SEC Form 13F

Gitterman Wealth Management, LLC 13F Holdings

Inspect Gitterman Wealth Management, LLC's 2025-09-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2025-11-05T04:59:59.999Z

Report period
2025-09-30
Publicly available
2025-11-05
Reported value
$436,456,273
Positions
128

Read this manager's filing book

Step 1 of 3

Disclosed positions

Gitterman Wealth Management, LLC: source evidence dated 2025-11-05T04:59:59.999Z.

Issuer
VANGUARD SCOTTSDALE FDS
Ticker
VGIT
Class
INTER TERM TREAS
Reported value
$84,109,095
Reported amount
1,401,122
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-25-004565
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

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Disclosed positions

See the complete disclosed positions
Show the table · 50 rows, 7 columns

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VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$84,109,0951,401,122SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$59,600,18797,320SHNone
2023 ETF SERIES TRUST IIQLTYGMO US QUALITY E$58,748,7741,623,342SHNone
SPDR SERIES TRUSTBILBLOOMBERG 1-3 MO$38,989,880424,957SHNone
FIRST TR EXCHANGE TRADED FDGRIDNASDQ CLN EDGE$36,431,756241,144SHNone
SPDR GOLD TRGLDGOLD SHS$27,819,79078,262SHNone
INVESCO EXCHANGE TRADED FD TPHOWATER RES ETF$26,603,327368,922SHNone
ISHARES TRHEFAHDG MSCI EAFE$17,533,432442,646SHNone
APPLE INCAAPLCOM$9,223,16236,222SHNone
MICROSOFT CORPMSFTCOM$6,883,75413,290SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$5,314,26816,194SHNone
ISHARES TRIVVCORE S&P500 ETF$4,920,0127,351SHNone
JOHNSON & JOHNSONJNJCOM$2,578,20713,905SHNone
ALPHABET INCGOOGLCAP STK CL A$2,373,4489,763SHNone
NEXTERA ENERGY INCNEECOM$2,182,89728,917SHNone
NVIDIA CORPORATIONNVDACOM$1,532,5938,214SHNone
ALPHABET INCGOOGCAP STK CL C$1,467,4516,025SHNone
NORTHROP GRUMMAN CORPNOCCOM$1,133,3351,860SHNone
EXXON MOBIL CORPXOMCOM$1,111,0789,855SHNone
AMAZON COM INCAMZNCOM$1,080,5054,921SHNone
VERALTO CORPVLTOCOM SHS$1,076,46710,096SHNone
XYLEM INCXYLCOM$1,031,1096,991SHNone
TETRA TECH INC NEWTTEKCOM$1,008,39330,211SHNone
UNITEDHEALTH GROUP INCUNHCOM$1,004,4872,909SHNone
ISHARES TRIWFRUS 1000 GRW ETF$988,8142,111SHNone
ESSENTIAL UTILS INCWTRGCOM$954,87323,933SHNone
COMPANHIA DE SANEAMENTO BASISBSSPONSORED ADR$953,21238,295SHNone
RBB FD INCTBILUS TREAS 3 MNTH$928,38318,568SHNone
AMERICAN WTR WKS CO INC NEWAWKCOM$917,8846,595SHNone
NOVO-NORDISK A SNVOADR$894,11016,113SHNone
PENTAIR PLCPNRSHS$870,7587,861SHNone
AAON INCAAONCOM PAR $0.004$847,9329,074SHNone
JPMORGAN CHASE & CO.JPMCOM$829,1662,628SHNone
NUSHARES ETF TRNUBDNUVEEN ESG US$825,27336,753SHNone
HONEYWELL INTL INCHONCOM$791,4813,760SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$759,8782,693SHNone
BERKSHIRE HATHAWAY INC DELBRK.ACL A$754,2001SHNone
STANTEC INCSTNCOM$743,3646,897SHNone
CORE & MAIN INCCNMCL A$723,42513,439SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$712,8851,418SHNone
FIDELITY WISE ORIGIN BITCOINFBTCSHS$585,3855,865SHNone
META PLATFORMS INCMETACL A$580,954791SHNone
PROCTER AND GAMBLE COPGCOM$576,2983,751SHNone
ADVANCED DRAIN SYS INC DELWMSCOM$572,8844,130SHNone
BROADCOM INCAVGOCOM$557,0401,688SHNone
LATHAM GROUP INCSWIMCOM$553,92772,789SHNone
TAIWAN SEMICONDUCTOR MFG LTDTSMSPONSORED ADS$509,8621,824SHNone
CONSOLIDATED EDISON INCEDCOM$505,2085,026SHNone
HOME DEPOT INCHDCOM$495,1471,222SHNone
INVESCO QQQ TRQQQUNIT SER 1$476,694794SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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