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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
+19.46%
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
$3.75B
AUM Growth
+$605M
Cap. Flow
+$140M
Cap. Flow %
3.74%
Top 10 Hldgs %
42.95%
Holding
390
New
40
Increased
178
Reduced
138
Closed
24

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.8M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$9.87M
3
MU icon
Micron Technology
MU
+$9.06M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.42M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$8.18M

Top Sells

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$11.5M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.28M
3
IHI icon
iShares US Medical Devices ETF
IHI
+$4.59M
4
HD icon
Home Depot
HD
+$2.5M
5
MGM icon
MGM Resorts International
MGM
+$1.84M

Sector Composition

Rank Sector Weight
1 Technology 14.08%
2 Communication Services 5.08%
3 Consumer Discretionary 4.92%
4 Industrials 2.59%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STLD icon
176
Steel Dynamics
STLD
$37.8B
$972K 0.03%
4,236
+146
+4% +$34.2K
UMBF icon
177
UMB Financial
UMBF
$11.2B
$945K 0.03%
6,621
-161
-2% -$20.7K
CSCO icon
178
Cisco
CSCO
$475B
$944K 0.03%
8,037
+9
+0.1% +$941
ARM icon
179
Arm
ARM
$287B
$942K 0.03%
2,656
+900
+51% +$239K
PFFD icon
180
Global X US Preferred ETF
PFFD
$2.16B
$892K 0.02%
47,708
-7,898
-14% -$149K
RSPR icon
181
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$97.8M
$891K 0.02%
24,370
-4,715
-16% -$169K
SCHG icon
182
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$877K 0.02%
25,917
+914
+4% +$30.3K
BAC icon
183
Bank of America
BAC
$448B
$866K 0.02%
15,203
-348
-2% -$18.5K
IRM icon
184
Iron Mountain
IRM
$36.4B
$842K 0.02%
6,664
+300
+5% +$36.8K
EWY icon
185
iShares MSCI South Korea ETF
EWY
$25.9B
$828K 0.02%
4,103
+296
+8% +$52.2K
IWD icon
186
iShares Russell 1000 Value ETF
IWD
$84B
$828K 0.02%
3,415
+605
+22% +$141K
SCHF icon
187
Schwab International Equity ETF
SCHF
$68.5B
$826K 0.02%
29,816
+1,895
+7% +$51.1K
INTC icon
188
Intel
INTC
$493B
$820K 0.02%
+5,870
New +$594K
IEFA icon
189
iShares Core MSCI EAFE ETF
IEFA
$195B
$820K 0.02%
8,486
+766
+10% +$73.6K
IWB icon
190
iShares Russell 1000 ETF
IWB
$50B
$810K 0.02%
1,977
+73
+4% +$28.9K
IDU icon
191
iShares US Utilities ETF
IDU
$1.37B
$798K 0.02%
6,960
+39
+0.6% +$4.46K
NTRA icon
192
Natera
NTRA
$45.1B
$779K 0.02%
+2,871
New +$612K
ESGD icon
193
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$768K 0.02%
7,468
+312
+4% +$31.7K
IJH icon
194
iShares Core S&P Mid-Cap ETF
IJH
$127B
$761K 0.02%
9,871
-1,577
-14% -$116K
IYW icon
195
iShares US Technology ETF
IYW
$25.2B
$753K 0.02%
2,983
-162
-5% -$37.2K
PPA icon
196
Invesco Aerospace & Defense ETF
PPA
$8.72B
$747K 0.02%
4,229
+132
+3% +$22.6K
ECL icon
197
Ecolab
ECL
$79.8B
$739K 0.02%
+2,650
New +$698K
MRK icon
198
Merck
MRK
$322B
$732K 0.02%
5,696
+32
+0.6% +$3.75K
IGV icon
199
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$723K 0.02%
7,982
-930
-10% -$82.7K
URI icon
200
United Rentals
URI
$71.2B
$723K 0.02%
638
-13
-2% -$12.4K
6 7
8
9 10

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ACH
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SCA
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HA
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OIMU
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SPPAM
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DGM
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Gerber Kawasaki Wealth & Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Gerber Kawasaki Wealth & Investment Management held 390 positions worth $3.75B, up 19% from $3.14B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Gerber Kawasaki Wealth & Investment Management deployed $140M of net new capital in Q2 2026, opening 40 new positions and adding to 178 existing holdings. Its largest new stake was Intuitive Surgical: 2,637 shares worth $1.05M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was iShares Semiconductor ETF, an estimated $11.5M trimmed.

  • Gerber Kawasaki Wealth & Investment Management's largest Q2 2026 buy was Intuitive Surgical: 2,637 shares worth $1.05M.
  • Gerber Kawasaki Wealth & Investment Management added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $14.8M increase.
  • Gerber Kawasaki Wealth & Investment Management's biggest Q2 2026 reduction was iShares Semiconductor ETF, cutting an estimated $11.5M.
  • Gerber Kawasaki Wealth & Investment Management fully exited Caterpillar in Q2 2026, selling an estimated $1.23M.
  • Gerber Kawasaki Wealth & Investment Management's ten largest holdings make up 43% of its $3.75B portfolio in Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management opened 40 new positions and closed 24 in Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management's portfolio value rose 19% quarter-over-quarter to $3.75B.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.