# EDGAR Filing Document

**Accession Number:** 0001966094
**File Stem:** 0001966094-26-000004
**Filing Date:** 2026-5
**Character Count:** 11460
**Document Hash:** aca25695b3390eb27e81d7206659c915
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001966094-26-000004.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001966094-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gross & Hartman Investments LLC
- **CENTRAL INDEX KEY:** 0001966094

**ORGANIZATION NAME:**
- **EIN:** 873502781
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26917
- **FILM NUMBER:** 26985172

**BUSINESS ADDRESS:**
- **STREET 1:** 349 W. MAIN STREET
- **STREET 2:** SUITE 108
- **CITY:** LEOLA
- **STATE:** PA
- **ZIP:** 17540
- **BUSINESS PHONE:** 717-475-0130

**MAIL ADDRESS:**
- **STREET 1:** 349 W. MAIN STREET
- **STREET 2:** SUITE 108
- **CITY:** LEOLA
- **STATE:** PA
- **ZIP:** 17540

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Gross  Hartman Investments LLC<br>**Address:** 349 W. MAIN STREET<br>SUITE 108<br>LEOLA, PA 17540

**Form 13F File Number:** 028-26917

**CRD Number (if applicable):** 000317722

**SEC File Number (if applicable):** 801-122984

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John P. Quinn<br>**Title:** Counsel<br>**Phone:** 4843548080

**Signature, Place, and Date of Signing:**

John P. Quinn  Lakewood, CO  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 73

**Form 13F Information Table Value Total:** $192323393

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD TOTAL STOCK    MARKET INDEX FUND ETF   SHARES | COM | 922908769 |  | 42421462 | 132232 | SH |  | SOLE |  | 0 | 0 | 132232 |
| ISHARES SHORT-TERM      NATIONAL MUNI BOND ETF | COM | 464288158 |  | 29463800 | 276655 | SH |  | SOLE |  | 0 | 0 | 276655 |
| VANGUARD CORE BOND ETF | COM | 922020748 |  | 20761766 | 268309 | SH |  | SOLE |  | 0 | 0 | 268309 |
| VANGUARD HIGH DIVIDEND  YIELD INDEX FUND ETF    SHARES | COM | 921946406 |  | 13356515 | 90185 | SH |  | SOLE |  | 0 | 0 | 90185 |
| VANGUARD 0-3 MONTH      TREASURY BILL ETF | COM | 922040845 |  | 11914646 | 157497 | SH |  | SOLE |  | 0 | 0 | 157497 |
| VANGUARD RUSSELL 1000   GROWTH INDEX FUND ETF   SHARES | COM | 92206C680 |  | 9266999 | 84484 | SH |  | SOLE |  | 0 | 0 | 84484 |
| ALERIAN ENERGY          INFRASTRUCTURE ETF | COM | 00162Q676 |  | 9228390 | 241518 | SH |  | SOLE |  | 0 | 0 | 241518 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | COM | 808524771 |  | 8383341 | 301018 | SH |  | SOLE |  | 0 | 0 | 301018 |
| VANGUARD S 500 GROWTH INDEX FUND ETF SHARES | COM | 921932505 |  | 5259407 | 12901 | SH |  | SOLE |  | 0 | 0 | 12901 |
| VANGUARD INTERNATIONAL  HIGH DIVIDEND YIELD     INDEX FUND ETF SHARES | COM | 921946794 |  | 5015605 | 53222 | SH |  | SOLE |  | 0 | 0 | 53222 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 2666851 | 4463 | SH |  | SOLE |  | 0 | 0 | 4463 |
| VANGUARD INFORMATION    TECHNOLOGY INDEX FUND   ETF SHARES | COM | 92204A702 |  | 2346135 | 3363 | SH |  | SOLE |  | 0 | 0 | 3363 |
| APPLE INC | COM | 037833100 |  | 1667991 | 6572 | SH |  | SOLE |  | 0 | 0 | 6572 |
| EQUINIX INC             REIT | COM | 29444U700 |  | 1485700 | 1516 | SH |  | SOLE |  | 0 | 0 | 1516 |
| MICROSOFT CORP | COM | 594918104 |  | 1364481 | 3686 | SH |  | SOLE |  | 0 | 0 | 3686 |
| NVIDIA CORP | COM | 67066G104 |  | 1309397 | 7508 | SH |  | SOLE |  | 0 | 0 | 7508 |
| EATON VANCE TOTAL RETURNBOND ETF | COM | 61774R841 |  | 1264603 | 24918 | SH |  | SOLE |  | 0 | 0 | 24918 |
| ALPHABET INC            CLASS            CLASS A | COM | 02079K305 |  | 1184362 | 4119 | SH |  | SOLE |  | 0 | 0 | 4119 |
| AMAZON.COM INC | COM | 023135106 |  | 1089044 | 5229 | SH |  | SOLE |  | 0 | 0 | 5229 |
| ISHARES RUSSELL 3000    ETF | COM | 464287689 |  | 1081927 | 2919 | SH |  | SOLE |  | 0 | 0 | 2919 |
| PROLOGIS INC            REIT | COM | 74340W103 |  | 838286 | 6342 | SH |  | SOLE |  | 0 | 0 | 6342 |
| STATE STREET SPDR       PORTFOLIO EMERGING      MARKETS ETF | COM | 78463X509 |  | 758103 | 16161 | SH |  | SOLE |  | 0 | 0 | 16161 |
| VANGUARD FTSE EMERGING  MARKETS INDEX FUND ETF  SHARES | COM | 922042858 |  | 695858 | 12874 | SH |  | SOLE |  | 0 | 0 | 12874 |
| STATE STREET SPDR       PORTFOLIO S 500 ETF | COM | 78464A854 |  | 667640 | 8723 | SH |  | SOLE |  | 0 | 0 | 8723 |
| NETFLIX INC | COM | 64110L106 |  | 663531 | 6901 | SH |  | SOLE |  | 0 | 0 | 6901 |
| VENTAS INC              REIT | COM | 92276F100 |  | 651051 | 7961 | SH |  | SOLE |  | 0 | 0 | 7961 |
| BROADCOM INC | COM | 11135F101 |  | 649042 | 2097 | SH |  | SOLE |  | 0 | 0 | 2097 |
| DIGITAL RLTY TR INC     REIT | COM | 253868103 |  | 643710 | 3572 | SH |  | SOLE |  | 0 | 0 | 3572 |
| EBAY INC | COM | 278642103 |  | 615209 | 6759 | SH |  | SOLE |  | 0 | 0 | 6759 |
| STATE STREET SPDR       PORTFOLIO DEVELOPED     WORLD EX-US ETF | COM | 78463X889 |  | 591416 | 12955 | SH |  | SOLE |  | 0 | 0 | 12955 |
| DISNEY WALT CO | COM | 254687106 |  | 576678 | 5983 | SH |  | SOLE |  | 0 | 0 | 5983 |
| VANGUARD RUSSELL 3000   INDEX FUND ETF SHARES | COM | 92206C599 |  | 570548 | 1984 | SH |  | SOLE |  | 0 | 0 | 1984 |
| PALANTIR TECHNOLOGIES INCLASS            CLASS A | COM | 69608A108 |  | 547672 | 3744 | SH |  | SOLE |  | 0 | 0 | 3744 |
| AIRBNB INC              CLASS                  A | COM | 009066101 |  | 545403 | 4319 | SH |  | SOLE |  | 0 | 0 | 4319 |
| TOLL BROS INC | COM | 889478103 |  | 512588 | 3756 | SH |  | SOLE |  | 0 | 0 | 3756 |
| BLACKSTONE INC | COM | 09260D107 |  | 499810 | 4347 | SH |  | SOLE |  | 0 | 0 | 4347 |
| AMERICAN TOWER CORP NEW REIT | COM | 03027X100 |  | 494269 | 2864 | SH |  | SOLE |  | 0 | 0 | 2864 |
| VANGUARD TOTAL WORLD    STOCK INDEX FUND ETF    SHARES | COM | 922042742 |  | 493014 | 3564 | SH |  | SOLE |  | 0 | 0 | 3564 |
| COMCAST CORP NEW        CLASS                  A | COM | 20030N101 |  | 487334 | 16974 | SH |  | SOLE |  | 0 | 0 | 16974 |
| CHENIERE ENERGY INC | COM | 16411R208 |  | 471938 | 1663 | SH |  | SOLE |  | 0 | 0 | 1663 |
| META PLATFORMS INC      CLASS            CLASS A | COM | 30303M102 |  | 468700 | 819 | SH |  | SOLE |  | 0 | 0 | 819 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF    SHARES | COM | 922042775 |  | 443768 | 5909 | SH |  | SOLE |  | 0 | 0 | 5909 |
| INTUIT | COM | 461202103 |  | 428921 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| WELLTOWER INC           REIT | COM | 95040Q104 |  | 398583 | 2016 | SH |  | SOLE |  | 0 | 0 | 2016 |
| TJX COS INC NEW | COM | 872540109 |  | 392866 | 2460 | SH |  | SOLE |  | 0 | 0 | 2460 |
| ALPHABET INC            CLASS            CLASS C | COM | 02079K107 |  | 370049 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| BRIXMOR PPTY GROUP INC  REIT | COM | 11120U105 |  | 368064 | 12780 | SH |  | SOLE |  | 0 | 0 | 12780 |
| STATE STREET SPDR       PORTFOLIO S 1500      COMPOSITE STOCK MARKET E | COM | 78464A805 |  | 364275 | 4608 | SH |  | SOLE |  | 0 | 0 | 4608 |
| HEALTHCARE REALTY TR A  CLASS            CLASS A | COM | 42226K105 |  | 362770 | 21352 | SH |  | SOLE |  | 0 | 0 | 21352 |
| ROSS STORES INC | COM | 778296103 |  | 359386 | 1659 | SH |  | SOLE |  | 0 | 0 | 1659 |
| BXP INC                 REIT | COM | 101121101 |  | 344979 | 6647 | SH |  | SOLE |  | 0 | 0 | 6647 |
| INVENTRUST PPTYS CORP | COM | 46124J201 |  | 341609 | 11215 | SH |  | SOLE |  | 0 | 0 | 11215 |
| WILLIAMS COS INC | COM | 969457100 |  | 336225 | 4620 | SH |  | SOLE |  | 0 | 0 | 4620 |
| TESLA INC | COM | 88160R101 |  | 334575 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| AMERICAN HEALTHCARE REITREIT | COM | 398182303 |  | 331063 | 7020 | SH |  | SOLE |  | 0 | 0 | 7020 |
| AMERICAN HOMES 4 RENT   REIT | COM | 02665T306 |  | 324430 | 11620 | SH |  | SOLE |  | 0 | 0 | 11620 |
| SUN CMNTYS INC          REIT | COM | 866674104 |  | 300163 | 2383 | SH |  | SOLE |  | 0 | 0 | 2383 |
| WHITESTONE REIT         REIT | COM | 966084204 |  | 293316 | 18162 | SH |  | SOLE |  | 0 | 0 | 18162 |
| AVALONBAY CMNTYS INC    REIT | COM | 053484101 |  | 283412 | 1735 | SH |  | SOLE |  | 0 | 0 | 1735 |
| PUBLIC STORAGE          REIT | COM | 74460D109 |  | 255982 | 945 | SH |  | SOLE |  | 0 | 0 | 945 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 252821 | 860 | SH |  | SOLE |  | 0 | 0 | 860 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 252075 | 1602 | SH |  | SOLE |  | 0 | 0 | 1602 |
| CAMDEN PPTY TR          REIT | COM | 133131102 |  | 251475 | 2575 | SH |  | SOLE |  | 0 | 0 | 2575 |
| ELI LILLY AND CO | COM | 532457108 |  | 242819 | 264 | SH |  | SOLE |  | 0 | 0 | 264 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 234948 | 1421 | SH |  | SOLE |  | 0 | 0 | 1421 |
| EASTGROUP PPTYS INC     REIT | COM | 277276101 |  | 233954 | 1264 | SH |  | SOLE |  | 0 | 0 | 1264 |
| ABBVIE INC | COM | 00287Y109 |  | 222492 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| CENTERSPACE             REIT | COM | 15202L107 |  | 209635 | 3649 | SH |  | SOLE |  | 0 | 0 | 3649 |
| COUSINS PPTYS INC | COM | 222795502 |  | 207373 | 9188 | SH |  | SOLE |  | 0 | 0 | 9188 |
| SMARTSTOP SELF STORAGE R | COM | 83192D402 |  | 203754 | 6729 | SH |  | SOLE |  | 0 | 0 | 6729 |
| HIGHWOODS PPTYS INC     REIT | COM | 431284108 |  | 203352 | 9498 | SH |  | SOLE |  | 0 | 0 | 9498 |
| RTX CORP | COM | 75513E101 |  | 200037 | 1037 | SH |  | SOLE |  | 0 | 0 | 1037 |

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