Gerber Kawasaki Wealth & Investment Management

Q3 2025 13F Holdings

  • Location
    santa monica, CA
  • Num holdings

    331

  • Value ($000)

    $2,913,919

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001666736
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$219.67 M
8 %

888,907

NVDA
NVDA

NVIDIA CORPORATION

COM
$175.24 M
6 %

939,223

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$159.62 M
6 %

1,527,305

SPYV
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
$126.92 M
4 %

2,293,918

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
$113.16 M
4 %

1,370,358

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$99.22 M
3 %

989,763

AAPL
AAPL

APPLE INC

COM
$97.37 M
3 %

382,380

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$92.85 M
3 %

329,432

TSLA
TSLA

TESLA INC

COM
$90.73 M
3 %

204,011

MSFT
MSFT

MICROSOFT CORP

COM
$70.13 M
2 %

135,402

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