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CIK: 0001666736
Total reported value
$3.7B
$3.7B
292 檔
15.2%
In Q1 2025, Gerber Kawasaki Wealth & Investment Management's U.S. equity holdings reached a combined market value of $3.7B, distributed across 292 disclosed stock positions.
In Q1 2025, Gerber Kawasaki Wealth & Investment Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.28% | +0.51% | +3.59% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.15% | +0.31% | +2.98% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | -0.19% | +0.10% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.62% | -0.23% | +7.92% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.77% | -0.25% | +10.62% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.06% | +3.12% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.14% | -0.07% | +20.71% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.03% | +0.41% | +3.55% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.75% | -0.21% | -10.08% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.42% | -0.25% | +0.92% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.32% | +0.01% | -1.57% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.11% | +0.07% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.19% | -0.04% | +5.26% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.14% | +0.01% | -1.33% | |
| 15 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.04% | -0.08% | +4.05% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.86% | +0.15% | +4.79% | |
| 17 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.73% | -0.08% | +10.54% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | -0.01% | +2.91% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.50% | -0.39% | -2.72% | |
| 20 | PWZ | Invesco California Amt-free | ETF-Other | 1.41% | -0.08% | +6.71% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.39% | -0.14% | -2.44% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 1.33% | +0.03% | +0.63% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.33% | -0.01% | +7.32% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 1.21% | — | -2.49% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.13% | -0.09% | +8.67% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.03% | +0.90% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.92% | — | +6.55% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.90% | +0.02% | +18.37% | |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.86% | -0.07% | +12.20% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.85% | -0.04% | +6.86% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.83% | -0.05% | +10.17% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.80% | -0.10% | +9.55% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.80% | -0.11% | +31.55% | |
| 34 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.78% | +0.06% | +1.42% | |
| 35 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.78% | -0.01% | +0.38% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.76% | — | +4.00% | |
| 37 | PBE | Invesco Biotechnology & Geno | ETF-Tech | 0.70% | -0.01% | +9.12% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.03% | +7.05% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.10% | +0.86% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | +5.17% | |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.61% | -0.01% | +3.00% | |
| 42 | VICI | Vici Properties Inc | Stock-Real Estate | 0.59% | -0.06% | -3.92% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.06% | -0.59% | |
| 44 | URTH | Ishares Msci World ETF | ETF-Other | 0.53% | -0.01% | -1.22% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.05% | -1.32% | |
| 46 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.50% | -0.19% | -3.94% | |
| 47 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.48% | -0.03% | +21.62% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.47% | -0.03% | -0.37% | |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | -0.05% | -7.22% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.14% | +52.79% |
According to official SEC Form 13F filings, Gerber Kawasaki Wealth & Investment Management reported a total U.S. public equity portfolio value of $3.7B across 292 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, SPYG, NVDA) accounted for 15.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
QQQM
市值: $162.1M
During Q1 2025, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (7.3%)、SPYG (5.2%)、NVDA (4.8%). The largest single position, QQQM, represented 7.3% of total portfolio value.
In Q1 2025, Gerber Kawasaki Wealth & Investment Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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