Gerber Kawasaki Wealth & Investment Management
CIK: 0001666736SEC EDGAR →
Portfolio Value
$2.9B
Holdings
334
As of
Q4 2025
New Positions
25
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | 934,161 | $236.3M | 8.25% |
| 2 | NVIDIA CORPORATION | 857,514 | $159.9M | 5.58% |
| 3 | SPDR SERIES TRUST | 2,410,365 | $136.9M | 4.78% |
| 4 | ISHARES TR | 1,486,642 | $125.8M | 4.39% |
| 5 | APPLE INC | 403,403 | $109.7M | 3.83% |
| 6 | ISHARES TR | 1,073,583 | $107.2M | 3.74% |
| 7 | SELECT SECTOR SPDR TR | 672,297 | $96.8M | 3.38% |
| 8 | TESLA INC | 202,174 | $90.9M | 3.17% |
| 9 | ALPHABET INC | 275,943 | $86.6M | 3.02% |
| 10 | SELECT SECTOR SPDR TR | 1,333,583 | $73.0M | 2.55% |
Quarterly Changes
Top Buys
New Positions (25)
$7.2M · 54K shares
$6.5M · 34K shares
$2.3M · 6K shares
$1.1M · 17K shares
$1.0M · 35K shares
$978K · 9K shares
$651K · 25K shares
$593K · 4K shares
$591K · 6K shares
$586K · 2K shares
$531K · 915 shares
$517K · 6K shares
$470K · 5K shares
$452K · 14K shares
$332K · 7K shares
$313K · 7K shares
$274K · 2K shares
$224K · 5K shares
$217K · 558 shares
$215K · 422 shares
$209K · 1K shares
$133K · 2K shares
$101K · 743 shares
$40K · 315 shares
$18K · 32K shares
Closed Positions (22)
$1.9M · 41K shares
$1.8M · 7K shares
$725K · 28K shares
$684K · 6K shares
$483K · 22K shares
$423K · 871 shares
$389K · 9K shares
$293K · 2K shares
$265K · 6K shares
$252K · 5K shares
$248K · 7K shares
$231K · 3K shares
$221K · 2K shares
$208K · 6K shares
$208K · 2K shares
$205K · 4K shares
$203K · 4K shares
$202K · 48K shares
$193K · 14K shares
$164K · 10K shares
$160K · 17K shares
$33K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 189 | $1.9B | 66.9% |
| Technology | 46 | $433.6M | 15.1% |
| Communication Services | 11 | $167.5M | 5.8% |
| Consumer Cyclical | 15 | $156.9M | 5.5% |
| Unknown | 14 | $88.3M | 3.1% |
| Industrials | 20 | $31.1M | 1.1% |
| Healthcare | 17 | $24.9M | 0.9% |
| Utilities | 5 | $16.0M | 0.6% |
| Real Estate | 6 | $15.2M | 0.5% |
| Consumer Defensive | 7 | $12.4M | 0.4% |
| Energy | 3 | $2.3M | 0.1% |
| Basic Materials | 1 | $712K | 0.0% |