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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.75B
1-Year Est. Return 28.61%
This Fund
S&P 500
This Quarter Est. Return
+9.39%
1 Year Est. Return
+28.61%
3 Year Est. Return
+91.49%
5 Year Est. Return
+112.01%
10 Year Est. Return
+671.97%
AUM
$2.91B
AUM Growth
+$327M
Cap. Flow
+$102M
Cap. Flow %
3.51%
Top 10 Hldgs %
42.72%
Holding
342
New
26
Increased
194
Reduced
97
Closed
11

Top Buys

Rank Stock Value
1
SMMD icon
iShares Russell 2500 ETF
SMMD
+$23.4M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$19.2M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.8M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$13.3M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$12.1M

Top Sells

Rank Stock Value
1
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$21.5M
2
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$14.1M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$6.75M
4
TSLA icon
Tesla
TSLA
+$6.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.92M

Sector Composition

Rank Sector Weight
1 Technology 14.72%
2 Consumer Discretionary 5.52%
3 Communication Services 5.37%
4 Financials 1.53%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
276
Colgate-Palmolive
CL
$73.9B
$289K 0.01%
3,620
+22
+0.6% +$1.88K
BSX icon
277
Boston Scientific
BSX
$74.8B
$287K 0.01%
2,943
+232
+9% +$24K
MMM icon
278
3M
MMM
$93.3B
$284K 0.01%
1,827
+55
+3% +$8.48K
SPGI icon
279
S&P Global
SPGI
$122B
$280K 0.01%
574
+40
+7% +$21.4K
TTD icon
280
Trade Desk
TTD
$6.49B
$279K 0.01%
5,692
+1,073
+23% +$68.1K
COIN icon
281
Coinbase
COIN
$39.1B
$275K 0.01%
816
-63
-7% -$21.4K
UPST icon
282
Upstart Holdings
UPST
$2.84B
$270K 0.01%
+5,323
New +$374K
MRSH
283
Marsh
MRSH
$89.6B
$265K 0.01%
1,316
+27
+2% +$5.55K
DDOG icon
284
Datadog
DDOG
$88.7B
$265K 0.01%
1,862
+48
+3% +$6.61K
SPYD icon
285
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.75B
$265K 0.01%
6,024
-730
-11% -$32K
TRV icon
286
Travelers Companies
TRV
$77B
$261K 0.01%
934
+19
+2% +$5.09K
USRT icon
287
iShares Core US REIT ETF
USRT
$4.63B
$260K 0.01%
4,424
+329
+8% +$18.9K
MS icon
288
Morgan Stanley
MS
$345B
$260K 0.01%
+1,633
New +$241K
FAPR icon
289
FT Vest US Equity Buffer ETF April
FAPR
$1.31B
$253K 0.01%
5,825
– –
NEAR icon
290
iShares Short Maturity Bond ETF
NEAR
$4.89B
$252K 0.01%
4,909
-200
-4% -$10.2K
SCHA icon
291
Schwab U.S Small- Cap ETF
SCHA
$23.5B
$248K 0.01%
8,897
+568
+7% +$15.2K
TOST icon
292
Toast
TOST
$19.7B
$248K 0.01%
6,795
– –
AZN icon
293
AstraZeneca
AZN
$245B
$245K 0.01%
1,595
+8
+0.5% +$1.21K
TEL icon
294
TE Connectivity
TEL
$62.3B
$245K 0.01%
+1,113
New +$223K
GBTC icon
295
Grayscale Bitcoin Trust
GBTC
$9.56B
$231K 0.01%
+2,570
New +$231K
AMT icon
296
American Tower
AMT
$80.7B
$230K 0.01%
1,196
+3
+0.3% +$625
RIVN icon
297
Rivian
RIVN
$23.1B
$229K 0.01%
15,621
+2,510
+19% +$33.6K
MO icon
298
Altria Group
MO
$110B
$229K 0.01%
+3,471
New +$220K
COP icon
299
ConocoPhillips
COP
$151B
$228K 0.01%
2,412
+92
+4% +$8.7K
AVDE icon
300
Avantis International Equity ETF
AVDE
$18.8B
$225K 0.01%
2,856
– –
10 11
12
13 14

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BCL
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ACH
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SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Gerber Kawasaki Wealth & Investment Management held 342 positions worth $2.91B, up 13% from $2.59B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Gerber Kawasaki Wealth & Investment Management deployed $102M of net new capital in Q3 2025, opening 26 new positions and adding to 194 existing holdings. Its largest new stake was Marvell Technology: 20,137 shares worth $1.69M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, an estimated $21.5M trimmed.

  • Gerber Kawasaki Wealth & Investment Management's largest Q3 2025 buy was Marvell Technology: 20,137 shares worth $1.69M.
  • Gerber Kawasaki Wealth & Investment Management added most to iShares Russell 2500 ETF in Q3 2025, an estimated $23.4M increase.
  • Gerber Kawasaki Wealth & Investment Management's biggest Q3 2025 reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, cutting an estimated $21.5M.
  • Gerber Kawasaki Wealth & Investment Management fully exited Airbnb in Q3 2025, selling an estimated $1.8M.
  • Gerber Kawasaki Wealth & Investment Management's ten largest holdings make up 43% of its $2.91B portfolio in Q3 2025.
  • Gerber Kawasaki Wealth & Investment Management opened 26 new positions and closed 11 in Q3 2025.
  • Gerber Kawasaki Wealth & Investment Management's portfolio value rose 13% quarter-over-quarter to $2.91B.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.