Gitterman Wealth Management, LLC

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CIK 1861558

13F portfolio (2025-Q3)

$436M

Positions

128

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2025-Q3)

Holdings

128

Top 5

63.7%

Top 10

83.8%

Effective N

10.1

HHI

0.099

This quarter

4 new · 0 exit →

By sector

Unclassified84.0%

Information Technology5.3%

Industrials2.3%

Utilities2.1%

Financials1.6%

Communication Services1.2%

Consumer Discretionary1.1%

Health Care1.0%

Other1.5%

By market cap

Unknown85.8%

Mega (>$200B)8.4%

Large ($10–200B)4.0%

Mid ($2–10B)1.3%

Small ($300M–2B)0.3%

Micro (<$300M)0.1%

By region

Other84.0%

North America15.1%

Europe0.5%

Asia-Pacific0.4%

Middle East0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	84.17%	24
Technology Hardware & Equipment	2.63%	5
Utilities	2.06%	15
Software	1.82%	4
Machinery	1.06%	9
Software & IT Services	1.05%	4
Pharmaceuticals & Biotechnology	1.03%	5
Semiconductors & Semiconductor Equipment	0.66%	4
Banks	0.65%	8
Specialty Retail	0.54%	4
Chemicals	0.50%	5
Aerospace & Defense	0.49%	3
Oil, Gas & Consumable Fuels	0.41%	3
Professional Services	0.40%	2
Insurance	0.35%	3
Capital Markets	0.28%	3
Commercial Services & Supplies	0.24%	4
Construction & Engineering	0.23%	3
Equity Real Estate Investment Trusts (REITs)	0.20%	3
Diversified Telecommunication Services	0.18%	3
Distributors	0.17%	1
Automobiles & Components	0.16%	2
Electrical Equipment & Components	0.14%	2
Hotels, Restaurants & Leisure	0.14%	2
Construction Materials	0.10%	1
Real Estate Management & Development	0.07%	1
Beverages	0.07%	1
Food Products	0.05%	1
Household Durables	0.05%	1
Media & Publishing	0.05%	1
Tobacco	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VGIT	VANGUARD SCOTTSDALE FDS	Unclassified	19.27%
2	VOO	VANGUARD INDEX FDS	Unclassified	13.66%
3	QLTY	GMO ETF TRUST	Unclassified	13.46%
4	BIL	SPDR SERIES TRUST	Unclassified	8.93%
5	GRID	FIRST TR EXCHANGE TRADED FD	Unclassified	8.35%
6	GLD	SPDR GOLD TR	Unclassified	6.37%
7	PHO	INVESCO EXCHANGE TRADED FD T	Unclassified	6.10%
8	HEFA	ISHARES CURRENCY HEDGED MSCI EAFE ETF	Unclassified	4.02%
9	AAPL	Apple Inc.	Information Technology	2.11%
10	MSFT	MICROSOFT CORP	Information Technology	1.58%

105/128 names classified · sector 16.0% of weight · industry 15.8% · mkt cap 14.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 19 quarters

Information TechnologyAAPL, MSFT, IBM, TSM, TXN · other

Health CareJNJ, NVO, TECH, LLY, REGN · other

IndustrialsAAON, HON, NOC, STN, XYL · other

FinancialsUNH, BRK.B, AXP, JPM, HASI · other

Communication ServicesGOOGL, GOOG, VZ, NFLX, T · other

Consumer DiscretionaryAMZN, SBUX, TSLA, HD, WMT · other

UtilitiesNEE, ED, BEPC, WTRG, SBS · other

Real EstateIRT, VNO, CCI, DLR, PLD · other

MaterialsPG, NKE, KMB, IP, CF · other

Consumer StaplesSJM, KR, HSY, PEP, MKC · other

EnergyXOM, WTTR, CVX, ENB

UnclassifiedVGIT, VGSH, IVV, VOO, QLTY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 16.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2025-Q3), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 14% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (82 classified)Gitterman Wealth Management, LLC centroid (Large Core)

Information TechnologyIndustrialsUtilitiesCommunication ServicesFinancialsConsumer DiscretionaryHealth CareMaterialsEnergyReal EstateConsumer Staples

Style box summary for Gitterman Wealth Management, LLC: centroid Large Core. Heaviest cells: Large Growth 6.2%, Large Core 2.5%, Small Core 1.6%.

Classified: 13.8% of book weight (82/128 names) · unclassified 86.2%: VGIT, VOO, QLTY, BIL, GRID, GLD, PHO, HEFA, VTI, IVV +36 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 128 positions (2025-Q3) · largest first · Δ vs 2025-Q2

#	Security	Shares	Value	Weight	Δ QoQ
1	VGITVANGUARD SCOTTSDALE FDS	1,401,122	$84M	19.3%	HOLD
2	VOOVANGUARD INDEX FDS	97,320	$60M	13.7%	HOLD
3	QLTYGMO ETF TRUST	1,623,342	$59M	13.5%	HOLD
4	BILSPDR SERIES TRUST	424,957	$39M	8.9%	ADD 5%
5	GRIDFIRST TR EXCHANGE TRADED FD	241,144	$36M	8.3%	TRIM −2%
6	GLDSPDR GOLD TR	78,262	$28M	6.4%	HOLD
7	PHOINVESCO EXCHANGE TRADED FD T	368,922	$27M	6.1%	HOLD
8	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	442,646	$18M	4.0%	HOLD
9	AAPLAPPLE INC	36,222	$9M	2.1%	ADD 9%
10	MSFTMICROSOFT CORP	13,290	$7M	1.6%	ADD 18%
11	VTIVANGUARD INDEX FDS	16,194	$5M	1.2%	TRIM −4%
12	IVVISHARES TR	7,351	$5M	1.1%	HOLD
13	JNJJOHNSON & JOHNSON	13,905	$3M	0.6%	HOLD
14	GOOGLALPHABET INC	9,763	$2M	0.5%	ADD 21%
15	NEENEXTERA ENERGY INC	28,917	$2M	0.5%	ADD 7%
16	NVDANVIDIA CORPORATION	8,214	$2M	0.4%	ADD 110%
17	GOOGALPHABET INC	6,025	$1M	0.3%	ADD 30%
18	NOCNORTHROP GRUMMAN CORP	1,860	$1M	0.3%	HOLD
19	XOMEXXON MOBIL CORP	9,855	$1M	0.3%	ADD 32%
20	AMZNAMAZON COM INC	4,921	$1M	0.2%	ADD 106%
21	VLTOVERALTO CORP	10,096	$1M	0.2%	ADD 69%
22	XYLXYLEM INC	6,991	$1M	0.2%	ADD 18%
23	TTEKTETRA TECH INC NEW	30,211	$1M	0.2%	ADD 64%
24	UNHUNITEDHEALTH GROUP INC	2,909	$1M	0.2%	ADD 12%
25	IWFISHARES TR	2,111	$988,814	0.2%	HOLD
26	WTRGESSENTIAL UTILS INC	23,933	$954,873	0.2%	ADD 100%
27	SBSCOMPANHIA DE SANEAMENTO BASI	38,295	$953,212	0.2%	ADD 60%
28	TBILRBB FD INC	18,568	$928,383	0.2%	ADD 13%
29	AWKAMERICAN WTR WKS CO INC NEW	6,595	$917,884	0.2%	ADD 97%
30	NVONOVO-NORDISK A S	16,113	$894,110	0.2%	TRIM −6%
31	PNRPENTAIR PLC	7,861	$870,758	0.2%	ADD 56%
32	AAONAAON INC	9,074	$847,932	0.2%	TRIM −5%
33	JPMJPMORGAN CHASE & CO	2,628	$829,166	0.2%	HOLD
34	NUBDNUSHARES ETF TR	36,753	$825,273	0.2%	ADD 7%
35	HONHONEYWELL INTL INC	3,760	$791,481	0.2%	ADD 32%
36	IBMINTERNATIONAL BUSINESS MACHS	2,693	$759,878	0.2%	ADD 30%
37	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$754,200	0.2%	HOLD
38	STNSTANTEC INC	6,897	$743,364	0.2%	ADD 31%
39	CNMCORE & MAIN INC	13,439	$723,425	0.2%	ADD 31%
40	BRK.BBERKSHIRE HATHAWAY INC DEL	1,418	$712,885	0.2%	TRIM −22%
41	FBTCFIDELITY WISE ORIGIN BITCOIN	5,865	$585,385	0.1%	ADD 30%
42	METAMETA PLATFORMS INC	791	$580,954	0.1%	ADD 469%
43	PGPROCTER AND GAMBLE CO	3,751	$576,298	0.1%	ADD 26%
44	WMSADVANCED DRAIN SYS INC DEL	4,130	$572,884	0.1%	ADD 64%
45	AVGOBROADCOM INC	1,688	$557,040	0.1%	ADD 1250%
46	SWIMLATHAM GROUP INC	72,789	$553,927	0.1%	ADD 135%
47	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,824	$509,862	0.1%	ADD 10%
48	EDCONSOLIDATED EDISON INC	5,026	$505,208	0.1%	ADD 125%
49	HDHOME DEPOT INC	1,222	$495,147	0.1%	ADD 147%
50	QQQINVESCO QQQ TR	794	$476,694	0.1%	HOLD
51	SMHVANECK ETF TRUST	1,455	$474,854	0.1%	ADD 36%
52	CWTCALIFORNIA WTR SVC GROUP	10,306	$472,927	0.1%	ADD 131%
53	JJACOBS SOLUTIONS INC	3,114	$466,542	0.1%	ADD 15%
54	WTTRSELECT WATER SOLUTIONS INC	43,374	$463,668	0.1%	ADD 177%
55	NVSNOVARTIS AG	3,607	$462,614	0.1%	ADD 10%
56	KKRKKR & CO INC	3,551	$461,453	0.1%	HOLD
57	HTOH2O AMERICA	9,441	$459,729	0.1%	ADD 194%
58	WMTWALMART INC	4,249	$437,905	0.1%	ADD 229%
59	DEDEERE & CO	955	$436,692	0.1%	TRIM −21%
60	TSLATESLA INC	971	$431,821	0.1%	ADD 730%
61	VMCVULCAN MATLS CO	1,362	$418,974	0.1%	ADD 160%
62	AWRAMER STATES WTR CO	5,636	$413,392	0.1%	ADD 117%
63	AXPAMERICAN EXPRESS CO	1,161	$385,638	0.1%	HOLD
64	HSBCHSBC HLDGS PLC	5,358	$380,364	0.1%	ADD 10%
65	MSMORGAN STANLEY	2,365	$375,940	0.1%	TRIM −2%
66	GSGOLDMAN SACHS GROUP INC	462	$368,124	0.1%	ADD 843%
67	SAPSAP SE	1,362	$364,687	0.1%	ADD 10%
68	ORCLORACLE CORP	1,295	$364,201	0.1%	ADD 440%
69	ORAORMAT TECHNOLOGIES INC	3,691	$355,333	0.1%	ADD 26%
70	COSTCOSTCO WHSL CORP NEW	378	$349,696	0.1%	TRIM −11%
71	LNNLINDSAY CORP	2,485	$349,249	0.1%	ADD 39%
72	GEGE AEROSPACE	1,157	$348,048	0.1%	ADD 192%
73	VMIVALMONT INDS INC	888	$345,070	0.1%	ADD 125%
74	CIGCIA ENERGETICA DE MINAS GERA	161,340	$340,428	0.1%	ADD 9%
75	LLYELI LILLY & CO	436	$332,668	0.1%	ADD 30%
76	CHKPCHECK POINT SOFTWARE TECH LT	1,598	$330,533	0.1%	ADD 5%
77	NGGNATIONAL GRID PLC	4,522	$328,643	0.1%	ADD 29%
78	FSVFIRSTSERVICE CORP NEW	1,715	$327,015	0.1%	ADD 18%
79	GWRSGLOBAL WTR RES INC	31,584	$325,310	0.1%	ADD 181%
80	PEPPEPSICO INC	2,278	$320,029	0.1%	ADD 138%
81	ORIOld Republic Nat'l. Corp.	7,299	$309,994	0.1%	NEW
82	FIXCOMFORT SYS USA INC	375	$309,556	0.1%	ADD 93%
83	SBACSBA COMMUNICATIONS CORP NEW	1,589	$307,097	0.1%	ADD 34%
84	RYROYAL BK CDA	2,084	$307,036	0.1%	ADD 10%
85	VZVERIZON COMMUNICATIONS INC	6,883	$302,500	0.1%	TRIM −41%
86	MCDMCDONALDS CORP	979	$297,509	0.1%	TRIM −45%
87	CIBRFIRST TR EXCHANGE-TRADED FD	3,894	$295,960	0.1%	TRIM −2%
88	CWCOCONSOLIDATED WATER CO INC	8,320	$293,567	0.1%	ADD 127%
89	IHGINTERCONTINENTAL HOTELS GROU	2,420	$293,436	0.1%	ADD 10%
90	KBKB FINL GROUP INC	3,492	$289,455	0.1%	ADD 9%
91	MAMASTERCARD INCORPORATED	507	$288,888	0.1%	TRIM −11%
92	VVISA INC	841	$288,165	0.1%	TRIM −20%
93	URNMSPROTT FDS TR	4,697	$283,837	0.1%	HOLD
94	ADIANALOG DEVICES INC	1,138	$279,614	0.1%	NEW
95	AMTAMERICAN TOWER CORP	1,437	$276,432	0.1%	ADD 48%
96	EQIXEQUINIX INC	352	$275,945	0.1%	ADD 35%
97	MASMASCO CORP	3,864	$271,970	0.1%	ADD 126%
98	VVVANGUARD INDEX FDS	865	$266,299	0.1%	HOLD
99	MODMODINE MFG CO	1,838	$261,290	0.1%	TRIM −22%
100	SKMSK TELECOM LTD	11,971	$258,574	0.1%	ADD 11%
101	IEFAISHARES TR	2,953	$257,783	0.1%	TRIM −12%
102	YORWYORK WTR CO	8,437	$256,635	0.1%	ADD 121%
103	GEVGE VERNOVA INC	414	$254,587	0.1%	ADD 322%
104	UBERUBER TECHNOLOGIES INC	2,500	$244,925	0.1%	HOLD
105	RDYDR REDDYS LABS LTD	17,512	$244,802	0.1%	ADD 11%
106	LENLENNAR CORP	1,916	$241,498	0.1%	ADD 763%
107	ECLECOLAB INC	878	$240,934	0.1%	ADD 80%
108	BGBUNGE GLOBAL SA	2,951	$239,953	0.1%	ADD 25%
109	AOSSMITH A O CORP	3,236	$237,518	0.1%	ADD 127%
110	TFCTRUIST FINL CORP	5,147	$235,321	0.1%	NEW
111	ROLROLLINS INC	3,993	$234,703	0.1%	ADD 8%
112	PSOPEARSON PLC	16,449	$232,901	0.1%	ADD 9%
113	IRINGERSOLL RAND INC	2,816	$232,661	0.1%	ADD 5767%
114	ARTNAARTESIAN RES CORP	7,134	$232,506	0.1%	ADD 122%
115	PRMPERIMETER SOLUTIONS INC	10,344	$231,600	0.1%	TRIM −21%
116	TELFYTELEFONICA S A	44,539	$226,266	0.1%	ADD 9%
117	CVXCHEVRON CORP NEW	1,441	$223,768	0.1%	NEW
118	AONAON PLC	622	$221,793	0.1%	HOLD
119	VUGVANGUARD INDEX FDS	462	$221,340	0.1%	HOLD
120	LMTLOCKHEED MARTIN CORP	442	$220,651	0.1%	HOLD
121	CSCOCISCO SYS INC	3,223	$220,518	0.1%	TRIM −55%
122	AXONAXON ENTERPRISE INC	307	$220,315	0.1%	TRIM −46%
123	SHGSHINHAN FINANCIAL GROUP CO L	4,181	$210,525	0.0%	ADD 9%
124	COFCAPITAL ONE FINL CORP	987	$209,815	0.0%	ADD 255%
125	DVYISHARES TR	1,431	$203,315	0.0%	HOLD
126	DHRDANAHER CORP DEL	1,019	$202,315	0.0%	TRIM −7%
127	PMPHILIP MORRIS INTL INC	1,240	$201,156	0.0%	HOLD
128	WITWIPRO LTD	53,632	$141,054	0.0%	ADD 6%

☆Gitterman Wealth Management, LLC