Gerber Kawasaki Wealth & Investment Management
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,929,730
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 403 | 3,929,730 | 13F-HR | Gerber Kawasaki Wealth & Investment Management |
| Q2 2026 | 8/7/2026 | 366 | 3,745,164 | 13F-HR | Gerber Kawasaki Wealth & Investment Management |
| Q1 2026 | 5/6/2026 | 350 | 3,140,152 | 13F-HR | Gerber Kawasaki Wealth & Investment Management |
| Q4 2025 | 2/13/2026 | 334 | 2,864,559 | 13F-HR | Gerber Kawasaki Wealth & Investment Management |
| Q3 2025 | 11/13/2025 | 331 | 2,913,919 | 13F-HR | Gerber Kawasaki Wealth & Investment Management |
| Q2 2025 | 8/14/2025 | 316 | 2,587,125 | 13F-HR | Gerber Kawasaki Wealth & Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.338 M | 34.0% | 97.35 K | 0 | 97.35 K |
| ETFs | 2.579 M | 65.6% | 75.98 K | 0 | 75.98 K |
| Debt | 13.22 K | 0.3% | 11.24 K | 0 | 11.24 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
3,929,730
Holdings
403
QoQ value change ($000)
184,566
(4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.