Gerber Kawasaki Wealth & Investment Management

CIK 0001666736 · SANTA MONICA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Gerber Kawasaki Wealth & Investment Management reported 366 positions worth $3.75B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: QQQM (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.75B
2026 Q2
Positions
366
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.9%
Est. Net Flow (Q)
2026 Q2
10 / 366 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQMINVESCO EXCH TRADED FD TR IISH$303.8M8.11%1,002,640
2SPYGSPDR SERIES TRUSTSH$212.9M5.68%1,789,081
3NVDANVIDIA CORPORATIONSH$167.7M4.48%838,142
4SPYVSPDR SERIES TRUSTSH$163.7M4.37%2,693,155
5IXUSISHARES TRSH$160.4M4.28%1,680,304
6AGGISHARES TRSH$138.1M3.69%1,395,122
7XLKSELECT SECTOR SPDR TRSH$125.4M3.35%658,332
8AAPLAPPLE INCSH$120.2M3.21%415,258
9TSLATESLA INCSH$117.8M3.14%279,997
10GOOGALPHABET INCSH$98.7M2.63%279,232

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gerber Kawasaki Wealth & Investment Management hold as of Q2 2026?

Gerber Kawasaki Wealth & Investment Management reported 366 positions worth $3.75B in its Q2 2026 13F filing. Largest positions: QQQM (8.1%), SPYG (5.7%), NVDA (4.5%), SPYV (4.4%) and IXUS (4.3%).

What did Gerber Kawasaki Wealth & Investment Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gerber Kawasaki Wealth & Investment Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.