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Gerber Kawasaki Wealth & Investment Management

Latest statistics and disclosures from Gerber Kawasaki Wealth & Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, NVDA, SPYG, SPYV, IXUS, and represent 27.27% of Gerber Kawasaki Wealth & Investment Management's stock portfolio.
Added to shares of these 10 stocks: SMMD (+$24M), IXUS (+$20M), AGG (+$14M), SPTS (+$13M), PWZ (+$12M), JNK (+$12M), SPYV (+$11M), XLF (+$9.6M), XLV (+$8.6M), LGLV (+$6.8M).
Started 26 new stock positions in ETN, BMNR, ORLY, NKE, ULTA, GLDM, MO, NXC, CEG, MRP.
Reduced shares in these 10 stocks: SPSM (-$22M), PBE (-$15M), TSLA (-$8.5M), QQQM (-$7.1M), XLC (-$6.3M), XLK (-$5.8M), SPYG (-$5.3M), SOXX, CGGR, NVDA.
Sold out of its positions in ABNB, INTU, VVR, LQD, IYH, MCO, OCGN, SENS, SNAP, VGSH. ZTS.
Gerber Kawasaki Wealth & Investment Management was a net buyer of stock by $103M.
Gerber Kawasaki Wealth & Investment Management has $2.9B in assets under management (AUM), dropping by 12.63%.
Central Index Key (CIK): 0001666736

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Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management holds 331 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	7.5	$220M	-3%	889k	247.12	View chart
NVIDIA Corporation (NVDA)	6.0	$175M		939k	186.58	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	5.5	$160M	-3%	1.5M	104.51	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	4.4	$127M	+9%	2.3M	55.33	View chart
Ishares Tr Core Msci Total (IXUS)	3.9	$113M	+21%	1.4M	82.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$99M	+16%	990k	100.25	View chart
Apple (AAPL)	3.3	$97M		382k	254.63	View chart
Select Sector Spdr Tr Technology (XLK)	3.2	$93M	-5%	329k	281.86	View chart
Tesla Motors (TSLA)	3.1	$91M	-8%	204k	444.72	View chart
Microsoft Corporation (MSFT)	2.4	$70M		135k	517.95	View chart
Select Sector Spdr Tr Financial (XLF)	2.3	$67M	+16%	1.3M	53.87	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$67M	+2%	273k	243.55	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	2.2	$64M	+2%	267k	239.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.8	$53M	+19%	383k	139.17	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	1.8	$53M	+14%	298k	178.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$52M		1.9M	27.30	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.4	$41M	+42%	1.7M	23.92	View chart
Netflix (NFLX)	1.4	$41M		34k	1198.94	View chart
Amazon (AMZN)	1.4	$41M	+3%	187k	219.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.3	$38M	-9%	142k	271.12	View chart
Spdr Series Trust Portfolio Crport (SPBO)	1.3	$37M	-5%	1.3M	29.63	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$36M		849k	42.03	View chart
Select Sector Spdr Tr Communication (XLC)	1.2	$34M	-15%	285k	118.37	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$34M	-9%	768k	43.92	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	1.1	$33M	+68%	1.1M	29.32	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	1.1	$33M	+283%	444k	73.73	View chart
Spdr Series Trust Bloomberg High Y (JNK)	1.1	$33M	+60%	331k	97.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$30M	+10%	598k	50.73	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.0	$29M	+18%	373k	78.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$28M		42k	669.30	View chart
Spdr Series Trust Aerospace Def (XAR)	0.9	$27M	-2%	115k	234.96	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.9	$25M	+5%	444k	57.19	View chart
Advisorshares Tr Gerber Kawasaki (GK)	0.8	$24M		921k	26.19	View chart
Select Sector Spdr Tr Indl (XLI)	0.7	$22M	+3%	141k	154.23	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.7	$21M	+14%	496k	42.13	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.7	$20M	+3%	412k	48.22	View chart
Meta Platforms Cl A (META)	0.7	$19M	+16%	26k	734.39	View chart
Ishares Msci World Etf (URTH)	0.6	$18M	+26%	101k	181.56	View chart
Oracle Corporation (ORCL)	0.6	$18M		65k	281.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$17M		28k	600.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$17M		25k	666.19	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$16M	+35%	677k	23.09	View chart
Home Depot (HD)	0.5	$15M		38k	405.19	View chart
Broadcom (AVGO)	0.5	$15M	+6%	44k	329.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$14M	+9%	138k	104.96	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.5	$14M	+6%	412k	34.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$13M	+3%	276k	47.63	View chart
Vici Pptys (VICI)	0.4	$13M		399k	32.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$13M		75k	170.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$13M	+2%	52k	243.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$12M		121k	95.14	View chart
Walt Disney Company (DIS)	0.4	$11M	-5%	96k	114.50	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.4	$11M		181k	60.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$10M		20k	502.74	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.3	$10M		387k	25.85	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.3	$9.6M	+2%	193k	49.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$9.6M	+3%	132k	72.77	View chart
Ge Vernova (GEV)	0.3	$9.5M	+7%	16k	614.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$9.4M	+7%	20k	468.42	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.3	$8.5M	+35%	93k	91.37	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$8.0M	+5%	76k	106.49	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$8.0M		234k	34.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$7.9M	+2%	24k	328.17	View chart
Eli Lilly & Co. (LLY)	0.3	$7.5M	+3%	9.8k	763.01	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$7.4M	+3%	188k	39.54	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$7.2M	-75%	156k	46.32	View chart
Nutanix Cl A (NTNX)	0.2	$7.1M	-2%	95k	74.39	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$6.9M		218k	31.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$6.7M	+15%	11k	612.41	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.5M	+15%	21k	315.43	View chart
Shopify Cl A (SHOP)	0.2	$6.3M		43k	148.61	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$6.2M	+36%	164k	37.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$6.1M		170k	35.79	View chart
Uber Technologies (UBER)	0.2	$5.7M		58k	97.97	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$5.4M		51k	107.25	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$5.4M	+19%	125k	43.30	View chart
Trane Technologies SHS (TT)	0.2	$5.2M	+4%	12k	421.97	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.2	$5.1M	+4%	51k	100.42	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$4.9M	-22%	62k	78.34	View chart
Costco Wholesale Corporation (COST)	0.2	$4.8M	+5%	5.1k	925.73	View chart
Axon Enterprise (AXON)	0.2	$4.7M	+4%	6.5k	717.64	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$4.4M	+19%	68k	65.00	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.2	$4.4M	-14%	40k	110.80	View chart
Global X Fds Fintech Etf (FINX)	0.2	$4.4M	-4%	131k	33.52	View chart
Wal-Mart Stores (WMT)	0.1	$4.4M	+2%	42k	103.06	View chart
MGM Resorts International. (MGM)	0.1	$4.4M	-26%	126k	34.66	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$4.3M	+3%	34k	126.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.2M	+56%	45k	93.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.0M	+35%	8.1k	490.39	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$3.7M	+16%	107k	34.72	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$3.6M	+27%	73k	49.39	View chart
Palo Alto Networks (PANW)	0.1	$3.5M	+6%	17k	203.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.4M	-4%	16k	209.27	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.1	$3.2M	-81%	46k	69.87	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$3.0M	+5%	153k	19.43	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.0M		4.9k	609.43	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$2.8M	+120%	50k	57.04	View chart
Fs Kkr Capital Corp (FSK)	0.1	$2.8M	-35%	190k	14.93	View chart
Genius Sports Shares Cl A (GENI)	0.1	$2.8M	+43%	223k	12.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.8M	+11%	7.8k	355.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.7M	-12%	31k	89.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.6M	-6%	11k	241.97	View chart
Prologis (PLD)	0.1	$2.6M		23k	114.52	View chart
Lpl Financial Holdings (LPLA)	0.1	$2.5M	-4%	7.6k	332.71	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$2.4M	+11%	83k	28.90	View chart
Nextera Energy (NEE)	0.1	$2.3M	-4%	31k	75.49	View chart
Visa Com Cl A (V)	0.1	$2.3M	+4%	6.7k	341.39	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M		12k	182.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.2M		10k	215.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.2M	-3%	11k	189.71	View chart
Digital Realty Trust (DLR)	0.1	$2.0M	+5%	12k	172.89	View chart
Amgen (AMGN)	0.1	$2.0M	+8%	7.2k	282.22	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.0M	-35%	39k	51.09	View chart
On Hldg Namen Akt A (ONON)	0.1	$2.0M	-22%	46k	42.35	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.0M	-13%	6.0k	326.41	View chart
Stryker Corporation (SYK)	0.1	$1.9M		5.2k	369.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.9M		4.0k	479.66	View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB)	0.1	$1.9M		41k	46.54	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$1.8M	+8%	25k	74.90	View chart
Flutter Entmt SHS (FLUT)	0.1	$1.8M	+13%	7.1k	254.00	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.1	$1.8M	-10%	5.6k	319.12	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.1	$1.7M	-3%	34k	50.54	View chart
Marvell Technology (MRVL)	0.1	$1.7M	NEW	20k	84.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.1	$1.6M		45k	35.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.6M	-3%	8.5k	186.51	View chart
Arista Networks Com Shs (ANET)	0.1	$1.6M	+6%	11k	145.71	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.6M	+16%	18k	87.21	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$1.6M	+85%	45k	34.65	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.5M	-6%	11k	144.38	View chart
International Business Machines (IBM)	0.0	$1.4M	+166%	5.1k	282.17	View chart
American Express Company (AXP)	0.0	$1.4M	+4%	4.3k	332.20	View chart
Dell Technologies CL C (DELL)	0.0	$1.4M	-21%	10k	141.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.4M		12k	120.73	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.4M	-4%	2.8k	499.27	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.0	$1.4M	+135%	43k	32.29	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.0	$1.4M	+356%	53k	26.32	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.0	$1.4M		6.4k	213.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.4M	+5%	14k	96.46	View chart
Samsara Com Cl A (IOT)	0.0	$1.4M	-32%	37k	37.25	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$1.4M	+12%	1.4k	968.60	View chart
Qualcomm (QCOM)	0.0	$1.3M		7.6k	166.38	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.3M	+3%	7.5k	167.35	View chart
salesforce (CRM)	0.0	$1.3M	+29%	5.3k	237.02	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$1.2M	-5%	9.2k	135.66	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.2M	-5%	8.2k	145.60	View chart
Advanced Micro Devices (AMD)	0.0	$1.2M	+23%	7.3k	161.81	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.1M		2.5k	447.23	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$1.1M		1.5k	747.02	View chart
Deere & Company (DE)	0.0	$1.1M	+7%	2.4k	457.31	View chart
Docusign (DOCU)	0.0	$1.1M	-11%	15k	72.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$1.1M	+6%	3.9k	279.33	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$1.1M	-2%	9.3k	115.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.1M	+29%	7.3k	145.66	View chart
Abbvie (ABBV)	0.0	$1.1M	+4%	4.5k	231.54	View chart
Servicenow (NOW)	0.0	$1.0M	+4%	1.1k	920.28	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.0M	+3%	2.9k	352.75	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$1.0M	-18%	10k	100.21	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.0M	+17%	8.9k	112.76	View chart
Cloudflare Cl A Com (NET)	0.0	$996k		4.6k	214.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$996k		8.4k	118.83	View chart
Ishares Msci Germany Etf (EWG)	0.0	$958k	+51%	23k	41.61	View chart
Capital Group International SHS (CGIC)	0.0	$948k	+138%	31k	30.81	View chart
Caterpillar (CAT)	0.0	$940k	+6%	2.0k	477.20	View chart
Lennar Corp Cl A (LEN)	0.0	$937k		7.4k	126.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$916k	+2%	15k	59.92	View chart
Chevron Corporation (CVX)	0.0	$914k	+4%	5.9k	155.31	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$912k	NEW	57k	16.08	View chart
Tko Group Holdings Cl A (TKO)	0.0	$885k	+36%	4.4k	201.99	View chart
Procter & Gamble Company (PG)	0.0	$861k		5.6k	153.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$841k	+12%	26k	31.91	View chart
UMB Financial Corporation (UMBF)	0.0	$831k	NEW	7.0k	118.36	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$816k	NEW	8.1k	100.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$803k		31k	25.71	View chart
MercadoLibre (MELI)	0.0	$795k	+31%	340.00	2336.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$773k	+7%	11k	73.47	View chart
Bank of America Corporation (BAC)	0.0	$770k	+8%	15k	51.59	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$759k		6.8k	110.90	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$736k	+12%	15k	50.23	View chart
Applied Optoelectronics (AAOI)	0.0	$725k		28k	25.93	View chart
Coca-Cola Company (KO)	0.0	$703k	+23%	11k	66.33	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$696k	+136%	6.3k	111.23	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$687k	NEW	22k	31.51	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.0	$684k		6.0k	114.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$677k		1.9k	365.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$663k	+8%	10k	65.26	View chart
Thermo Fisher Scientific (TMO)	0.0	$654k	-24%	1.3k	485.35	View chart
Mastercard Incorporated Cl A (MA)	0.0	$654k	+6%	1.1k	568.82	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$648k	+16%	9.8k	65.92	View chart
Pure Storage Cl A (PSTG)	0.0	$648k		7.7k	83.81	View chart
Iron Mountain (IRM)	0.0	$646k		6.3k	101.94	View chart
Snowflake Com Shs (SNOW)	0.0	$634k		2.8k	225.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$626k	-13%	3.2k	195.91	View chart
Electronic Arts (EA)	0.0	$626k		3.1k	201.76	View chart
United Rentals (URI)	0.0	$624k		653.00	954.81	View chart
General Dynamics Corporation (GD)	0.0	$616k	+6%	1.8k	341.17	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$610k	-28%	6.1k	99.54	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$605k	-15%	18k	33.89	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$604k	-12%	3.4k	178.75	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.0	$589k		11k	51.91	View chart
Genuine Parts Company (GPC)	0.0	$587k		4.2k	138.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$584k	+7%	3.8k	155.48	View chart
Steel Dynamics (STLD)	0.0	$583k	-10%	4.2k	139.44	View chart
Ge Aerospace Com New (GE)	0.0	$576k	+23%	1.9k	300.90	View chart
Johnson & Johnson (JNJ)	0.0	$575k	+3%	3.1k	185.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$569k	+12%	24k	23.28	View chart
Starbucks Corporation (SBUX)	0.0	$554k		6.5k	84.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$537k	+108%	2.6k	203.65	View chart
Goldman Sachs (GS)	0.0	$533k	+4%	669.00	797.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$511k	+19%	19k	26.34	View chart
Workday Cl A (WDAY)	0.0	$506k	NEW	2.1k	240.73	View chart
Merck & Co (MRK)	0.0	$504k	-6%	6.0k	83.94	View chart
Pfizer (PFE)	0.0	$497k	-2%	20k	25.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$497k		1.7k	293.86	View chart
McDonald's Corporation (MCD)	0.0	$494k	+32%	1.6k	304.08	View chart
Ford Motor Company (F)	0.0	$493k	NEW	41k	11.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$492k	+3%	1.9k	254.40	View chart
Boeing Company (BA)	0.0	$486k	+2%	2.3k	215.83	View chart
Pepsi (PEP)	0.0	$485k	-23%	3.5k	140.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$484k	+39%	5.5k	87.31	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$483k	-35%	22k	21.57	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$477k		15k	32.60	View chart
Novo-nordisk A S Adr (NVO)	0.0	$476k	-35%	8.6k	55.49	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$468k		6.5k	72.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$464k	+7%	2.2k	206.56	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$460k	-12%	7.7k	60.04	View chart
Anthem (ELV)	0.0	$459k		1.4k	323.13	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$456k		11k	40.69	View chart
Texas Instruments Incorporated (TXN)	0.0	$446k	-3%	2.4k	183.75	View chart
Roblox Corp Cl A (RBLX)	0.0	$435k	-8%	3.1k	138.52	View chart
Blackrock (BLK)	0.0	$434k	+12%	372.00	1166.08	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$431k	-15%	1.4k	307.91	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$430k	+88%	3.0k	141.49	View chart
Nuveen Build Amer Bd (NBB)	0.0	$427k		26k	16.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$424k	-35%	3.0k	140.08	View chart
Ferrari Nv Ord (RACE)	0.0	$423k	-51%	871.00	485.69	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$423k		16k	27.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$421k		9.1k	46.12	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$416k	+2%	5.2k	80.65	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$413k	-2%	2.9k	143.18	View chart
Oklo Com Cl A (OKLO)	0.0	$398k		3.6k	111.63	View chart
Cisco Systems (CSCO)	0.0	$398k	+29%	5.8k	68.42	View chart
Verizon Communications (VZ)	0.0	$397k	+21%	9.0k	43.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$394k	+19%	1.9k	208.81	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$389k		8.7k	44.69	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$387k	+14%	17k	22.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$380k	+3%	2.7k	141.00	View chart
Microstrategy Cl A New (MSTR)	0.0	$372k		1.2k	322.21	View chart
Motorola Solutions Com New (MSI)	0.0	$370k	-6%	810.00	457.33	View chart
Capital Group Fixed Income E Core Plus Incm (CGCP)	0.0	$369k		16k	22.72	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$368k	+6%	8.4k	44.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$364k	-4%	6.7k	54.19	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$356k	+49%	7.6k	46.81	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$355k	+23%	2.6k	135.68	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT)	0.0	$354k		7.4k	47.51	View chart
Vanguard World Health Car Etf (VHT)	0.0	$352k	+14%	1.4k	259.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$352k		2.5k	142.14	View chart
UnitedHealth (UNH)	0.0	$348k	-33%	1.0k	345.48	View chart
Waste Management (WM)	0.0	$341k	-4%	1.5k	220.87	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$340k		3.1k	108.70	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$336k		1.1k	320.21	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$334k	-10%	4.2k	79.80	View chart
Take-Two Interactive Software (TTWO)	0.0	$332k	+34%	1.3k	258.36	View chart
At&t (T)	0.0	$329k	+20%	12k	28.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$321k	+14%	1.7k	194.57	View chart
IDEXX Laboratories (IDXX)	0.0	$318k	+5%	497.00	638.89	View chart
Millrose Pptys Com Cl A (MRP)	0.0	$317k	NEW	9.4k	33.61	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$312k	NEW	3.6k	87.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$309k	+4%	7.2k	42.79	View chart
Applied Materials (AMAT)	0.0	$309k	+36%	1.5k	204.74	View chart
Republic Services (RSG)	0.0	$304k	+2%	1.3k	229.59	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$302k	-24%	3.0k	100.24	View chart
Abbott Laboratories (ABT)	0.0	$298k	+6%	2.2k	133.95	View chart
Ameren Corporation (AEE)	0.0	$297k		2.8k	104.41	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$296k		1.5k	193.47	View chart
Philip Morris International (PM)	0.0	$293k		1.8k	162.23	View chart
Colgate-Palmolive Company (CL)	0.0	$289k		3.6k	79.95	View chart
Boston Scientific Corporation (BSX)	0.0	$287k	+8%	2.9k	97.63	View chart
3M Company (MMM)	0.0	$284k	+3%	1.8k	155.24	View chart
S&p Global (SPGI)	0.0	$280k	+7%	574.00	487.39	View chart
The Trade Desk Com Cl A (TTD)	0.0	$279k	+23%	5.7k	49.01	View chart
Coinbase Global Com Cl A (COIN)	0.0	$275k	-7%	816.00	337.49	View chart
Upstart Hldgs (UPST)	0.0	$270k	NEW	5.3k	50.80	View chart
Marsh & McLennan Companies (MMC)	0.0	$265k	+2%	1.3k	201.61	View chart
Datadog Cl A Com (DDOG)	0.0	$265k	+2%	1.9k	142.40	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.0	$265k	-10%	6.0k	44.01	View chart
Travelers Companies (TRV)	0.0	$261k	+2%	934.00	279.36	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$260k	+8%	4.4k	58.72	View chart
Morgan Stanley Com New (MS)	0.0	$260k	NEW	1.6k	159.01	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)	0.0	$253k		5.8k	43.50	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.0	$252k	-3%	4.9k	51.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$248k	+6%	8.9k	27.90	View chart
Toast Cl A (TOST)	0.0	$248k		6.8k	36.51	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$245k		3.2k	76.73	View chart
Te Connectivity Ord Shs (TEL)	0.0	$245k	NEW	1.1k	219.68	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$231k	NEW	2.6k	89.77	View chart
American Tower Reit (AMT)	0.0	$230k		1.2k	192.47	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$229k	+19%	16k	14.68	View chart
Altria (MO)	0.0	$229k	NEW	3.5k	66.06	View chart
ConocoPhillips (COP)	0.0	$228k	+3%	2.4k	94.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$225k		2.9k	78.90	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$225k	NEW	5.2k	43.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$223k	NEW	1.6k	142.46	View chart
Sap Se Spon Adr (SAP)	0.0	$222k		831.00	267.30	View chart
Tradeweb Mkts Cl A (TW)	0.0	$222k	-42%	2.0k	111.00	View chart
Monolithic Power Systems (MPWR)	0.0	$219k	-18%	238.00	921.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$219k	NEW	2.9k	76.45	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$217k	NEW	5.1k	42.37	View chart
Danaher Corporation (DHR)	0.0	$217k	-9%	1.1k	198.31	View chart
Constellation Energy (CEG)	0.0	$216k	NEW	656.00	329.44	View chart
Eaton Corp SHS (ETN)	0.0	$216k	NEW	577.00	374.38	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$214k	NEW	392.00	546.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$213k		4.3k	50.16	View chart
Hartford Financial Services (HIG)	0.0	$213k		1.6k	133.47	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$210k	-27%	7.6k	27.75	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.0	$208k		8.6k	24.33	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$208k	+4%	5.9k	35.19	View chart
O'reilly Automotive (ORLY)	0.0	$208k	NEW	1.9k	107.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$207k		2.8k	74.38	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$205k	-14%	3.6k	56.80	View chart
Nike CL B (NKE)	0.0	$204k	NEW	2.9k	69.73	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$203k	NEW	3.9k	51.93	View chart
Ziprecruiter Cl A (ZIP)	0.0	$202k	-17%	48k	4.22	View chart
Nextnav Common Stock (NN)	0.0	$193k		14k	14.30	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$186k		16k	11.50	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$183k	NEW	21k	8.90	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$164k		10k	16.01	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$160k	+8%	17k	9.58	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$152k		16k	9.50	View chart
Nuveen Calif Select Tax Free Sh Ben Int (NXC)	0.0	$130k	NEW	10k	12.97	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$109k		13k	8.20	View chart
Hudson Pacific Properties (HPP)	0.0	$33k		12k	2.76	View chart

Past Filings by Gerber Kawasaki Wealth & Investment Management

SEC 13F filings are viewable for Gerber Kawasaki Wealth & Investment Management going back to 2015

Gerber Kawasaki Wealth & Investment Management 2025 Q3 filed Nov. 13, 2025
Gerber Kawasaki Wealth & Investment Management 2025 Q2 filed Aug. 14, 2025
Gerber Kawasaki Wealth & Investment Management 2025 Q1 filed May 14, 2025
Gerber Kawasaki Wealth & Investment Management 2024 Q4 filed Feb. 14, 2025
Gerber Kawasaki Wealth & Investment Management 2024 Q3 filed Nov. 13, 2024
Gerber Kawasaki Wealth & Investment Management 2024 Q2 filed Aug. 13, 2024
Gerber Kawasaki Wealth & Investment Management 2024 Q1 filed May 14, 2024
Gerber Kawasaki Wealth & Investment Management 2023 Q3 filed Nov. 14, 2023
Gerber Kawasaki Wealth & Investment Management 2023 Q2 filed Aug. 10, 2023
Gerber Kawasaki Wealth & Investment Management 2023 Q1 restated filed May 17, 2023
Gerber Kawasaki Wealth & Investment Management 2023 Q1 filed May 15, 2023
Gerber Kawasaki Wealth & Investment Management 2022 Q4 filed Feb. 8, 2023
Gerber Kawasaki Wealth & Investment Management 2022 Q3 filed Nov. 15, 2022
Gerber Kawasaki Wealth & Investment Management 2022 Q2 filed Aug. 4, 2022
Gerber Kawasaki Wealth & Investment Management 2022 Q1 filed May 12, 2022
Gerber Kawasaki Wealth & Investment Management 2021 Q4 filed Feb. 11, 2022

View all past filings

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