Latest Gerber Kawasaki Wealth & Investment Management Stock Portfolio

Gerber Kawasaki Wealth & Investment Management Performance:

2025 Q2: 9.03%YTD: 3.52%2024: 14.96%

Performance for 2025 Q2 is 9.03%, and YTD is 3.52%, and 2024 is 14.96%.

About Gerber Kawasaki Wealth & Investment Management and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Gerber Kawasaki Wealth & Investment Management reported an equity portfolio of $2.6 Billions as of 30 Jun, 2025.

The top stock holdings of Gerber Kawasaki Wealth & Investment Management are BAB, NVDA, BIL. The fund has invested 8.1% of it's portfolio in INVESCO EXCH TRADED FD TR II and 5.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES TR (AGT), ISHARES TR (AAXJ) and MILLROSE PPTYS INC stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), NOVO-NORDISK A S and LENNAR CORP (LEN). Gerber Kawasaki Wealth & Investment Management opened new stock positions in ISHARES TR (AGT), CAPITAL GROUP DIVIDEND GROWE and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), AIRBNB INC (ABNB) and SHOPIFY INC.

Gerber Kawasaki Wealth & Investment Management Annual Return Estimates Vs S&P 500

Our best estimate is that Gerber Kawasaki Wealth & Investment Management made a return of 9.03% in the last quarter. In trailing 12 months, it's portfolio return was 9.56%.

New Buys

Ticker	$ Bought
ishares tr	7,853,980
capital group dividend growe	815,365
ishares inc	641,951
ishares tr	637,401
spdr ser tr	600,472
tradeweb mkts inc	511,267
vanguard index fds	474,198
capital group international	375,812

New stocks bought by Gerber Kawasaki Wealth & Investment Management

Additions

Ticker	% Inc.
ishares tr	1,497
airbnb inc	470
ishares tr	304
ishares tr	210
shopify inc	195
global x fds	163
elevance health inc	82.69
ishares tr	81.47

Additions to existing portfolio by Gerber Kawasaki Wealth & Investment Management

Reductions

Ticker	% Reduced
vaneck etf trust	-92.68
novo-nordisk a s	-79.42
lennar corp	-70.84
qualcomm inc	-63.54
schwab strategic tr	-59.86
asml holding n v	-55.73
zoetis inc	-51.65
vanguard scottsdale fds	-50.31

Gerber Kawasaki Wealth & Investment Management reduced stake in above stock

Sold off

Ticker	$ Sold
blackrock munihldngs cali ql	-192,780
ishares tr	-513,087
millrose pptys inc	-371,000
invesco exch traded fd tr ii	-306,480
first tr exchange-traded fd	-224,429
ishares tr	-415,374
j p morgan exchange traded f	-205,757
dimensional etf trust	-231,686

Gerber Kawasaki Wealth & Investment Management got rid off the above stocks

Sector Distribution

Gerber Kawasaki Wealth & Investment Management has about 70.8% of it's holdings in Others sector.

Sector	%
Others	70.8
Technology	14
Consumer Cyclical	5.2
Communication Services	5.1
Financial Services	1.3

Market Cap. Distribution

Gerber Kawasaki Wealth & Investment Management has about 28.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	70.8
MEGA-CAP	23.2
LARGE-CAP	5

Stocks belong to which Index?

About 28.6% of the stocks held by Gerber Kawasaki Wealth & Investment Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	71.5
S&P 500	27
RUSSELL 2000	1.6

Top 5 Winners (%)		%
AMPS	ishares tr	660.4 %
AMPS	ishares tr	194.1 %
RBLX	roblox corp	80.5 %
NET	cloudflare inc	67.8 %
AAOI	applied optoelectronics inc	67.4 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	48.4 M
AMPS	ishares tr	22.3 M
AMPS	ishares tr	21.0 M
MSFT	microsoft corp	16.7 M
XLB	select sector spdr tr	15.3 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-36.1 %
SENS	senseonics hldgs inc	-27.4 %
TMO	thermo fisher scientific inc	-18.5 %
ZIP	ziprecruiter inc	-14.9 %
COP	conocophillips	-14.4 %

Top 5 Losers ($)		$
AAPL	apple inc	-6.4 M
XLB	select sector spdr tr	-3.6 M
LLY	eli lilly & co	-0.4 M
UNH	unitedhealth group inc	-0.3 M
XLB	select sector spdr tr	-0.2 M

Gerber Kawasaki Wealth & Investment Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management has 314 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Gerber Kawasaki Wealth & Investment Management last quarter.

Last Reported on: 14 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BAB	invesco exch traded fd tr ii	8.05	917,558	208,376,000	added	9.27
Historical Trend of INVESCO EXCH TRADED FD TR II Position Held By Gerber Kawasaki Wealth & Investment Management What % of Portfolio is BAB?: Number of BAB shares held: Change in No. of Shares Held:
	NVDA	nvidia corporation	5.83	954,071	150,734,000	reduced	-2.19

	BIL	spdr ser tr	5.82	1,578,460	150,458,000	added	10.77

	BIL	spdr ser tr	4.24	2,096,600	109,736,000	added	4.16

	XLB	select sector spdr tr	3.43	350,042	88,640,800	added	7.17

	IBCE	ishares tr	3.38	1,129,320	87,307,900	added	12.93

	IJR	ishares tr	3.26	850,718	84,391,000	added	0.41

	AAPL	apple inc	3.00	377,863	77,526,300	added	0.31

	TSLA	tesla inc	2.74	223,046	70,853,100	reduced	-5.46

	MSFT	microsoft corp	2.59	134,616	66,959,800	reduced	-1.58

	XLB	select sector spdr tr	2.18	259,877	56,478,800	added	7.7

	XLB	select sector spdr tr	2.17	1,073,400	56,213,700	added	3.57

	FNDA	schwab strategic tr	1.96	1,915,550	50,762,200	reduced	-0.55

	GOOG	alphabet inc	1.82	265,302	47,061,900	reduced	-0.14

	NFLX	netflix inc	1.78	34,359	46,011,900	reduced	-3.98

	BIL	spdr ser tr	1.75	259,539	45,317,900	reduced	-0.6

	XLB	select sector spdr tr	1.68	321,458	43,329,100	reduced	-3.84

	AMZN	amazon com inc	1.53	180,914	39,690,800	reduced	-0.93

	BIL	spdr ser tr	1.51	1,340,900	39,181,200	added	1.08

	IJR	ishares tr	1.44	156,338	37,317,400	added	304