Gerber Kawasaki Wealth & Investment Management
Sector Allocation
- Other57.9%$2.2B
- Technology18.6%$697.5M
- Financials13.4%$503.6M
- Consumer Discretionary5.0%$185.6M
- Industrials2.1%$78.4M
- Communication Services1.0%$37.7M
- Healthcare0.9%$34.3M
- Real Estate0.4%$16.3M
- Consumer Staples0.4%$13.9M
- Utilities0.1%$4.4M
AUM History
13fpro.ai/research/fund/gerber-kawasaki-wealth-and-investment-management-1666736
Conviction and streaks
Stable · top 10 = 42.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
IVZ
$303.8M- SPDR$212.9M
NVDA
$167.7M- SPDR$163.7M
- ISHARES$160.4M
- ISHARES$138.1M
- SELECT$125.4M
AAPL
$120.2MTSLA
$117.8MGOOG
$98.7M- SELECT$88.1M
- SELECT$75.5M
- ISHARES$71.2M
- SELECT$66.3M
- SPDR$62.6M
MSFT
$59.7M- SCHWAB$53.9M
- $51.3M
- ISHARES$51.0M
AMZN
$49.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/gerber-kawasaki-wealth-and-investment-management-1666736
Gerber Kawasaki Wealth & Investment Management 13F holdings — Q2 2026
$3.7B portfolio (+19.3% QoQ) · 366 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
$303.8M
8.1% of stocks
-0.1%This quarter-9.7%Since filed10+ qtrsHeld- 2
SPDR SERIES TRUST - ST STR P500GRW
$212.9M
5.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $167.7M
4.5% of stocks
-0.2%This quarter-3.5%Since filed10+ qtrsHeld- 4
SPDR SERIES TRUST - ST STR P500VAL
$163.7M
4.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI TOTAL
$160.4M
4.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE US AGGBD ET
$138.1M
3.7% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$125.4M
3.4% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $120.2M
3.2% of stocks
+3%This quarter+9.8%Since filed10+ qtrsHeld$117.8M
3.1% of stocks
-1%This quarter+19.2%Since filed10+ qtrsHeld$98.7M
2.6% of stocks
+3%This quarter-11.1%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $303.8M | 8.1% | -0.1% | -9.7% | 10+ qtrsAdded 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SPDR SERIES TRUST - ST STR P500GRW | $212.9M | 5.7% | +4% | — | — | — | — | |
| 3 | $167.7M | 4.5% | -0.2% | -3.5% | 10+ qtrs | 86.0 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SPDR SERIES TRUST - ST STR P500VAL | $163.7M | 4.4% | +6% | — | — | — | — | |
| 5 | ISHARES TR - CORE MSCI TOTAL | $160.4M | 4.3% | +7% | — | — | — | — | |
| 6 | ISHARES TR - CORE US AGGBD ET | $138.1M | 3.7% | +12% | — | — | — | — | |
| 7 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $125.4M | 3.4% | -5% | — | — | — | — | |
| 8 | $120.2M | 3.2% | +3% | +9.8% | 10+ qtrs | 75.7 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $117.8M | 3.1% | -1% | +19.2% | 10+ qtrs | 51.5 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $98.7M | 2.6% | +3% | -11.1% | 10+ qtrs | 77.7 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Gerber Kawasaki Wealth & Investment Management (Q2 2026)
366 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $88.1M | 2.4% | 1.64M | +11% | — | — | 13F |
| 12 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $75.5M | 2.0% | 644K | +11% | — | — | 13F |
| 13 | — | ISHARES TR - ISHARES SEMICDTRetf/fund | — | $71.2M | 1.9% | 111K | -17% | — | — | 13F |
| 14 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $66.3M | 1.8% | 418K | +8% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR R1K LOWVetf/fund | — | $62.6M | 1.7% | 345K | +12% | — | — | 13F |
| 16 | MICROSOFT CORP | Technology | $59.7M | 1.6% | 160K | +11% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $53.9M | 1.4% | 1.70M | -2% | — | — | 13F |
| 18 | Invesco Ltd. | Financials | $51.3M | 1.4% | 2.09M | +9% | 10+ qtrsAdded 4 qtrs in a row | — | 13F | |
| 19 | — | ISHARES TR - BROAD USD HIGHetf/fund | — | $51.0M | 1.4% | 1.38M | +18% | — | — | 13F |
| 20 | AMAZON COM INC | Consumer Discretionary | $49.9M | 1.3% | 209K | +4% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MICRON TECHNOLOGY INC | Technology | $49.7M | 1.3% | 43K | +39% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR SERIES TRUST - ST STR CORPO ETFetf/fund | — | $49.5M | 1.3% | 1.70M | +13% | — | — | 13F |
| 23 | — | ISHARES TR - RUSEL 2500 ETFetf/fund | — | $47.6M | 1.3% | 519K | +3% | — | — | 13F |
| 24 | — | SPDR SERIES TRUST - ST SHO TREAS ETFetf/fund | — | $46.4M | 1.2% | 1.60M | +13% | — | — | 13F |
| 25 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit | — | $44.7M | 1.2% | 907K | +6% | — | — | 13F |
| 26 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $40.6M | 1.1% | 489K | +9% | |||
| 27 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $38.8M | 1.0% | 821K | +2% | |||
| 28 | — | SPDR SERIES TRUST - ST STR P400MID | — | $35.3M | 0.9% | 523K | +5% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $35.3M | 0.9% | 330K | +8% | |||
| 30 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $35.0M | 0.9% | 123K | +6% | |||
| 31 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $32.5M | 0.9% | 643K | +6% | |||
| 32 | $AXON | AXON ENTERPRISE, INC. | Industrials | $31.8M | 0.8% | 57K | -1% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $30.3M | 0.8% | 54K | +3% | |||
| 34 | — | ISHARES TR - CORE S&P500 ETF | — | $29.4M | 0.8% | 39K | -0.2% | |||
| 35 | $NFLX | NETFLIX INC | Communication Services | $28.9M | 0.8% | 405K | +7% | |||
| 36 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $28.9M | 0.8% | 156K | +5% | |||
| 37 | — | ADVISORSHARES TR - GERBER KAWASAKI | — | $28.8M | 0.8% | 967K | +2% | |||
| 38 | $GEV | GE Vernova Inc. | Industrials | $25.1M | 0.7% | 21K | +4% | |||
| 39 | $STT | STATE STREET CORP | Financials | $24.6M | 0.7% | 558K | -4% | |||
| 40 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $24.3M | 0.7% | 508K | +10% | |||
| 41 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $23.1M | 0.6% | 635K | +35% | |||
| 42 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $21.9M | 0.6% | 30K | -1% | |||
| 43 | $AVGO | Broadcom Inc. | Technology | $21.7M | 0.6% | 57K | +0.2% | |||
| 44 | — | ISHARES INC - MSCI WORLD ETF | — | $21.6M | 0.6% | 107K | +3% | |||
| 45 | $GOOGL | Alphabet Inc. | Technology | $20.6M | 0.6% | 58K | +6% | |||
| 46 | $LLY | ELI LILLY & Co | Healthcare | $20.4M | 0.6% | 17K | +22% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $19.0M | 0.5% | 808K | +10% | |||
| 48 | $SPY | SPDR S&P 500 ETF TRUST | — | $18.9M | 0.5% | 25K | +0.5% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $18.2M | 0.5% | 161K | +6% | |||
| 50 | $STT | STATE STREET CORP | Financials | $18.1M | 0.5% | 445K | -0.6% | |||
| 51 | $SHOP | SHOPIFY INC. | Technology | $17.8M | 0.5% | 156K | +9% | |||
| 52 | — | GLOBAL X FDS - US INFR DEV ETF | — | $16.1M | 0.4% | 274K | -0.0% | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $12.7M | 0.3% | 25K | +9% | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF | — | $11.4M | 0.3% | 190K | -0.4% | |||
| 55 | $TER | TERADYNE, INC | Technology | $11.4M | 0.3% | 24K | -8% | |||
| 56 | — | ISHARES TR - RUS 1000 GRW ETF | — | $11.1M | 0.3% | 89K | +303% | |||
| 57 | — | ISHARES TR - MSCI USA MIN ETF | — | $10.9M | 0.3% | 113K | -1% | |||
| 58 | $APH | AMPHENOL CORP /DE/ | Technology | $10.7M | 0.3% | 61K | +3% | |||
| 59 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $10.5M | 0.3% | 28K | +14% | |||
| 60 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.5M | 0.3% | 15K | +24% | |||
| 61 | — | GLOBAL X FDS - 1 3 MO T BI ET | — | $10.2M | 0.3% | 101K | -7% | |||
| 62 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $10.1M | 0.3% | 238K | -0.5% | |||
| 63 | $VICI | VICI PROPERTIES INC. | Real Estate | $8.9M | 0.2% | 333K | -4% | |||
| 64 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $8.7M | 0.2% | 195K | +0.3% | |||
| 65 | $BE | Bloom Energy Corp | Technology | $8.6M | 0.2% | 28K | +210% | |||
| 66 | — | ISHARES TR - 0-5YR HI YL CP | — | $8.3M | 0.2% | 197K | +21% | |||
| 67 | — | ISHARES TR - NATIONAL MUN ETF | — | $8.3M | 0.2% | 77K | +3% | |||
| 68 | $IAU | ISHARES GOLD TRUST | Financials | $8.3M | 0.2% | 109K | -13% | |||
| 69 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $7.9M | 0.2% | 310K | -1% | |||
| 70 | $ASML | ASML HOLDING NV | Technology | $7.8M | 0.2% | 3,929 | +10% | |||
| 71 | $PWR | QUANTA SERVICES, INC. | Industrials | $7.7M | 0.2% | 11K | +13% | |||
| 72 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $7.5M | 0.2% | 205K | +11% | |||
| 73 | $JPM | JPMORGAN CHASE & CO | Financials | $7.4M | 0.2% | 23K | -2% | |||
| 74 | $PANW | Palo Alto Networks Inc | Technology | $7.1M | 0.2% | 21K | -0.8% | |||
| 75 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $6.9M | 0.2% | 120K | -3% | |||
| 76 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.9M | 0.2% | 20K | -28% | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $6.9M | 0.2% | 151K | -1% | |||
| 78 | $TT | Trane Technologies plc | Technology | $6.6M | 0.2% | 13K | +13% | |||
| 79 | — | ISHARES TR - MSCI EAFE ETF | — | $6.4M | 0.2% | 62K | +4% | |||
| 80 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $6.4M | 0.2% | 11K | +47% | |||
| 81 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $6.4M | 0.2% | 8,351 | +9% | |||
| 82 | — | ISHARES TR - PFD AND INCM SEC | — | $6.0M | 0.2% | 198K | -3% | |||
| 83 | $DIS | Walt Disney Co | Communication Services | $6.0M | 0.2% | 62K | -12% | |||
| 84 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.8M | 0.1% | 6,181 | +4% | |||
| 85 | — | ISHARES TR - CALIF MUN BD ETF | — | $5.8M | 0.1% | 100K | +20% | |||
| 86 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $5.7M | 0.1% | 149K | +10% | |||
| 87 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $5.4M | 0.1% | 83K | -0.3% | |||
| 88 | — | ISHARES TR - U.S. FINLS ETF | — | $5.4M | 0.1% | 42K | +11% | |||
| 89 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $5.3M | 0.1% | 46K | +8% | |||
| 90 | $NTNX | Nutanix, Inc. | Technology | $5.1M | 0.1% | 100K | +1% | |||
| 91 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $4.9M | 0.1% | 55K | +1% | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $4.7M | 0.1% | 41K | -5% | |||
| 93 | — | TEMA ETF TRUST - ELECTRIFICATION | — | $4.6M | 0.1% | 110K | +31% | |||
| 94 | $PLTR | Palantir Technologies Inc. | Technology | $4.5M | 0.1% | 38K | +1% | |||
| 95 | — | ISHARES TR - U.S. MED DVC ETF | — | $4.2M | 0.1% | 84K | -52% | |||
| 96 | $BX | Blackstone Inc. | Financials | $4.1M | 0.1% | 35K | -5% | |||
| 97 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $4.0M | 0.1% | 8,475 | +10% | |||
| 98 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $3.9M | 0.1% | 5,965 | -3% | |||
| 99 | — | ISHARES TR - 0-3 MTH TREASURY | — | $3.8M | 0.1% | 37K | +57% | |||
| 100 | — | ISHARES TR - US HOME CONS ETF | — | $3.6M | 0.1% | 34K | -23% | |||
| 101 | — | ISHARES TR - US AER DEF ETF | — | $3.5M | 0.1% | 14K | -2% | |||
| 102 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $3.4M | 0.1% | 67K | -20% | |||
| 103 | $PLD | Prologis, Inc. | Real Estate | $3.3M | 0.1% | 24K | +5% | |||
| 104 | $MRVL | Marvell Technology, Inc. | Technology | $3.2M | 0.1% | 11K | -36% | |||
| 105 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.2M | 0.1% | 31K | +42% | |||
| 106 | $GLD | SPDR GOLD TRUST | Financials | $3.1M | 0.1% | 8,367 | -2% | |||
| 107 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $3.0M | 0.1% | 4,845 | -2% | |||
| 108 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.0M | 0.1% | 10K | -1% | |||
| 109 | $V | VISA INC. | Financials | $2.9M | 0.1% | 8,557 | +10% | |||
| 110 | $IVZ | Invesco Ltd. | Financials | $2.8M | 0.1% | 32K | -10% | |||
| 111 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $2.7M | 0.1% | 13K | +726% | |||
| 112 | $NEE | NEXTERA ENERGY INC | Utilities | $2.7M | 0.1% | 31K | +3% | |||
| 113 | $AMGN | AMGEN INC | Healthcare | $2.7M | 0.1% | 7,362 | -2% | |||
| 114 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.5M | 0.1% | 11K | -1% | |||
| 115 | $UBER | Uber Technologies, Inc | Technology | $2.4M | 0.1% | 33K | -41% | |||
| 116 | $IBIT | iShares Bitcoin Trust ETF | Financials | $2.3M | 0.1% | 70K | -6% | |||
| 117 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | — | $2.3M | 0.1% | 73K | +11% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.1% | 11K | -13% | |||
| 119 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.2M | 0.1% | 4,331 | -2% | |||
| 120 | $LPLA | LPL Financial Holdings Inc. | Financials | $2.2M | 0.1% | 7,769 | +16% | |||
| 121 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.1M | 0.1% | 12K | +7% | |||
| 122 | $ANET | Arista Networks, Inc. | Technology | $2.1M | 0.1% | 12K | +2% | |||
| 123 | — | FIRST TR EXCHNG TRADED FD VI - US EQT DEEP DUFR | — | $2.0M | 0.1% | 40K | — | |||
| 124 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $2.0M | 0.1% | 23K | +527% | |||
| 125 | $MGM | MGM Resorts International | Consumer Discretionary | $2.0M | 0.1% | 41K | -52% | |||
| 126 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $1.9M | 0.1% | 23K | -2% | |||
| 127 | $CRM | Salesforce, Inc. | Technology | $1.9M | 0.1% | 12K | +151% | |||
| 128 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.9M | 0.1% | 8,680 | +3% | |||
| 129 | — | ISHARES TR - ISHARES BIOTECH | — | $1.9M | 0.1% | 9,935 | -4% | |||
| 130 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.8M | 0.1% | 15K | +809% | |||
| 131 | $DELL | Dell Technologies Inc. | Technology | $1.8M | 0.1% | 4,226 | -8% | |||
| 132 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.8M | 0.1% | 25K | +9% | |||
| 133 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.8M | 0.1% | 32K | -1% | |||
| 134 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.1% | 13K | -0.6% | |||
| 135 | — | SPDR SERIES TRUST - ST STR TIPS ETF | — | $1.8M | 0.1% | 68K | +11% | |||
| 136 | — | ISHARES TR - CORE S&P TTL STK | — | $1.7M | 0.1% | 11K | +36% | |||
| 137 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.7M | 0.1% | 2,343 | -2% | |||
| 138 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $1.7M | 0.0% | 17K | -34% | |||
| 139 | $RTX | RTX Corp | Industrials | $1.5M | 0.0% | 8,122 | -2% | |||
| 140 | $AXP | AMERICAN EXPRESS CO | Financials | $1.5M | 0.0% | 4,534 | +3% | |||
| 141 | $GE | GENERAL ELECTRIC CO | Industrials | $1.5M | 0.0% | 4,102 | +7% | |||
| 142 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.5M | 0.0% | 10K | +3% | |||
| 143 | — | ISHARES TR - FLTG RATE NT ETF | — | $1.5M | 0.0% | 30K | +0.6% | |||
| 144 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.5M | 0.0% | 9,275 | +0.7% | |||
| 145 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | — | $1.5M | 0.0% | 21K | +3% | |||
| 146 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $1.5M | 0.0% | 6,553 | -3% | |||
| 147 | — | ISHARES TR - TIPS BD ETF | — | $1.4M | 0.0% | 13K | -5% | |||
| 148 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.0% | 5,559 | +3% | |||
| 149 | — | ISHARES TR - 7-10 YR TRSY BD | — | $1.4M | 0.0% | 15K | -16% | |||
| 150 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.4M | 0.0% | 9,845 | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 40 new, 179 added to, 137 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (40)
$ISRGINTUITIVE SURGICAL INC$1.0M
first bought this quarter
$APPAppLovin Corp$983K
first bought this quarter
$INTCINTEL CORP$820K
first bought this quarter
$NTRANatera, Inc.$779K
first bought this quarter
$ECLECOLAB INC.$739K
first bought this quarter
$NBISNebius Group N.V.$721K
first bought this quarter
+34 more in the Excel export
Added to (179)
- ISHARES TR - CORE US AGGBD ET+12%
now $138.1M
$MUMICRON TECHNOLOGY INC+39%
now $49.7M · held 3 qtrs, 3 adds in a row
- ISHARES TR - CORE MSCI TOTAL+7%
now $160.4M
- SPDR SERIES TRUST - ST STR P500VAL+6%
now $163.7M
- SELECT SECTOR SPDR TR - ST STR FINL ETF+11%
now $88.1M
- ISHARES TR - RUS 1000 GRW ETF+303%
now $11.1M
+173 more in the Excel export
Trimmed (137)
- ISHARES TR - ISHARES SEMICDTR-17%
now $71.2M
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-5%
now $125.4M
- ISHARES TR - U.S. MED DVC ETF-52%
now $4.2M
$HDHOME DEPOT, INC.-28%
now $6.9M · held 10+ qtrs, 3 trims in a row
$MGMMGM Resorts International-52%
now $2.0M · held 10+ qtrs, 9 trims in a row
$MRVLMarvell Technology, Inc.-36%
now $3.2M · held 4 qtrs
+131 more in the Excel export
Holdings by quarter
Every 13F Gerber Kawasaki Wealth & Investment Management has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Gerber Kawasaki Wealth & Investment Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 17% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Gerber Kawasaki Wealth & Investment Management disclosed 366 positions worth $3.7B in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 8.1% of the equity portfolio. During the quarter the fund opened 40 new positions and exited 24 — including a new stake in $ISRG and a full exit from $CAT. The portfolio is most concentrated in Other (57.9% 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.
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AI-Powered Hedge Fund Analysis: Gerber Kawasaki Wealth & Investment Management
13F Pro is an AI hedge fund tracker and stock research platform. For Gerber Kawasaki Wealth & Investment Management (SEC CIK: 1666736), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Gerber Kawasaki Wealth & Investment Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.