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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, SPYV, IXUS, AAPL, and represent 26.83% of Gerber Kawasaki Wealth & Investment Management's stock portfolio.
Added to shares of these 10 stocks: XLK (+$49M), XLY (+$34M), NFLX (+$29M), QQQM (+$11M), IXUS (+$9.8M), AGG (+$8.4M), APH (+$7.2M), SPYV (+$6.6M), TER (+$6.5M), AAPL (+$5.7M).
Started 25 new stock positions in VOLT, TER, LQD, SPOT, APH, EVUS, ESGD, CGCB, VTEB, AJG.
Reduced shares in these 10 stocks: SPYG (-$148M), SPBO (-$31M), NVDA (-$15M), IAU (-$8.9M), FSK, IWM, DFEB, FLUT, ONON, HD.
Sold out of its positions in ARKF, AAOI, ACHR, BMNR, DFUV, DFEB, BUG, GBTC, Hudson Pacific Properties, BTCO. NEAR, NN, ORLY, PM, SPYD, SCHH, TOST, TW, ZIP, FLUT, NU, RACE.
Gerber Kawasaki Wealth & Investment Management was a net buyer of stock by $23M.
Gerber Kawasaki Wealth & Investment Management has $2.9B in assets under management (AUM), dropping by -1.69%.
Central Index Key (CIK): 0001666736

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Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management holds 334 positions in its portfolio as reported in the December 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)	8.2	$236M	+5%	934k	252.92	View chart
NVIDIA Corporation (NVDA)	5.6	$160M	-8%	858k	186.51	View chart
Spdr Series Trust State Street Spd (SPYV)	4.8	$137M	+5%	2.4M	56.81	View chart
Ishares Tr Core Msci Total (IXUS)	4.4	$126M	+8%	1.5M	84.64	View chart
Apple (AAPL)	3.8	$110M	+5%	403k	271.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$107M	+8%	1.1M	99.88	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.4	$97M	+104%	672k	143.97	View chart
Tesla Motors (TSLA)	3.2	$91M		202k	449.72	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$87M		276k	313.82	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.5	$73M	+6%	1.3M	54.77	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.3	$66M	+105%	550k	119.41	View chart
Microsoft Corporation (MSFT)	2.3	$65M		134k	483.70	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.1	$61M	+3%	396k	154.80	View chart
Spdr Series Trust State Street Spd (LGLV)	1.9	$55M	+5%	316k	175.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$52M		1.9M	27.43	View chart
Amazon (AMZN)	1.6	$45M	+5%	196k	230.85	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.5	$44M	+2%	145k	301.14	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.5	$42M		1.7M	24.16	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.3	$37M		858k	43.64	View chart
Spdr Series Trust State Street Spd (SPTS)	1.2	$35M	+7%	1.2M	29.28	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	1.2	$35M	+6%	471k	74.94	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.2	$35M	+4%	297k	117.72	View chart
Spdr Series Trust State Street Spd (JNK)	1.2	$35M	+8%	360k	97.21	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$35M		777k	44.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$33M	+9%	653k	50.59	View chart
Netflix (NFLX)	1.1	$32M	+888%	339k	93.76	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.1	$31M	+8%	404k	77.68	View chart
Spdr Series Trust State Street Spd (XAR)	1.0	$29M	+3%	119k	241.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$28M		42k	684.95	View chart
Spdr Series Trust State Street Spd (SPMD)	1.0	$27M	+5%	470k	57.91	View chart
Advisorshares Tr Gerber Kawasaki (GK)	0.8	$24M		935k	25.62	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$23M	+6%	150k	155.12	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.7	$21M	+4%	520k	40.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$20M	+16%	33k	614.31	View chart
Spdr Series Trust State Street Spd (SHM)	0.7	$20M		417k	47.99	View chart
Ishares Msci World Etf (URTH)	0.7	$19M	+2%	103k	185.77	View chart
Broadcom (AVGO)	0.7	$19M	+23%	54k	346.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$18M	+7%	56k	313.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$17M		25k	681.94	View chart
Meta Platforms Cl A (META)	0.6	$16M	-4%	25k	660.35	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$16M		679k	23.19	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.5	$16M	+4%	432k	35.92	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$15M	+4%	144k	102.42	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$15M	-91%	137k	106.70	View chart
Eli Lilly & Co. (LLY)	0.5	$13M	+23%	12k	1075.47	View chart
Oracle Corporation (ORCL)	0.5	$13M	+2%	66k	195.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$13M	-2%	270k	47.79	View chart
Ge Vernova (GEV)	0.4	$13M	+23%	19k	654.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$12M	+15%	23k	502.66	View chart
Home Depot (HD)	0.4	$12M	-10%	34k	344.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$11M		74k	154.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$11M		120k	94.16	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.4	$11M	-4%	173k	62.15	View chart
Vici Pptys (VICI)	0.4	$11M	-4%	382k	28.12	View chart
Spdr Series Trust State Street Spd (SPAB)	0.4	$10M		391k	25.75	View chart
Walt Disney Company (DIS)	0.3	$9.9M	-9%	87k	113.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$9.8M	+3%	21k	473.31	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.3	$9.8M		196k	50.07	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.3	$8.8M	+74%	88k	100.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$8.2M	+2%	25k	335.28	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$8.2M		237k	34.65	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$7.9M	-2%	74k	107.11	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$7.7M	+2%	192k	40.23	View chart
JPMorgan Chase & Co. (JPM)	0.3	$7.7M	+16%	24k	322.41	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$7.5M	+22%	201k	37.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$7.4M	+8%	12k	627.16	View chart
Amphenol Corp Cl A (APH)	0.3	$7.2M	NEW	54k	135.21	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$7.1M	-3%	151k	46.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$7.0M	+3%	226k	30.96	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.2	$6.9M		91k	75.92	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$6.8M		42k	160.97	View chart
Teradyne (TER)	0.2	$6.5M	NEW	34k	193.56	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$6.3M	+17%	148k	42.87	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$6.2M		169k	36.85	View chart
Spdr Series Trust State Street Spd (SPBO)	0.2	$6.0M	-83%	204k	29.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.0M	+16%	52k	96.03	View chart
Wal-Mart Stores (WMT)	0.2	$5.0M	+6%	45k	111.50	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$5.0M		62k	80.22	View chart
Nutanix Cl A (NTNX)	0.2	$4.9M		95k	51.69	View chart
Trane Technologies SHS (TT)	0.2	$4.9M		13k	389.77	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$4.9M		51k	96.30	View chart
Costco Wholesale Corporation (COST)	0.2	$4.7M	+6%	5.5k	862.39	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$4.7M	+8%	37k	128.93	View chart
Uber Technologies (UBER)	0.2	$4.6M	-2%	57k	81.71	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$4.4M	+16%	124k	35.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.2M	+11%	9.0k	469.53	View chart
Spdr Series Trust State Street Spd (XHB)	0.1	$4.2M		41k	102.96	View chart
Axon Enterprise (AXON)	0.1	$4.1M	+12%	7.3k	568.49	View chart
MGM Resorts International. (MGM)	0.1	$3.9M	-14%	107k	36.49	View chart
Global X Fds Fintech Etf (FINX)	0.1	$3.9M		131k	29.43	View chart
Palo Alto Networks (PANW)	0.1	$3.8M	+22%	21k	184.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$3.8M	+13%	77k	49.66	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$3.7M		73k	50.86	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.1	$3.5M	-6%	43k	82.15	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.4M		16k	214.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.4M	+124%	3.2k	1070.18	View chart
International Business Machines (IBM)	0.1	$3.2M	+110%	11k	297.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.1M		7.8k	396.31	View chart
Prologis (PLD)	0.1	$2.9M	+2%	23k	127.66	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.7M	-4%	4.7k	570.29	View chart
Visa Com Cl A (V)	0.1	$2.6M	+9%	7.3k	350.71	View chart
Genius Sports Shares Cl A (GENI)	0.1	$2.6M	+3%	231k	11.12	View chart
Amgen (AMGN)	0.1	$2.5M	+5%	7.6k	327.32	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.5M	-14%	132k	18.91	View chart
Nextera Energy (NEE)	0.1	$2.4M		30k	80.28	View chart
Lpl Financial Holdings (LPLA)	0.1	$2.4M	-11%	6.8k	357.90	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$2.4M	-17%	41k	57.46	View chart
Quanta Services (PWR)	0.1	$2.3M	NEW	5.5k	424.08	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$2.3M		81k	28.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.3M	+6%	6.4k	360.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.3M		10k	219.79	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M		13k	177.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.2M	+3%	12k	191.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.2M	-17%	25k	87.16	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.1	$1.9M	+36%	59k	32.11	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$1.9M		25k	76.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.9M	-82%	23k	81.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.8M	-5%	3.8k	487.97	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$1.8M	+502%	18k	99.94	View chart
Digital Realty Trust (DLR)	0.1	$1.8M	-2%	12k	154.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.8M		34k	51.56	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.7M	-3%	10k	168.79	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$1.7M	-6%	5.2k	321.62	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.7M	-15%	33k	50.86	View chart
American Express Company (AXP)	0.1	$1.7M	+3%	4.5k	370.00	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$1.6M	+2%	46k	35.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.6M	+39%	5.4k	303.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.6M		8.5k	190.99	View chart
Arista Networks Com Shs (ANET)	0.1	$1.6M	+12%	12k	131.03	View chart
Capital Group International SHS (CGIC)	0.1	$1.6M	+57%	49k	32.50	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.6M	+104%	37k	42.69	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	-3%	7.1k	214.19	View chart
salesforce (CRM)	0.1	$1.5M	+6%	5.7k	264.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.1	$1.5M	-3%	43k	33.63	View chart
Spdr Series Trust State Street Spd (SPIP)	0.1	$1.5M	+6%	56k	25.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.4M	+77%	14k	100.38	View chart
Marvell Technology (MRVL)	0.1	$1.4M	-16%	17k	84.98	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.4M	+11%	10k	139.35	View chart
Stryker Corporation (SYK)	0.0	$1.4M	-22%	4.0k	352.18	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.4M		2.5k	566.36	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.4M		7.6k	183.40	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.4M		15k	96.16	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$1.4M		6.4k	211.27	View chart
Qualcomm (QCOM)	0.0	$1.3M		7.7k	171.05	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.3M	-3%	2.7k	483.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.3M	-9%	11k	123.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.3M	+34%	21k	62.47	View chart
Tko Group Holdings Cl A (TKO)	0.0	$1.3M	+35%	5.9k	212.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.2M	+9%	1.6k	753.92	View chart
Samsara Com Cl A (IOT)	0.0	$1.2M	-10%	33k	35.45	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$1.1M	-7%	9.4k	121.94	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.1M	+4%	9.3k	120.35	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$1.1M	NEW	17k	66.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.1M	+58%	9.9k	109.91	View chart
Caterpillar (CAT)	0.0	$1.1M	-3%	1.9k	573.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.1M		7.3k	148.69	View chart
Abbvie (ABBV)	0.0	$1.1M	+4%	4.7k	228.53	View chart
Tema Etf Trust Electrification (VOLT)	0.0	$1.0M	NEW	35k	28.93	View chart
Chevron Corporation (CVX)	0.0	$1.0M	+11%	6.6k	152.42	View chart
Coca-Cola Company (KO)	0.0	$991k	+33%	14k	69.91	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$986k		9.3k	105.69	View chart
Deere & Company (DE)	0.0	$984k	-13%	2.1k	465.60	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$978k	NEW	8.9k	110.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$967k	-4%	8.0k	120.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$894k	+4%	27k	32.62	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$893k	+34%	13k	67.22	View chart
Docusign (DOCU)	0.0	$890k	-13%	13k	68.40	View chart
Bank of America Corporation (BAC)	0.0	$858k	+4%	16k	55.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$825k		32k	26.23	View chart
UMB Financial Corporation (UMBF)	0.0	$799k		6.9k	115.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$778k		10k	75.44	View chart
Thermo Fisher Scientific (TMO)	0.0	$777k		1.3k	579.57	View chart
Procter & Gamble Company (PG)	0.0	$772k	-3%	5.4k	143.33	View chart
Cloudflare Cl A Com (NET)	0.0	$766k	-16%	3.9k	197.15	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$746k		6.9k	108.36	View chart
Ge Aerospace Com New (GE)	0.0	$739k	+25%	2.4k	308.13	View chart
Steel Dynamics (STLD)	0.0	$713k		4.2k	169.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$711k	+2%	1.9k	373.46	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$707k	-4%	14k	50.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$707k	-73%	2.9k	246.20	View chart
Dell Technologies CL C (DELL)	0.0	$706k	-44%	5.6k	125.90	View chart
Applied Materials (AMAT)	0.0	$689k	+77%	2.7k	257.04	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$686k	+20%	69k	10.00	View chart
General Dynamics Corporation (GD)	0.0	$676k	+11%	2.0k	336.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$676k	+14%	28k	24.04	View chart
Johnson & Johnson (JNJ)	0.0	$673k	+4%	3.3k	206.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$668k		10k	66.00	View chart
Merck & Co (MRK)	0.0	$660k	+4%	6.3k	105.28	View chart
Mastercard Incorporated Cl A (MA)	0.0	$652k		1.1k	571.09	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$651k	NEW	25k	26.52	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$645k		3.2k	199.69	View chart
Ishares Msci Germany Etf (EWG)	0.0	$645k	-34%	15k	42.50	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$636k	+5%	19k	33.81	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$621k	+5%	4.0k	156.63	View chart
Goldman Sachs (GS)	0.0	$616k	+4%	701.00	879.32	View chart
Snowflake Com Shs (SNOW)	0.0	$616k		2.8k	219.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$613k	+22%	2.4k	257.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$601k		11k	52.95	View chart
Airbnb Com Cl A (ABNB)	0.0	$594k	NEW	4.4k	135.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$591k	NEW	6.2k	95.10	View chart
Lennar Corp Cl A (LEN)	0.0	$588k	-23%	5.7k	102.80	View chart
Micron Technology (MU)	0.0	$587k	NEW	2.1k	285.47	View chart
On Hldg Namen Akt A (ONON)	0.0	$580k	-73%	13k	46.48	View chart
Adobe Systems Incorporated (ADBE)	0.0	$575k	-42%	1.6k	349.99	View chart
Novo-nordisk A S Adr (NVO)	0.0	$554k	+26%	11k	50.88	View chart
Anthem (ELV)	0.0	$554k	+11%	1.6k	350.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$539k	-2%	2.6k	210.36	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$535k	+26%	20k	27.38	View chart
Spotify Technology S A SHS (SPOT)	0.0	$531k	NEW	915.00	580.71	View chart
United Rentals (URI)	0.0	$529k		652.00	810.55	View chart
Genuine Parts Company (GPC)	0.0	$525k		4.3k	122.99	View chart
Iron Mountain (IRM)	0.0	$522k		6.3k	82.95	View chart
Ford Motor Company (F)	0.0	$517k	-4%	39k	13.12	View chart
Wells Fargo & Company (WFC)	0.0	$517k	NEW	5.5k	93.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$515k		19k	26.91	View chart
McDonald's Corporation (MCD)	0.0	$513k	+3%	1.7k	305.77	View chart
Boeing Company (BA)	0.0	$511k	+4%	2.4k	217.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$508k	-18%	5.0k	101.98	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$508k	+56%	4.1k	124.23	View chart
Starbucks Corporation (SBUX)	0.0	$502k	-9%	6.0k	84.22	View chart
Cisco Systems (CSCO)	0.0	$500k	+11%	6.5k	77.04	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$497k	+28%	22k	22.36	View chart
Pfizer (PFE)	0.0	$493k		20k	24.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$486k	+2%	2.3k	212.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$484k		1.7k	290.24	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$483k		15k	33.05	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$481k		6.5k	74.18	View chart
Pure Storage Cl A (PSTG)	0.0	$474k	-8%	7.1k	67.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$472k	+30%	8.8k	53.76	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$470k	NEW	5.4k	86.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$466k	+2%	9.3k	49.90	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$462k		7.7k	59.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$462k	-6%	5.2k	89.46	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$454k		11k	40.51	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$452k	NEW	14k	32.04	View chart
Oklo Com Cl A (OKLO)	0.0	$450k	+75%	6.3k	71.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$441k		1.4k	314.85	View chart
Pepsi (PEP)	0.0	$438k	-11%	3.1k	143.56	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$434k	-12%	3.0k	146.61	View chart
Nuveen Build Amer Bd (NBB)	0.0	$433k	+4%	27k	15.80	View chart
Millrose Pptys Com Cl A (MRP)	0.0	$432k	+53%	15k	29.87	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$428k		5.2k	82.50	View chart
Texas Instruments Incorporated (TXN)	0.0	$428k		2.5k	173.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$421k	+18%	9.0k	46.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$420k	+15%	8.6k	48.99	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$400k	+109%	34k	11.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$399k	+3%	2.8k	143.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$399k	+93%	5.4k	74.08	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$396k	-6%	2.8k	139.18	View chart
Vanguard World Health Car Etf (VHT)	0.0	$392k		1.4k	287.92	View chart
Verizon Communications (VZ)	0.0	$390k	+5%	9.6k	40.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$384k	+19%	8.7k	44.41	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$379k		8.5k	44.65	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$378k	+54%	4.4k	85.37	View chart
Blackrock (BLK)	0.0	$372k	-6%	347.00	1072.70	View chart
Take-Two Interactive Software (TTWO)	0.0	$370k	+12%	1.4k	256.03	View chart
Fs Kkr Capital Corp (FSK)	0.0	$363k	-87%	25k	14.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$360k	+72%	13k	27.62	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$359k	+8%	5.6k	64.42	View chart
Capital Group Fixed Income E Core Plus Incm (CGCP)	0.0	$357k	-2%	16k	22.64	View chart
Waste Management (WM)	0.0	$355k	+4%	1.6k	219.74	View chart
Electronic Arts (EA)	0.0	$352k	-44%	1.7k	204.38	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$350k	-28%	16k	22.43	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$345k		4.1k	83.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$343k	-14%	1.6k	211.80	View chart
IDEXX Laboratories (IDXX)	0.0	$340k		502.00	676.53	View chart
Abbott Laboratories (ABT)	0.0	$339k	+21%	2.7k	125.33	View chart
Workday Cl A (WDAY)	0.0	$334k	-26%	1.6k	214.78	View chart
Morgan Stanley Com New (MS)	0.0	$333k	+14%	1.9k	177.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$332k	NEW	6.6k	50.30	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$331k	+7%	17k	19.71	View chart
Nike CL B (NKE)	0.0	$326k	+74%	5.1k	63.72	View chart
Constellation Energy (CEG)	0.0	$320k	+37%	905.00	353.39	View chart
UnitedHealth (UNH)	0.0	$319k	-4%	967.00	330.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$318k	-3%	1.6k	198.73	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$317k		3.6k	88.10	View chart
Motorola Solutions Com New (MSI)	0.0	$317k		826.00	383.77	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$316k	-6%	978.00	323.30	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$316k	-3%	2.8k	113.10	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.0	$313k	NEW	7.4k	42.38	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$304k	+20%	5.3k	56.96	View chart
S&p Global (SPGI)	0.0	$302k		577.00	522.87	View chart
Colgate-Palmolive Company (CL)	0.0	$302k	+5%	3.8k	79.03	View chart
3M Company (MMM)	0.0	$300k	+2%	1.9k	160.16	View chart
Boston Scientific Corporation (BSX)	0.0	$294k	+4%	3.1k	95.35	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$293k	+15%	6.0k	49.12	View chart
Servicenow (NOW)	0.0	$293k	+71%	1.9k	153.19	View chart
Ameren Corporation (AEE)	0.0	$289k		2.9k	99.88	View chart
Astrazeneca Sponsored Adr	0.0	$288k		3.1k	91.95	View chart
MercadoLibre (MELI)	0.0	$286k	-58%	142.00	2014.25	View chart
Republic Services (RSG)	0.0	$281k		1.3k	212.00	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$281k	-5%	1.5k	193.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$278k	-20%	2.0k	141.19	View chart
Travelers Companies (TRV)	0.0	$277k	+2%	956.00	290.08	View chart
Eaton Corp SHS (ETN)	0.0	$277k	+50%	870.00	318.61	View chart
Bank of New York Mellon Corporation (BK)	0.0	$274k	NEW	2.4k	116.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$270k	-22%	2.4k	111.78	View chart
American Tower Reit (AMT)	0.0	$269k	+28%	1.5k	175.59	View chart
Te Connectivity Ord Shs (TEL)	0.0	$261k	+3%	1.1k	227.52	View chart
Roblox Corp Cl A (RBLX)	0.0	$260k	+2%	3.2k	81.03	View chart
Danaher Corporation (DHR)	0.0	$260k	+3%	1.1k	229.11	View chart
At&t (T)	0.0	$260k	-10%	10k	24.84	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)	0.0	$259k		5.8k	44.42	View chart
Datadog Cl A Com (DDOG)	0.0	$254k		1.9k	135.99	View chart
Marsh & McLennan Companies	0.0	$245k		1.3k	185.56	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$245k	-79%	1.6k	149.03	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$238k		394.00	605.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$235k		2.9k	82.32	View chart
Upstart Hldgs (UPST)	0.0	$233k		5.3k	43.73	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$225k	NEW	5.0k	44.71	View chart
ConocoPhillips (COP)	0.0	$223k		2.4k	93.61	View chart
Hartford Financial Services (HIG)	0.0	$222k		1.6k	137.88	View chart
Rockwell Automation (ROK)	0.0	$217k	NEW	558.00	389.30	View chart
Coinbase Global Com Cl A (COIN)	0.0	$217k	+17%	958.00	226.14	View chart
Strategy Cl A New (MSTR)	0.0	$216k	+19080%	222k	0.98	View chart
Moody's Corporation (MCO)	0.0	$216k	NEW	422.00	510.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$215k		1.6k	136.98	View chart
Nuveen Calif Select Tax Free Sh Ben Int	0.0	$211k	+60%	16k	13.20	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$210k	NEW	1.2k	168.02	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$208k	-37%	1.9k	109.31	View chart
The Trade Desk Com Cl A (TTD)	0.0	$208k	-3%	5.5k	37.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$207k	-18%	7.3k	28.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$207k	-5%	4.0k	51.75	View chart
Monolithic Power Systems (MPWR)	0.0	$205k	-5%	226.00	907.60	View chart
Sap Se Spon Adr (SAP)	0.0	$204k		840.00	242.99	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.0	$204k		8.5k	24.06	View chart
Altria (MO)	0.0	$202k		3.5k	57.66	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$184k		21k	8.95	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$142k		16k	8.90	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$133k	NEW	2.5k	54.06	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$109k		13k	8.11	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$102k	NEW	743.00	136.91	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$41k	NEW	315.00	129.09	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$19k	NEW	32k	0.59	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 Q4 filed Feb. 13, 2026
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

View all past filings

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