShares1.86K
TypeSH
Market value$1.13M
0.26%
Sole
0.00
Shared
0.00
None
1.86K
EXXON MOBIL CORP
SOLEShares9.86K
TypeSH
Market value$1.11M
0.25%
Sole
0.00
Shared
0.00
None
9.86K
AMAZON COM INC
SOLEShares4.92K
TypeSH
Market value$1.08M
0.25%
Sole
0.00
Shared
0.00
None
4.92K
VERALTO CORP
SOLEShares10.10K
TypeSH
Market value$1.08M
0.25%
Sole
0.00
Shared
0.00
None
10.10K
XYLEM INC
SOLEShares6.99K
TypeSH
Market value$1.03M
0.24%
Sole
0.00
Shared
0.00
None
6.99K
TETRA TECH INC NEW
SOLEShares30.21K
TypeSH
Market value$1.01M
0.23%
Sole
0.00
Shared
0.00
None
30.21K
UNITEDHEALTH GROUP INC
SOLEShares2.91K
TypeSH
Market value$1.00M
0.23%
Sole
0.00
Shared
0.00
None
2.91K
ISHARES TR
SOLEShares2.11K
TypeSH
Market value$988.8K
0.23%
Sole
0.00
Shared
0.00
None
2.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.40M | SH | $84.11M 19.27% | 0.00 | 0.00 | 1.40M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 97.32K | SH | $59.60M 13.66% | 0.00 | 0.00 | 97.32K |
2023 ETF SERIES TRUST IISOLE | GMO US QUALITY E | 1.62M | SH | $58.75M 13.46% | 0.00 | 0.00 | 1.62M |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 424.96K | SH | $38.99M 8.93% | 0.00 | 0.00 | 424.96K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 241.14K | SH | $36.43M 8.35% | 0.00 | 0.00 | 241.14K |
SPDR GOLD TRSOLE | GOLD SHS | 78.26K | SH | $27.82M 6.37% | 0.00 | 0.00 | 78.26K |
INVESCO EXCHANGE TRADED FD TSOLE | WATER RES ETF | 368.92K | SH | $26.60M 6.10% | 0.00 | 0.00 | 368.92K |
ISHARES TRSOLE | HDG MSCI EAFE | 442.65K | SH | $17.53M 4.02% | 0.00 | 0.00 | 442.65K |
APPLE INCSOLE | COM | 36.22K | SH | $9.22M 2.11% | 0.00 | 0.00 | 36.22K |
MICROSOFT CORPSOLE | COM | 13.29K | SH | $6.88M 1.58% | 0.00 | 0.00 | 13.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.19K | SH | $5.31M 1.22% | 0.00 | 0.00 | 16.19K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.35K | SH | $4.92M 1.13% | 0.00 | 0.00 | 7.35K |
JOHNSON & JOHNSONSOLE | COM | 13.90K | SH | $2.58M 0.59% | 0.00 | 0.00 | 13.90K |
ALPHABET INCSOLE | CAP STK CL A | 9.76K | SH | $2.37M 0.54% | 0.00 | 0.00 | 9.76K |
NEXTERA ENERGY INCSOLE | COM | 28.92K | SH | $2.18M 0.50% | 0.00 | 0.00 | 28.92K |
NVIDIA CORPORATIONSOLE | COM | 8.21K | SH | $1.53M 0.35% | 0.00 | 0.00 | 8.21K |
ALPHABET INCSOLE | CAP STK CL C | 6.03K | SH | $1.47M 0.34% | 0.00 | 0.00 | 6.03K |
NORTHROP GRUMMAN CORPSOLE | COM | 1.86K | SH | $1.13M 0.26% | 0.00 | 0.00 | 1.86K |
EXXON MOBIL CORPSOLE | COM | 9.86K | SH | $1.11M 0.25% | 0.00 | 0.00 | 9.86K |
AMAZON COM INCSOLE | COM | 4.92K | SH | $1.08M 0.25% | 0.00 | 0.00 | 4.92K |
VERALTO CORPSOLE | COM SHS | 10.10K | SH | $1.08M 0.25% | 0.00 | 0.00 | 10.10K |
XYLEM INCSOLE | COM | 6.99K | SH | $1.03M 0.24% | 0.00 | 0.00 | 6.99K |
TETRA TECH INC NEWSOLE | COM | 30.21K | SH | $1.01M 0.23% | 0.00 | 0.00 | 30.21K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.91K | SH | $1.00M 0.23% | 0.00 | 0.00 | 2.91K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.11K | SH | $988.8K 0.23% | 0.00 | 0.00 | 2.11K |
Page 1 of 6
…