Gerber Kawasaki Wealth & Investment Management

All 13F Filings

Location
Santa Monica, CA
Most recent 13F
Q4 2025
Holdings value ($000)
2,864,559
Description
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
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 2.332 M 81.4% 0 16.98 K -16.98 K
ETFs 522.5 K 18.2% 0 34.02 K -34.02 K
Debt 2.317 K 0.1% 335 0 335
Other 7.501 K 0.3% 1.305 K 0 1.305 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
2,864,559
Holdings
334
QoQ value change ($000)
-49,360 (-1.7%)
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.