Gerber Kawasaki Wealth & Investment Management Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Gerber Kawasaki Wealth & Investment Management disclosed 354 stock positions valued at approximately $3.75B as of quarter-end June 30, 2026. The largest holdings include INVESCO EXCH TRADED FD TR II, SPDR SERIES TRUST, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 354
- Portfolio Value
- $3.75B
Holdings by Sector
Gerber Kawasaki Wealth & Investment Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 8.11% | 1,002,640 | -662 | -0.07% | $303,768,466 |
| SPDR SERIES TRUST | SPYG | Other | 5.68% | 1,789,081 | +67,524 | +3.92% | $212,882,415 |
| NVIDIA CORPORATION | NVDA | Technology | 4.48% | 838,142 | -1,848 | -0.22% | $167,703,985 |
| SPDR SERIES TRUST | SPYV | Other | 4.37% | 2,693,155 | +140,660 | +5.51% | $163,716,658 |
| ISHARES TR | IXUS | Other | 4.28% | 1,680,304 | +105,012 | +6.67% | $160,367,861 |
| ISHARES TR | AGG | Other | 3.69% | 1,395,122 | +149,859 | +12.03% | $138,089,090 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.35% | 658,332 | -36,759 | -5.29% | $125,425,068 |
| APPLE INC | AAPL | Technology | 3.21% | 415,258 | +11,026 | +2.73% | $120,158,907 |
| TESLA INC | TSLA | Consumer Cyclical | 3.14% | 279,997 | -2,982 | -1.05% | $117,766,810 |
| ALPHABET INC | GOOG | Communication Services | 2.63% | 279,232 | +7,707 | +2.84% | $98,660,937 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.35% | 1,643,386 | +157,363 | +10.59% | $88,101,804 |
| SELECT SECTOR SPDR TR | XLY | Other | 2.02% | 644,178 | +65,360 | +11.29% | $75,548,952 |
| ISHARES TR | SOXX | Other | 1.90% | 111,185 | -22,675 | -16.94% | $71,241,431 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.77% | 417,803 | +29,979 | +7.73% | $66,288,277 |
| SPDR SERIES TRUST | LGLV | Other | 1.67% | 344,896 | +35,858 | +11.60% | $62,584,586 |
| MICROSOFT CORP | MSFT | Technology | 1.59% | 160,066 | +15,611 | +10.81% | $59,707,786 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.44% | 1,699,724 | -30,010 | -1.73% | $53,898,208 |
| INVESCO EXCH TRADED FD TR II | PWZ | Other | 1.37% | 2,093,022 | +180,046 | +9.41% | $51,299,955 |
| ISHARES TR | USHY | Other | 1.36% | 1,377,743 | +210,603 | +18.04% | $51,004,024 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.33% | 209,324 | +7,604 | +3.77% | $49,890,517 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.33% | 43,055 | +12,086 | +39.03% | $49,698,796 |
| SPDR SERIES TRUST | SPBO | Other | 1.32% | 1,703,349 | +189,938 | +12.55% | $49,465,238 |
| ISHARES TR | SMMD | Other | 1.27% | 519,296 | +16,963 | +3.38% | $47,583,069 |
| SPDR SERIES TRUST | SPTS | Other | 1.24% | 1,598,899 | +187,644 | +13.30% | $46,384,008 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.19% | 907,151 | +49,043 | +5.72% | $44,704,421 |
| SELECT SECTOR SPDR TR | XLP | Other | 1.08% | 489,162 | +41,996 | +9.39% | $40,634,622 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.03% | 821,015 | +12,917 | +1.60% | $38,751,915 |
| SPDR SERIES TRUST | SPMD | Other | 0.94% | 522,957 | +23,530 | +4.71% | $35,330,882 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.94% | 329,736 | +24,523 | +8.03% | $35,324,451 |
| SPDR SERIES TRUST | XAR | Other | 0.93% | 123,156 | +6,891 | +5.93% | $34,950,152 |
Showing 30 of 354 holdings in the latest reporting period.