# Gitterman Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1861558. Source: https://holderbook.com/funds/1861558-gitterman-wealth-management-llc/

- Reported value: $436.5M
- Positions: 128
- Weight of the ten largest: 83.8%
- Filed: 2025-11-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $84.1M | 1,401,122 | 19.3% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $59.6M | 97,320 | 13.7% | 3 |
| GMO ETF TRUST | [QLTY](https://holderbook.com/stocks/QLTY/) | $58.7M | 1,623,342 | 13.5% | 3 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $39.0M | 424,957 | 8.9% | 7 |
| FIRST TR EXCHANGE TRADED FD | [GRID](https://holderbook.com/stocks/GRID/) | $36.4M | 241,144 | 8.3% | 7 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $27.8M | 78,262 | 6.4% | 3 |
| INVESCO EXCHANGE TRADED FD T | [PHO](https://holderbook.com/stocks/PHO/) | $26.6M | 368,922 | 6.1% | 3 |
| ISHARES TR | [HEFA](https://holderbook.com/stocks/HEFA/) | $17.5M | 442,646 | 4.0% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $9.2M | 36,222 | 2.1% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.9M | 13,290 | 1.6% | 19 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.3M | 16,194 | 1.2% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $4.9M | 7,351 | 1.1% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.6M | 13,905 | 0.6% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.4M | 9,763 | 0.5% | 19 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $2.2M | 28,917 | 0.5% | 16 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.5M | 8,214 | 0.4% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.5M | 6,025 | 0.3% | 19 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $1.1M | 1,860 | 0.3% | 15 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.1M | 9,855 | 0.3% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.1M | 4,921 | 0.2% | 19 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $1.1M | 10,096 | 0.2% | 8 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $1.0M | 6,991 | 0.2% | 10 |
| TETRA TECH INC NEW | [TTEK](https://holderbook.com/stocks/TTEK/) | $1.0M | 30,211 | 0.2% | 10 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.0M | 2,909 | 0.2% | 19 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $988.8K | 2,111 | 0.2% | 19 |
| ESSENTIAL UTILS INC | [WTRG](https://holderbook.com/stocks/WTRG/) | $954.9K | 23,933 | 0.2% | 9 |
| COMPANHIA DE SANEAMENTO BASI | [SBS](https://holderbook.com/stocks/SBS/) | $953.2K | 38,295 | 0.2% | 3 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $928.4K | 18,568 | 0.2% | 7 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $917.9K | 6,595 | 0.2% | 12 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $894.1K | 16,113 | 0.2% | 19 |
| PENTAIR PLC | [PNR](https://holderbook.com/stocks/PNR/) | $870.8K | 7,861 | 0.2% | 10 |
| AAON INC | [AAON](https://holderbook.com/stocks/AAON/) | $847.9K | 9,074 | 0.2% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $829.2K | 2,628 | 0.2% | 19 |
| NUSHARES ETF TR | [NUBD](https://holderbook.com/stocks/NUBD/) | $825.3K | 36,753 | 0.2% | 18 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $791.5K | 3,760 | 0.2% | 19 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $759.9K | 2,693 | 0.2% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $754.2K | 1 | 0.2% | 19 |
| STANTEC INC | [STN](https://holderbook.com/stocks/STN/) | $743.4K | 6,897 | 0.2% | 12 |
| CORE & MAIN INC | [CNM](https://holderbook.com/stocks/CNM/) | $723.4K | 13,439 | 0.2% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $712.9K | 1,418 | 0.2% | 19 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $585.4K | 5,865 | 0.1% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $581.0K | 791 | 0.1% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $576.3K | 3,751 | 0.1% | 19 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $572.9K | 4,130 | 0.1% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $557.0K | 1,688 | 0.1% | 2 |
| LATHAM GROUP INC | [SWIM](https://holderbook.com/stocks/SWIM/) | $553.9K | 72,789 | 0.1% | 9 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $509.9K | 1,824 | 0.1% | 6 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $505.2K | 5,026 | 0.1% | 5 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $495.1K | 1,222 | 0.1% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $476.7K | 794 | 0.1% | 19 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $474.9K | 1,455 | 0.1% | 3 |
| CALIFORNIA WTR SVC GROUP | [CWT](https://holderbook.com/stocks/CWT/) | $472.9K | 10,306 | 0.1% | 3 |
| JACOBS SOLUTIONS INC | [J](https://holderbook.com/stocks/J/) | $466.5K | 3,114 | 0.1% | 7 |
| SELECT WATER SOLUTIONS INC | [WTTR](https://holderbook.com/stocks/WTTR/) | $463.7K | 43,374 | 0.1% | 13 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $462.6K | 3,607 | 0.1% | 12 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $461.5K | 3,551 | 0.1% | 9 |
| H2O AMERICA | [HTO](https://holderbook.com/stocks/HTO/) | $459.7K | 9,441 | 0.1% | 2 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $437.9K | 4,249 | 0.1% | 2 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $436.7K | 955 | 0.1% | 12 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $431.8K | 971 | 0.1% | 2 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $419.0K | 1,362 | 0.1% | 2 |
| AMER STATES WTR CO | [AWR](https://holderbook.com/stocks/AWR/) | $413.4K | 5,636 | 0.1% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $385.6K | 1,161 | 0.1% | 19 |
| HSBC HLDGS PLC | [HSBC](https://holderbook.com/stocks/HSBC/) | $380.4K | 5,358 | 0.1% | 6 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $375.9K | 2,365 | 0.1% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $368.1K | 462 | 0.1% | 3 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $364.7K | 1,362 | 0.1% | 8 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $364.2K | 1,295 | 0.1% | 3 |
| ORMAT TECHNOLOGIES INC | [ORA](https://holderbook.com/stocks/ORA/) | $355.3K | 3,691 | 0.1% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $349.7K | 378 | 0.1% | 19 |
| LINDSAY CORP | [LNN](https://holderbook.com/stocks/LNN/) | $349.2K | 2,485 | 0.1% | 5 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $348.0K | 1,157 | 0.1% | 2 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $345.1K | 888 | 0.1% | 2 |
| CIA ENERGETICA DE MINAS GERA | [CIG](https://holderbook.com/stocks/CIG/) | $340.4K | 161,340 | 0.1% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $332.7K | 436 | 0.1% | 7 |
| CHECK POINT SOFTWARE TECH LT | [CHKP](https://holderbook.com/stocks/CHKP/) | $330.5K | 1,598 | 0.1% | 8 |
| NATIONAL GRID PLC | [NGG](https://holderbook.com/stocks/NGG/) | $328.6K | 4,522 | 0.1% | 6 |
| FIRSTSERVICE CORP NEW | [FSV](https://holderbook.com/stocks/FSV/) | $327.0K | 1,715 | 0.1% | 4 |
| GLOBAL WTR RES INC | [GWRS](https://holderbook.com/stocks/GWRS/) | $325.3K | 31,584 | 0.1% | 4 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $320.0K | 2,278 | 0.1% | 2 |
| OLD REP INTL CORP | [ORI](https://holderbook.com/stocks/ORI/) | $310.0K | 7,299 | 0.1% | 1 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $309.6K | 375 | 0.1% | 2 |
| SBA COMMUNICATIONS CORP | [SBAC](https://holderbook.com/stocks/SBAC/) | $307.1K | 1,589 | 0.1% | 7 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $307.0K | 2,084 | 0.1% | 4 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $302.5K | 6,883 | 0.1% | 2 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $297.5K | 979 | 0.1% | 10 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $296.0K | 3,894 | 0.1% | 3 |
| CONSOLIDATED WATER CO INC | [CWCO](https://holderbook.com/stocks/CWCO/) | $293.6K | 8,320 | 0.1% | 2 |
| INTERCONTINENTAL HOTELS GROU | [IHG](https://holderbook.com/stocks/IHG/) | $293.4K | 2,420 | 0.1% | 8 |
| KB FINL GROUP INC | [KB](https://holderbook.com/stocks/KB/) | $289.5K | 3,492 | 0.1% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $288.9K | 507 | 0.1% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $288.2K | 841 | 0.1% | 8 |
| SPROTT FDS TR | [URNM](https://holderbook.com/stocks/URNM/) | $283.8K | 4,697 | 0.1% | 2 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $279.6K | 1,138 | 0.1% | 1 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $276.4K | 1,437 | 0.1% | 2 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $275.9K | 352 | 0.1% | 6 |
| MASCO CORP | [MAS](https://holderbook.com/stocks/MAS/) | $272.0K | 3,864 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $266.3K | 865 | 0.1% | 2 |
| MODINE MFG CO | [MOD](https://holderbook.com/stocks/MOD/) | $261.3K | 1,838 | 0.1% | 2 |
| SK TELECOM CO LTD | [SKM](https://holderbook.com/stocks/SKM/) | $258.6K | 11,971 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | +6.6% | +10.5% | -3.9% | 100% |
| Q1 2025 | -0.9% | -4.6% | +3.6% | 100% |
| Q4 2024 | -2.6% | +2.1% | -4.7% | 100% |
| Q3 2024 | +3.9% | +5.4% | -1.6% | 100% |
| Q2 2024 | +0.8% | +4.0% | -3.2% | 100% |
| Q1 2024 | +0.9% | +10.0% | -9.1% | 100% |
| Q4 2023 | +4.3% | +11.2% | -6.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $436.5M | 128 |
| Q2 2025 | $429.2M | 339 |
| Q1 2025 | $376.5M | 131 |
| Q4 2024 | $239.4M | 128 |
| Q3 2024 | $239.9M | 127 |
| Q2 2024 | $259.4M | 109 |
| Q1 2024 | $258.0M | 100 |
| Q4 2023 | $224.5M | 89 |
| Q3 2023 | $210.9M | 83 |
| Q2 2023 | $214.5M | 82 |
| Q1 2023 | $210.3M | 85 |
| Q4 2022 | $199.7M | 80 |