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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
AVGO icon
51
Broadcom
AVGO
$1.98T
$11.4M 0.44%
41,362
+750
+2% +$163K
PZA icon
52
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
$11.2M 0.43%
499,706
+36,652
+8% +$824K
BX icon
53
Blackstone
BX
$110B
$11M 0.43%
73,739
-398
-0.5% -$54.7K
SPAB icon
54
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
$9.86M 0.38%
385,344
-20,049
-5% -$507K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.09T
$9.61M 0.37%
19,780
+1,281
+7% +$651K
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$4.2T
$8.96M 0.35%
50,843
+3,393
+7% +$555K
JPSE icon
57
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$605M
$8.6M 0.33%
188,962
+3,305
+2% +$143K
IAU icon
58
iShares Gold Trust
IAU
$65.4B
$7.96M 0.31%
127,716
+11,793
+10% +$731K
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$128B
$7.95M 0.31%
74,932
+70,240
+1,497% +$6.72M
SMMD icon
60
iShares Russell 2500 ETF
SMMD
$3.75B
$7.85M 0.3%
+115,875
New +$7.34M
GEV icon
61
GE Vernova
GEV
$277B
$7.6M 0.29%
14,364
+2,439
+20% +$1.02M
MUB icon
62
iShares National Muni Bond ETF
MUB
$45.9B
$7.45M 0.29%
71,302
+6,743
+10% +$701K
NTNX icon
63
Nutanix
NTNX
$17.5B
$7.42M 0.29%
97,105
-5,000
-5% -$360K
CGGO icon
64
Capital Group Global Growth Equity ETF
CGGO
$12B
$7.42M 0.29%
232,156
-2,383
-1% -$70.3K
LLY icon
65
Eli Lilly
LLY
$1.09T
$7.38M 0.29%
9,472
+1,727
+22% +$1.34M
VTI icon
66
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$7.12M 0.28%
23,420
+144
+0.6% +$40.5K
CGUS icon
67
Capital Group Core Equity ETF
CGUS
$11.9B
$6.68M 0.26%
180,809
+9,130
+5% +$311K
PFF icon
68
iShares Preferred and Income Securities ETF
PFF
$13.3B
$6.67M 0.26%
217,404
-50,126
-19% -$1.51M
FSK icon
69
FS KKR Capital
FSK
$3.36B
$6.06M 0.23%
292,250
+33,336
+13% +$679K
MGM icon
70
MGM Resorts International
MGM
$11.1B
$5.89M 0.23%
171,363
-167,959
-49% -$5.33M
SPYM
71
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$5.84M 0.23%
80,391
-3,062
-4% -$206K
VOO icon
72
Vanguard S&P 500 ETF
VOO
$1.03T
$5.35M 0.21%
9,426
+404
+4% +$212K
UBER icon
73
Uber
UBER
$154B
$5.35M 0.21%
57,370
-2,032
-3% -$167K
QQQJ icon
74
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
$5.35M 0.21%
167,258
+650
+0.4% +$19.4K
JPM icon
75
JPMorgan Chase
JPM
$971B
$5.16M 0.2%
17,801
+1,482
+9% +$378K
1 2
3
4 5

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SCA
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OIMU
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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.