EdgeMarket › What Gerber Kawasaki Wealth & Investment Management reported owning
What Gerber Kawasaki Wealth & Investment Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.1BPositions
350Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QQQM Invesco NASDAQ 100 ETF | 238.6M | 7.6% | 1.0M | 293.76 | +26.1% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 168.7M | 5.4% | 1.7M | 120.21 | +22.2% |
| NVDA NVIDIA CORP | 146.5M | 4.7% | 840.0K | 214.72 | +22.4% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 144.5M | 4.6% | 2.6M | 63.51 | +17.5% |
| IXUS iShares Core MSCI Total International Stock ET | 136.6M | 4.4% | 1.6M | 97.94 | +22.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 123.8M | 3.9% | 1.2M | 97.35 | -1.7% |
| TSLA Tesla, Inc. | 105.2M | 3.4% | 283.0K | 362.86 | +12.0% |
| AAPL Apple Inc. | 102.6M | 3.3% | 404.2K | 309.35 | +36.9% |
| XLK State Street Technology Select Sector SPDR ETF | 92.4M | 2.9% | 695.1K | 183.31 | +41.1% |
| GOOG Alphabet Inc. | 77.9M | 2.5% | 271.5K | 341.75 | +70.7% |
| XLF State Street Financial Select Sector SPDR ETF | 73.4M | 2.3% | 1.5M | 57.48 | +8.7% |
| XLY State Street Consumer Discretionary Select Sec | 63.1M | 2.0% | 578.8K | 118.02 | +3.7% |
| XLV State Street Health Care Select Sector SPDR ET | 56.9M | 1.8% | 387.8K | 174.62 | +27.0% |
| LGLV State Street SPDR US Large Cap Low Volatility | 55.1M | 1.8% | 309.0K | 188.55 | +6.1% |
| MSFT MICROSOFT CORP | 53.5M | 1.7% | 144.5K | 483.24 | -4.4% |
| SCHD Schwab US Dividend Equity ETF | 53.1M | 1.7% | 1.7M | 35.11 | +27.6% |
| PWZ Invesco California AMT-Free Municipal Bond Por | 45.7M | 1.5% | 1.9M | 23.91 | +3.8% |
| SPBO State Street SPDR Portfolio Corporate Bond ETF | 44.0M | 1.4% | 1.5M | 28.39 | -2.9% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 44.0M | 1.4% | 133.9K | 520.05 | +113.4% |
| USHY iShares Broad USD High Yield Corporate Bond ET | 43.1M | 1.4% | 1.2M | 36.84 | -1.4% |
| AMZN AMAZON COM INC | 42.0M | 1.3% | 201.7K | 258.63 | +15.6% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 41.3M | 1.3% | 1.4M | 28.96 | -1.0% |
| SMMD iShares Russell 2500 ETF | 38.4M | 1.2% | 502.3K | 91.86 | +30.6% |
| XLP State Street Consumer Staples Select Sector SP | 36.7M | 1.2% | 447.2K | 85.99 | +3.3% |
| CGDV Capital Group Dividend Value ETF | 36.5M | 1.2% | 858.1K | 50.21 | +22.5% |
| NFLX NETFLIX INC | 36.4M | 1.2% | 378.2K | 79.59 | -34.4% |
| XLC State Street Communication Services Select Sec | 33.9M | 1.1% | 305.2K | 111.40 | +1.4% |
| CGGR Capital Group Growth ETF | 32.5M | 1.0% | 808.1K | 47.00 | +13.1% |
| JPST JPMorgan Ultra-Short Income ETF | 30.8M | 1.0% | 607.5K | 50.53 | -0.3% |
| META Meta Platforms, Inc. | 29.8M | 0.9% | 52.1K | 549.90 | -26.5% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 29.6M | 0.9% | 499.4K | 67.27 | +20.8% |
| XAR State Street SPDR S&P Aerospace & Defense ETF | 29.5M | 0.9% | 116.3K | 272.74 | +28.6% |
| IVV iShares Core S&P 500 ETF | 25.7M | 0.8% | 39.4K | 769.31 | +20.0% |
| AXON AXON ENTERPRISE, INC. | 24.4M | 0.8% | 57.5K | 627.75 | -17.5% |
| XLI State Street Industrial Select Sector SPDR ETF | 24.1M | 0.8% | 148.8K | 180.25 | +19.2% |
| XLRE State Street Real Estate Select Sector SPDR ET | 23.8M | 0.8% | 581.7K | 45.08 | +7.8% |
| GK AdvisorShares Gerber Kawasaki ETF | 22.4M | 0.7% | 948.3K | 29.09 | +17.4% |
| SHM State Street SPDR Nuveen ICE Short Term Munici | 22.1M | 0.7% | 462.0K | 47.76 | -0.9% |
| URTH iShares MSCI World ETF | 18.6M | 0.6% | 103.3K | 209.07 | +19.7% |
| GEV GE Vernova Inc. | 18.0M | 0.6% | 20.6K | 956.85 | +58.3% |
| AVGO Broadcom Inc. | 17.7M | 0.6% | 57.2K | 368.45 | +26.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 17.4M | 0.6% | 30.2K | 713.44 | +26.1% |
| SHOP SHOPIFY INC. | 17.0M | 0.5% | 143.3K | 149.25 | +8.7% |
| PZA Invesco National AMT-Free Municipal Bond ETFo | 16.9M | 0.5% | 734.6K | 22.82 | +3.3% |
| SPY SPDR S&P 500 ETF TRUST | 16.4M | 0.5% | 25.2K | 765.72 | +20.0% |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 16.4M | 0.5% | 447.7K | 41.52 | +23.2% |
| XMHQ Invesco S&P MidCap Quality ETF | 15.8M | 0.5% | 152.5K | 119.27 | +16.0% |
| GOOGL Alphabet Inc. | 15.6M | 0.5% | 54.3K | 344.82 | +73.0% |
| CGIC Capital Group International Core Equity ETF | 15.6M | 0.5% | 471.1K | 37.15 | +23.5% |
| PAVE Global X U.S. Infrastructure Development ETF | 13.9M | 0.4% | 274.0K | 56.39 | +22.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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