Gerber Kawasaki Wealth & Investment Management
Long book
$3.14B
Q1 2026
Positions
350
Top-10 weight
43%
concentration
Last quarter
+14.2%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsGerber Kawasaki Wealth & Investment Management is a wealth-management firm allocating client money, running a $3.14B US long book across 350 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: INVESCO NASDAQ 100 ETF, SS SPDR P S&P 500 GROWTH ETF, NVIDIA CORP, SS SPDR P S&P 500 VALUE ETF, ISHARES CORE INTL STOCK ETF.
Over the last 9 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.9%
Q2 2024
+5.4%
Q3 2024
+3.4%
Q4 2024
-6.5%
Q1 2025
+12.4%
Q2 2025
+9.0%
Q3 2025
+1.8%
Q4 2025
-3.8%
Q1 2026
+14.2%
Sector allocation
Technology 59%
Industrials 20%
Consumer discretionary 7%
Services media 6%
Financials 3%
Healthcare 3%
Utilities 0%
Energy 0%
Long book by quarter
What does Gerber Kawasaki own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 840.0K | $146.5M | 4.7% | -2.0% |
| TSLA TESLA INC | Industrials | 283.0K | $105.2M | 3.4% | +40.0% |
| AAPL APPLE INC | Technology | 404.2K | $102.6M | 3.3% | +0.2% |
| GOOG ALPHABET INC-CL C | Technology | 271.5K | $77.9M | 2.5% | -1.6% |
| MSFT MICROSOFT CORP | Technology | 144.5K | $53.5M | 1.7% | +7.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 201.7K | $42.0M | 1.3% | +2.7% |
| NFLX NETFLIX INC | Services media | 378.2K | $36.4M | 1.2% | +11.5% |
| META META PLATFORMS INC-CLASS A | Technology | 52.1K | $29.8M | 0.9% | +110.5% |
| AXON AXON ENTERPRISE INC | Industrials | 57.5K | $24.4M | 0.8% | +690.6% |
| GEV GE VERNOVA INC | Industrials | 20.6K | $18.0M | 0.6% | +7.5% |
| AVGO BROADCOM INC | Technology | 57.2K | $17.7M | 0.6% | +5.6% |
| SHOP SHOPIFY INC - CLASS A | Technology | 143.3K | $17.0M | 0.5% | +238.7% |
| GOOGL ALPHABET INC-CL A | Technology | 54.3K | $15.6M | 0.5% | -3.2% |
| LLY ELI LILLY & CO | Healthcare | 13.9K | $12.8M | 0.4% | +15.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 23.1K | $11.1M | 0.4% | -0.6% |
| MU MICRON TECHNOLOGY INC | Technology | 31.0K | $10.5M | 0.3% | +1406.3% |
| HD HOME DEPOT INC | Consumer discretionary | 27.2K | $8.9M | 0.3% | -19.4% |
| TER TERADYNE INC | Technology | 25.5K | $7.6M | 0.2% | -23.8% |
| APH AMPHENOL CORP-CL A | Technology | 59.3K | $7.5M | 0.2% | +10.7% |
| DIS WALT DISNEY CO/THE | Services media | 70.3K | $6.8M | 0.2% | -19.0% |
| JPM JPMORGAN CHASE & CO | Financials | 23.0K | $6.8M | 0.2% | -3.3% |
| KTOS KRATOS DEFENSE & SECURITY | Industrials | 84.3K | $5.9M | 0.2% | -7.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.9K | $5.9M | 0.2% | +8.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 37.7K | $5.5M | 0.2% | +197.3% |
| WMT WALMART INC | Consumer discretionary | 43.5K | $5.4M | 0.2% | -3.0% |
| PWR QUANTA SERVICES INC | Industrials | 9.5K | $5.3M | 0.2% | +71.4% |
| TT TRANE TECHNOLOGIES PLC | Technology | 11.8K | $4.9M | 0.2% | -6.1% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 3.6K | $4.7M | 0.2% | +12.9% |
| BX BLACKSTONE INC | Financials | 36.7K | $4.2M | 0.1% | -50.3% |
| UBER UBER TECHNOLOGIES INC | Services media | 56.5K | $4.0M | 0.1% | 0.0% |
| NTNX NUTANIX INC - A | Technology | 99.0K | $3.8M | 0.1% | +4.0% |
| PANW PALO ALTO NETWORKS INC | Technology | 20.9K | $3.3M | 0.1% | 0.0% |
| MGM MGM RESORTS INTERNATIONAL | Services media | 85.7K | $3.2M | 0.1% | -20.1% |
| NOC NORTHROP GRUMMAN CORP | Technology | 4.4K | $3.0M | 0.1% | -5.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 350 | $3.14B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 334 | $2.86B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 331 | $2.91B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 316 | $2.59B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 292 | $2.23B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 283 | $2.30B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 286 | $2.17B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 282 | $2.00B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 284 | $1.85B | canonical | SEC ↗ |