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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
SBAC icon
351
SBA Communications
SBAC
$19.5B
$205K 0.01%
1,163
-243
-17% -$50.1K
DSEP icon
352
FT Vest US Equity Deep Buffer ETF September
DSEP
$355M
$204K 0.01%
+4,300
New +$200K
TDTT icon
353
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$203K 0.01%
8,473
+14
+0.2% +$339
YUM icon
354
Yum! Brands
YUM
$41.2B
$201K 0.01%
+1,260
New +$195K
SHY icon
355
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$178K ﹤0.01%
+2,165
New +$178K
ICLN icon
356
iShares Global Clean Energy ETF
ICLN
$2.4B
$166K ﹤0.01%
+8,095
New +$168K
HYT icon
357
BlackRock Corporate High Yield Fund
HYT
$1.37B
$164K ﹤0.01%
19,200
– –
NU icon
358
Nu Holdings
NU
$66.7B
$134K ﹤0.01%
10,001
-3
-0% -$40
MTUM icon
359
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$115K ﹤0.01%
+334
New +$99.7K
JPC icon
360
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$107K ﹤0.01%
13,631
-2,991
-18% -$23.5K
IWR icon
361
iShares Russell Mid-Cap ETF
IWR
$57.4B
$104K ﹤0.01%
+938
New +$98.7K
ZIP icon
362
ZipRecruiter
ZIP
$428M
$66.9K ﹤0.01%
17,838
+10
+0.1% +$31
GME.WS
363
GameStop Corp Warrants
GME.WS
$54.4K ﹤0.01%
19,500
– –
GROY icon
364
Gold Royalty Corp
GROY
$692M
$32.4K ﹤0.01%
+11,750
New +$38.7K
CYPH
365
Cypherpunk Technologies Inc
CYPH
$74.1M
$13.5K ﹤0.01%
22,000
– –
BYND icon
366
Beyond Meat
BYND
$277M
$7.5K ﹤0.01%
10,000
-500
-5% -$388
ACHR icon
367
Archer Aviation
ACHR
$4.2B
– –
-20,284
Closed -$105K
AZN icon
368
AstraZeneca
AZN
$249B
– –
-1,931
Closed -$381K
BABA icon
369
Alibaba
BABA
$308B
– –
-3,263
Closed -$409K
BHK icon
370
BlackRock Core Bond Trust
BHK
$665M
– –
-10,005
Closed -$91.6K
BSX icon
371
Boston Scientific
BSX
$71.4B
– –
-3,430
Closed -$215K
CAT icon
372
Caterpillar
CAT
$388B
– –
-1,733
Closed -$1.23M
CB icon
373
Chubb
CB
$135B
– –
-716
Closed -$234K
DHR icon
374
Danaher
DHR
$144B
– –
-1,068
Closed -$203K
DSX icon
375
Diana Shipping
DSX
$301M
– –
-10,197
Closed -$25.5K
12 13 14
15
16

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VA
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BCL
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
OIMU
Osmosis Investment Management UK London, United Kingdom $3.72B AUM
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

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.