Gerber Kawasaki Wealth & Investment Management

CIK

1666736

Location

SANTA MONICA, CA

Portfolio Value

Small $890,304,574

Diversification

Diversified

Filing Date

Global Rank

#1,868 / 8,629 ▲ 35 · as of Mar 2026

Top Industry

Semiconductors 21.7%

3Y Alpha vs SPY

+1.4%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+87.3%

SPY

+78.8%

Annualised alpha

+1.9%

Max drawdown

−28.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

173 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.5%

−1.1 pts

Top 5

50.5%

−1.3 pts

Top 10

64.7%

−0.5 pts

HHI

675

Diversified−23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.8%	$407,489,951	39
Consumer Cyclical	18.7%	$166,648,674	19
Communication Services	10.4%	$92,710,911	13
Industrials	8.2%	$73,392,748	26
Unclassified	5.9%	$52,731,141	8
Financial Services	3.9%	$34,963,862	28
Healthcare	2.6%	$23,304,340	15
Real Estate	1.8%	$15,998,460	7
Consumer Defensive	1.6%	$14,553,752	9
Energy	0.5%	$4,176,742	4
Utilities	0.4%	$3,597,793	4
Basic Materials	0.1%	$736,200	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+103,473	126,520	$11,154,003
SHOP	Shopify Inc.	+100,981	143,282	$16,996,110
TSLA	Tesla, Inc.	+80,805	282,979	$105,197,443
RIVN	Rivian Automotive, Inc. / DE	+52,149	68,954	$1,037,757
AXON	Axon Enterprise, Inc.	+50,256	57,533	$24,433,689
NFLX	Netflix Inc	+39,148	378,155	$36,359,603
NCA	Nuveen California Municipal Value Fund	+32,154	52,654	$493,894
MU	Micron Technology Inc	+28,913	30,969	$10,462,566
META	Meta Platforms, Inc.	+27,334	52,064	$29,787,376
PLTR	Palantir Technologies Inc.	+24,992	37,659	$5,508,758
F	Ford Motor Co	+16,242	55,675	$642,489
MSFT	Microsoft Corp	+10,525	144,455	$53,472,907
APH	Amphenol Corp /De/	+5,737	59,295	$7,491,923
AMZN	Amazon Com Inc	+5,363	201,720	$42,012,224
PWR	Quanta Services, Inc.	+3,954	9,488	$5,209,101
NTNX	Nutanix, Inc.	+3,792	99,045	$3,764,700
BE	Bloom Energy Corp	+3,724	9,136	$1,237,836
XOM	ExxonMobil Holdings Corp	+3,599	12,910	$2,190,310
HYT	Blackrock Corporate High Yield Fund, Inc.	+3,200	19,200	$163,584
JPC	Nuveen Preferred & Income Opportunities Fund	+3,196	16,622	$125,329
AVGO	Broadcom Inc.	+3,024	57,215	$17,708,614
NOW	ServiceNow, Inc.	+2,614	4,526	$473,193
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2,301	7,675	$2,593,766
JNJ	Johnson & Johnson	+2,168	5,418	$1,324,375
LLY	ELI LILLY & Co	+1,857	13,932	$12,814,235
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSTR	Strategy Inc	−219,598	1,931	$240,988
GENI	Genius Sports Ltd	−63,773	166,856	$739,172
ORCL	Oracle Corp	−57,328	9,065	$1,333,552
SOUN	Soundhound Ai, Inc.	−56,790	11,830	$81,272
BX	Blackstone Inc.	−37,120	36,742	$4,224,962
VICI	Vici Properties Inc.	−36,664	345,518	$9,439,551
MGM	MGM Resorts International	−21,569	85,710	$3,172,127
NVDA	Nvidia Corp	−17,524	839,990	$146,494,256
DIS	Walt Disney Co	−16,455	70,342	$6,779,561
IOT	Samsara Inc.	−12,612	20,187	$639,726
TER	Teradyne, Inc	−7,986	25,531	$7,568,920
KTOS	Kratos Defense & Security Solutions, Inc.	−6,660	84,332	$5,946,249
HD	Home Depot, Inc.	−6,540	27,235	$8,957,319
QQQ	Invesco Qqq Trust, Series 1	−2,875	30,205	$17,433,721
IBIT	iShares Bitcoin Trust ETF	−2,721	74,695	$2,869,781
ONON	On Holding AG	−2,133	10,341	$351,800
GOOGL	Alphabet Inc.	−1,795	54,285	$15,610,194
SYK	Stryker Corp	−1,505	2,516	$826,732
MRP	Millrose Properties, Inc.	−1,487	12,968	$363,104
WMT	Walmart Inc.	−1,361	43,520	$5,408,665
CRWD	CrowdStrike Holdings, Inc.	−1,263	7,687	$3,001,081
IBM	International Business Machines Corp	−1,038	9,719	$2,355,788
DELL	Dell Technologies Inc.	−1,013	4,594	$754,013
QCOM	Qualcomm Inc/De	−1,000	6,681	$860,379
PEP	Pepsico Inc	−958	2,096	$325,487
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CRSP	CRISPR Therapeutics AG	20,460	$973,282
M	Macy's, Inc.	50,258	$909,167
DGX	Quest Diagnostics Inc	3,198	$626,744
TTAN	ServiceTitan, Inc.	6,288	$399,036
VRT	Vertiv Holdings Co	1,421	$356,074
PM	Philip Morris International Inc.	2,003	$331,176
STRL	Sterling Infrastructure, Inc.	727	$296,085
FCFS	FirstCash Holdings, Inc.	1,537	$288,956
GLW	Corning Inc /Ny	1,961	$266,637
TTE	TotalEnergies SE	2,828	$257,291
RDDT	Reddit, Inc.	1,884	$253,680
CB	Chubb Ltd	716	$233,365
TJX	Tjx Companies Inc /De/	1,452	$231,884
MAR	Marriott International Inc /Md/	682	$223,061
NXP	Nuveen Select Tax Free Income Portfolio	15,050	$215,967
FDX	Fedex Corp	606	$215,845
JCI	Johnson Controls International plc	1,617	$211,746
SO	Southern Co	2,172	$209,641
NU	Nu Holdings Ltd.	10,004	$143,757
OCGN	Ocugen, Inc.	69,348	$125,519
ACHR	Archer Aviation Inc.	20,284	$104,868
BHK	Blackrock Core Bond Trust	10,005	$91,645
ZIP	Ziprecruiter, Inc.	17,828	$32,803
DSX	Diana Shipping Inc.	10,197	$25,492
CYPH	Cypherpunk Technologies Inc.	22,000	$17,490
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	31,855	$8,243,755
ISRG	Intuitive Surgical Inc	2,500	$1,415,900
DOCU	Docusign, Inc.	13,016	$890,294
NVO	Novo Nordisk A S	10,890	$554,083
ELV	Elevance Health, Inc.	1,580	$553,869
FSK	FS KKR Capital Corp	24,515	$363,067
WDAY	Workday, Inc.	1,554	$333,768
CEG	Constellation Energy Corp	905	$319,709
UNH	Unitedhealth Group Inc	967	$319,216
HOOD	Robinhood Markets, Inc.	2,791	$315,662
RBLX	Roblox Corp	3,213	$260,349
DDOG	Datadog, Inc.	1,867	$253,893
MRSH	Marsh & Mclennan Companies, Inc.	1,322	$245,257
UPST	Upstart Holdings, Inc.	5,332	$233,168
COIN	Coinbase Global, Inc.	958	$216,642
MCO	Moodys Corp /De/	422	$215,578
TTD	Trade Desk, Inc.	5,485	$208,210
MPWR	Monolithic Power Systems, Inc.	226	$204,837
SAP	Sap SE	840	$204,044
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 tracked positions · $890,304,574 total · filing declares 350 positions · $3,140,152,193 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	839,990	-17,524	$146,494,256	−8.4%	16.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	282,979	+80,805	$105,197,443	+15.7%	11.82%
AAPL	Apple Inc. Technology	Added	404,232	+829	$102,590,039	−6.5%	11.52%
MSFT	Microsoft Corp Technology	Added	144,455	+10,525	$53,472,907	−17.4%	6.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	201,720	+5,363	$42,012,224	−7.3%	4.72%
NFLX	Netflix Inc Communication Services	Added	378,155	+39,148	$36,359,603	+14.4%	4.08%
META	Meta Platforms, Inc. Communication Services	Added	52,064	+27,334	$29,787,376	+82.5%	3.35%
AXON	Axon Enterprise, Inc. Industrials	Added	57,533	+50,256	$24,433,689	+491.2%	2.74%
GEV	GE Vernova Inc. Industrials	Added	20,601	+1,442	$17,982,612	+43.6%	2.02%
AVGO	Broadcom Inc. Technology	Added	57,215	+3,024	$17,708,614	−5.6%	1.99%
QQQ	Invesco Qqq Trust, Series 1	Reduced	30,205	-2,875	$17,433,721	−14.2%	1.96%
SHOP	Shopify Inc. Technology	Added	143,282	+100,981	$16,996,110	+149.6%	1.91%
SPY	Spdr S&P 500 ETF Trust	Reduced	25,230	-146	$16,408,078	−5.2%	1.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,285	-1,795	$15,610,194	−11.1%	1.75%
LLY	ELI LILLY & Co Healthcare	Added	13,932	+1,857	$12,814,235	−1.3%	1.44%
IAU	Ishares Gold Trust	Added	126,520	+103,473	$11,154,003	+496.2%	1.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,129	-137	$11,083,416	−5.2%	1.24%
MU	Micron Technology Inc Technology	Added	30,969	+28,913	$10,462,566	+1683.0%	1.18%
VICI	Vici Properties Inc. Real Estate	Reduced	345,518	-36,664	$9,439,551	−12.2%	1.06%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	27,235	-6,540	$8,957,319	−22.9%	1.01%
TER	Teradyne, Inc Technology	Reduced	25,531	-7,986	$7,568,920	+16.7%	0.85%
APH	Amphenol Corp /De/ Technology	Added	59,295	+5,737	$7,491,923	+3.5%	0.84%
DIS	Walt Disney Co Communication Services	Reduced	70,342	-16,455	$6,779,561	−31.3%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,023	-793	$6,772,445	−11.7%	0.76%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Reduced	84,332	-6,660	$5,946,249	−13.9%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,941	+443	$5,919,790	+24.9%	0.66%
PLTR	Palantir Technologies Inc. Technology	Added	37,659	+24,992	$5,508,758	+144.7%	0.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	43,520	-1,361	$5,408,665	+8.2%	0.61%
PWR	Quanta Services, Inc. Industrials	Added	9,488	+3,954	$5,209,101	+123.0%	0.59%
TT	Trane Technologies plc Industrials	Reduced	11,811	-773	$4,922,116	+0.5%	0.55%
ASML	Asml Holding NV Technology	Added	3,577	+410	$4,724,608	+39.4%	0.53%
BX	Blackstone Inc. Financial Services	Reduced	36,742	-37,120	$4,224,962	−62.9%	0.47%
UBER	Uber Technologies, Inc Technology	Added	56,485	+6	$4,062,966	−12.0%	0.46%
NTNX	Nutanix, Inc. Technology	Added	99,045	+3,792	$3,764,700	−23.5%	0.42%
GLD	Spdr Gold Trust	Added	8,516	+695	$3,664,349	+18.2%	0.41%
PANW	Palo Alto Networks Inc Technology	Added	20,882	+2	$3,347,802	−13.0%	0.38%
MGM	MGM Resorts International Consumer Cyclical	Reduced	85,710	-21,569	$3,172,127	−19.0%	0.36%
PLD	Prologis, Inc. Real Estate	Added	23,143	+105	$3,059,041	+4.0%	0.34%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	4,417	-253	$3,013,454	+13.2%	0.34%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	7,687	-1,263	$3,001,081	−28.5%	0.34%
IBIT	iShares Bitcoin Trust ETF	Reduced	74,695	-2,721	$2,869,781	−25.3%	0.32%
NEE	Nextera Energy Inc Utilities	Reduced	29,626	-819	$2,751,662	+12.6%	0.31%
AMGN	Amgen Inc Healthcare	Reduced	7,505	-102	$2,640,634	+6.1%	0.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	7,675	+2,301	$2,593,766	+58.8%	0.29%
IBM	International Business Machines Corp Technology	Reduced	9,719	-1,038	$2,355,788	−26.1%	0.26%
V	Visa Inc. Financial Services	Added	7,786	+438	$2,353,240	−8.7%	0.26%
XOM	ExxonMobil Holdings Corp Energy	Added	12,910	+3,599	$2,190,310	+95.5%	0.25%
LPLA	LPL Financial Holdings Inc. Financial Services	Reduced	6,702	-48	$2,016,162	−16.4%	0.23%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	11,130	-405	$2,005,737	+12.4%	0.23%
MRVL	Marvell Technology, Inc. Technology	Added	16,876	+15	$1,671,567	+16.7%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.