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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 $3.93 billion in total holdings as of September 30, 2026.
  • Gerber Kawasaki Wealth & Investment Management owns shares of 403 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 5.73% of the portfolio was purchased this quarter.
  • About 0.64% of the portfolio was sold this quarter.
  • This quarter, Gerber Kawasaki Wealth & Investment Management has purchased 366 new stocks and bought additional shares in 225 stocks.
  • Gerber Kawasaki Wealth & Investment Management sold shares of 106 stocks and completely divested from 22 stocks this quarter.

Largest New Holdings this Quarter

315948109 - FIDELITY WISE ORIGIN BITCOIN
$2,586,275 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$2,284,534 Holding
92046L296 - VALUED ADVISERS TR
$1,902,314 Holding
149123101 - Caterpillar
$1,680,496 Holding
92046L288 - VALUED ADVISERS TR
$1,266,384 Holding

Largest Purchases this Quarter

Invesco NASDAQ 100 ETF
55,583 shares (about $16.93M)
Apple
34,466 shares (about $11.48M)
SPDR Portfolio S&P 500 Growth ETF
83,943 shares (about $10.33M)
CAPITAL GRP FIXED INCM ETF T
410,466 shares (about $10.25M)

Largest Sales this Quarter

WALMART INC
16,148 shares (about $1.68M)
iShares Core S&P 500 ETF
1,259 shares (about $964.21K)
VICI Properties
41,648 shares (about $956.66K)
Nutanix
11,804 shares (about $831.12K)
iShares Preferred and Income Securities ETF
23,338 shares (about $688.47K)

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
$322,375,600$16,932,729 ▲5.5%1,058,2238.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$230,531,239$10,331,680 ▲4.7%1,873,0245.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$192,155,654$740,637 ▲0.4%841,3854.9%Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$172,356,204$7,723,886 ▲4.7%2,819,5074.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$168,667,601$9,055,763 ▲5.7%1,775,6384.3%ETF
Apple Inc. stock logo
AAPL
Apple
$149,767,210$11,477,877 ▲8.3%449,7243.8%Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$137,146,043$5,251,315 ▲4.0%1,450,6683.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$132,139,439$3,271,173 ▲2.5%675,0433.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$101,794,440$2,448,548 ▲2.5%286,8982.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$97,718,690$2,572,934 ▲2.7%286,7832.5%Communication Services
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$92,050,438$4,293,729 ▲4.9%1,723,7932.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$82,504,540$406,729 ▲0.5%160,8592.1%Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$73,652,675$3,540,554 ▲5.0%676,7081.9%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$72,894,402$2,528,473 ▲3.6%432,8161.9%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$65,062,801$1,838,970 ▲2.9%114,4191.7%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$64,390,957$4,272,325 ▲7.1%369,4061.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$55,020,014$271,983 ▼-0.5%1,691,3631.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$53,908,044$1,754,770 ▲3.4%216,3671.4%Consumer Discretionary
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$52,641,104$3,428,154 ▲7.0%1,473,7161.3%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$49,294,004$2,468,932 ▲5.3%1,793,1611.3%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$49,052,963$3,212,557 ▲7.0%1,710,9521.2%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$48,326,834$1,631,508 ▲3.5%2,166,1511.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$47,746,625$1,887,412 ▲4.1%44,8271.2%Technology
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$47,502,402$3,092,311 ▲7.0%555,4551.2%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$44,293,853$20,468 ▼0.0%906,7321.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$42,553,575$3,528,002 ▲9.0%58,6801.1%Communication Services
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$42,341,809$2,915,456 ▲7.4%525,3341.1%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$39,204,244$263,521 ▲0.7%826,5711.0%ETF
XLC
Communication Services Select Sector SPDR Fund
$38,173,776$1,583,093 ▲4.3%344,0021.0%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$37,415,477$5,024,312 ▲15.5%742,8121.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$35,424,432$2,457,294 ▲7.5%561,9370.9%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$29,685,180$1,205,500 ▲4.2%128,3690.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$29,359,678$1,187,315 ▲4.2%421,9550.7%Communication Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$29,141,543$964,211 ▼-3.2%38,0510.7%ETF
GK
AdvisorShares Gerber Kawasaki ETF
$28,306,462$266,392 ▲1.0%975,9870.7%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$27,215,981$1,184,886 ▲4.6%162,9900.7%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$25,225,648$1,545,237 ▲6.5%540,7420.6%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$24,293,954$1,447,434 ▲6.3%593,8400.6%ETF
CAPITAL GROUP INTERNATIONAL
$23,982,313$1,131,896 ▲5.0%666,5450.6%SHS
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$23,868,155$81,124 ▼-0.3%56,4900.6%Industrials
SHOPIFY INC
$23,212,065$82,455 ▲0.4%156,5210.6%CL A SUB VTG SHS
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$22,499,412$495,363 ▲2.3%109,0990.6%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$22,180,249$2,475,014 ▲12.6%19,1690.6%Healthcare
Invesco QQQ stock logo
QQQ
Invesco QQQ
$21,421,446$591,074 ▼-2.7%28,9570.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$20,601,002$467,790 ▲2.3%58,6600.5%Technology
GE VERNOVA INC
$20,571,823$257,587 ▲1.3%21,6430.5%COM
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,230,181$411,176 ▲2.1%58,7950.5%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$19,845,681$504,874 ▲2.6%26,0220.5%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$18,483,360$496,614 ▲2.8%165,5490.5%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$17,945,368$44,087 ▼-0.2%444,0820.5%ETF
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$17,669,686$383,545 ▲2.2%826,0710.4%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$14,233,016$152,460 ▼-1.1%271,1050.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$12,978,939$382,934 ▲3.0%26,0640.3%Finance
GLOBAL X FDS
$11,900,905$1,736,295 ▲17.1%118,6050.3%1 3 MO T BI ET
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,054,900$111,983 ▼-1.0%88,2550.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,962,015$319,980 ▲3.0%29,2910.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,935,127$235,496 ▲2.2%15,6020.3%ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$10,882,232$208,383 ▲2.0%193,2220.3%ETF
Amphenol Corporation stock logo
APH
Amphenol
$10,742,236$5,604,377 ▲109.1%127,4280.3%Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$10,730,745$255,294 ▼-2.3%110,1260.3%ETF
CAPITAL GRP FIXED INCM ETF T
$10,685,050$10,253,445 ▲2,375.7%427,7440.3%CORE BOND ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$10,585,776$2,478,391 ▲30.6%256,6240.3%ETF
Bloom Energy Corporation stock logo
BE
Bloom Energy
$10,203,839$2,357,694 ▲30.0%36,8390.3%Industrials
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$9,775,998$318,002 ▲3.4%245,7510.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$9,189,743$6,978,814 ▲315.7%34,7110.2%Technology
Teradyne, Inc. stock logo
TER
Teradyne
$9,100,782$341,981 ▼-3.6%22,7000.2%Technology
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$8,885,789$216,048 ▲2.5%199,6800.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$8,324,615$226,490 ▼-2.6%106,5890.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,188,351$42,116 ▼-0.5%20,6090.2%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,886,284$427,779 ▲5.7%23,8370.2%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$7,831,613$148,756 ▲1.9%209,0100.2%ETF
SPACE EXPLORATION TECHN CORP
$7,583,050$7,344,991 ▲3,085.4%50,2650.2%CLASS A COM STK
ASML Holding N.V. stock logo
ASML
ASML
$7,471,059$351,537 ▲4.9%4,1230.2%Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$7,285,850$406,697 ▲5.9%11,3400.2%Industrials
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$7,252,325$305,110 ▼-4.0%297,7140.2%ETF
PALANTIR TECHNOLOGIES INC
$7,160,463$18,331 ▲0.3%38,2810.2%CL A
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$7,137,905$410,520 ▲6.1%11,6670.2%Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$7,133,637$668,880 ▼-8.6%70,5600.2%ETF
ISHARES TR
$7,090,446$3,326,494 ▲88.4%70,4250.2%0-3 MTH TREASURY
Trane Technologies plc stock logo
TT
Trane Technologies
$6,850,036$820,829 ▲13.6%15,1550.2%Industrials
VICI Properties Inc. stock logo
VICI
VICI Properties
$6,700,012$956,656 ▼-12.5%291,6850.2%Real Estate
Invesco NASDAQ Next Gen 100 ETF stock logo
QQQJ
Invesco NASDAQ Next Gen 100 ETF
$6,555,684$68,582 ▼-1.0%149,5020.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,509,952$102,125 ▲1.6%62,6610.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$6,461,645$834,788 ▲14.8%7,0980.2%Consumer Staples
Nutanix stock logo
NTNX
Nutanix
$6,219,385$831,120 ▼-11.8%88,3310.2%Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$6,169,580$173,540 ▼-2.7%116,7150.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$6,072,960$433,558 ▼-6.7%57,8920.2%Communication Services
CAPITAL GROUP CORE BALANCED
$6,006,614$523,982 ▲9.6%163,4450.2%SHS
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$5,568,115$159,438 ▲2.9%102,8840.1%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$5,445,829$60,990 ▲1.1%83,5760.1%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$5,218,581$54,411 ▼-1.0%41,5290.1%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$5,155,755$688,472 ▼-11.8%174,7710.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$5,015,277$548,213 ▼-9.9%17,6290.1%Consumer Discretionary
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,944,360$26,659 ▼-0.5%55,0840.1%ETF
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$4,476,162$71,639 ▲1.6%46,6120.1%ETF
TEMA ETF TRUST
$4,162,103$254,742 ▲6.5%117,4740.1%ELECTRIFICATION
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,851,343$15,055 ▼-0.4%8,4420.1%Technology
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$3,831,168$479,893 ▼-11.1%74,9000.1%ETF
Blackstone Inc. stock logo
BX
Blackstone
$3,823,815$100,771 ▼-2.6%34,1130.1%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$3,790,336$2,843,261 ▲300.2%11,1620.1%Technology

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