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CIK: 0001666736
Total reported value
$3.7B
$3.7B
331 檔
21.2%
At the close of Q3 2025, Gerber Kawasaki Wealth & Investment Management disclosed equity holdings valued at approximately $3.7B, spread across 331 reported holdings.
In Q3 2025, Gerber Kawasaki Wealth & Investment Management displayed an active expansion posture, initiating 1 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 331 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.54% | +0.51% | -3.12% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.01% | -0.19% | -1.56% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.48% | +0.31% | -3.24% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.36% | -0.23% | +9.41% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.88% | -0.07% | +21.34% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.41% | -0.25% | +16.34% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.34% | -0.06% | +1.20% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.19% | +0.41% | -5.89% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.11% | -0.21% | -8.53% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.11% | +0.58% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.31% | +0.01% | +16.55% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.15% | +2.94% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.20% | +0.01% | +2.82% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.83% | -0.04% | +19.16% | |
| 15 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.82% | -0.08% | +14.76% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.78% | -0.25% | -0.62% | |
| 17 | PWZ | Invesco California Amt-free | ETF-Other | 1.42% | -0.08% | +42.05% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.41% | -0.39% | -0.17% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.01% | +3.26% | |
| 20 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.32% | +0.50% | -9.48% | |
| 21 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.29% | -0.08% | -5.74% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 1.22% | +0.03% | -1.47% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.16% | -0.14% | -15.72% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 1.16% | — | -9.24% | |
| 25 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.13% | -0.07% | +68.12% | |
| 26 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.12% | +0.05% | +283.15% | |
| 27 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.11% | -0.04% | +60.54% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.04% | -0.11% | +10.70% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.00% | -0.09% | +18.45% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.03% | -0.10% | |
| 31 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.92% | -0.01% | -2.56% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.87% | — | +5.58% | |
| 33 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.83% | +0.06% | +1.49% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.75% | — | +3.48% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.72% | -0.10% | +14.40% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.68% | -0.05% | +3.70% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.14% | +16.75% | |
| 38 | URTH | Ishares Msci World ETF | ETF-Other | 0.63% | -0.01% | +26.63% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.62% | — | -1.28% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.03% | -0.89% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | -0.11% | |
| 42 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.54% | -0.03% | +35.49% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.10% | +0.05% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.02% | +6.22% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.50% | -0.01% | +9.43% | |
| 46 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.49% | -0.04% | +6.61% | |
| 47 | PAVE | Global X US Infrastructure | ETF-Other | 0.45% | -0.01% | +3.27% | |
| 48 | VICI | Vici Properties Inc | Stock-Real Estate | 0.45% | -0.06% | +1.26% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.44% | -0.03% | +1.12% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.05% | +3.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -1.56% | Trim |
| 2 | SOXX | Ishares Semiconductor ETF | +1% | -9.48% | Add |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.7% | +21.34% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +2.94% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | -8.53% | Trim |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | -3.24% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.3% | +7.11% | Add |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | +0.3% | +68.12% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | -3.12% | Add |
| 10 | JNK | Ss Spdr Bb High Yield Bond | +0.3% | +60.54% | Add |
| 11 | JPST | Jpmorgan Ultra-short Income | +0.2% | +10.70% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | -1.28% | Add |
| 13 | KTOS | Kratos Defense & Security | +0.2% | +35.87% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +16.75% | Add |
| 15 | AVGO | Broadcom Inc | +0.2% | +6.22% | Add |
| 16 | GEV | GE Vernova Inc | +0.2% | +7.78% | Add |
| 17 | XLK | Ss Technology Select Sector | +0.2% | -5.89% | Add |
| 18 | SHOP | Shopify Inc - Class A | +0.2% | +1.14% | Add |
| 19 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | -2.56% | Add |
| 20 | CWI | State Street Spdr Msci Acwi | +0.1% | +6.61% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.00% | Add |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +56.37% | Add |
| 23 | MSFT | Microsoft CORP | +0.1% | +0.58% | Trim |
| 24 | URTH | Ishares Msci World ETF | +0.1% | +26.63% | Add |
| 25 | XLY | Ss Consumer Disc Select Sect | +0.1% | +2.82% | Add |
| 26 | PZA | Invesco National Amt-free Mu | +0.1% | +35.49% | Add |
| 27 | GK | Advisorshares Gerber Kawasak | +0.1% | +1.49% | Add |
| 28 | PWZ | Invesco California Amt-free | 0% | +42.05% | Add |
| 29 | PAVE | Global X US Infrastructure | — | +3.27% | Add |
| 30 | XLF | Ss Financial Select Sector | 0% | +16.55% | Add |
| 31 | XLI | Ss Industrial Select Sector | 0% | +3.48% | Add |
| 32 | CGGR | Cap Group Growth Equity | -0.1% | -9.24% | Trim |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | +5.58% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.10% | Add |
| 35 | XLRE | Ss Real Estate Select Sector | -0.1% | +14.40% | Add |
| 36 | NFLX | Netflix Inc | -0.1% | -0.17% | Trim |
| 37 | CGDV | Cap Group Dividend Value | -0.1% | -1.47% | Add |
| 38 | XLP | Ss Consumer Staples Sel Sect | -0.1% | +18.45% | Add |
| 39 | AMZN | Amazon.com Inc | -0.2% | +3.26% | Add |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -35.90% | Trim |
| 41 | LGLV | Spdr US Lc Low Vol Idx | -0.2% | +14.76% | Add |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | +9.41% | Add |
| 43 | MGM | Mgm Resorts International | -0.3% | -26.75% | Trim |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.4% | +16.34% | Add |
| 45 | XLV | Ss Health Care Select Sector | -0.4% | +19.16% | Add |
| 46 | AAPL | Apple Inc | -0.4% | +1.20% | Add |
| 47 | PBE | Invesco Biotechnology & Geno | -0.6% | -81.85% | Trim |
| 48 | SMH | Vaneck Semiconductor ETF | -0.8% | -13.61% | Trim |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | -1.1% | -75.41% | Trim |
| 50 | SMMD | Ishares Russell 2500 ETF | — | NEW | New buy |
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 331 disclosed positions in Q3 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, NVDA, SPYG) accounted for 21.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SMMD
市值: $32.7M
Top Position Liquidated / Trimmed
NVDA
前期市值: $105.7M
During Q3 2025, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (7.5%)、NVDA (6.0%)、SPYG (5.5%). The largest single position, QQQM, represented 7.5% of total portfolio value.
In Q3 2025, Gerber Kawasaki Wealth & Investment Management made 50 total portfolio adjustments, initiating 1 new buys, adding to 39 positions, trimming 10 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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