# EDGAR Filing Document

**Accession Number:** 0001966094
**File Stem:** 0001966094-26-000003
**Filing Date:** 2026-5
**Character Count:** 11100
**Document Hash:** a42636bc42e5e6ff3ff5760c223b6d9d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001966094-26-000003.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001966094-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260514

**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:** 26975588

**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:** 12-31-2025

**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:** 484-354-8080

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

John P. Quinn  Lakewood, CO  05-13-2026<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:** 72

**Form 13F Information Table Value Total:** $175450555

      (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 ETF | COM | 922908769 |  | 39614678 | 118158 | SH |  | SOLE |  | 0 | 0 | 118158 |
| ISHARES SHORT TERM NTNL MUN BND ETF | COM | 464288158 |  | 29427617 | 275798 | SH |  | SOLE |  | 0 | 0 | 275798 |
| VANGUARD CORE BOND ETF | COM | 922020748 |  | 16395741 | 210485 | SH |  | SOLE |  | 0 | 0 | 210485 |
| VANGUARD HIGH DIVIDEND  YIELD ETF | COM | 921946406 |  | 11710309 | 81594 | SH |  | SOLE |  | 0 | 0 | 81594 |
| VANGUARD 0 3 MONTH      TREASURY ETF | COM | 922040845 |  | 9767333 | 129489 | SH |  | SOLE |  | 0 | 0 | 129489 |
| VANGUARD RUSSELL 1000   GROWTH ETF | COM | 92206C680 |  | 8734776 | 71744 | SH |  | SOLE |  | 0 | 0 | 71744 |
| SCHWAB FUNDMNTL US LARGECOM ETF | COM | 808524771 |  | 7661937 | 281585 | SH |  | SOLE |  | 0 | 0 | 281585 |
| VANGUARD S 500 GROWTH ETF | COM | 921932505 |  | 5749359 | 12932 | SH |  | SOLE |  | 0 | 0 | 12932 |
| ALERIAN ENERGY          INFRASTRUCTURE ETF | COM | 00162Q676 |  | 5569542 | 177064 | SH |  | SOLE |  | 0 | 0 | 177064 |
| VANGUARD INTERNATNL HGH DIV YLD ETF | COM | 921946794 |  | 4457361 | 49526 | SH |  | SOLE |  | 0 | 0 | 49526 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 2795289 | 4457 | SH |  | SOLE |  | 0 | 0 | 4457 |
| APPLE INC | COM | 037833100 |  | 1769304 | 6508 | SH |  | SOLE |  | 0 | 0 | 6508 |
| VANGUARD INFORMATION    TECHNOLOGY ETF | COM | 92204A702 |  | 1726156 | 2290 | SH |  | SOLE |  | 0 | 0 | 2290 |
| MICROSOFT CORP | COM | 594918104 |  | 1691639 | 3498 | SH |  | SOLE |  | 0 | 0 | 3498 |
| NVIDIA CORP | COM | 67066G104 |  | 1399871 | 7506 | SH |  | SOLE |  | 0 | 0 | 7506 |
| ALPHABET INC            CLASS            CLASS A | COM | 02079K305 |  | 1326660 | 4239 | SH |  | SOLE |  | 0 | 0 | 4239 |
| EATON VANCE TOTAL RETURNBOND ETF | COM | 61774R841 |  | 1262217 | 24509 | SH |  | SOLE |  | 0 | 0 | 24509 |
| AMAZON.COM INC | COM | 023135106 |  | 1173027 | 5082 | SH |  | SOLE |  | 0 | 0 | 5082 |
| ISHARES RUSSELL 3000    ETF | COM | 464287689 |  | 1129124 | 2919 | SH |  | SOLE |  | 0 | 0 | 2919 |
| EQUINIX INC             REIT | COM | 29444U700 |  | 1119701 | 1461 | SH |  | SOLE |  | 0 | 0 | 1461 |
| META PLATFORMS INC      CLASS                  A | COM | 30303M102 |  | 879354 | 1332 | SH |  | SOLE |  | 0 | 0 | 1332 |
| SPDR INDEX SHARES EMERG MARKT ETF | COM | 78463X509 |  | 780491 | 16674 | SH |  | SOLE |  | 0 | 0 | 16674 |
| BROADCOM INC | COM | 11135F101 |  | 773190 | 2234 | SH |  | SOLE |  | 0 | 0 | 2234 |
| VANGUARD FTSE EMERGING  MARKETS ETF | COM | 922042858 |  | 747229 | 13899 | SH |  | SOLE |  | 0 | 0 | 13899 |
| PROLOGIS INC            REIT | COM | 74340W103 |  | 744768 | 5834 | SH |  | SOLE |  | 0 | 0 | 5834 |
| STATE STREET SPDR PORTFLS 500 ETF | COM | 78464A854 |  | 700900 | 8737 | SH |  | SOLE |  | 0 | 0 | 8737 |
| SPDR PORTFOLIO DVLPD    WRLD EX-US ETF | COM | 78463X889 |  | 660637 | 14876 | SH |  | SOLE |  | 0 | 0 | 14876 |
| PALANTIR TECHNOLOGIES INCLASS            CLASS A | COM | 69608A108 |  | 632435 | 3558 | SH |  | SOLE |  | 0 | 0 | 3558 |
| DISNEY WALT CO | COM | 254687106 |  | 622138 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| VANGUARD RUSSELL 3000   ETF | COM | 92206C599 |  | 595855 | 1984 | SH |  | SOLE |  | 0 | 0 | 1984 |
| VENTAS INC              REIT | COM | 92276F100 |  | 595130 | 7691 | SH |  | SOLE |  | 0 | 0 | 7691 |
| EBAY INC | COM | 278642103 |  | 589532 | 6768 | SH |  | SOLE |  | 0 | 0 | 6768 |
| BLACKSTONE INC | COM | 09260D107 |  | 577865 | 3749 | SH |  | SOLE |  | 0 | 0 | 3749 |
| DIGITAL RLTY TR INC     REIT | COM | 253868103 |  | 530501 | 3429 | SH |  | SOLE |  | 0 | 0 | 3429 |
| AIRBNB INC              CLASS                  A | COM | 009066101 |  | 515872 | 3801 | SH |  | SOLE |  | 0 | 0 | 3801 |
| AMERICAN TOWER CORP NEW REIT | COM | 03027X100 |  | 477902 | 2722 | SH |  | SOLE |  | 0 | 0 | 2722 |
| TOLL BROS INC | COM | 889478103 |  | 477824 | 3534 | SH |  | SOLE |  | 0 | 0 | 3534 |
| VANGUARD TOTAL WORLD    STOCK ETF | COM | 922042742 |  | 454983 | 3225 | SH |  | SOLE |  | 0 | 0 | 3225 |
| TESLA INC | COM | 88160R101 |  | 406547 | 904 | SH |  | SOLE |  | 0 | 0 | 904 |
| ALPHABET INC            CLASS            CLASS C | COM | 02079K107 |  | 404802 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| COMCAST CORP NEW        TRADES WITH DUE BILLS | COM | 20030N101 |  | 397927 | 13313 | SH |  | SOLE |  | 0 | 0 | 13313 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 392295 | 2402 | SH |  | SOLE |  | 0 | 0 | 2402 |
| ST SRT SPDR PTFL S    1500 CMPST ETF | COM | 78464A805 |  | 380091 | 4607 | SH |  | SOLE |  | 0 | 0 | 4607 |
| WELLTOWER INC           REIT | COM | 95040Q104 |  | 374190 | 2016 | SH |  | SOLE |  | 0 | 0 | 2016 |
| TJX COS INC NEW | COM | 872540109 |  | 363546 | 2367 | SH |  | SOLE |  | 0 | 0 | 2367 |
| HEALTHCARE REALTY TR A  CLASS                  A | COM | 42226K105 |  | 310897 | 18342 | SH |  | SOLE |  | 0 | 0 | 18342 |
| BRIXMOR PPTY GROUP INC  REIT | COM | 11120U105 |  | 308872 | 11780 | SH |  | SOLE |  | 0 | 0 | 11780 |
| AMERICAN HOMES 4 RENT   REIT | COM | 02665T306 |  | 307037 | 9565 | SH |  | SOLE |  | 0 | 0 | 9565 |
| SBA COMMUNICATIONS CORP CLASS            CLASS A | COM | 78410G104 |  | 306393 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| CHENIERE ENERGY INC | COM | 16411R208 |  | 306350 | 1576 | SH |  | SOLE |  | 0 | 0 | 1576 |
| ROSS STORES INC | COM | 778296103 |  | 300799 | 1670 | SH |  | SOLE |  | 0 | 0 | 1670 |
| INVENTRUST PPTYS CORP | COM | 46124J201 |  | 296064 | 10495 | SH |  | SOLE |  | 0 | 0 | 10495 |
| SUN CMNTYS INC          REIT | COM | 866674104 |  | 290321 | 2343 | SH |  | SOLE |  | 0 | 0 | 2343 |
| ELI LILLY AND CO | COM | 532457108 |  | 290164 | 270 | SH |  | SOLE |  | 0 | 0 | 270 |
| REXFORD INDL RLTY INC   REIT | COM | 76169C100 |  | 289819 | 7485 | SH |  | SOLE |  | 0 | 0 | 7485 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 283693 | 880 | SH |  | SOLE |  | 0 | 0 | 880 |
| AVALONBAY CMNTYS INC    REIT | COM | 053484101 |  | 280668 | 1548 | SH |  | SOLE |  | 0 | 0 | 1548 |
| FIDELITY MSCI HEALTH    CARE INDX ETF | COM | 316092600 |  | 279619 | 3764 | SH |  | SOLE |  | 0 | 0 | 3764 |
| CISCO SYS INC | COM | 17275R102 |  | 271069 | 3519 | SH |  | SOLE |  | 0 | 0 | 3519 |
| ABBVIE INC | COM | 00287Y109 |  | 268704 | 1176 | SH |  | SOLE |  | 0 | 0 | 1176 |
| CAMDEN PPTY TR          REIT | COM | 133131102 |  | 268159 | 2436 | SH |  | SOLE |  | 0 | 0 | 2436 |
| INVITATION HOMES INC | COM | 46187W107 |  | 253556 | 9124 | SH |  | SOLE |  | 0 | 0 | 9124 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 245893 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| PUBLIC STORAGE          REIT | COM | 74460D109 |  | 243671 | 939 | SH |  | SOLE |  | 0 | 0 | 939 |
| AMERICAN HEALTHCARE REITREIT | COM | 398182303 |  | 240712 | 5115 | SH |  | SOLE |  | 0 | 0 | 5115 |
| VISA INC                CLASS            CLASS A | COM | 92826C839 |  | 213933 | 610 | SH |  | SOLE |  | 0 | 0 | 610 |
| WHITESTONE REIT         REIT | COM | 966084204 |  | 213100 | 15342 | SH |  | SOLE |  | 0 | 0 | 15342 |
| SILA RLTY TR INC        REIT | COM | 146280508 |  | 212004 | 9095 | SH |  | SOLE |  | 0 | 0 | 9095 |
| WILLIAMS COS INC | COM | 969457100 |  | 207240 | 3448 | SH |  | SOLE |  | 0 | 0 | 3448 |
| NETFLIX INC | COM | 64110L106 |  | 202803 | 2163 | SH |  | SOLE |  | 0 | 0 | 2163 |
| HIGHWOODS PPTYS INC     REIT | COM | 431284108 |  | 201370 | 7799 | SH |  | SOLE |  | 0 | 0 | 7799 |

---