Gerber Kawasaki Wealth & Investment Management
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,864,559
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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.