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Livermore
Livermore
ZHEN

Gitterman Wealth Management, LLC

SEC CIK
0001861558
Latest filing
Nov 4, 2025

The latest 13F from Gitterman Wealth Management, LLC covers Q3 2025 (filed Nov 4, 2025): 128 long positions worth $436.5M. The top 10 holdings make up 83.8% of the portfolio, and the largest is Vanguard Scottsdale FDS at 19.3%. Livermore has 19 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q3 2025

Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$1.05M
Added
85
Est. +$19.5M
Reduced
26
Est. −$3.81M
Sold out
215
Est. −$31.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Scottsdale FDS92206C706
    19.3%$84.1M
  2. Vanguard S&P 500 ETF922908363
    13.7%$59.6M
  3. Gmo ETF Trust90139K100
    13.5%$58.7M
  4. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    8.9%$39.0M
  5. First Tr Exchange-Traded FD33737A108
    8.3%$36.4M

Share of portfolio

Top 5 holdings and the other 123 positions, by share of portfolio value

  1. Vanguard Scottsdale FDS19.3%
  2. Vanguard S&P 500 ETF13.7%
  3. Gmo ETF Trust13.5%
  4. State Street SPDR Bloomberg 1-3 Month T-Bill ETF8.9%
  5. First Tr Exchange-Traded FD8.3%
  6. Other 123 positions36.3%

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +$1.78MAdded
  2. MSFTMicrosoft Corp
    +$1.06MAddedHistory
  3. Vanguard Scottsdale FDS92206C706
    +$925.8KAdded
  4. NVDANVIDIA Corp
    +$801.7KAddedHistory
  5. AAPLApple Inc.
    +$768.0KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AAPLApple Inc.
    +0.53 pp1.6% → 2.1%History
  2. MSFTMicrosoft Corp
    +0.27 pp1.3% → 1.6%History
  3. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    +0.26 pp8.7% → 8.9%
  4. GOOGLAlphabet Inc.
    +0.21 pp0.3% → 0.5%History
  5. NVDANVIDIA Corp
    +0.21 pp0.1% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. First Tr Exchange-Traded FD33737A108
    −$913.0KReduced
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −$694.8KSold out
  3. TAT&T Inc.
    −$653.2KSold outHistory
  4. ADSKAutodesk, Inc.
    −$569.5KSold outHistory
  5. NDAQNasdaq, Inc.
    −$503.3KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −0.16 pp0.2% → 0.0%
  2. TAT&T Inc.
    −0.15 pp0.2% → 0.0%History
  3. ADSKAutodesk, Inc.
    −0.13 pp0.1% → 0.0%History
  4. NDAQNasdaq, Inc.
    −0.12 pp0.1% → 0.0%History
  5. SBUXStarbucks Corp
    −0.10 pp0.1% → 0.0%History

Metrics

13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$436.5M
+$7.29M (+1.7%) vs. prior quarter
Positions
128
−211 vs. prior quarter
Top 10 concentration
83.8%
Top 10 as share of value
Turnover
4.8%
Q3 2025, one quarter
Average holding period
8.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $436.5M (Q3 2025)

Q1 2021: $155.1MQ2 2021: $123.5MQ3 2021: $124.5MQ4 2021: $134.8MQ1 2022: $124.3MQ2 2022: $107.0MQ3 2022: $97.0MQ4 2022: $199.7MQ1 2023: $210.3MQ2 2023: $214.5MQ3 2023: $210.9MQ4 2023: $224.5MQ1 2024: $258.0MQ2 2024: $259.4MQ3 2024: $239.9MQ4 2024: $239.4MQ1 2025: $376.5MQ2 2025: $429.2MQ3 2025: $436.5M
Q1 2021Q3 2025
13F filings of Gitterman Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2025Nov 4, 2025128$436.5MVanguard Scottsdale FDSVanguard S&P 500 ETFGmo ETF Trustvs. Q2 2025SEC
Q2 2025Aug 12, 2025339$429.2MVanguard Scottsdale FDSGmo ETF TrustVanguard S&P 500 ETFvs. Q1 2025SEC
Q1 2025May 14, 2025131$376.5MVanguard Scottsdale FDSGmo ETF TrustVanguard S&P 500 ETFvs. Q4 2024SEC
Q4 2024Feb 10, 2025128$239.4MVanguard Scottsdale FDSFirst Tr Exchange-Traded FDState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q3 2024SEC
Q3 2024Nov 13, 2024127$239.9MVanguard Scottsdale FDSFirst Tr Exchange-Traded FDState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q2 2024SEC
Q2 2024Aug 12, 2024109$259.4MVanguard Scottsdale FDSVanguard Scottsdale FDSState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q1 2024SEC
Q1 2024May 8, 2024100$258.0MVanguard Scottsdale FDSVanguard Scottsdale FDSState Street SPDR Bloomberg 1-3 Month T-Bill ETFvs. Q4 2023SEC
Q4 2023Feb 5, 202489$224.5MVanguard Scottsdale FDSVanguard Scottsdale FDSAAPLvs. Q3 2023SEC
Q3 2023Nov 2, 202383$210.9MVanguard Scottsdale FDSVanguard Scottsdale FDSAAPLvs. Q2 2023SEC
Q2 2023Aug 8, 202382$214.5MVanguard Scottsdale FDSVanguard Scottsdale FDSAAPLvs. Q1 2023SEC
Q1 2023May 12, 202385$210.3MVanguard Scottsdale FDSVanguard Scottsdale FDSAAPLvs. Q4 2022SEC
Q4 2022Feb 13, 202380$199.7MVanguard Scottsdale FDSVanguard Scottsdale FDSAAPLvs. Q3 2022SEC
Q3 2022Oct 27, 202271$97.0MVanguard Scottsdale FDSAAPLiShares Core S&P 500 ETFvs. Q2 2022SEC
Q2 2022Aug 3, 202273$107.0MVanguard Scottsdale FDSiShares Core S&P 500 ETFAAPLvs. Q1 2022SEC
Q1 2022May 12, 202297$124.3MVanguard Scottsdale FDSiShares Core S&P 500 ETFAAPLvs. Q4 2021SEC
Q4 2021Feb 1, 202295$134.8MVanguard Scottsdale FDSiShares Core S&P 500 ETFAAPLvs. Q3 2021SEC
Q3 2021Nov 9, 202176$124.5MVanguard Scottsdale FDSiShares Core S&P 500 ETFAAPLvs. Q2 2021SEC
Q2 2021Jul 30, 202177$123.5MVanguard Scottsdale FDSiShares Core S&P 500 ETFAAPLvs. Q1 2021SEC
Q1 2021May 14, 202165$155.1MVanguard Scottsdale FDSiShares Core S&P 500 ETFiShares Core MSCI Eafe ETF–SEC