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CIK: 0001666736
Total reported value
$3.7B
$3.7B
316 檔
18.9%
During the Q2 2025 filing period, Gerber Kawasaki Wealth & Investment Management (CIK: 0001666736) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.7B across 316 reported positions.
During Q2 2025, Gerber Kawasaki Wealth & Investment Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.05% | +0.51% | +9.27% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.83% | -0.19% | -2.19% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.82% | +0.31% | +10.77% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.24% | -0.23% | +4.16% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.43% | +0.41% | +7.17% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.37% | -0.07% | +12.93% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.26% | -0.25% | +0.41% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.06% | +0.31% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.74% | -0.21% | -5.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.11% | -1.58% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.18% | +0.01% | +7.70% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.17% | +0.01% | +3.57% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.96% | -0.25% | -0.55% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | +0.15% | -0.14% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.78% | -0.39% | -3.98% | |
| 16 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.75% | -0.08% | -0.60% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.67% | -0.04% | -3.84% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | -0.01% | -0.93% | |
| 19 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.51% | -0.08% | +1.08% | |
| 20 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.44% | +0.50% | +304.65% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.42% | -0.14% | +5.57% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 1.33% | — | +7.96% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 1.32% | +0.03% | +3.42% | |
| 24 | PWZ | Invesco California Amt-free | ETF-Other | 1.10% | -0.08% | -7.08% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.06% | -0.11% | +53.85% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.05% | -0.01% | -12.23% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.03% | +3.80% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.99% | -0.09% | +2.62% | |
| 29 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.96% | -0.01% | +8.85% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.88% | — | +5.54% | |
| 31 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.84% | +0.06% | +1.34% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.78% | -0.04% | +4.43% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.78% | — | +5.83% | |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.75% | -0.07% | +1.35% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.73% | -0.05% | +2.46% | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.69% | -0.10% | +1.99% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.14% | +25.78% | |
| 38 | PBE | Invesco Biotechnology & Geno | ETF-Tech | 0.63% | -0.01% | +4.19% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.03% | -6.15% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.01% | +0.89% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.55% | — | +1.95% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.10% | -1.43% | |
| 43 | URTH | Ishares Msci World ETF | ETF-Other | 0.52% | -0.01% | +3.34% | |
| 44 | VICI | Vici Properties Inc | Stock-Real Estate | 0.50% | -0.06% | -1.70% | |
| 45 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.49% | -0.04% | +41.44% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.06% | -17.87% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.48% | -0.01% | -14.84% | |
| 48 | PAVE | Global X US Infrastructure | ETF-Other | 0.45% | -0.01% | +1.86% | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.44% | -0.19% | -1.44% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.44% | -0.05% | -0.76% |
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 316 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, SPYG) accounted for 18.9% of total reported equity market value during Q2 2025.
During Q2 2025, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (8.1%)、NVDA (5.8%)、SPYG (5.8%). The largest single position, QQQM, represented 8.1% of total portfolio value.
In Q2 2025, Gerber Kawasaki Wealth & Investment Management made 0 total portfolio adjustments, initiating 0 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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