Gerber Kawasaki Wealth & Investment Management
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,140,152
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 1.024 M | 32.6% | 0 | 1.308 M | -1.308 M |
| ETFs | 2.114 M | 67.3% | 1.591 M | 0 | 1.591 M |
| Debt | 2.155 K | 0.1% | 0 | 162 | -162 |
| Other | 0 | 0.0% | 0 | 7.501 K | -7.501 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
3,140,152
Holdings
350
QoQ value change ($000)
275,593
(9.6%)
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.