Gerber Kawasaki Wealth & Investment Management Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Gerber Kawasaki Wealth & Investment Management disclosed 397 stock positions valued at approximately $3.93B as of quarter-end September 30, 2026. The largest holdings include INVESCO EXCH TRADED FD TR II, SPDR SERIES TRUST, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 397
- Portfolio Value
- $3.93B
Holdings by Sector
Gerber Kawasaki Wealth & Investment Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 8.20% | 1,058,223 | +55,583 | +5.54% | $322,375,600 |
| SPDR SERIES TRUST | SPYG | Other | 5.87% | 1,873,024 | +83,943 | +4.69% | $230,531,239 |
| NVIDIA CORPORATION | NVDA | Technology | 4.89% | 841,385 | +3,243 | +0.39% | $192,155,654 |
| SPDR SERIES TRUST | SPYV | Other | 4.39% | 2,819,507 | +126,352 | +4.69% | $172,356,204 |
| ISHARES TR | IXUS | Other | 4.29% | 1,775,638 | +95,334 | +5.67% | $168,667,601 |
| APPLE INC | AAPL | Technology | 3.81% | 449,724 | +34,466 | +8.30% | $149,767,210 |
| ISHARES TR | AGG | Other | 3.49% | 1,450,668 | +55,546 | +3.98% | $137,146,043 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.36% | 675,043 | +16,711 | +2.54% | $132,139,439 |
| TESLA INC | TSLA | Consumer Cyclical | 2.59% | 286,898 | +6,901 | +2.46% | $101,794,440 |
| ALPHABET INC | GOOG | Communication Services | 2.49% | 286,783 | +7,551 | +2.70% | $97,718,690 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.34% | 1,723,793 | +80,407 | +4.89% | $92,050,438 |
| MICROSOFT CORP | MSFT | Technology | 2.10% | 160,859 | +793 | +0.50% | $82,504,540 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.87% | 676,708 | +32,530 | +5.05% | $73,652,675 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.85% | 432,816 | +15,013 | +3.59% | $72,894,402 |
| ISHARES TR | SOXX | Other | 1.66% | 114,419 | +3,234 | +2.91% | $65,062,801 |
| SPDR SERIES TRUST | LGLV | Other | 1.64% | 369,406 | +24,510 | +7.11% | $64,390,957 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.40% | 1,691,363 | -8,361 | -0.49% | $55,020,014 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.37% | 216,367 | +7,043 | +3.36% | $53,908,044 |
| ISHARES TR | USHY | Other | 1.34% | 1,473,716 | +95,973 | +6.97% | $52,641,104 |
| SPDR SERIES TRUST | SPBO | Other | 1.25% | 1,793,161 | +89,812 | +5.27% | $49,294,004 |
| SPDR SERIES TRUST | SPTS | Other | 1.25% | 1,710,952 | +112,053 | +7.01% | $49,052,963 |
| INVESCO EXCH TRADED FD TR II | PWZ | Other | 1.23% | 2,166,151 | +73,129 | +3.49% | $48,326,834 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.22% | 44,827 | +1,772 | +4.12% | $47,746,625 |
| ISHARES TR | SMMD | Other | 1.21% | 555,455 | +36,159 | +6.96% | $47,502,402 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.13% | 906,732 | -419 | -0.05% | $44,293,853 |
| META PLATFORMS INC | META | Communication Services | 1.08% | 58,680 | +4,865 | +9.04% | $42,553,575 |
| SELECT SECTOR SPDR TR | XLP | Other | 1.08% | 525,334 | +36,172 | +7.39% | $42,341,809 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.00% | 826,571 | +5,556 | +0.68% | $39,204,244 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.97% | 344,002 | +14,266 | +4.33% | $38,173,776 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.95% | 742,812 | +99,748 | +15.51% | $37,415,477 |
Showing 30 of 397 holdings in the latest reporting period.