Institutional Fund
Gerber Kawasaki Wealth & Investment Management
Santa Monica, CACIK 16667365 filings on record
Portfolio Value
$3.14B
Q1 2026
Holdings
350
Reported positions
New Buys
40
Opened this quarter
QoQ Change
+9.6%
from $2.86B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exch Traded Fd Tr II7.6%
- Spdr Series Trust5.4%
- Nvidia Corporation4.7%
- Spdr Series Trust4.6%
- Ishares Tr4.4%
- Ishares Tr3.9%
- Other69.5%
Portfolio Holdings
350 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded Fd Tr II | 1.00M | $238.57M | 7.6% | +69.1K | Added |
| 2 | Spdr Series Trust | 1.72M | $168.66M | 5.4% | +1.59M | Added |
| 3 | Nvidia Corporation | 840.0K | $146.52M | 4.7% | −17.5K | Reduced |
| 4 | Spdr Series Trust | 2.55M | $144.50M | 4.6% | +142.1K | Added |
| 5 | Ishares Tr | 1.58M | $136.61M | 4.4% | +88.7K | Added |
| 6 | Ishares Tr | 1.25M | $123.82M | 3.9% | +171.7K | Added |
| 7 | Tesla Inc | 283.0K | $105.21M | 3.4% | +80.8K | Added |
| 8 | Apple Inc | 404.2K | $102.59M | 3.3% | +829 | Added |
| 9 | Select Sector Spdr Tr | 695.1K | $92.43M | 2.9% | +22.8K | Added |
| 10 | Alphabet Inc | 271.5K | $77.89M | 2.5% | −4.4K | Reduced |
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