Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gerber Kawasaki Wealth & Investment Management (CIK 1666736) reported $3.75B across 366 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQM ($303.8M, 8.11%), SPYG ($212.9M, 5.68%), NVDA ($167.7M, 4.48%), SPYV ($163.7M, 4.37%), IXUS ($160.4M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $303.8M | 8.11% | 1.0M | Trimmed |
| 2 | SPYG | SPDR SERIES TRUST | $212.9M | 5.68% | 1.8M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $167.7M | 4.48% | 838,142 | Trimmed |
| 4 | SPYV | SPDR SERIES TRUST | $163.7M | 4.37% | 2.7M | Added |
| 5 | IXUS | ISHARES TR | $160.4M | 4.28% | 1.7M | Added |
| 6 | AGG | ISHARES TR | $138.1M | 3.69% | 1.4M | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $125.4M | 3.35% | 658,332 | Trimmed |
| 8 | AAPL | APPLE INC | $120.2M | 3.21% | 415,258 | Added |
| 9 | TSLA | TESLA INC | $117.8M | 3.14% | 279,997 | Trimmed |
| 10 | GOOG | ALPHABET INC | $98.7M | 2.63% | 279,232 | Added |
| 11 | XLF | SELECT SECTOR SPDR TR | $88.1M | 2.35% | 1.6M | Added |
| 12 | XLY | SELECT SECTOR SPDR TR | $75.5M | 2.02% | 644,178 | Added |
| 13 | SOXX | ISHARES TR | $71.2M | 1.90% | 111,185 | Trimmed |
| 14 | XLV | SELECT SECTOR SPDR TR | $66.3M | 1.77% | 417,803 | Added |
| 15 | LGLV | SPDR SERIES TRUST | $62.6M | 1.67% | 344,896 | Added |
| 16 | MSFT | MICROSOFT CORP | $59.7M | 1.59% | 160,066 | Added |
| 17 | SCHD | SCHWAB STRATEGIC TR | $53.9M | 1.44% | 1.7M | Trimmed |
| 18 | PWZ | INVESCO EXCH TRADED FD TR II | $51.3M | 1.37% | 2.1M | Added |
| 19 | USHY | ISHARES TR | $51.0M | 1.36% | 1.4M | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $49.7M | 1.33% | 43,055 | Added |
| 21 | AMZN | AMAZON COM INC | $49.9M | 1.33% | 209,324 | Added |
| 22 | SPBO | SPDR SERIES TRUST | $49.5M | 1.32% | 1.7M | Added |
| 23 | SMMD | ISHARES TR | $47.6M | 1.27% | 519,296 | Added |
| 24 | SPTS | SPDR SERIES TRUST | $46.4M | 1.24% | 1.6M | Added |
| 25 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $44.7M | 1.19% | 907,151 | Added |
Source: SEC Form 13F filings · as of 2026-06-30