Gerber Kawasaki Wealth & Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Strategy Inc
MSTR
|
+$50.7M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$11.4M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$9.75M |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$8.43M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.41M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$147M |
| 2 |
State Street SPDR Portfolio Corporate Bond ETF
SPBO
|
+$31.3M |
| 3 |
NVIDIA
NVDA
|
+$15.2M |
| 4 |
iShares Gold Trust
IAU
|
+$8.51M |
| 5 |
FS KKR Capital
FSK
|
+$2.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.1% |
| 2 | Communication Services | 5.88% |
| 3 | Consumer Discretionary | 5.49% |
| 4 | Financials | 1.54% |
| 5 | Industrials | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.69B
| – | – |
-6,024
| Closed | -$265K |
|
352
Toast
TOST
$19.7B
| – | – |
-6,795
| Closed | -$248K |
|
353
Tradeweb Markets
TW
$21.9B
| – | – |
-1,995
| Closed | -$221K |
|
354
ZipRecruiter
ZIP
$405M
| – | – |
-47,828
| Closed | -$202K |
|
355
Flutter Entertainment
FLUT
$17B
| – | – |
-7,110
| Closed | -$1.81M |
|
|
BMNR
356
BitMine Immersion Technologies
BMNR
$10.8B
| – | – |
-3,904
| Closed | -$203K |
|
Similar funds
Gerber Kawasaki Wealth & Investment Management's Q4 2025 Portfolio in Review
As of Q4 2025, Gerber Kawasaki Wealth & Investment Management held 356 positions worth $2.86B, down 1.7% from $2.91B the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Gerber Kawasaki Wealth & Investment Management's Q4 2025 filing shows 25 new, 190 increased, 113 reduced and 22 closed positions. Its largest new stake was Arthur J. Gallagher & Co: 31,855 shares worth $18.7K. The largest sale was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $147M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 15% a quarter earlier, followed by Communication Services and Consumer Discretionary.
- Gerber Kawasaki Wealth & Investment Management's largest Q4 2025 buy was Arthur J. Gallagher & Co: 31,855 shares worth $18.7K.
- Gerber Kawasaki Wealth & Investment Management added most to Strategy Inc in Q4 2025, an estimated $50.7M increase.
- Gerber Kawasaki Wealth & Investment Management's biggest Q4 2025 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $147M.
- Gerber Kawasaki Wealth & Investment Management fully exited FT Vest US Equity Deep Buffer ETF February in Q4 2025, selling an estimated $1.91M.
- Gerber Kawasaki Wealth & Investment Management's ten largest holdings make up 43% of its $2.86B portfolio in Q4 2025.
- Gerber Kawasaki Wealth & Investment Management opened 25 new positions and closed 22 in Q4 2025.
- Gerber Kawasaki Wealth & Investment Management's portfolio value fell 1.7% quarter-over-quarter to $2.86B.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.