StockDriftsStockDriftsTop 50 Gitterman Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 19.27% | 1.40M | $84.1M | +1.11%(+15.42K) | $62.73(-4.35%) | 2025-09-30 | |
| VOO | VANGUARD INDEX FDS | 13.66% | 97.3K | $59.6M | -0.58%(-566) | $535.59(+18.53%) | 2025-09-30 | |
| QLTY | 2023 ETF SERIES TRUST II | 13.46% | 1.62M | $58.7M | -0.10%(-1.57K) | $32.56(+19.82%) | 2025-09-30 | |
| BIL | SPDR SERIES TRUST | 8.93% | 425.0K | $39.0M | +4.78%(+19.39K) | $91.60(-0.26%) | 2025-09-30 | |
| GRID | FIRST TR EXCHANGE TRADED FD | 8.35% | 241.1K | $36.4M | -2.44%(-6.04K) | $110.26(+40.43%) | 2025-09-30 | |
| GLD | SPDR GOLD TR | 6.37% | 78.3K | $27.8M | -1.52%(-1.21K) | $265.44(+57.00%) | 2025-09-30 | |
| PHO | INVESCO EXCHANGE TRADED FD T | 6.1% | 368.9K | $26.6M | -0.28%(-1.05K) | $66.45(+7.94%) | 2025-09-30 | |
| HEFA | ISHARES TR | 4.02% | 442.6K | $17.5M | +0.33%(+1.47K) | $36.71(+12.91%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.11% | 36.2K | $9.2M | +9.08%(+3.02K) | $143.09(+91.07%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 1.58% | 13.3K | $6.9M | +18.23%(+2.05K) | $286.77(+70.07%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.90% | +32.74% | — | — | +32.74% |
| Top 20 Holdings Unweighted | +20.24% | +73.84% | — | — | +73.84% |
Gitterman Wealth Management, Llc reports $436.46M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are VGIT (19.3%), VOO (13.7%) and QLTY (13.5%). The top 20 holdings account for 89.28% of reported assets. Its disclosed equity book has returned +32.74% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gitterman Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861558). View Gitterman Wealth Management, Llc’s 13F filings on SEC