Institutional Manager · CIK 0001861558
Gitterman Wealth Management, LLC
Edison, NJ · File #028-21229
Latest AUM
$436.5M
Positions
128
Top-10 Concentration
88.7%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 2025128 pos · $436.5M
- 13F HOLDINGS REPORTQ/E Jun 2025339 pos · $429.2M
- 13F HOLDINGS REPORTQ/E Mar 2025131 pos · $376.5M
- 13F HOLDINGS REPORTQ/E Dec 2024128 pos · $239.4M
- 13F HOLDINGS REPORTQ/E Sep 2024127 pos · $239.9M
- 13F HOLDINGS REPORTQ/E Jun 2024109 pos · $259.4M
- 13F HOLDINGS REPORTQ/E Mar 2024100 pos · $258.0M
- 13F HOLDINGS REPORTQ/E Dec 202383 pos · $210.9M
- 13F HOLDINGS REPORTQ/E Sep 202382 pos · $214.5M
- 13F HOLDINGS REPORTQ/E Jun 202385 pos · $210.3M
- 13F HOLDINGS REPORTQ/E Mar 202380 pos · $199.7M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,401,122 | $84.1M | 20.38% |
| 2 | VANGUARD INDEX FDS | 922908363 | 97,320 | $59.6M | 14.44% |
| 3 | 2023 ETF SERIES TRUST II | 90139K100 | 1,623,342 | $58.7M | 14.24% |
| 4 | SPDR SERIES TRUST | 78468R663 | 424,957 | $39.0M | 9.45% |
| 5 | FIRST TR EXCHANGE TRADED FD | 33737A108 | 241,144 | $36.4M | 8.83% |
| 6 | SPDR GOLD TR | GLD | 78,262 | $27.8M | 6.74% |
| 7 | INVESCO EXCHANGE TRADED FD T | IVZ | 368,922 | $26.6M | 6.45% |
| 8 | ISHARES TR | 46434V803 | 442,646 | $17.5M | 4.25% |
| 9 | APPLE INC | AAPL | 36,222 | $9.2M | 2.24% |
| 10 | MICROSOFT CORP | MSFT | 13,290 | $6.9M | 1.67% |
| 11 | VANGUARD INDEX FDS | 922908769 | 16,194 | $5.3M | 1.29% |
| 12 | ISHARES TR | 464287200 | 7,351 | $4.9M | 1.19% |
| 13 | JOHNSON & JOHNSON | JNJ | 13,905 | $2.6M | 0.62% |
| 14 | ALPHABET INC | GOOG | 9,763 | $2.4M | 0.58% |
| 15 | NEXTERA ENERGY INC | NEE-PW | 28,917 | $2.2M | 0.53% |
| 16 | NVIDIA CORPORATION | NVDA | 8,214 | $1.5M | 0.37% |
| 17 | ALPHABET INC | GOOG | 6,025 | $1.5M | 0.36% |
| 18 | NORTHROP GRUMMAN CORP | NOC | 1,860 | $1.1M | 0.27% |
| 19 | EXXON MOBIL CORP | XOM | 9,855 | $1.1M | 0.27% |
| 20 | AMAZON COM INC | AMZN | 4,921 | $1.1M | 0.26% |