Latest Gerber Kawasaki Wealth & Investment Management Stock Portfolio
Gerber Kawasaki Wealth & Investment Management Performance:
2025 Q3: 5.29%YTD: 9%2024: 14.96%
Performance for 2025 Q3 is 5.29%, and YTD is 9%, 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 $2.9 Billions as of 30 Sep, 2025.
The top stock holdings of Gerber Kawasaki Wealth & Investment Management are BAB, NVDA, BIL. The fund has invested 7.5% of it's portfolio in INVESCO EXCH TRADED FD TR II and 6% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off AIRBNB INC (ABNB), ISHARES TR (IJR) and ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SPDR SERIES TRUST (BIL) and FERRARI N V. Gerber Kawasaki Wealth & Investment Management opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), SOUNDHOUND AI INC (SOUN) and UMB FINL CORP (UMBF). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), ISHARES TR (AGT) and INTERNATIONAL BUSINESS MACHS (IBM).
The top stock holdings of Gerber Kawasaki Wealth & Investment Management are BAB, NVDA, BIL. The fund has invested 7.5% of it's portfolio in INVESCO EXCH TRADED FD TR II and 6% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off AIRBNB INC (ABNB), ISHARES TR (IJR) and ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SPDR SERIES TRUST (BIL) and FERRARI N V. Gerber Kawasaki Wealth & Investment Management opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), SOUNDHOUND AI INC (SOUN) and UMB FINL CORP (UMBF). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), ISHARES TR (AGT) and INTERNATIONAL BUSINESS MACHS (IBM).
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 5.29% in the last quarter. In trailing 12 months, it's portfolio return was 12.56%.
New Buys
| Ticker | $ Bought |
|---|---|
| marvell technology inc | 1,692,980 |
| soundhound ai inc | 912,379 |
| umb finl corp | 830,523 |
| ishares tr | 816,010 |
| ishares ethereum tr | 686,477 |
| workday inc | 505,533 |
| ford mtr co | 492,464 |
| millrose pptys inc | 316,947 |
New stocks bought by Gerber Kawasaki Wealth & Investment Management
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 356 |
| ishares tr | 283 |
| international business machs | 166 |
| capital group international | 138 |
| ishares tr | 136 |
| spdr ser tr | 135 |
| ishares tr | 120 |
| ishares tr | 108 |
Additions to existing portfolio by Gerber Kawasaki Wealth & Investment Management
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exchange traded fd t | -81.85 |
| spdr series trust | -75.41 |
| ferrari n v | -51.37 |
| tradeweb mkts inc | -42.87 |
| ishares tr | -35.92 |
| spdr ser tr | -35.9 |
| novo-nordisk a s | -35.9 |
| schwab strategic tr | -35.13 |
Gerber Kawasaki Wealth & Investment Management reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ocugen inc | -67,101 |
| invesco sr income tr | -56,488 |
| snap inc | -118,888 |
| airbnb inc | -1,803,660 |
| ishares tr | -699,623 |
| ishares tr | -227,518 |
| vanguard scottsdale fds | -217,352 |
| zoetis inc | -375,472 |
Gerber Kawasaki Wealth & Investment Management got rid off the above stocks
Sector Distribution
Gerber Kawasaki Wealth & Investment Management has about 70.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.4 |
| Technology | 14.5 |
| Consumer Cyclical | 5.4 |
| Communication Services | 5.2 |
| Financial Services | 1.1 |
Market Cap. Distribution
Gerber Kawasaki Wealth & Investment Management has about 28.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.4 |
| MEGA-CAP | 24.1 |
| LARGE-CAP | 4.5 |
Stocks belong to which Index?
About 29.2% of the stocks held by Gerber Kawasaki Wealth & Investment Management either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.8 |
| S&P 500 | 27.5 |
| RUSSELL 2000 | 1.7 |
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 329 stocks in it's portfolio. About 42.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Gerber Kawasaki Wealth & Investment Management last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAOI | applied optoelectronics inc | 0.03 | 27,950 | 724,744 | unchanged | 0.00 | ||
| AAPL | apple inc | 3.34 | 382,380 | 97,365,400 | added | 1.2 | ||
| AAXJ | ishares tr | 0.37 | 180,567 | 10,848,400 | reduced | -1.44 | ||
| AAXJ | ishares tr | 0.28 | 75,549 | 8,045,260 | added | 5.96 | ||
| AAXJ | ishares tr | 0.24 | 217,487 | 6,876,960 | added | 0.04 | ||
| AAXJ | ishares tr | 0.19 | 50,786 | 5,446,820 | reduced | -1.83 | ||
| AAXJ | ishares tr | 0.12 | 16,198 | 3,389,770 | reduced | -4.14 | ||
| AAXJ | ishares tr | 0.10 | 49,942 | 2,848,740 | added | 120 | ||
| AAXJ | ishares tr | 0.04 | 9,171 | 1,244,160 | reduced | -5.53 | ||
| AAXJ | ishares tr | 0.01 | 4,424 | 259,790 | added | 8.03 | ||
| ABBV | abbvie inc | 0.04 | 4,542 | 1,051,650 | added | 4.2 | ||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.01 | 2,228 | 298,439 | added | 6.81 | ||
| ACHR | archer aviation inc | 0.00 | 16,702 | 160,004 | added | 8.22 | ||
| ACT | advisorshares tr | 0.83 | 920,489 | 24,111,200 | added | 1.49 | ||
| ACWF | ishares tr | 0.19 | 125,429 | 5,431,110 | added | 19.13 | ||
| ACWV | ishares inc | 0.63 | 100,993 | 18,336,300 | added | 26.63 | ||
| ACWV | ishares inc | 0.03 | 23,020 | 957,888 | added | 51.73 | ||
| ADBE | adobe systems incorporated | 0.04 | 2,868 | 1,011,690 | added | 3.24 | ||
| AEE | ameren corp | 0.01 | 2,845 | 297,042 | added | 0.6 | ||