Gerber Kawasaki Investments: Key Portfolio Changes in Q2 2026
Gerber Kawasaki Wealth & Investment Management's portfolio, valued at $3.7 billion as of June 30, 2026, shows significant activity this quarter with notable additions to bond ETFs and Technology stocks.
As part of its ongoing investment strategy, Gerber Kawasaki Wealth & Investment Management made several adjustments during the second quarter of 2026. The portfolio saw both increases in existing holdings and reductions or exits from certain positions.
Holdings Increases: One of the most significant moves was adding substantial quantities to iShares Core U.S. Aggregate Bond ETF (AGG). This addition increased AGG's value by approximately $138 million, pushing its portfolio allocation percentage up by 12.03%. Other notable purchases included:
- ISHares TR (USHY) (+18.04%)
- SPDR Series Trust (SPBO) (+12.55%)
- SPDR Series Trust (SPTS) (+13.3%)
- INVESCO Exch Traded FD TR II (PWZ) (+9.41%)
- SPDR Select Sector ETF (XLF) (+10.59%)
The firm also increased its position in SPYV, the SPDR S&P 500 Growth ETF, by over $140k shares or 5.51%, and similarly added to IXUS (ISHares Core MSCI USA Small Cap ETF) with a nearly 7% increase in holdings.
Sales/Exits: Gerber Kawasaki also reduced positions this quarter, including:
- ISHares TR (IHI) (-51.78%) - This ETF was significantly sold off, reducing its allocation by nearly half.
The firm exited positions in several trusts:
- INVESCO Exch Traded FD TR II (PZA) (-10.0%) - This position was completely removed from the portfolio.
The investor also reduced holdings in SPYG, the SPDR S&P 500 Broad Market ETF & First Trust Dow Jones Internet ETF, by over $67k shares or 3.92%, and decreased its stake in TSLA (Tesla Inc) slightly (-1.05%).
Overall Portfolio Shifts: The changes resulted in a slight increase in the portfolio's total value to $3,684,833,581 as of June 30th. AGG remains one of the largest holdings by dollar amount despite its name being categorized under 'Unknown' sector allocation.