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Showing Q3 2025 data
Gitterman Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Gitterman Wealth Management, LLC
•CIK: 1861558•Filing: Q3 2025
**Gitterman Wealth Management, LLC** manages $436M across a diversified portfolio of 128 positions. The strategy exhibits a significant allocation to fixed income and broad market exposure, highlighted by the top holdings in VGIT ($84.1M) and VOO ($59.6M). Further concentration is visible in quality-tilted and short-duration assets, with QLTY ($58.7M) and BIL ($39.0M) representing substantial weights. The portfolio maintains notable technology and growth exposure via positions in AAPL ($9.2M) and MSFT ($6.9M).
Total AUM
$436.5M
QoQ Performance
+1.7%
Positions
118
Top 10 Concentration
83.8%
Latest Filing
Q3 2025
Top Holdings Allocation
VGIT
VOO
QLTY
BIL
GRID
GQ9
PHO
VGIT19.3%
VOO13.7%
QLTY13.5%
BIL8.9%
GRID8.3%
GQ96.4%
PHO6.1%
HEFA4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.4%
ETF14.8%
Technology5.5%
Financial1.0%
Healthcare0.9%
Consumer0.8%
Utilities0.6%
Industrial0.4%
🚪 Exited Positionssold since Q2 2025
+210 more exited positions
Changes from Q2 2025
NEW4 new positions
↑85 increased
↓26 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023