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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
+9.39%
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
$2.91B
AUM Growth
+$327M
Cap. Flow
+$102M
Cap. Flow %
3.51%
Top 10 Hldgs %
42.72%
Holding
342
New
26
Increased
194
Reduced
97
Closed
11

Top Buys

Rank Stock Value
1
SMMD icon
iShares Russell 2500 ETF
SMMD
+$23.4M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$19.2M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.8M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$13.3M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$12.1M

Top Sells

Rank Stock Value
1
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$21.5M
2
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$14.1M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$6.75M
4
TSLA icon
Tesla
TSLA
+$6.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.92M

Sector Composition

Rank Sector Weight
1 Technology 14.72%
2 Consumer Discretionary 5.52%
3 Communication Services 5.37%
4 Financials 1.53%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USMV icon
51
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$11.5M 0.39%
120,927
-589
-0.5% -$55.2K
DIS icon
52
Walt Disney
DIS
$178B
$11M 0.38%
95,733
-5,110
-5% -$602K
IHI icon
53
iShares US Medical Devices ETF
IHI
$3.48B
$10.8M 0.37%
180,567
-2,632
-1% -$161K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.09T
$10.1M 0.35%
20,114
+334
+2% +$162K
SPAB icon
55
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.93B
$10M 0.34%
386,754
+1,410
+0.4% +$36.1K
JPSE icon
56
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$605M
$9.62M 0.33%
193,075
+4,113
+2% +$198K
IAU icon
57
iShares Gold Trust
IAU
$65.4B
$9.6M 0.33%
131,921
+4,205
+3% +$274K
GEV icon
58
GE Vernova
GEV
$277B
$9.52M 0.33%
15,482
+1,118
+8% +$677K
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$128B
$9.4M 0.32%
80,256
+5,324
+7% +$593K
KTOS icon
60
Kratos Defense & Security Solutions
KTOS
$12B
$8.45M 0.29%
92,535
+24,430
+36% +$1.56M
MUB icon
61
iShares National Muni Bond ETF
MUB
$45.9B
$8.05M 0.28%
75,549
+4,247
+6% +$444K
CGGO icon
62
Capital Group Global Growth Equity ETF
CGGO
$12B
$7.98M 0.27%
233,680
+1,524
+0.7% +$49.9K
VTI icon
63
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$7.85M 0.27%
23,923
+503
+2% +$159K
LLY icon
64
Eli Lilly
LLY
$1.09T
$7.47M 0.26%
9,795
+323
+3% +$240K
CGUS icon
65
Capital Group Core Equity ETF
CGUS
$11.9B
$7.42M 0.25%
187,703
+6,894
+4% +$265K
SPSM icon
66
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$7.24M 0.25%
156,339
-479,423
-75% -$21.5M
NTNX icon
67
Nutanix
NTNX
$17.5B
$7.07M 0.24%
95,073
-2,032
-2% -$149K
PFF icon
68
iShares Preferred and Income Securities ETF
PFF
$13.3B
$6.88M 0.24%
217,487
+83
+0% +$2.61K
VOO icon
69
Vanguard S&P 500 ETF
VOO
$1.03T
$6.68M 0.23%
10,912
+1,486
+16% +$876K
JPM icon
70
JPMorgan Chase
JPM
$971B
$6.48M 0.22%
20,528
+2,727
+15% +$811K
SHOP icon
71
Shopify
SHOP
$194B
$6.33M 0.22%
42,565
+481
+1% +$65.2K
USHY icon
72
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$6.2M 0.21%
164,010
+43,577
+36% +$1.63M
QQQJ icon
73
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
$6.09M 0.21%
170,184
+2,926
+2% +$99.8K
UBER icon
74
Uber
UBER
$154B
$5.7M 0.2%
58,185
+815
+1% +$76.2K
ITB icon
75
iShares US Home Construction ETF
ITB
$2.34B
$5.45M 0.19%
50,786
-948
-2% -$99.8K
1 2
3
4 5

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Gerber Kawasaki Wealth & Investment Management held 342 positions worth $2.91B, up 13% from $2.59B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Gerber Kawasaki Wealth & Investment Management deployed $102M of net new capital in Q3 2025, opening 26 new positions and adding to 194 existing holdings. Its largest new stake was Marvell Technology: 20,137 shares worth $1.69M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, an estimated $21.5M trimmed.

  • Gerber Kawasaki Wealth & Investment Management's largest Q3 2025 buy was Marvell Technology: 20,137 shares worth $1.69M.
  • Gerber Kawasaki Wealth & Investment Management added most to iShares Russell 2500 ETF in Q3 2025, an estimated $23.4M increase.
  • Gerber Kawasaki Wealth & Investment Management's biggest Q3 2025 reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, cutting an estimated $21.5M.
  • Gerber Kawasaki Wealth & Investment Management fully exited Airbnb in Q3 2025, selling an estimated $1.8M.
  • Gerber Kawasaki Wealth & Investment Management's ten largest holdings make up 43% of its $2.91B portfolio in Q3 2025.
  • Gerber Kawasaki Wealth & Investment Management opened 26 new positions and closed 11 in Q3 2025.
  • Gerber Kawasaki Wealth & Investment Management's portfolio value rose 13% quarter-over-quarter to $2.91B.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.