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Latest Gerber Kawasaki Wealth & Investment Management Stock Portfolio

$3.75Billion | No. of Holdings #364

Gerber Kawasaki Wealth & Investment Management Performance

2026 Q2+13.01%
YTD+9.16%
2025+19.24%

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

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gerber Kawasaki Wealth & Investment Management reported an equity portfolio of $3.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Gerber Kawasaki Wealth & Investment Management are BAB, BIL, NVDA. The fund has invested 8.1% of it's portfolio in INVESCO EXCH TRADED FD TR II and 5.7% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off CATERPILLAR INC (CAT), SERVICENOW INC (NOW) and SSGA ACTIVE ETF TR (GAL) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), INTERNATIONAL BUSINESS MACHS (IBM) and STRYKER CORPORATION (SYK). Gerber Kawasaki Wealth & Investment Management opened new stock positions in INTUITIVE SURGICAL INC (ISRG), APPLOVIN CORP (APP) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), FIRSTCASH HOLDINGS INC (FCFS) and VANGUARD INDEX FDS (VB).
Gerber Kawasaki Wealth & Investment Management Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$3.75Billion
  as of Aug 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 13.01% in the last quarter. In trailing 12 months, it's portfolio return was 24.77%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intuitive surgical inc1,048,680
applovin corp982,719
intel corp819,648
natera inc779,334
ecolab inc738,542
nebius group n.v.721,041
vanguard intl equity index f639,133
datadog inc565,762
New stocks bought by Gerber Kawasaki Wealth & Investment Management

Additions

Ticker% Inc.
vanguard world fd809
firstcash holdings inc725
vanguard index fds526
ishares tr303
vanguard index fds298
bloom energy corp210
salesforce inc151
reddit inc78.77
Additions to existing portfolio by Gerber Kawasaki Wealth & Investment Management

Reductions

Ticker% Reduced
ishares tr-81.17
international business machs-64.38
stryker corporation-53.14
ishares tr-51.78
mgm resorts international-51.64
general dynamics corp-44.82
genius sports limited-44.46
uber technologies inc-40.72
Gerber Kawasaki Wealth & Investment Management reduced stake in above stock

Sold off

Ticker$ Sold
ocugen inc-125,519
archer aviation inc-104,868
ishares ethereum tr-258,488
global x fds-291,890
soundhound ai inc-81,273
ssga active etf tr-454,499
diana shipping inc-25,494
blackrock core bd tr-91,648
Gerber Kawasaki Wealth & Investment Management got rid off the above stocks

Sector Distribution

Gerber Kawasaki Wealth & Investment Management has about 72% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
Sector%
Others72
Technology13.3
Communication Services5
Consumer Cyclical4.9
Industrials1.9

Market Cap. Distribution

Gerber Kawasaki Wealth & Investment Management has about 27.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED72
MEGA-CAP23.4
LARGE-CAP4.4

Stocks belong to which Index?

About 27.9% 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%
Others72.2
S&P 50026.3
RUSSELL 20001.6
Top 5 Winners (%)%
MRVL
marvell technology inc
165.0 %
DELL
dell technologies inc
156.4 %
MU
micron technology inc
154.3 %
AMD
advanced micro devices inc
120.5 %
PANW
palo alto networks inc
112.3 %
Top 5 Winners ($)$
BAB
invesco exch traded fd tr ii
65.4 M
XLB
select sector spdr tr
38.9 M
IJR
ishares tr
38.2 M
BIL
spdr series trust
36.9 M
MU
micron technology inc
30.2 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.9 %
VB
vanguard index fds
-70.3 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
T
at&t inc
-28.6 %
Top 5 Losers ($)$
IJR
ishares tr
-16.8 M
NFLX
netflix inc.
-9.7 M
VAW
vanguard world fd
-4.9 M
VB
vanguard index fds
-4.8 M
KTOS
kratos defense &sec solutio
-1.6 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 364 stocks in it's portfolio. About 42.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. BAB was the most profitable stock for Gerber Kawasaki Wealth & Investment Management last quarter.

$3.75BTotal Value
390Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Gerber Kawasaki Wealth & Investment Management, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.22%77,176
$8.31M
0.22%
increased 2.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.16%198,109
$6.04M
0.16%
decreased 2.52 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.15%99,938
$5.76M
0.15%
increased 19.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.11%84,282
$4.16M
0.11%
decreased 51.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.1%34,451
$3.60M
0.1%
decreased 22.82 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.09%14,241
$3.45M
0.09%
decreased 2.18 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.01%5,085
$338.0K
0.01%
increased 2.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.01%1,893
$292.1K
0.01%
decreased 81.17 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0%8,095
$165.9K
0%
new position
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Gerber Kawasaki Wealth & Investment Management's holding in Advisorshares Tr over time
0.77%966,802
$28.77M
0.77%
increased 1.95 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.22%196,542
$8.34M
0.22%
increased 20.67 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Tr over time
0.01%9,478
$437.4K
0.01%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Inc over time
0.58%106,697
$21.62M
0.58%
increased 3.26 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Inc over time
0.02%4,103
$828.4K
0.02%
increased 7.78 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Gerber Kawasaki Wealth & Investment Management's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off