Gerber Kawasaki Wealth & Investment Management holds a diversified book of 366 stocks worth $3.7B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Intuitive Surgical Inc and trimmed Invesco Nasdaq 100 ETF. Their largest long position is Invesco Nasdaq 100 ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Gerber Kawasaki Wealth & Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $540.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $151.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $105.7B |
| LPL Financial LLC | 79 / 80 | $102.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $89.4B |
| Cetera Investment Advisers | 79 / 80 | $26.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $21.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $19.7B |
Ranked by how many of Gerber Kawasaki Wealth & Investment Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $303.8M | 1.00M | 8.1% | ▼−0.1% Reduced · −662 sh | |
| 2 | SPDR Series Trust ST STR P500GRW | $212.9M | 1.79M | 5.7% | ▲+3.9% Added · +68K sh | |
| 3 | Nvidia Corporation COM | $167.7M | 838.1K | 4.5% | ▼−0.2% Reduced · −2K sh | |
| 4 | SPDR Series Trust ST STR P500VAL | $163.7M | 2.69M | 4.4% | ▲+5.5% Added · +141K sh | |
| 5 | Ishares TR CORE MSCI TOTAL | $160.4M | 1.68M | 4.3% | ▲+6.7% Added · +105K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $138.1M | 1.40M | 3.7% | ▲+12% Added · +150K sh | |
| 7 | Select Sector SPDR TR ST STR TECHN ETF | $125.4M | 658.3K | 3.3% | ▼−5.3% Reduced · −37K sh | |
| 8 | Apple Inc COM | $120.2M | 415.3K | 3.2% | ▲+2.7% Added · +11K sh | |
| 9 | Tesla Inc COM | $117.8M | 280.0K | 3.1% | ▼−1.1% Reduced · −3K sh | |
| 10 | Alphabet Inc CAP STK CL C | $98.7M | 279.2K | 2.6% | ▲+2.8% Added · +8K sh | |
| 11 | Select Sector SPDR TR ST STR FINL ETF | $88.1M | 1.64M | 2.4% | ▲+11% Added · +157K sh | |
| 12 | Select Sector SPDR TR ST STR DISCR ETF | $75.5M | 644.2K | 2.0% | ▲+11% Added · +65K sh | |
| 13 | Ishares TR ISHARES SEMICDTR | $71.2M | 111.2K | 1.9% | ▼−17% Reduced · −23K sh | |
| 14 | Select Sector SPDR TR ST STR CARE ETF | $66.3M | 417.8K | 1.8% | ▲+7.7% Added · +30K sh | |
| 15 | SPDR Series Trust ST STR R1K LOWV | $62.6M | 344.9K | 1.7% | ▲+12% Added · +36K sh | |
| 16 | Microsoft Corp COM | $59.7M | 160.1K | 1.6% | ▲+11% Added · +16K sh | |
| 17 | Schwab Strategic TR US DIVIDEND EQ | $53.9M | 1.70M | 1.4% | ▼−1.7% Reduced · −30K sh | |
| 18 | Invesco Exch Traded FD TR II CALIF AMT MUN | $51.3M | 2.09M | 1.4% | ▲+9.4% Added · +180K sh | |
| 19 | Ishares TR BROAD USD HIGH | $51.0M | 1.38M | 1.4% | ▲+18% Added · +211K sh | |
| 20 | Amazon Com Inc COM | $49.9M | 209.3K | 1.3% | ▲+3.8% Added · +8K sh | |
| 21 | Micron Technology Inc COM | $49.7M | 43.1K | 1.3% | ▲+39% Added · +12K sh | |
| 22 | SPDR Series Trust ST STR CORPO ETF | $49.5M | 1.70M | 1.3% | ▲+13% Added · +190K sh | |
| 23 | Ishares TR RUSEL 2500 ETF | $47.6M | 519.3K | 1.3% | ▲+3.4% Added · +17K sh | |
| 24 | SPDR Series Trust ST SHO TREAS ETF | $46.4M | 1.60M | 1.2% | ▲+13% Added · +188K sh | |
| 25 | Capital Group Dividend Value SHS CREAT UNIT | $44.7M | 907.2K | 1.2% | ▲+5.7% Added · +49K sh | |
| 26 | Select Sector SPDR TR ST STR STAPL ETF | $40.6M | 489.2K | 1.1% | ▲+9.4% Added · +42K sh | |
| 27 | Capital Group Growth ETF SHS CREAT UNIT | $38.8M | 821.0K | 1.0% | ▲+1.6% Added · +13K sh | |
| 28 | SPDR Series Trust ST STR P400MID | $35.3M | 523.0K | 0.9% | ▲+4.7% Added · +24K sh | |
| 29 | Select Sector SPDR TR ST STR SVC ETF | $35.3M | 329.7K | 0.9% | ▲+8.0% Added · +25K sh | |
| 30 | SPDR Series Trust ST STR SP AERO | $35.0M | 123.2K | 0.9% | ▲+5.9% Added · +7K sh | |
| 31 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $32.5M | 643.1K | 0.9% | ▲+5.8% Added · +36K sh | |
| 32 | Axon Enterprise Inc COM | $31.8M | 56.7K | 0.8% | ▼−1.5% Reduced · −851 sh | |
| 33 | Meta Platforms Inc CL A | $30.3M | 53.8K | 0.8% | ▲+3.4% Added · +2K sh | |
| 34 | Ishares TR CORE S&P500 ETF | $29.4M | 39.3K | 0.8% | ▼−0.2% Reduced · −77 sh | |
| 35 | Netflix Inc. COM | $28.9M | 404.9K | 0.8% | ▲+7.1% Added · +27K sh | |
| 36 | Select Sector SPDR TR ST STR INDL ETF | $28.9M | 155.9K | 0.8% | ▲+4.7% Added · +7K sh | |
| 37 | Advisorshares TR GERBER KAWASAKI | $28.8M | 966.8K | 0.8% | ▲+1.9% Added · +18K sh | |
| 38 | Ge Vernova Inc COM | $25.1M | 21.4K | 0.7% | ▲+3.7% Added · +771 sh | |
| 39 | Select Sector SPDR TR ST STR REAL ETF | $24.6M | 558.5K | 0.7% | ▼−4.0% Reduced · −23K sh | |
| 40 | SPDR Series Trust ST NUVE TERM ETF | $24.3M | 507.6K | 0.7% | ▲+9.9% Added · +46K sh | |
| 41 | Capital Group International SHS | $23.1M | 635.1K | 0.6% | ▲+35% Added · +164K sh | |
| 42 | Invesco QQQ TR UNIT SER 1 | $21.9M | 29.8K | 0.6% | ▼−1.5% Reduced · −449 sh | |
| 43 | Broadcom Inc COM | $21.7M | 57.3K | 0.6% | ▲+0.2% Added · +113 sh | |
| 44 | Ishares Inc MSCI WORLD ETF | $21.6M | 106.7K | 0.6% | ▲+3.3% Added · +3K sh | |
| 45 | Alphabet Inc CAP STK CL A | $20.6M | 57.6K | 0.5% | ▲+6.1% Added · +3K sh | |
| 46 | Lilly Eli & Co COM | $20.4M | 17.0K | 0.5% | ▲+22% Added · +3K sh | |
| 47 | Invesco Exch Traded FD TR II NATL AMT MUNI | $19.0M | 808.1K | 0.5% | ▲+10% Added · +73K sh | |
| 48 | State STR SPDR S&P 500 ETF T TR UNIT | $18.9M | 25.4K | 0.5% | ▲+0.5% Added · +130 sh | |
| 49 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $18.2M | 161.1K | 0.5% | ▲+5.6% Added · +9K sh | |
| 50 | SPDR Index SHS FDS ST STR ACWI ETF | $18.1M | 445.2K | 0.5% | ▼−0.6% Reduced · −3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1666736/holdings"
Use Arkolith to show Gerber Kawasaki Wealth & Investment Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 366 | $3.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 350 | $3.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 334 | $2.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 331 | $2.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 316 | $2.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 292 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 283 | $2.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 286 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 282 | $2.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 284 | $1.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 264 | $1.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 255 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 264 | $1.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 17, 2023 | 252 | $1.3B | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 261 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 286 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 250 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 271 | $1.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 345 | $1.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 1,313 | $773.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 262 | $978.8M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 227 | $831.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 9, 2021 | 185 | $721.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.