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Gitterman Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    edison, NJ
  • Num holdings

    128

  • Value ($000)

    $436,456

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001861558
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$84.11M
19 %

1,401,122

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$59.6M
14 %

97,320

Q
QLTY

2023 ETF SERIES TRUST II

GMO US QUALITY E
90139K100
$58.75M
14 %

1,623,342

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$38.99M
9 %

424,957

G
GRID

FIRST TR EXCHANGE TRADED FD

NASDQ CLN EDGE
33737A108
$36.43M
8 %

241,144

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$27.82M
6 %

78,262

P
PHO

INVESCO EXCHANGE TRADED FD T

WATER RES ETF
46137V142
$26.6M
6 %

368,922

H
HEFA

ISHARES TR

HDG MSCI EAFE
46434V803
$17.53M
4 %

442,646

A
AAPL

APPLE INC

COM
037833100
$9.22M
2 %

36,222

M
MSFT

MICROSOFT CORP

COM
594918104
$6.88M
2 %

13,290

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