Gerber Kawasaki Wealth & Investment Management

CIK

1666736

Location

SANTA MONICA, CA

Portfolio Value

Small $888,237,191

Diversification

Diversified

Filing Date

Global Rank

#1,887 / 8,614 ▲ 38 · as of Mar 2026

Top Industry

Semiconductors 21.8%

3Y Alpha vs SPY

-5.6%

Period ended 4 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.0%

SPY

+73.9%

Annualised alpha

-5.5%

Max drawdown

−28.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.5%

−1.2 pts

Top 5

50.6%

−1.3 pts

Top 10

64.9%

−0.6 pts

HHI

679

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.6%	$405,239,140	39
Consumer Cyclical	18.8%	$166,648,674	19
Communication Services	10.4%	$92,710,911	13
Industrials	8.3%	$73,350,831	26
Unclassified	5.9%	$52,731,141	8
Financial Services	4.0%	$35,189,207	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	$750,270
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
JCI	Johnson Controls International plc	1,617	$211,746
SO	Southern Co	2,172	$209,641
FDX	Fedex Corp	606	$173,928
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 positions · $888,237,191 total · 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%	16.49%
TSLA	Tesla, Inc. Consumer Cyclical	Added	282,979	+80,805	$105,197,443	+15.7%	11.84%
AAPL	Apple Inc. Technology	Added	404,232	+829	$102,590,039	−6.5%	11.55%
MSFT	Microsoft Corp Technology	Added	144,455	+10,525	$53,472,907	−17.4%	6.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	201,720	+5,363	$42,012,224	−7.3%	4.73%
NFLX	Netflix Inc Communication Services	Added	378,155	+39,148	$36,359,603	+14.4%	4.09%
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%	2.75%
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%	1.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,285	-1,795	$15,610,194	−11.1%	1.76%
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%	1.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,129	-137	$11,083,416	−5.2%	1.25%
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%	0.67%
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%	0.48%
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%
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%	0.27%
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%
RTX	RTX Corp Industrials	Added	8,272	+678	$1,595,668	+14.6%	0.18%