Gerber Kawasaki Wealth & Investment Management
•CIK: 1666736•Filing: Q4 2025
**Gerber Kawasaki Wealth & Investment Management** manages $2.9B across a diversified portfolio of 334 positions. The strategy exhibits significant exposure to technology and broad market indices, highlighted by the top holdings in QQQM ($236.3M) and NVDA ($159.9M). Further allocations include substantial positions in SPYV ($136.9M), IXUS ($125.8M), and AAPL ($109.7M). This concentration suggests a core focus on growth-oriented, large-cap equity exposure.
Total AUM
$2.9B
QoQ Performance
-1.7%
Positions
209
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
QQQM
NVDA
QQQM8.2%
NVDA5.6%
SPYV4.8%
IXUS4.4%
AAPL3.8%
AGG3.7%
XLK3.4%
TSLA3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.3%
Technology17.5%
Consumer5.8%
ETF1.9%
Communication1.5%
Financial0.9%
Healthcare0.7%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+135 more exited positions
Changes from Q3 2025
NEW9 new positions
↑122 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023