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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
+13.89%
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
$2.59B
AUM Growth
+$361M
Cap. Flow
+$87.4M
Cap. Flow %
3.38%
Top 10 Hldgs %
42.32%
Holding
328
New
36
Increased
162
Reduced
109
Closed
12

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$23.6M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$15.9M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$13.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.55M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$9.44M

Top Sells

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$20.4M
2
MGM icon
MGM Resorts International
MGM
+$5.33M
3
TSLA icon
Tesla
TSLA
+$3.88M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.57M
5
NVO
Novo Nordisk
NVO
+$3.52M

Sector Composition

Rank Sector Weight
1 Technology 14.17%
2 Consumer Discretionary 5.47%
3 Communication Services 5.24%
4 Financials 1.66%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSG icon
251
Republic Services
RSG
$65.6B
$320K 0.01%
1,295
+102
+9% +$25.2K
AVUS icon
252
Avantis US Equity ETF
AVUS
$14.4B
$316K 0.01%
3,132
– –
CSCO icon
253
Cisco
CSCO
$488B
$311K 0.01%
4,482
-194
-4% -$11.9K
COIN icon
254
Coinbase
COIN
$39.3B
$308K 0.01%
+879
New +$205K
VBR icon
255
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$307K 0.01%
1,573
-45
-3% -$8.33K
TOST icon
256
Toast
TOST
$19.7B
$301K 0.01%
6,795
-3,370
-33% -$132K
SPIP icon
257
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$300K 0.01%
11,518
+1,297
+13% +$33.5K
IWO icon
258
iShares Russell 2000 Growth ETF
IWO
$15B
$300K 0.01%
1,049
-21
-2% -$5.53K
VHT icon
259
Vanguard Health Care ETF
VHT
$19B
$294K 0.01%
1,182
-160
-12% -$39.5K
TIP icon
260
iShares TIPS Bond ETF
TIP
$14.7B
$292K 0.01%
+2,651
New +$289K
BSX icon
261
Boston Scientific
BSX
$74.5B
$291K 0.01%
2,711
+99
+4% +$10K
CGMS icon
262
Capital Group US Multi-Sector Income ETF
CGMS
$5.41B
$290K 0.01%
10,494
-3,021
-22% -$81.9K
ZIP icon
263
ZipRecruiter
ZIP
$405M
$290K 0.01%
57,828
– –
SPYD icon
264
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.69B
$287K 0.01%
6,754
-383
-5% -$16.1K
ABT icon
265
Abbott
ABT
$192B
$284K 0.01%
2,086
+179
+9% +$23.6K
MRSH
266
Marsh
MRSH
$90.1B
$282K 0.01%
1,289
+17
+1% +$3.84K
SPGI icon
267
S&P Global
SPGI
$121B
$282K 0.01%
534
+33
+7% +$16.5K
SPDW icon
268
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
$281K 0.01%
6,942
+109
+2% +$4.18K
T icon
269
AT&T
T
$166B
$280K 0.01%
9,658
+285
+3% +$7.85K
HOOD icon
270
Robinhood
HOOD
$85.3B
$276K 0.01%
+2,952
New +$175K
AEE icon
271
Ameren
AEE
$30.1B
$272K 0.01%
2,828
+1
+0% +$97
MMM icon
272
3M
MMM
$94.8B
$270K 0.01%
1,772
+8
+0.5% +$1.14K
AMT icon
273
American Tower
AMT
$79.4B
$264K 0.01%
1,193
+80
+7% +$17.3K
QUAL icon
274
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$263K 0.01%
1,437
-628
-30% -$108K
ARM icon
275
Arm
ARM
$290B
$261K 0.01%
+1,615
New +$200K
9 10
11
12 13

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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 2025 Portfolio in Review

As of Q2 2025, Gerber Kawasaki Wealth & Investment Management held 328 positions worth $2.59B, up 16% from $2.23B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Gerber Kawasaki Wealth & Investment Management deployed $87.4M of net new capital in Q2 2025, opening 36 new positions and adding to 162 existing holdings. Its largest new stake was iShares Russell 2500 ETF: 115,875 shares worth $7.85M.

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

On the sell side, the largest reduction was VanEck Semiconductor ETF, an estimated $20.4M trimmed.

  • Gerber Kawasaki Wealth & Investment Management's largest Q2 2025 buy was iShares Russell 2500 ETF: 115,875 shares worth $7.85M.
  • Gerber Kawasaki Wealth & Investment Management added most to iShares Semiconductor ETF in Q2 2025, an estimated $23.6M increase.
  • Gerber Kawasaki Wealth & Investment Management's biggest Q2 2025 reduction was VanEck Semiconductor ETF, cutting an estimated $20.4M.
  • Gerber Kawasaki Wealth & Investment Management fully exited iShares MSCI Intl Value Factor ETF in Q2 2025, selling an estimated $513K.
  • Gerber Kawasaki Wealth & Investment Management's ten largest holdings make up 42% of its $2.59B portfolio in Q2 2025.
  • Gerber Kawasaki Wealth & Investment Management opened 36 new positions and closed 12 in Q2 2025.
  • Gerber Kawasaki Wealth & Investment Management's portfolio value rose 16% quarter-over-quarter to $2.59B.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.