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Gerber Kawasaki Wealth & Investment Management Top Holdings and 13F Report (2026)

About Gerber Kawasaki Wealth & Investment Management

Investment Activity

  • Gerber Kawasaki Wealth & Investment Management has $3.75 billion in total holdings as of June 30, 2026.
  • Gerber Kawasaki Wealth & Investment Management owns shares of 366 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 5.91% of the portfolio was purchased this quarter.
  • About 1.73% of the portfolio was sold this quarter.
  • This quarter, Gerber Kawasaki Wealth & Investment Management has purchased 350 new stocks and bought additional shares in 179 stocks.
  • Gerber Kawasaki Wealth & Investment Management sold shares of 137 stocks and completely divested from 24 stocks this quarter.

Largest New Holdings this Quarter

46120E602 - Intuitive Surgical
$1,048,683 Holding
03831W108 - APPLOVIN CORP
$982,719 Holding
458140100 - Intel
$819,648 Holding
632307104 - Natera
$779,334 Holding
278865100 - Ecolab
$738,542 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
149,859 shares (about $14.83M)
Micron Technology
12,086 shares (about $13.95M)
SPDR Portfolio S&P 500 Value ETF
140,660 shares (about $8.55M)
Financial Select Sector SPDR Fund
157,363 shares (about $8.44M)

Largest Sales this Quarter

iShares Semiconductor ETF
22,675 shares (about $14.53M)
Technology Select Sector SPDR Fund
36,759 shares (about $7.00M)
iShares U.S. Medical Devices ETF
90,501 shares (about $4.47M)
Home Depot
7,679 shares (about $2.71M)
MGM Resorts International
44,261 shares (about $2.12M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGerber Kawasaki Wealth & Investment Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$303,768,466$200,565 â–¼-0.1%1,002,6408.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$212,882,415$8,034,668 â–²3.9%1,789,0815.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$167,703,985$369,767 â–¼-0.2%838,1424.5%Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$163,716,658$8,550,709 â–²5.5%2,693,1554.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$160,367,861$10,022,323 â–²6.7%1,680,3044.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$138,089,090$14,833,035 â–²12.0%1,395,1223.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$125,425,068$7,003,305 â–¼-5.3%658,3323.3%ETF
Apple Inc. stock logo
AAPL
Apple
$120,158,907$3,190,479 â–²2.7%415,2583.2%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$117,766,810$1,254,230 â–¼-1.1%279,9973.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$98,660,937$2,723,111 â–²2.8%279,2322.6%Communication Services
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$88,101,804$8,436,219 â–²10.6%1,643,3862.4%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$75,548,952$7,665,396 â–²11.3%644,1782.0%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$71,241,431$14,528,933 â–¼-16.9%111,1851.9%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$66,288,277$4,756,443 â–²7.7%417,8031.8%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$62,584,586$6,506,768 â–²11.6%344,8961.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$59,707,786$5,823,212 â–²10.8%160,0661.6%Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$53,898,208$951,616 â–¼-1.7%1,699,7241.4%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$51,299,955$4,412,926 â–²9.4%2,093,0221.4%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$51,004,024$7,796,520 â–²18.0%1,377,7431.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$49,890,517$1,812,346 â–²3.8%209,3241.3%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$49,698,796$13,950,985 â–²39.0%43,0551.3%Technology
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$49,465,238$5,515,798 â–²12.6%1,703,3491.3%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$47,583,069$1,554,319 â–²3.4%519,2961.3%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$46,384,008$5,443,546 â–²13.3%1,598,8991.2%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$44,704,421$2,416,840 â–²5.7%907,1511.2%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$40,634,622$3,488,602 â–²9.4%489,1621.1%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$38,751,915$609,683 â–²1.6%821,0151.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$35,330,882$1,589,683 â–²4.7%522,9570.9%ETF
XLC
Communication Services Select Sector SPDR Fund
$35,324,451$2,627,137 â–²8.0%329,7360.9%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$34,950,152$1,955,581 â–²5.9%123,1560.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$32,519,751$1,800,039 â–²5.9%643,0640.9%ETF
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$31,776,497$477,079 â–¼-1.5%56,6820.8%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$30,313,803$986,332 â–²3.4%53,8150.8%Communication Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$29,439,479$57,666 â–¼-0.2%39,3100.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$28,909,260$1,908,953 â–²7.1%404,8910.8%Communication Services
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$28,875,958$1,309,193 â–²4.7%155,8940.8%ETF
GK
AdvisorShares Gerber Kawasaki ETF
$28,766,133$550,328 â–²2.0%966,8020.8%ETF
GE VERNOVA INC
$25,110,042$905,851 â–²3.7%21,3720.7%COM
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$24,588,877$1,022,858 â–¼-4.0%558,4590.7%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$24,347,892$2,189,362 â–²9.9%507,6180.7%ETF
CAPITAL GROUP INTERNATIONAL
$23,110,791$5,966,580 â–²34.8%635,0860.6%SHS
Invesco QQQ stock logo
QQQ
Invesco QQQ
$21,912,741$330,650 â–¼-1.5%29,7560.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$21,655,740$42,686 â–²0.2%57,3280.6%Technology
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$21,621,151$681,886 â–²3.3%106,6970.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,584,756$1,184,696 â–²6.1%57,6000.5%Communication Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$20,427,166$3,715,993 â–²22.2%17,0300.5%Healthcare
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$19,007,461$1,728,603 â–²10.0%808,1400.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$18,938,420$97,082 â–²0.5%25,3600.5%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$18,184,896$966,017 â–²5.6%161,1010.5%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$18,105,187$103,993 â–¼-0.6%445,1730.5%ETF
SHOPIFY INC
$17,808,085$1,448,145 â–²8.9%155,9650.5%CL A SUB VTG SHS
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$16,144,627$1,002 â–¼0.0%274,0090.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$12,657,630$1,083,867 â–²9.4%25,2950.3%Finance
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$11,402,569$48,673 â–¼-0.4%189,5220.3%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$11,396,069$957,051 â–¼-7.7%23,5530.3%Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,069,662$8,324,132 â–²303.2%89,1490.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$10,875,549$132,055 â–¼-1.2%112,7460.3%ETF
Amphenol Corporation stock logo
APH
Amphenol
$10,746,177$291,281 â–²2.8%60,9470.3%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,522,747$1,300,356 â–²14.1%28,4360.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,485,423$1,996,667 â–²23.5%15,2660.3%ETF
GLOBAL X FDS
$10,164,595$749,443 â–¼-6.9%101,3010.3%1 3 MO T BI ET
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$10,064,249$45,716 â–¼-0.5%237,7570.3%ETF
VICI Properties Inc. stock logo
VICI
VICI Properties
$8,850,015$323,513 â–¼-3.5%333,3330.2%Real Estate
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$8,665,829$30,024 â–²0.3%194,8250.2%ETF
Bloom Energy Corporation stock logo
BE
Bloom Energy
$8,574,740$5,809,222 â–²210.1%28,3270.2%Industrials
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$8,335,378$1,427,568 â–²20.7%196,5420.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$8,305,704$209,429 â–²2.6%77,1760.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$8,267,528$1,286,013 â–¼-13.5%109,4890.2%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$7,917,320$99,681 â–¼-1.2%310,2390.2%ETF
ASML Holding N.V. stock logo
ASML
ASML
$7,818,164$700,431 â–²9.8%3,9290.2%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$7,709,597$877,743 â–²12.8%10,7070.2%Industrials
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$7,490,131$716,538 â–²10.6%205,0400.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,379,515$156,795 â–¼-2.1%22,5440.2%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,064,541$56,953 â–¼-0.8%20,7150.2%Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$6,920,314$249,251 â–¼-3.5%119,9980.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$6,897,196$2,708,303 â–¼-28.2%19,5560.2%Consumer Discretionary
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$6,864,473$85,882 â–¼-1.2%151,0660.2%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$6,551,928$750,532 â–²12.9%13,3390.2%Industrials
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,407,172$234,563 â–²3.8%61,6780.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,388,210$2,029,285 â–²46.6%10,9960.2%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$6,373,440$506,761 â–²8.6%8,3510.2%Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$6,040,369$156,231 â–¼-2.5%198,1090.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$5,969,962$800,519 â–¼-11.8%62,0250.2%Communication Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,782,955$224,544 â–²4.0%6,1810.2%Consumer Staples
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$5,760,456$947,145 â–²19.7%99,9380.2%ETF
CAPITAL GROUP CORE BALANCED
$5,663,167$513,563 â–²10.0%149,1870.2%SHS
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$5,422,060$13,909 â–¼-0.3%82,6400.1%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$5,350,598$510,680 â–²10.6%41,9620.1%ETF
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$5,300,219$391,282 â–²8.0%45,8660.1%ETF
Nutanix stock logo
NTNX
Nutanix
$5,102,879$55,546 â–²1.1%100,1350.1%Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,866,914$53,959 â–²1.1%55,3810.1%ETF
WALMART INC
$4,667,840$261,294 â–¼-5.3%41,2130.1%COM
TEMA ETF TRUST
$4,619,796$1,085,160 â–²30.7%110,2840.1%ELECTRIFICATION
PALANTIR TECHNOLOGIES INC
$4,454,812$61,135 â–²1.4%38,1830.1%CL A
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$4,164,393$4,471,675 â–¼-51.8%84,2820.1%ETF
Blackstone Inc. stock logo
BX
Blackstone
$4,119,878$203,570 â–¼-4.7%35,0120.1%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,047,509$382,066 â–²10.4%8,4750.1%Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$3,912,367$114,124 â–¼-2.8%5,9650.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$3,763,631$1,366,927 â–²57.0%37,3850.1%ETF
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$3,599,517$1,064,256 â–¼-22.8%34,4510.1%ETF

Showing largest 100 holdings. View all holdings.
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