Gerber Kawasaki Wealth & Investment Management
Q2 2025 13F Holdings
- Locationsanta monica, CA
- Num holdings
316
- Value ($000)
$2,587,125
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001666736
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $208.38M | 8 % | 917,558 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $150.73M | 6 % | 954,071 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $150.46M | 6 % | 1,578,456 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $109.74M | 4 % | 2,096,598 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $88.64M | 3 % | 350,042 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $87.31M | 3 % | 1,129,325 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $84.39M | 3 % | 850,718 | ||
AAPL APPLE INC | COM | 037833100 | $77.53M | 3 % | 377,863 | ||
TSLA TESLA INC | COM | 88160R101 | $70.85M | 3 % | 223,046 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $66.96M | 3 % | 134,616 |
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