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Latest Gerber Kawasaki Wealth & Investment Management Stock Portfolio

$3.14Billion | No. of Holdings #348

Gerber Kawasaki Wealth & Investment Management Performance

2026 Q1-3.41%
YTD-3.41%
2025+19.24%

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

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gerber Kawasaki Wealth & Investment Management reported an equity portfolio of $3.1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Gerber Kawasaki Wealth & Investment Management are BAB, BIL, NVDA. The fund has invested 7.6% of it's portfolio in INVESCO EXCH TRADED FD TR II and 5.4% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off INTUITIVE SURGICAL INC (ISRG), DOCUSIGN INC (DOCU) and NOVO-NORDISK A S (NVO) stocks. They significantly reduced their stock positions in STRATEGY INC (MSTR), SPDR SERIES TRUST (BIL) and GLOBAL X FDS (AGNG). Gerber Kawasaki Wealth & Investment Management opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), CRISPR THERAPEUTICS AG (CRSP) and MACYS INC (M). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), SPDR SERIES TRUST (BIL) and CAPITAL GROUP INTERNATIONAL.
Gerber Kawasaki Wealth & Investment Management Equity Portfolio Value
Last Reported on: 07 May, 2026
$3.14Billion
  as of May 07, 2026

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 -3.41% in the last quarter. In trailing 12 months, it's portfolio return was 22.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchng traded fd vi6,261,840
first tr exchng traded fd vi1,906,880
crispr therapeutics ag973,281
macys inc909,167
quest diagnostics inc625,180
ishares inc468,299
dimensional etf trust423,191
servicetitan inc399,037
New stocks bought by Gerber Kawasaki Wealth & Investment Management

Additions

Ticker% Inc.
micron technology inc1,406
spdr series trust1,160
capital group international870
axon enterprise inc690
spdr series trust642
ishares tr481
ishares tr460
ishares gold tr448
Additions to existing portfolio by Gerber Kawasaki Wealth & Investment Management

Reductions

Ticker% Reduced
strategy inc-99.13
spdr series trust-92.63
global x fds-88.48
oracle corp-86.35
soundhound ai inc-82.76
spdr series trust-66.14
ishares inc-64.77
global x fds-57.73
Gerber Kawasaki Wealth & Investment Management reduced stake in above stock

Sold off

Ticker$ Sold
gallagher arthur j & co-18,654
fs kkr cap corp-363,077
nuveen calif select tax free-211,200
docusign inc-890,294
novo-nordisk a s-554,118
the trade desk inc-208,210
upstart hldgs inc-233,168
roblox corp-260,349
Gerber Kawasaki Wealth & Investment Management got rid off the above stocks

Sector Distribution

Gerber Kawasaki Wealth & Investment Management has about 72.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
Sector%
Others72.3
Technology12.2
Communication Services5.4
Consumer Cyclical5.3
Industrials1.8

Market Cap. Distribution

Gerber Kawasaki Wealth & Investment Management has about 27.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED72.3
MEGA-CAP22.7
LARGE-CAP4.4

Stocks belong to which Index?

About 27.5% of the stocks held by Gerber Kawasaki Wealth & Investment Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others72.5
S&P 50026.1
RUSSELL 20001.4
Top 5 Winners (%)%
MSTR
strategy inc
6402.8 %
AZN
astrazeneca plc
92.5 %
BE
bloom energy corp
82.7 %
TER
teradyne inc
46.8 %
COP
conocophillips
38.3 %
Top 5 Winners ($)$
MSTR
strategy inc
13.8 M
FNDA
schwab strategic tr
5.9 M
ge vernova inc
4.4 M
IJR
ishares tr
3.9 M
IBCE
ishares tr
3.2 M
Top 5 Losers (%)%
GENI
genius sports limited
-51.8 %
BSX
boston scientific corp
-33.0 %
SNOW
snowflake inc
-30.7 %
ALCC
oklo inc
-29.9 %
ishares ethereum tr
-28.9 %
Top 5 Losers ($)$
TSLA
tesla inc
-18.9 M
MSFT
microsoft corp
-15.8 M
BAB
invesco exch traded fd tr ii
-14.7 M
NVDA
nvidia corporation
-10.3 M
BIL
spdr series trust
-8.1 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 348 stocks in it's portfolio. About 42.6% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. MSTR was the most profitable stock for Gerber Kawasaki Wealth & Investment Management last quarter.

$3.14BTotal Value
374Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Gerber Kawasaki Wealth & Investment Management, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.3%174,783
$9.32M
0.3%
increased 0.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.25%75,230
$7.99M
0.25%
increased 1.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.2%203,233
$6.16M
0.2%
decreased 9.88 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.15%83,506
$4.75M
0.15%
increased 103.11 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.13%44,637
$4.04M
0.13%
decreased 11.9 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.1%14,559
$3.18M
0.1%
decreased 8.96 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.04%10,055
$1.33M
0.04%
decreased 1.98 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.01%4,981
$301.3K
0.01%
decreased 6.64 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Gerber Kawasaki Wealth & Investment Management's holding in Advisorshares Tr over time
0.71%948,306
$22.36M
0.71%
increased 1.45 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.22%162,881
$6.89M
0.22%
increased 10.32 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Inc over time
0.59%103,332
$18.60M
0.59%
increased 0.05 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Inc over time
0.01%3,807
$468.3K
0.01%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Inc over time
0.01%5,345
$212.1K
0.01%
decreased 64.77 percentreduced