Gerber Kawasaki Wealth & Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$14.8M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$9.87M |
| 3 |
Micron Technology
MU
|
+$9.06M |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$8.42M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$8.18M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Semiconductor ETF
SOXX
|
+$11.5M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$6.28M |
| 3 |
iShares US Medical Devices ETF
IHI
|
+$4.59M |
| 4 |
Home Depot
HD
|
+$2.5M |
| 5 |
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% |
Similar funds
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.