Gerber Kawasaki Wealth & Investment Management Portfolio Holdings - 13F Filings | 13F Fund Database
Gerber Kawasaki Wealth & Investment Management 13F Holdings
CIK 0001666736 · SANTA MONICA, CA
As of Sep 30, 2025, Gerber Kawasaki Wealth & Investment Management reported
331 positions worth $2.9B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| INVESCO NASDAQ 100 ETF | QQQM | — | 888,907 | $219.7M | 7.65% |
| NVIDIA CORP | NVDA | Technology | 939,223 |
|
75.2M6.11% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 1,527,305 |
59.6M | 5.56% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 2,293,918 |
26.9M | 4.42% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 1,370,358 |
13.2M | 3.94% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 989,763 | $99.2M | 3.46% |
| APPLE INC | AAPL | Technology | 382,380 | $97.4M | 3.39% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 329,432 | $92.9M | 3.23% |
| TESLA INC | TSLA | Consumer Cyclical | 204,011 | $90.7M | 3.16% |
| MICROSOFT CORP | MSFT | Technology | 135,402 | $70.1M | 2.44% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 1,251,067 | $67.4M | 2.35% |
| ALPHABET INC | GOOG | Equity | 273,093 | $66.5M | 2.32% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 267,216 | $64.0M | 2.23% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 383,063 | $53.3M | 1.86% |
| STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF | LGLV | — | 297,844 | $53.1M | 1.85% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,903,678 | $52.0M | 1.81% |
| INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | PWZ | — | 1,732,806 | $41.4M | 1.44% |
| NETFLIX INC | NFLX | Communication Services | 34,301 | $41.1M | 1.43% |
| AMAZON.COM INC | AMZN | Equity | 186,806 | $41.0M | 1.43% |
| ISHARES SEMICONDUCTOR ETF | SOXX | — | 141,521 | $38.4M | 1.34% |
| STATE STREET(R) SPDR PORTFOLIO CORPORATE BOND ETF | SPBO | — | 1,263,871 | $37.4M | 1.30% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 849,030 | $35.7M | 1.24% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 285,277 | $33.8M | 1.18% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 767,749 | $33.7M | 1.17% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 1,119,208 | $32.8M | 1.14% |