Gerber Kawasaki Wealth & Investment Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1666736
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.1B
Holdings
350
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Gerber Kawasaki Wealth & Investment Management disclosed 350 positions worth $3.1B in its Form 13F-HR for Q1 2026, led by $IVZ (Invesco Ltd.) at 7.6% of the equity portfolio. During the quarter the fund opened 28 new positions and exited 20 — including a new stake in $CRSP and a full exit from $ISRG. The portfolio is most concentrated in Other (58.4% of disclosed assets). All figures are sourced directly from Gerber Kawasaki Wealth & Investment Management’s Form 13F-HR filing with the SEC under CIK 1666736.
AI Fund Analysis
Stable
$IVZ7.6% weight
Held 9 quarters
SPDR SERIES TRUST
5.4% weight
Held 9 quarters
$NVDA4.7% weight
Held 9 quarters
SPDR SERIES TRUST
4.6% weight
Held 9 quarters
ISHARES TR
4.3% weight
Held 9 quarters
SPDR SERIES TRUST
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$238.6M1,003,302 sh SPDR SERIES TRUST
—Quality
$168.7M1,721,557 sh- 90.2#1
Quality
$146.5M839,990 sh SPDR SERIES TRUST
—Quality
$144.5M2,552,495 shISHARES TR
—Quality
$136.6M1,575,292 shISHARES TR
—Quality
$123.8M1,245,263 sh- 50.1
Quality
$105.2M282,979 sh - 76.1
Quality
$102.6M404,232 sh SELECT SECTOR SPDR TR
—Quality
$92.4M695,091 sh- 80.2
Quality
$77.9M271,525 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $238.6M | 1,003,302 |
| SPDR SERIES TRUST | — | $168.7M | 1,721,557 |
| NVIDIA CORP$NVDA | 90.2#1 | $146.5M | 839,990 |
| SPDR SERIES TRUST | — | $144.5M | 2,552,495 |
| ISHARES TR | — | $136.6M | 1,575,292 |
| ISHARES TR | — | $123.8M | 1,245,263 |
 Tesla, Inc.$TSLA | 50.1 | $105.2M | 282,979 |
 Apple Inc.$AAPL | 76.1 | $102.6M | 404,232 |
| SELECT SECTOR SPDR TR | — | $92.4M | 695,091 |
 Alphabet Inc.$GOOGL | 80.2 | $77.9M | 271,525 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gerber Kawasaki Wealth & Investment Management's 350 positions.
Showing top 10 of 350 holdings.
Sector Allocation
Other
$1.8B
Technology
$554.5M
Financials
$423.9M
Industrials
$158.5M
Consumer Discretionary
$70.0M
Communication Services
$46.5M
Healthcare
$24.2M
Real Estate
$16.0M
Full Holdings — Gerber Kawasaki Wealth & Investment Management (Q1 2026)
All 350 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $238.6M | 7.6% | +7% | — |
| 2 | — | SPDR SERIES TRUST | $168.7M | 5.4% | +1161% | — |
| 3 | $NVDA | NVIDIA CORP | $146.5M | 4.7% | -2% | 90.2 |
| 4 | — | SPDR SERIES TRUST | $144.5M | 4.6% | +6% | — |
| 5 | — | ISHARES TR | $136.6M | 4.3% | +6% | — |
| 6 | — | ISHARES TR | $123.8M | 3.9% | +16% | — |
| 7 | $TSLA | Tesla, Inc. | $105.2M | 3.4% | +40% | 50.1 |
| 8 | $AAPL | Apple Inc. | $102.6M | 3.3% | +0% | 76.1 |
| 9 | — | SELECT SECTOR SPDR TR | $92.4M | 2.9% | +3% | — |
| 10 | $GOOGL | Alphabet Inc. | $77.9M | 2.5% | -2% | 80.2 |
| 11 | — | SELECT SECTOR SPDR TR | $73.4M | 2.3% | +11% | — |
| 12 | — | SELECT SECTOR SPDR TR | $63.1M | 2.0% | +5% | — |
| 13 | — | SELECT SECTOR SPDR TR | $56.9M | 1.8% | -2% | — |
| 14 | — | SPDR SERIES TRUST | $55.1M | 1.8% | -2% | — |
| 15 |  $MSFT | MICROSOFT CORP | $53.5M | 1.7% | +8% | 83.7 |
| 16 | — | SCHWAB STRATEGIC TR | $53.1M | 1.7% | -8% | — |
| 17 | $IVZ | Invesco Ltd. | $45.7M | 1.4% | +9% | — |
| 18 | — | SPDR SERIES TRUST | $44.0M | 1.4% | +643% | — |
| 19 | — | ISHARES TR | $44.0M | 1.4% | -8% | — |
| 20 | — | ISHARES TR | $43.1M | 1.4% | +482% | — |
| 21 |  $AMZN | AMAZON COM INC | $42.0M | 1.3% | +3% | 74.6 |
| 22 | — | SPDR SERIES TRUST | $41.3M | 1.3% | +17% | — |
| 23 | — | ISHARES TR | $38.4M | 1.2% | +7% | — |
| 24 | — | SELECT SECTOR SPDR TR | $36.7M | 1.2% | +11% | — |
| 25 | — | CAPITAL GROUP DIVIDEND VALUE | $36.5M | 1.2% | +0% | — |
| 26 |  $NFLX | NETFLIX INC | $36.4M | 1.2% | +12% | 86.7 |
| 27 | — | SELECT SECTOR SPDR TR | $33.9M | 1.1% | +3% | — |
| 28 | — | CAPITAL GROUP GROWTH ETF | $32.5M | 1.0% | +4% | — |
| 29 | — | J P MORGAN EXCHANGE TRADED F | $30.8M | 1.0% | -7% | — |
| 30 |  $META | Meta Platforms, Inc. | $29.8M | 0.9% | +111% | 80.9 |
| 31 | — | SPDR SERIES TRUST | $29.6M | 0.9% | +6% | — |
| 32 | — | SPDR SERIES TRUST | $29.5M | 0.9% | -2% | — |
| 33 | — | ISHARES TR | $25.7M | 0.8% | -5% | — |
| 34 |  $AXON | AXON ENTERPRISE, INC. | $24.4M | 0.8% | +691% | 55.6 |
| 35 | — | SELECT SECTOR SPDR TR | $24.1M | 0.8% | -1% | — |
| 36 |  $STT | STATE STREET CORP | $23.8M | 0.8% | +12% | 61.5 |
| 37 | — | ADVISORSHARES TR | $22.4M | 0.7% | +1% | — |
| 38 | — | SPDR SERIES TRUST | $22.1M | 0.7% | +11% | — |
| 39 | — | ISHARES INC | $18.6M | 0.6% | +0% | — |
| 40 |  $GEV | GE Vernova Inc. | $18.0M | 0.6% | +8% | 70.1 |
| 41 |  $AVGO | Broadcom Inc. | $17.7M | 0.6% | +6% | 86.4 |
| 42 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $17.4M | 0.6% | -9% | — |
| 43 |  $SHOP | SHOPIFY INC. | $17.0M | 0.5% | +239% | — |
| 44 | $IVZ | Invesco Ltd. | $16.9M | 0.5% | +8% | — |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $16.4M | 0.5% | -1% | — |
| 46 | $STT | STATE STREET CORP | $16.4M | 0.5% | +4% | 61.5 |
| 47 | $IVZ | Invesco Ltd. | $15.8M | 0.5% | +6% | — |
| 48 |  $GOOG | Alphabet Inc. | $15.6M | 0.5% | -3% | 80.2 |
| 49 | — | CAPITAL GROUP INTERNATIONAL | $15.6M | 0.5% | +870% | — |
| 50 | — | GLOBAL X FDS | $13.9M | 0.4% | +2% | — |
| 51 |  $LLY | ELI LILLY & Co | $12.8M | 0.4% | +15% | 89.3 |
| 52 |  $IAU | ISHARES GOLD TRUST | $11.2M | 0.4% | +449% | — |
| 53 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.1M | 0.3% | -1% | 64.5 |
| 54 | — | GLOBAL X FDS | $10.9M | 0.3% | +23% | — |
| 55 | — | ISHARES TR | $10.6M | 0.3% | -5% | — |
| 56 |  $MU | MICRON TECHNOLOGY INC | $10.5M | 0.3% | +1406% | 88.4 |
| 57 | — | J P MORGAN EXCHANGE TRADED F | $10.0M | 0.3% | -3% | — |
| 58 | — | ISHARES TR | $9.4M | 0.3% | +6% | — |
| 59 |  $VICI | VICI PROPERTIES INC. | $9.4M | 0.3% | -10% | 76.2 |
| 60 | — | ISHARES TR | $9.3M | 0.3% | +1% | — |
| 61 |  $HD | HOME DEPOT, INC. | $8.9M | 0.3% | -19% | 69.2 |
| 62 | — | SPDR SERIES TRUST | $8.0M | 0.3% | -20% | — |
| 63 | — | VANGUARD INDEX FDS | $8.0M | 0.3% | +1% | — |
| 64 | — | ISHARES TR | $8.0M | 0.3% | +2% | — |
| 65 | — | CAPITAL GROUP GBL GROWTH EQT | $8.0M | 0.3% | +1% | — |
| 66 |  $TER | TERADYNE, INC | $7.6M | 0.2% | -24% | 74.6 |
| 67 |  $APH | AMPHENOL CORP /DE/ | $7.5M | 0.2% | +11% | 80.5 |
| 68 | — | CAPITAL GROUP CORE EQUITY ET | $7.5M | 0.2% | +1% | — |
| 69 | — | VANGUARD INDEX FDS | $7.4M | 0.2% | +4% | — |
| 70 | — | ISHARES TR | $6.9M | 0.2% | +10% | — |
| 71 |  $DIS | Walt Disney Co | $6.8M | 0.2% | -19% | 68.9 |
| 72 |  $JPM | JPMORGAN CHASE & CO | $6.8M | 0.2% | -3% | 35.6 |
| 73 | — | FIRST TR EXCHNG TRADED FD VI | $6.3M | 0.2% | +4536% | — |
| 74 | — | ISHARES TR | $6.2M | 0.2% | -10% | — |
| 75 | — | SPDR SERIES TRUST | $6.0M | 0.2% | -18% | — |
| 76 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $5.9M | 0.2% | -7% | 48 |
| 77 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.9M | 0.2% | +8% | 67 |
| 78 | — | ISHARES TR | $5.8M | 0.2% | +14% | — |
| 79 | $IVZ | Invesco Ltd. | $5.5M | 0.2% | -10% | — |
| 80 |  $PLTR | Palantir Technologies Inc. | $5.5M | 0.2% | +197% | 85.8 |
| 81 |  $WMT | Walmart Inc. | $5.4M | 0.2% | -3% | 63.2 |
| 82 |  $PWR | QUANTA SERVICES, INC. | $5.3M | 0.2% | +71% | 62.6 |
| 83 |  $TT | Trane Technologies plc | $4.9M | 0.2% | -6% | — |
| 84 | — | ISHARES TR | $4.7M | 0.1% | +103% | — |
| 85 |  $ASML | ASML HOLDING NV | $4.7M | 0.1% | +13% | — |
| 86 | — | CAPITAL GROUP CORE BALANCED | $4.7M | 0.1% | +10% | — |
| 87 | — | ISHARES TR | $4.5M | 0.1% | +4% | — |
| 88 |  $BX | Blackstone Inc. | $4.2M | 0.1% | -50% | 68 |
| 89 | — | SPDR SERIES TRUST | $4.2M | 0.1% | +5% | — |
| 90 | — | SPDR SERIES TRUST | $4.2M | 0.1% | -11% | — |
| 91 | — | ISHARES TR | $4.0M | 0.1% | -12% | — |
| 92 |  $UBER | Uber Technologies, Inc | $4.0M | 0.1% | +0% | 79.3 |
| 93 | — | GLOBAL X FDS | $3.9M | 0.1% | +13% | — |
| 94 |  $NTNX | Nutanix, Inc. | $3.8M | 0.1% | +4% | 68.8 |
| 95 |  $GLD | SPDR GOLD TRUST | $3.7M | 0.1% | +9% | — |
| 96 |  $PANW | Palo Alto Networks Inc | $3.3M | 0.1% | +0% | 66.5 |
| 97 | — | ISHARES TR | $3.2M | 0.1% | -9% | — |
| 98 |  $MGM | MGM Resorts International | $3.2M | 0.1% | -20% | 48 |
| 99 |  $PLD | Prologis, Inc. | $3.1M | 0.1% | +0% | 67.5 |
| 100 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $3.0M | 0.1% | -5% | 60.5 |
| 101 |  $CRWD | CrowdStrike Holdings, Inc. | $3.0M | 0.1% | -14% | 55 |
| 102 | — | TEMA ETF TRUST | $2.9M | 0.1% | +140% | — |
| 103 |  $IBIT | iShares Bitcoin Trust ETF | $2.9M | 0.1% | -4% | — |
| 104 | $IVZ | Invesco Ltd. | $2.8M | 0.1% | -18% | — |
| 105 |  $NEE | NEXTERA ENERGY INC | $2.8M | 0.1% | -3% | 71.7 |
| 106 |  $AMGN | AMGEN INC | $2.6M | 0.1% | -1% | 79.5 |
| 107 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.6M | 0.1% | +43% | — |
| 108 | — | SPDR SERIES TRUST | $2.5M | 0.1% | -93% | — |
| 109 | — | ISHARES TR | $2.5M | 0.1% | +253% | — |
| 110 | — | ISHARES TR | $2.4M | 0.1% | +66% | — |
| 111 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.1% | -10% | 66.7 |
| 112 | $IVZ | Invesco Ltd. | $2.4M | 0.1% | +5% | — |
| 113 | — | VANECK ETF TRUST | $2.4M | 0.1% | -4% | — |
| 114 |  $V | VISA INC. | $2.4M | 0.1% | +6% | 83.5 |
| 115 | — | VANGUARD SPECIALIZED FUNDS | $2.3M | 0.1% | +4% | — |
| 116 |  $GS | GOLDMAN SACHS GROUP INC | $2.2M | 0.1% | +22% | — |
| 117 |  $XOM | EXXON MOBIL CORP | $2.2M | 0.1% | +39% | 61.8 |
| 118 | — | SPDR SER TR | $2.1M | 0.1% | +12% | — |
| 119 |  $LPLA | LPL Financial Holdings Inc. | $2.0M | 0.1% | -1% | 61.8 |
| 120 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.0M | 0.1% | -4% | 70.2 |
| 121 | — | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.1% | +906% | — |
| 122 |  $BE | Bloom Energy Corp | $1.8M | 0.1% | +69% | 54.4 |
| 123 | — | SPDR INDEX SHS FDS | $1.8M | 0.1% | -6% | — |
| 124 | — | ISHARES TR | $1.8M | 0.1% | +2% | — |
| 125 | — | ISHARES TR | $1.7M | 0.1% | -20% | — |
| 126 | — | ISHARES TR | $1.7M | 0.1% | +22% | — |
| 127 |  $MRVL | Marvell Technology, Inc. | $1.7M | 0.1% | +0% | 77.3 |
| 128 | — | VANGUARD INDEX FDS | $1.7M | 0.1% | -1% | — |
| 129 | — | VANGUARD INDEX FDS | $1.6M | 0.1% | -2% | — |
| 130 | — | FIRST TR EXCHNG TRADED FD VI | $1.6M | 0.1% | -5% | — |
| 131 | — | SPDR SERIES TRUST | $1.6M | 0.1% | -5% | — |
| 132 | — | SPDR SERIES TRUST | $1.6M | 0.1% | +10% | — |
| 133 |  $RTX | RTX Corp | $1.6M | 0.1% | +9% | 70 |
| 134 |  $AMD | ADVANCED MICRO DEVICES INC | $1.5M | 0.1% | +6% | 78.8 |
| 135 | — | VANGUARD WORLD FD | $1.5M | 0.1% | +5% | — |
| 136 | — | ISHARES TR | $1.5M | 0.1% | -10% | — |
| 137 | — | ISHARES TR | $1.5M | 0.1% | +38% | — |
| 138 |  $ANET | Arista Networks, Inc. | $1.5M | 0.1% | -2% | 86 |
| 139 | — | VANGUARD TAX-MANAGED FDS | $1.5M | 0.1% | +11% | — |
| 140 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.1% | -13% | 65 |
| 141 |  $CVX | CHEVRON CORP | $1.4M | 0.0% | +1% | 54.7 |
| 142 | — | CAPITAL GROUP DIVIDEND GROWE | $1.3M | 0.0% | -18% | — |
| 143 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.0% | -1% | 73.2 |
| 144 |  $TKO | TKO Group Holdings, Inc. | $1.3M | 0.0% | +12% | 73.1 |
| 145 | — | SELECT SECTOR SPDR TR | $1.3M | 0.0% | -20% | — |
| 146 | — | ISHARES TR | $1.3M | 0.0% | -2% | — |
| 147 |  $ORCL | ORACLE CORP | $1.3M | 0.0% | -86% | 67.2 |
| 148 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.0% | +67% | 72.8 |
| 149 | — | ISHARES TR | $1.3M | 0.0% | +461% | — |
| 150 | — | SPDR SERIES TRUST | $1.3M | 0.0% | +20% | — |
| 151 | — | ISHARES TR | $1.2M | 0.0% | +23% | — |
| 152 |  $CAT | CATERPILLAR INC | $1.2M | 0.0% | -9% | 67.8 |
| 153 | — | VANGUARD WORLD FD | $1.2M | 0.0% | +3% | — |
| 154 | — | ISHARES TR | $1.1M | 0.0% | -4% | — |
| 155 | — | ISHARES TR | $1.1M | 0.0% | +7% | — |
| 156 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.0% | +60% | 74.8 |
| 157 | — | SPDR SERIES TRUST | $1.1M | 0.0% | -10% | — |
| 158 |  $ABBV | AbbVie Inc. | $1.1M | 0.0% | +4% | 59.3 |
| 159 |  $DE | DEERE & CO | $1.1M | 0.0% | -10% | 57.4 |
| 160 | — | ISHARES TR | $1.0M | 0.0% | +8% | — |
| 161 |  $KO | COCA COLA CO | $1.0M | 0.0% | -3% | 74 |
| 162 |  $RIVN | Rivian Automotive, Inc. / DE | $1.0M | 0.0% | +310% | 36 |
| 163 |  $NOTV | Inotiv, Inc. | $1.0M | 0.0% | -58% | 29.3 |
| 164 |  $PG | PROCTER & GAMBLE Co | $981,501 | 0.0% | +26% | 72.9 |
| 165 |  $CRSP | CRISPR Therapeutics AG | $973,281 | 0.0% | NEW | 4.5 |
| 166 | — | INVESCO EXCHANGE TRADED FD T | $965,129 | 0.0% | -33% | — |
| 167 | — | ISHARES INC | $954,540 | 0.0% | +3% | — |
| 168 |  $M | Macy's, Inc. | $909,167 | 0.0% | NEW | 48.9 |
| 169 |  $CRM | Salesforce, Inc. | $908,587 | 0.0% | -14% | 75.2 |
| 170 |  $QCOM | QUALCOMM INC/DE | $860,493 | 0.0% | -13% | 81.9 |
| 171 |  $SYK | STRYKER CORP | $826,812 | 0.0% | -37% | 69.8 |
| 172 | — | SCHWAB STRATEGIC TR | $820,956 | 0.0% | +4% | — |
| 173 |  $AMAT | APPLIED MATERIALS INC /DE | $819,344 | 0.0% | -11% | 74.8 |
| 174 | — | ISHARES TR | $803,704 | 0.0% | +1% | — |
| 175 | — | VANGUARD STAR FDS | $789,699 | 0.0% | -1% | — |
| 176 | — | SPDR SERIES TRUST | $786,031 | 0.0% | -66% | — |
| 177 | — | ISHARES TR | $773,097 | 0.0% | +13% | — |
| 178 |  $UMBF | UMB FINANCIAL CORP | $765,020 | 0.0% | -2% | — |
| 179 |  $BAC | BANK OF AMERICA CORP /DE/ | $758,127 | 0.0% | -0% | 68.4 |
| 180 |  $DELL | Dell Technologies Inc. | $754,091 | 0.0% | -18% | 76 |
| 181 |  $GENI | Genius Sports Ltd | $739,174 | 0.0% | -28% | — |
| 182 |  $STLD | STEEL DYNAMICS INC | $736,261 | 0.0% | -3% | 56 |
| 183 | — | SCHWAB STRATEGIC TR | $728,339 | 0.0% | -9% | — |
| 184 | — | ISHARES TR | $713,409 | 0.0% | -4% | — |
| 185 | $GS | GOLDMAN SACHS GROUP INC | $705,674 | 0.0% | +19% | — |
| 186 | — | ISHARES TR | $698,944 | 0.0% | +49% | — |
| 187 | — | SCHWAB STRATEGIC TR | $691,064 | 0.0% | -1% | — |
| 188 | — | ISHARES TR | $684,331 | 0.0% | +15% | — |
| 189 |  $MRK | Merck & Co., Inc. | $681,416 | 0.0% | -10% | 70.9 |
| 190 | $IVZ | Invesco Ltd. | $678,969 | 0.0% | +3% | — |
| 191 | — | ISHARES TR | $678,936 | 0.0% | +0% | — |
| 192 |  $IRM | IRON MOUNTAIN INC | $650,099 | 0.0% | +1% | 50.7 |
| 193 | — | CAPITAL GRP FIXED INCM ETF T | $647,710 | 0.0% | +0% | — |
| 194 |  $F | FORD MOTOR CO | $642,502 | 0.0% | +41% | 58.5 |
| 195 | — | AMERICAN CENTY ETF TR | $640,259 | 0.0% | -9% | — |
| 196 |  $IOT | Samsara Inc. | $639,726 | 0.0% | -38% | 61.3 |
| 197 |  $GD | GENERAL DYNAMICS CORP | $633,420 | 0.0% | -8% | 73 |
| 198 |  $NET | Cloudflare, Inc. | $629,543 | 0.0% | -21% | 52.6 |
| 199 |  $DGX | QUEST DIAGNOSTICS INC | $625,180 | 0.0% | NEW | 69.1 |
| 200 |  $CSCO | CISCO SYSTEMS, INC. | $622,896 | 0.0% | +24% | 72.3 |
| 201 |  $ADBE | ADOBE INC. | $620,340 | 0.0% | +55% | 80.4 |
| 202 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $609,610 | 0.0% | -8% | 63.7 |
| 203 | — | VANGUARD INDEX FDS | $607,307 | 0.0% | -2% | — |
| 204 |  $PFE | PFIZER INC | $602,111 | 0.0% | +8% | 69 |
| 205 | — | ISHARES TR | $600,549 | 0.0% | +10% | — |
| 206 | — | VANGUARD INTL EQUITY INDEX F | $591,568 | 0.0% | +25% | — |
| 207 |  $SBUX | STARBUCKS CORP | $590,853 | 0.0% | +11% | 54.6 |
| 208 | — | FIRST TR EXCHNG TRADED FD VI | $587,218 | 0.0% | +0% | — |
| 209 | — | ISHARES TR | $570,644 | 0.0% | -3% | — |
| 210 |  $MA | Mastercard Inc | $560,735 | 0.0% | -2% | 81.7 |
| 211 |  $GLDM | World Gold Trust | $551,600 | 0.0% | +35% | — |
| 212 | — | ISHARES TR | $546,063 | 0.0% | +21% | — |
| 213 |  $ABNB | Airbnb, Inc. | $535,933 | 0.0% | -3% | 70.1 |
| 214 | — | CAPITAL GRP FIXED INCM ETF T | $531,559 | 0.0% | +0% | — |
| 215 | — | VANGUARD WHITEHALL FDS | $522,036 | 0.0% | +27% | — |
| 216 |  $MELI | MERCADOLIBRE INC | $503,143 | 0.0% | +105% | 77.5 |
| 217 | — | NUSHARES ETF TR | $500,351 | 0.0% | +1% | — |
| 218 |  $MCD | MCDONALDS CORP | $498,856 | 0.0% | -4% | 73.9 |
| 219 | — | SCHWAB STRATEGIC TR | $494,197 | 0.0% | +1% | — |
| 220 |  $NCA | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | $493,894 | 0.0% | +157% | — |
| 221 |  $VZ | VERIZON COMMUNICATIONS INC | $489,511 | 0.0% | +2% | 71.6 |
| 222 | — | DIMENSIONAL ETF TRUST | $484,997 | 0.0% | -2% | — |
| 223 | — | VANGUARD INDEX FDS | $478,351 | 0.0% | -0% | — |
| 224 |  $LEN | LENNAR CORP /NEW/ | $475,158 | 0.0% | -4% | 49.2 |
| 225 |  $URI | UNITED RENTALS, INC. | $474,293 | 0.0% | -0% | 70.7 |
| 226 |  $NOW | ServiceNow, Inc. | $473,193 | 0.0% | +137% | 76 |
| 227 | — | ISHARES TR | $473,009 | 0.0% | -2% | — |
| 228 | — | VANGUARD SCOTTSDALE FDS | $468,360 | 0.0% | +2% | — |
| 229 | — | ISHARES INC | $468,299 | 0.0% | -96% | — |
| 230 | — | SSGA ACTIVE ETF TR | $454,499 | 0.0% | +0% | — |
| 231 | — | CAPITAL GRP FIXED INCM ETF T | $451,158 | 0.0% | +27% | — |
| 232 |  $SPOT | Spotify Technology S.A. | $442,239 | 0.0% | -0% | — |
| 233 |  $GPC | GENUINE PARTS CO | $438,240 | 0.0% | -3% | 54.2 |
| 234 | — | VANECK ETF TRUST | $430,913 | 0.0% | -21% | — |
| 235 |  $NBB | Nuveen Taxable Municipal Income Fund | $430,530 | 0.0% | +0% | — |
| 236 |  $BA | BOEING CO | $428,114 | 0.0% | -9% | 51.8 |
| 237 | — | DIMENSIONAL ETF TRUST | $423,191 | 0.0% | +35% | — |
| 238 | — | VANGUARD MUN BD FDS | $419,885 | 0.0% | +27% | — |
| 239 |  $WM | WASTE MANAGEMENT INC | $419,142 | 0.0% | +13% | 70.7 |
| 240 |  $WFC | WELLS FARGO & COMPANY/MN | $419,090 | 0.0% | -5% | — |
| 241 | — | PURE STORAGE INC | $416,232 | 0.0% | -0% | — |
| 242 | — | SPDR SERIES TRUST | $415,538 | 0.0% | +0% | — |
| 243 |  $BABA | Alibaba Group Holding Ltd | $409,461 | 0.0% | +10% | — |
| 244 |  $SNOW | Snowflake Inc. | $408,722 | 0.0% | -3% | 49.6 |
| 245 |  $NAC | Nuveen California Quality Municipal Income Fund | $406,877 | 0.0% | +3% | — |
| 246 | — | SPDR SERIES TRUST | $399,275 | 0.0% | -37% | — |
| 247 |  $TTAN | ServiceTitan, Inc. | $399,037 | 0.0% | NEW | 42.7 |
| 248 | — | SPDR SER TR | $395,045 | 0.0% | -4% | — |
| 249 | — | SPDR INDEX SHS FDS | $392,899 | 0.0% | -7% | — |
| 250 |  $SLV | iShares Silver Trust | $391,123 | 0.0% | +3% | — |
| 251 | — | VANGUARD INDEX FDS | $390,301 | 0.0% | -7% | — |
| 252 |  $AZN | ASTRAZENECA PLC | $380,831 | 0.0% | -38% | — |
| 253 | — | DIMENSIONAL ETF TRUST | $376,999 | 0.0% | -18% | — |
| 254 |  $NU | Nu Holdings Ltd. | $375,950 | 0.0% | -2% | — |
| 255 | — | VANGUARD WORLD FD | $373,644 | 0.0% | +1% | — |
| 256 |  $MRP | Millrose Properties, Inc. | $363,128 | 0.0% | -10% | 77.2 |
| 257 |  $TXN | TEXAS INSTRUMENTS INC | $358,364 | 0.0% | -25% | 70.4 |
| 258 |  $VRT | Vertiv Holdings Co | $356,282 | 0.0% | NEW | 82.7 |
| 259 | — | FIRST TR EXCHNG TRADED FD VI | $356,169 | 0.0% | -13% | — |
| 260 | — | INVESCO EXCH TRADED FD TR II | $353,340 | 0.0% | +21% | — |
| 261 | — | VANGUARD INDEX FDS | $352,191 | 0.0% | +0% | — |
| 262 |  $ONON | On Holding AG | $351,801 | 0.0% | -17% | — |
| 263 |  $ETN | Eaton Corp plc | $350,040 | 0.0% | +12% | — |
| 264 |  $COP | CONOCOPHILLIPS | $348,099 | 0.0% | +10% | 74.8 |
| 265 |  $MSI | Motorola Solutions, Inc. | $342,626 | 0.0% | -4% | 73.8 |
| 266 |  $OKLO | Oklo Inc. | $341,575 | 0.0% | +10% | — |
| 267 | — | SELECT SECTOR SPDR TR | $341,564 | 0.0% | +11% | — |
| 268 | — | VANGUARD INTL EQUITY INDEX F | $336,270 | 0.0% | -1% | — |
| 269 | — | CAPITAL GROUP FIXED INCOME E | $333,882 | 0.0% | -5% | — |
| 270 | — | SPDR INDEX SHS FDS | $333,702 | 0.0% | -16% | — |
| 271 |  $PM | Philip Morris International Inc. | $331,177 | 0.0% | NEW | 80.5 |
| 272 |  $ABT | ABBOTT LABORATORIES | $330,588 | 0.0% | +19% | 67 |
| 273 |  $CL | COLGATE PALMOLIVE CO | $327,148 | 0.0% | +1% | 72.4 |
| 274 |  $PEP | PEPSICO INC | $325,534 | 0.0% | -31% | 62.7 |
| 275 | — | ISHARES TR | $322,333 | 0.0% | +5% | — |
| 276 |  $T | AT&T INC. | $319,986 | 0.0% | +6% | 71.9 |
| 277 | — | FIRST TR EXCHNG TRADED FD VI | $316,386 | 0.0% | -35% | — |
| 278 | $IVZ | Invesco Ltd. | $304,654 | 0.0% | -8% | — |
| 279 |  $BLK | BlackRock, Inc. | $302,011 | 0.0% | -10% | 70.3 |
| 280 | — | ISHARES TR | $301,287 | 0.0% | -7% | — |
| 281 | — | ISHARES TR | $299,681 | 0.0% | +0% | — |
| 282 | — | ISHARES TR | $299,531 | 0.0% | -2% | — |
| 283 |  $STRL | STERLING INFRASTRUCTURE, INC. | $296,085 | 0.0% | NEW | 73.3 |
| 284 |  $AEE | AMEREN CORP | $295,017 | 0.0% | -7% | 63.5 |
| 285 | — | AMERICAN CENTY ETF TR | $294,759 | 0.0% | -46% | — |
| 286 | — | GLOBAL X FDS | $291,890 | 0.0% | -88% | — |
| 287 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $289,537 | 0.0% | +1% | 47.2 |
| 288 |  $RSG | REPUBLIC SERVICES, INC. | $289,062 | 0.0% | -0% | 72 |
| 289 |  $FCFS | FirstCash Holdings, Inc. | $288,956 | 0.0% | NEW | 73.8 |
| 290 | — | VANGUARD BD INDEX FDS | $288,838 | 0.0% | -27% | — |
| 291 |  $__PARK_1390777 | Bank of New York Mellon Corp | $285,531 | 0.0% | +2% | 36.7 |
| 292 |  $TRV | TRAVELERS COMPANIES, INC. | $282,669 | 0.0% | +1% | 71.5 |
| 293 |  $WT | WisdomTree, Inc. | $273,652 | 0.0% | -15% | 62.9 |
| 294 |  $EA | ELECTRONIC ARTS INC. | $272,099 | 0.0% | -22% | 71.1 |
| 295 |  $MS | MORGAN STANLEY | $269,530 | 0.0% | -13% | — |
| 296 | — | AMERICAN CENTY ETF TR | $268,944 | 0.0% | +0% | — |
| 297 |  $GLW | CORNING INC /NY | $266,687 | 0.0% | NEW | 72.7 |
| 298 |  $ARM | ARM HOLDINGS PLC /UK | $265,649 | 0.0% | -8% | — |
| 299 | — | FIRST TR EXCHNG TRADED FD VI | $261,575 | 0.0% | +0% | — |
| 300 |  $IDXX | IDEXX LABORATORIES INC /DE | $259,032 | 0.0% | -8% | 73.6 |
| 301 |  $ETHA | iShares Ethereum Trust ETF | $258,488 | 0.0% | +5% | — |
| 302 |  $TTE | TotalEnergies SE | $257,291 | 0.0% | NEW | — |
| 303 |  $NKE | NIKE, Inc. | $255,532 | 0.0% | -6% | 53.4 |
| 304 | — | VANGUARD CALIF TAX FREE FDS | $255,093 | 0.0% | NEW | — |
| 305 |  $RDDT | Reddit, Inc. | $253,684 | 0.0% | NEW | 79.3 |
| 306 | — | SPDR SERIES TRUST | $253,003 | 0.0% | -99% | — |
| 307 |  $MMM | 3M CO | $245,764 | 0.0% | -10% | 60.7 |
| 308 | — | AMERICAN CENTY ETF TR | $242,303 | 0.0% | +0% | — |
| 309 |  $SBAC | SBA COMMUNICATIONS CORP | $241,989 | 0.0% | -3% | 71.3 |
| 310 |  $MSTR | Strategy Inc | $240,988 | 0.0% | -99% | 25.4 |
| 311 | — | SCHWAB STRATEGIC TR | $240,476 | 0.0% | +14% | — |
| 312 |  $AMT | AMERICAN TOWER CORP /MA/ | $239,073 | 0.0% | -10% | 69.8 |
| 313 |  $SPGI | S&P Global Inc. | $238,414 | 0.0% | -3% | 79.4 |
| 314 |  $TEL | TE Connectivity plc | $236,515 | 0.0% | -1% | — |
| 315 | — | ISHARES TR | $233,565 | 0.0% | +21% | — |
| 316 |  $CB | Chubb Ltd | $233,550 | 0.0% | NEW | — |
| 317 |  $TJX | TJX COMPANIES INC /DE/ | $231,904 | 0.0% | NEW | 70.7 |
| 318 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $223,315 | 0.0% | NEW | 65.9 |
| 319 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $219,158 | 0.0% | +0% | 69.5 |
| 320 |  $FDX | FEDEX CORP | $216,157 | 0.0% | NEW | 60.3 |
| 321 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $215,968 | 0.0% | NEW | — |
| 322 |  $BSX | BOSTON SCIENTIFIC CORP | $215,232 | 0.0% | +11% | 79.9 |
| 323 | — | FIRST TR EXCHNG TRADED FD VI | $214,242 | 0.0% | +6% | — |
| 324 | — | J P MORGAN EXCHANGE TRADED F | $212,542 | 0.0% | -99% | — |
| 325 | — | ISHARES INC | $212,058 | 0.0% | -65% | — |
| 326 |  $JCI | Johnson Controls International plc | $211,875 | 0.0% | NEW | — |
| 327 |  $MO | ALTRIA GROUP, INC. | $211,132 | 0.0% | -8% | 72.1 |
| 328 |  $SO | SOUTHERN CO | $209,650 | 0.0% | NEW | 65.1 |
| 329 |  $ULTA | Ulta Beauty, Inc. | $206,470 | 0.0% | +0% | 66.6 |
| 330 | — | AMERICAN CENTY ETF TR | $205,195 | 0.0% | -82% | — |
| 331 | — | FLEXSHARES TR | $205,048 | 0.0% | +0% | — |
| 332 | — | CAPITAL GROUP CONSERVATIVE E | $202,708 | 0.0% | NEW | — |
| 333 |  $DHR | DANAHER CORP /DE/ | $202,500 | 0.0% | -6% | 63.9 |
| 334 | — | SCHWAB STRATEGIC TR | $202,197 | 0.0% | -62% | — |
| 335 |  $ROK | ROCKWELL AUTOMATION, INC | $200,658 | 0.0% | +0% | 68.2 |
| 336 | — | FIRST TR EXCHNG TRADED FD VI | $186,912 | 0.0% | -12% | — |
| 337 | $IVZ | Invesco Ltd. | $174,824 | 0.0% | NEW | — |
| 338 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $163,584 | 0.0% | +20% | — |
| 339 | $NU | Nu Holdings Ltd. | $143,757 | 0.0% | NEW | — |
| 340 |  $OCGN | Ocugen, Inc. | $125,519 | 0.0% | NEW | — |
| 341 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $125,332 | 0.0% | +24% | — |
| 342 | — | VANGUARD SCOTTSDALE FDS | $120,507 | 0.0% | -72% | — |
| 343 |  $ACHR | Archer Aviation Inc. | $104,868 | 0.0% | NEW | 25 |
| 344 |  $BHK | BLACKROCK CORE BOND TRUST | $91,648 | 0.0% | NEW | — |
| 345 |  $SOUN | SOUNDHOUND AI, INC. | $81,273 | 0.0% | -83% | 32.3 |
| 346 |  $GME | GameStop Corp. | $75,272 | 0.0% | NEW | 60.6 |
| 347 |  $ZIP | ZIPRECRUITER, INC. | $32,803 | 0.0% | NEW | 22.2 |
| 348 |  $DSX | DIANA SHIPPING INC. | $25,494 | 0.0% | NEW | — |
| 349 |  $CYPH | CYPHERPUNK TECHNOLOGIES INC. | $17,481 | 0.0% | NEW | — |
| 350 |  $BYND | BEYOND MEAT, INC. | $7,366 | 0.0% | NEW | 13.1 |
New Positions (28)
$CRSP CRISPR Therapeutics AG$973,281$M Macy's, Inc.$909,167$DGX QUEST DIAGNOSTICS INC$625,180$TTAN ServiceTitan, Inc.$399,037$VRT Vertiv Holdings Co$356,282$PM Philip Morris International Inc.$331,177$STRL STERLING INFRASTRUCTURE, INC.$296,085$FCFS FirstCash Holdings, Inc.$288,956$GLW CORNING INC /NY$266,687$TTE TotalEnergies SE$257,291 VANGUARD CALIF TAX FREE FDS$255,093
$RDDT Reddit, Inc.$253,684$CB Chubb Ltd$233,550$TJX TJX COMPANIES INC /DE/$231,904$MAR MARRIOTT INTERNATIONAL INC /MD/$223,315Exited Positions (20)
$ISRG INTUITIVE SURGICAL INC
$DOCU DOCUSIGN, INC.
$NVO NOVO NORDISK A S
$ELV Elevance Health, Inc.
$FSK FS KKR Capital Corp
$WDAY Workday, Inc.
$CEG Constellation Energy Corp
$UNH UNITEDHEALTH GROUP INC
$HOOD Robinhood Markets, Inc.
$RBLX Roblox Corp
$DDOG Datadog, Inc.
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$UPST Upstart Holdings, Inc.
$COIN Coinbase Global, Inc.
$MCO MOODYS CORP /DE/Browse Top Institutional Investors
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