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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, SPYG, NVDA, SPYV, IXUS, and represent 26.59% of Gerber Kawasaki Wealth & Investment Management's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$155M), SPBO (+$38M), USHY (+$36M), TSLA (+$30M), AXON (+$21M), AGG (+$17M), QQQM (+$16M), META (+$16M), CGIC (+$14M), SHOP (+$12M).
Started 40 new stock positions in DGX, BUFR, ZIP, CYPH, JEPI, M, CRSP, PZT, GME.WS, DFEB.
Reduced shares in these 10 stocks: JNK (-$32M), MSTR (-$27M), ORCL (-$8.4M), SCHD, BX, SOXX, NVDA, TER, JPST, FINX.
Sold out of its positions in ELV, COIN, CEG, DDOG, DOCU, FSK, AJG, ISRG, IWP, DSI. INDA, VLUE, MRSH, MPWR, MCO, NVO, Nuveen CA Select Tax-Free Incom Port, HOOD, RBLX, SAP, TTD, UNH, UPST, WDAY.
Gerber Kawasaki Wealth & Investment Management was a net buyer of stock by $362M.
Gerber Kawasaki Wealth & Investment Management has $3.1B in assets under management (AUM), dropping by 9.62%.
Central Index Key (CIK): 0001666736

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Portfolio Holdings for Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management holds 350 positions in its portfolio as reported in the March 2026 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)	7.6	$239M	+7%	1.0M	237.78	View chart
Spdr Series Trust State Street Spd (SPYG)	5.4	$169M	+1160%	1.7M	97.97	View chart
NVIDIA Corporation (NVDA)	4.7	$147M	-2%	840k	174.43	View chart
Spdr Series Trust State Street Spd (SPYV)	4.6	$145M	+5%	2.6M	56.61	View chart
Ishares Tr Core Msci Total (IXUS)	4.4	$137M	+5%	1.6M	86.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.9	$124M	+15%	1.2M	99.43	View chart
Tesla Motors (TSLA)	3.4	$105M	+39%	283k	371.80	View chart
Apple (AAPL)	3.3	$103M		404k	253.79	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.9	$92M	+3%	695k	132.98	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$78M		272k	286.87	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.3	$73M	+11%	1.5M	49.41	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.0	$63M	+5%	579k	109.05	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.8	$57M		388k	146.70	View chart
Spdr Series Trust State Street Spd (LGLV)	1.8	$55M	-2%	309k	178.26	View chart
Microsoft Corporation (MSFT)	1.7	$54M	+7%	145k	370.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$53M	-8%	1.7M	30.68	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.5	$46M	+9%	1.9M	23.88	View chart
Spdr Series Trust State Street Spd (SPBO)	1.4	$44M	+642%	1.5M	29.09	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.4	$44M	-7%	134k	328.78	View chart
Ishares Tr Broad Usd High (USHY)	1.4	$43M	+481%	1.2M	36.91	View chart
Amazon (AMZN)	1.3	$42M	+2%	202k	208.37	View chart
Spdr Series Trust State Street Spd (SPTS)	1.3	$41M	+16%	1.4M	29.24	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	1.2	$38M	+6%	502k	76.42	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.2	$37M	+10%	447k	82.06	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$37M		858k	42.54	View chart
Netflix (NFLX)	1.2	$36M	+11%	378k	96.25	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.1	$34M	+2%	305k	110.91	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$33M	+4%	808k	40.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$31M	-6%	608k	50.62	View chart
Meta Platforms Cl A (META)	0.9	$30M	+110%	52k	572.34	View chart
Spdr Series Trust State Street Spd (SPMD)	0.9	$30M	+6%	499k	59.27	View chart
Spdr Series Trust State Street Spd (XAR)	0.9	$30M	-2%	116k	254.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$26M	-5%	39k	653.22	View chart
Axon Enterprise (AXON)	0.8	$24M	+690%	58k	424.69	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$24M		149k	161.84	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.8	$24M	+11%	582k	40.86	View chart
Advisorshares Tr Gerber Kawasaki (GK)	0.7	$22M		948k	23.58	View chart
Spdr Series Trust State Street Spd (SHM)	0.7	$22M	+10%	462k	47.85	View chart
Ishares Msci World Etf (URTH)	0.6	$19M		103k	180.03	View chart
Ge Vernova (GEV)	0.6	$18M	+7%	21k	874.79	View chart
Broadcom (AVGO)	0.6	$18M	+5%	57k	309.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$17M	-8%	30k	577.19	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.5	$17M	+238%	143k	118.62	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$17M	+8%	735k	22.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$16M		25k	650.35	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.5	$16M	+3%	448k	36.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$16M	+5%	153k	103.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$16M	-3%	54k	287.56	View chart
Capital Group International SHS (CGIC)	0.5	$16M	+870%	471k	33.11	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$14M		274k	50.81	View chart
Eli Lilly & Co. (LLY)	0.4	$13M	+15%	14k	919.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$11M	+448%	127k	88.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$11M		23k	479.34	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.3	$11M	+23%	109k	99.99	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$11M	-4%	114k	92.74	View chart
Micron Technology (MU)	0.3	$11M	+1406%	31k	339.56	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.3	$10M	-2%	190k	52.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$9.4M	+6%	22k	426.41	View chart
Vici Pptys (VICI)	0.3	$9.4M	-9%	346k	27.29	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$9.3M		175k	53.35	View chart
Home Depot (HD)	0.3	$8.9M	-19%	27k	328.37	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$8.0M	-19%	314k	25.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$8.0M		25k	320.82	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$8.0M		75k	106.15	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$8.0M		239k	33.37	View chart
Teradyne (TER)	0.2	$7.6M	-23%	26k	296.47	View chart
Amphenol Corp Cl A (APH)	0.2	$7.5M	+10%	59k	126.35	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$7.5M		194k	38.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$7.4M	+4%	12k	597.57	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$6.9M	+10%	163k	42.31	View chart
Walt Disney Company (DIS)	0.2	$6.8M	-18%	70k	96.38	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.8M	-3%	23k	294.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$6.3M	NEW	185k	33.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$6.2M	-9%	203k	30.32	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$6.0M	-17%	124k	48.32	View chart
Kratos Defense &sec Solutio Com New (KTOS)	0.2	$5.9M	-7%	84k	70.51	View chart
Costco Wholesale Corporation (COST)	0.2	$5.9M	+8%	5.9k	996.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.8M	+13%	59k	97.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$5.5M	-9%	153k	36.21	View chart
Palantir Technologies Cl A (PLTR)	0.2	$5.5M	+197%	38k	146.28	View chart
Wal-Mart Stores (WMT)	0.2	$5.4M	-3%	44k	124.28	View chart
Quanta Services (PWR)	0.2	$5.3M	+71%	9.5k	553.76	View chart
Trane Technologies SHS (TT)	0.2	$4.9M	-6%	12k	416.77	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$4.7M	+103%	84k	56.86	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$4.7M	+12%	3.6k	1321.17	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$4.7M	+9%	136k	34.41	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$4.5M	+3%	38k	117.66	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.2M	-50%	37k	115.53	View chart
Spdr Series Trust State Street Spd (XHB)	0.1	$4.2M	+4%	43k	98.72	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$4.2M	-11%	55k	76.54	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$4.0M	-11%	45k	90.55	View chart
Uber Technologies (UBER)	0.1	$4.0M		57k	71.05	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$3.9M	+12%	83k	46.67	View chart
Nutanix Cl A (NTNX)	0.1	$3.8M	+3%	99k	38.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.7M	+8%	8.5k	430.29	View chart
Palo Alto Networks (PANW)	0.1	$3.3M		21k	160.32	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.2M	-8%	15k	218.75	View chart
MGM Resorts International. (MGM)	0.1	$3.2M	-20%	86k	37.01	View chart
Prologis (PLD)	0.1	$3.1M		23k	132.18	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.0M	-5%	4.4k	682.24	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.0M	-14%	7.7k	390.42	View chart
Tema Etf Trust Electrification (VOLT)	0.1	$2.9M	+140%	84k	34.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.9M	-3%	75k	38.42	View chart
Invesco Exchange Traded Fd T Biotechnology (PBE)	0.1	$2.8M	-17%	35k	79.18	View chart
Nextera Energy (NEE)	0.1	$2.8M	-2%	30k	92.88	View chart
Amgen (AMGN)	0.1	$2.6M		7.5k	351.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.6M	+42%	7.7k	337.99	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$2.5M	-92%	27k	95.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.5M	+253%	10k	248.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.4M	+65%	24k	100.66	View chart
International Business Machines (IBM)	0.1	$2.4M	-9%	9.7k	242.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.4M	+4%	12k	191.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.4M	-4%	6.1k	383.45	View chart
Visa Com Cl A (V)	0.1	$2.4M	+5%	7.8k	302.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.3M	+3%	11k	215.07	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$2.2M	+21%	22k	100.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.2M	+38%	13k	169.66	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.1	$2.1M	+12%	66k	31.08	View chart
Lpl Financial Holdings (LPLA)	0.1	$2.0M		6.7k	300.85	View chart
Digital Realty Trust (DLR)	0.1	$2.0M	-3%	11k	180.22	View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB)	0.1	$1.9M	NEW	40k	47.37	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$1.8M	+68%	9.1k	201.44	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$1.8M	-6%	23k	75.71	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.8M		10k	168.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.7M	-19%	20k	86.69	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.7M	+21%	18k	95.44	View chart
Marvell Technology (MRVL)	0.1	$1.7M		17k	99.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.7M		8.4k	196.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.6M		3.7k	438.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.6M	-5%	32k	50.33	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$1.6M	-4%	5.0k	326.14	View chart
Spdr Series Trust State Street Spd (SPIP)	0.1	$1.6M	+10%	62k	26.04	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.6M	+8%	8.3k	192.91	View chart
Advanced Micro Devices (AMD)	0.0	$1.5M	+5%	7.5k	203.46	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$1.5M	+5%	6.8k	224.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$1.5M	-9%	30k	50.95	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.5M	+37%	14k	110.36	View chart
Arista Networks Com Shs (ANET)	0.0	$1.5M		12k	122.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.5M	+10%	23k	64.08	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.4M	-13%	2.3k	604.54	View chart
Chevron Corporation (CVX)	0.0	$1.4M		6.7k	206.91	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$1.3M	-18%	38k	35.90	View chart
American Express Company (AXP)	0.0	$1.3M		4.4k	302.54	View chart
Tko Group Holdings Cl A (TKO)	0.0	$1.3M	+11%	6.6k	201.67	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$1.3M	-20%	29k	45.89	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.3M		10k	132.10	View chart
Oracle Corporation (ORCL)	0.0	$1.3M	-86%	9.1k	146.21	View chart
Johnson & Johnson (JNJ)	0.0	$1.3M	+66%	5.4k	244.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.3M	+460%	9.2k	141.43	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$1.3M	+20%	20k	63.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$1.2M	+23%	9.9k	124.32	View chart
Caterpillar (CAT)	0.0	$1.2M	-8%	1.7k	708.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.2M	+2%	1.7k	698.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.1M	-3%	10k	113.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.1M	+7%	7.8k	142.45	View chart
Ge Aerospace Com New (GE)	0.0	$1.1M	+60%	3.8k	283.81	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$1.1M	-9%	8.5k	127.73	View chart
Abbvie (ABBV)	0.0	$1.1M	+4%	4.9k	217.51	View chart
Deere & Company (DE)	0.0	$1.1M	-10%	1.9k	563.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.0M	+7%	9.6k	108.99	View chart
Coca-Cola Company (KO)	0.0	$1.0M	-3%	14k	76.05	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$1.0M	+310%	69k	15.05	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$1.0M	-57%	56k	18.40	View chart
Procter & Gamble Company (PG)	0.0	$982k	+26%	6.8k	144.44	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$973k	NEW	21k	47.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.0	$965k	-32%	29k	33.18	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$955k	+3%	14k	69.75	View chart
Macy's (M)	0.0	$909k	NEW	50k	18.09	View chart
salesforce (CRM)	0.0	$909k	-13%	4.9k	186.68	View chart
Qualcomm (QCOM)	0.0	$861k	-13%	6.7k	128.80	View chart
Stryker Corporation (SYK)	0.0	$827k	-37%	2.5k	328.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$821k	+3%	33k	25.10	View chart
Applied Materials (AMAT)	0.0	$819k	-10%	2.4k	341.82	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$804k		6.9k	116.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$790k		10k	77.11	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$786k	-66%	27k	28.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$773k	+13%	11k	67.53	View chart
UMB Financial Corporation (UMBF)	0.0	$765k	-2%	6.8k	112.80	View chart
Bank of America Corporation (BAC)	0.0	$758k		16k	48.75	View chart
Dell Technologies CL C (DELL)	0.0	$754k	-18%	4.6k	164.15	View chart
Genius Sports Shares Cl A (GENI)	0.0	$739k	-27%	167k	4.43	View chart
Steel Dynamics (STLD)	0.0	$736k	-2%	4.1k	180.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$728k	-8%	25k	29.13	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$713k	-4%	8.9k	80.05	View chart
Goldman Sachs (GS)	0.0	$706k	+18%	834.00	846.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$699k	+49%	7.7k	90.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$691k		28k	24.75	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$684k	+15%	7.2k	95.63	View chart
Merck & Co (MRK)	0.0	$681k	-9%	5.7k	120.31	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$679k	+3%	4.1k	165.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$679k		1.9k	356.58	View chart
Iron Mountain (IRM)	0.0	$650k		6.4k	102.15	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$648k		25k	26.26	View chart
Ford Motor Company (F)	0.0	$643k	+41%	56k	11.54	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$640k	-8%	13k	50.05	View chart
Samsara Com Cl A (IOT)	0.0	$640k	-38%	20k	31.69	View chart
General Dynamics Corporation (GD)	0.0	$633k	-8%	1.8k	343.32	View chart
Cloudflare Cl A Com (NET)	0.0	$630k	-21%	3.1k	206.34	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$625k	NEW	3.2k	195.49	View chart
Cisco Systems (CSCO)	0.0	$623k	+23%	8.0k	77.59	View chart
Adobe Systems Incorporated (ADBE)	0.0	$620k	+55%	2.6k	243.08	View chart
Thermo Fisher Scientific (TMO)	0.0	$610k	-7%	1.2k	491.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$607k	-2%	2.3k	262.00	View chart
Pfizer (PFE)	0.0	$602k	+8%	21k	28.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$601k	+9%	2.8k	213.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$592k	+24%	11k	54.05	View chart
Starbucks Corporation (SBUX)	0.0	$591k	+10%	6.6k	89.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$587k		11k	51.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$571k	-2%	3.1k	181.44	View chart
Mastercard Incorporated Cl A (MA)	0.0	$561k		1.1k	499.76	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$552k	+34%	6.0k	92.69	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$546k	+21%	17k	31.83	View chart
Airbnb Com Cl A (ABNB)	0.0	$536k	-2%	4.2k	126.28	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$532k		20k	27.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$522k	+26%	3.5k	148.14	View chart
MercadoLibre (MELI)	0.0	$503k	+104%	291.00	1729.01	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$500k		23k	22.21	View chart
McDonald's Corporation (MCD)	0.0	$499k	-4%	1.6k	310.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$494k		19k	25.64	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$494k	+156%	53k	9.38	View chart
Verizon Communications (VZ)	0.0	$490k		9.8k	50.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$485k		9.2k	52.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$478k		1.7k	287.30	View chart
Lennar Corp Cl A (LEN)	0.0	$475k	-4%	5.5k	86.85	View chart
United Rentals (URI)	0.0	$474k		651.00	728.56	View chart
Servicenow (NOW)	0.0	$473k	+136%	4.5k	104.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$473k	-2%	2.2k	211.16	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$468k		7.9k	59.55	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$468k	NEW	3.8k	123.01	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$455k		11k	40.50	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$451k	+27%	17k	27.23	View chart
Spotify Technology S A SHS (SPOT)	0.0	$442k		912.00	484.91	View chart
Genuine Parts Company (GPC)	0.0	$438k	-2%	4.1k	105.75	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$431k	-20%	3.2k	133.20	View chart
Nuveen Build Amer Bd (NBB)	0.0	$431k		28k	15.66	View chart
Boeing Company (BA)	0.0	$428k	-8%	2.2k	199.03	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$423k	NEW	8.7k	48.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$420k	+27%	8.4k	49.89	View chart
Waste Management (WM)	0.0	$419k	+12%	1.8k	229.79	View chart
Wells Fargo & Company (WFC)	0.0	$419k	-5%	5.3k	79.61	View chart
Pure Storage Cl A (PSTG)	0.0	$416k		7.1k	59.04	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$416k		2.8k	145.96	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$410k	+10%	3.3k	125.49	View chart
Snowflake Com Shs (SNOW)	0.0	$409k	-3%	2.7k	150.82	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$407k	+3%	35k	11.65	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$399k	-36%	12k	33.54	View chart
Servicetitan Shs Cl A (TTAN)	0.0	$399k	NEW	6.3k	63.46	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$395k	-3%	5.0k	79.07	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$393k	-6%	8.4k	46.91	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$391k	+3%	5.7k	68.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$390k	-6%	1.3k	298.85	View chart
Astrazeneca Ord	0.0	$381k	-38%	1.9k	197.22	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$377k	-17%	5.3k	70.92	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$376k		8.3k	45.06	View chart
Vanguard World Health Car Etf (VHT)	0.0	$374k		1.4k	272.34	View chart
Millrose Pptys Com Cl A (MRP)	0.0	$363k	-10%	13k	28.00	View chart
Texas Instruments Incorporated (TXN)	0.0	$358k	-25%	1.8k	194.24	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$356k	NEW	1.4k	250.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$356k	-12%	7.5k	47.68	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.0	$353k	+20%	8.9k	39.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$352k		1.6k	217.27	View chart
On Hldg Namen Akt A (ONON)	0.0	$352k	-17%	10k	34.02	View chart
Eaton Corp SHS (ETN)	0.0	$350k	+12%	978.00	357.91	View chart
ConocoPhillips (COP)	0.0	$348k	+10%	2.6k	132.01	View chart
Motorola Solutions Com New (MSI)	0.0	$343k	-4%	789.00	434.25	View chart
Oklo Com Cl A (OKLO)	0.0	$342k	+9%	6.9k	49.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$342k	+10%	5.6k	61.27	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$336k		4.1k	82.44	View chart
Capital Group Fixed Income E Core Plus Incm (CGCP)	0.0	$334k	-5%	15k	22.34	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$334k	-15%	7.3k	45.65	View chart
Philip Morris International (PM)	0.0	$331k	NEW	2.0k	165.34	View chart
Abbott Laboratories (ABT)	0.0	$331k	+18%	3.2k	102.70	View chart
Colgate-Palmolive Company (CL)	0.0	$327k		3.8k	85.24	View chart
Pepsi (PEP)	0.0	$326k	-31%	2.1k	155.31	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$322k	+5%	1.0k	313.86	View chart
At&t (T)	0.0	$320k	+5%	11k	28.99	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$316k	-35%	9.5k	33.48	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$305k	-8%	5.5k	55.72	View chart
Blackrock (BLK)	0.0	$302k	-9%	314.00	961.82	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$301k	-6%	5.0k	60.49	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$300k		2.0k	151.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$300k	-2%	1.6k	191.88	View chart
Sterling Construction Company (STRL)	0.0	$296k	NEW	727.00	407.27	View chart
Ameren Corporation (AEE)	0.0	$295k	-7%	2.7k	109.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$295k	-46%	2.7k	110.48	View chart
Global X Fds Fintech Etf (FINX)	0.0	$292k	-88%	15k	19.37	View chart
Take-Two Interactive Software (TTWO)	0.0	$290k		1.5k	197.50	View chart
Republic Services (RSG)	0.0	$289k		1.3k	219.15	View chart
Firstcash Holdings (FCFS)	0.0	$289k	NEW	1.5k	188.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$289k	-27%	3.9k	73.65	View chart
Bank of New York Mellon Corporation (BK)	0.0	$286k		2.4k	118.67	View chart
Travelers Companies (TRV)	0.0	$283k		969.00	291.71	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$274k	-14%	3.1k	89.34	View chart
Electronic Arts (EA)	0.0	$272k	-22%	1.3k	203.97	View chart
Morgan Stanley Com New (MS)	0.0	$270k	-12%	1.6k	164.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$269k		2.4k	111.18	View chart
Corning Incorporated (GLW)	0.0	$267k	NEW	2.0k	136.00	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$266k	-7%	1.8k	151.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$262k		5.8k	44.91	View chart
IDEXX Laboratories (IDXX)	0.0	$259k	-8%	461.00	561.89	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$259k	+4%	16k	15.83	View chart
Totalenergies Se Act (TTE)	0.0	$257k	NEW	2.8k	90.98	View chart
Nike CL B (NKE)	0.0	$256k	-5%	4.8k	52.83	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$255k	NEW	2.6k	99.10	View chart
Reddit Cl A (RDDT)	0.0	$254k	NEW	1.9k	134.65	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$253k	NEW	5.6k	45.52	View chart
3M Company (MMM)	0.0	$246k	-9%	1.7k	145.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$242k		2.9k	84.84	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$242k	-3%	1.4k	172.11	View chart
Strategy Cl A New (MSTR)	0.0	$241k	-99%	1.9k	124.80	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$241k	+13%	8.3k	29.08	View chart
American Tower Reit (AMT)	0.0	$239k	-9%	1.4k	172.62	View chart
S&p Global (SPGI)	0.0	$238k	-2%	560.00	425.74	View chart
Te Connectivity Ord Shs (TEL)	0.0	$237k		1.1k	209.12	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$234k	+20%	1.5k	155.19	View chart
Chubb (CB)	0.0	$234k	NEW	716.00	326.19	View chart
TJX Companies (TJX)	0.0	$232k	NEW	1.5k	159.71	View chart
Marriott Intl Cl A (MAR)	0.0	$223k	NEW	682.00	327.44	View chart
Hartford Financial Services (HIG)	0.0	$219k		1.6k	135.28	View chart
FedEx Corporation (FDX)	0.0	$216k	NEW	606.00	356.69	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$216k	NEW	15k	14.35	View chart
Boston Scientific Corporation (BSX)	0.0	$215k	+11%	3.4k	62.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$214k	+6%	4.3k	50.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$213k	NEW	3.7k	56.69	View chart
Ishares Msci Germany Etf (EWG)	0.0	$212k	-64%	5.3k	39.67	View chart
Johnson Controls Internation SHS (JCI)	0.0	$212k	NEW	1.6k	131.03	View chart
Altria (MO)	0.0	$211k	-8%	3.2k	66.00	View chart
Southern Company (SO)	0.0	$210k	NEW	2.2k	96.52	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$207k		395.00	522.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$205k	NEW	2.5k	80.60	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.0	$205k		8.5k	24.24	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$203k	NEW	6.8k	29.81	View chart
Danaher Corporation (DHR)	0.0	$203k	-5%	1.1k	189.61	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$202k	NEW	7.3k	27.85	View chart
Rockwell Automation (ROK)	0.0	$201k		559.00	358.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.0	$187k	NEW	3.5k	52.80	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$175k	NEW	7.9k	22.07	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$164k	+20%	19k	8.52	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$144k	NEW	10k	14.37	View chart
Ocugen (OCGN)	0.0	$126k	NEW	69k	1.81	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$125k	+23%	17k	7.54	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$121k	NEW	2.2k	55.35	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$105k	NEW	20k	5.17	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.0	$92k	NEW	10k	9.16	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$81k	-82%	12k	6.87	View chart
Gamestop Corp *w Exp 10/30/202 (GME.WS)	0.0	$75k	NEW	20k	3.86	View chart
Ziprecruiter Cl A (ZIP)	0.0	$33k	NEW	18k	1.84	View chart
Diana Shipping (DSX)	0.0	$26k	NEW	10k	2.50	View chart
Cypherpunk Technologies Com New (CYPH)	0.0	$18k	NEW	22k	0.79	View chart
Beyond Meat (BYND)	0.0	$7.4k	NEW	11k	0.70	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 2026 Q1 filed May 7, 2026
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

View all past filings

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