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CIK: 0001666736
Total reported value
$3.7B
$3.7B
334 檔
20.5%
In Q4 2025, Gerber Kawasaki Wealth & Investment Management's U.S. equity holdings reached a combined market value of $3.7B, distributed across 334 disclosed stock positions.
In Q4 2025, Gerber Kawasaki Wealth & Investment Management displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.25% | +0.51% | +5.09% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.58% | -0.19% | -8.70% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.78% | -0.23% | +5.08% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.39% | -0.07% | +8.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.83% | -0.06% | +5.50% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.74% | -0.25% | +8.47% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.38% | +0.41% | +104.08% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.17% | -0.21% | -0.90% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.02% | +0.15% | +1.04% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.55% | +0.01% | +6.60% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.29% | +0.01% | +105.78% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.11% | -1.09% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.14% | -0.04% | +3.30% | |
| 14 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.93% | -0.08% | +5.97% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.81% | -0.25% | -0.80% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.01% | +5.11% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.53% | +0.50% | +2.56% | |
| 18 | PWZ | Invesco California Amt-free | ETF-Other | 1.48% | -0.08% | +0.98% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-Other | 1.31% | +0.03% | +1.04% | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.23% | -0.07% | +7.95% | |
| 21 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.23% | +0.05% | +6.10% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.22% | -0.14% | +4.22% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.22% | -0.04% | +8.62% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 1.21% | — | +1.19% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.15% | -0.11% | +9.22% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.11% | -0.39% | +888.33% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.10% | -0.09% | +8.28% | |
| 28 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.00% | -0.01% | +3.43% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.03% | -0.70% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.95% | — | +5.94% | |
| 31 | GK | Advisorshares Gerber Kawasak | ETF-Other | 0.84% | +0.06% | +1.55% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.81% | — | +6.24% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.73% | -0.10% | +4.91% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.03% | +16.94% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.70% | -0.05% | +1.32% | |
| 36 | URTH | Ishares Msci World ETF | ETF-Other | 0.67% | -0.01% | +2.27% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.02% | +23.35% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.05% | +7.09% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.01% | +0.89% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.14% | -4.27% | |
| 41 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.55% | -0.03% | +0.34% | |
| 42 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.54% | -0.04% | +4.90% | |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.52% | -0.01% | +4.82% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.31% | -91.06% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.14% | +23.28% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.45% | — | +2.86% | |
| 47 | PAVE | Global X US Infrastructure | ETF-Other | 0.45% | -0.01% | -2.33% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.44% | +0.10% | +23.75% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.01% | +15.67% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.10% | -10.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +1.04% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | +5.09% | Add |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +8.49% | Add |
| 4 | AAPL | Apple Inc | +0.5% | +5.50% | Add |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.4% | +5.08% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +8.47% | Add |
| 7 | XLV | Ss Health Care Select Sector | +0.3% | +3.30% | Add |
| 8 | XLF | Ss Financial Select Sector | +0.2% | +6.60% | Add |
| 9 | SOXX | Ishares Semiconductor ETF | +0.2% | +2.56% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +23.28% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.2% | +104.08% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.09% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +5.11% | Add |
| 14 | AVGO | Broadcom Inc | +0.2% | +23.35% | Add |
| 15 | CLIP | Global X 1-3 Month T-bill | +0.1% | +74.00% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +16.94% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | +23.75% | Add |
| 18 | JPST | Jpmorgan Ultra-short Income | +0.1% | +9.22% | Add |
| 19 | SMMD | Ishares Russell 2500 ETF | +0.1% | +6.10% | Add |
| 20 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +8.62% | Add |
| 21 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | +5.97% | Add |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +7.95% | Add |
| 23 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +8.28% | Add |
| 24 | CGDV | Cap Group Dividend Value | +0.1% | +1.04% | Add |
| 25 | XLY | Ss Consumer Disc Select Sect | +0.1% | +105.78% | Add |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +5.94% | Add |
| 27 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +3.43% | Add |
| 28 | ASML | ASML Holding N.V. | +0.1% | +124.61% | Add |
| 29 | IBM | Intl Business Machines CORP | +0.1% | +110.22% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +15.67% | Add |
| 31 | GBIL | Goldman Sachs Access Treasur | +0.1% | +502.85% | Add |
| 32 | KTOS | Kratos Defense & Security | -0.1% | -1.67% | Trim |
| 33 | VICI | Vici Properties Inc | -0.1% | -4.25% | Trim |
| 34 | NTNX | Nutanix Inc - A | -0.1% | +0.19% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | -0.1% | -73.15% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.1% | -4.27% | Trim |
| 37 | FSK | Fs Kkr Capital CORP | -0.1% | -87.09% | Trim |
| 38 | HD | Home Depot Inc | -0.1% | -10.09% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | -1.09% | Trim |
| 40 | ORCL | Oracle CORP | -0.2% | +2.86% | Add |
| 41 | IAU | Ishares Gold Trust | -0.3% | -82.53% | Trim |
| 42 | NFLX | Netflix Inc | -0.3% | +888.33% | Add |
| 43 | NVDA | Nvidia CORP | -0.4% | -8.70% | Trim |
| 44 | SPBO | Ss Spdr P CORP Bond ETF | -1.1% | -83.88% | Trim |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | -5% | -91.06% | Trim |
| 46 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 47 | TER | Teradyne Inc | — | NEW | New buy |
| 48 | PWR | Quanta Services Inc | — | NEW | New buy |
| 49 | DFEB | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
| 50 | FLUT | Flutter Entertainment plc | — | EXIT | Sold out |
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 334 disclosed positions in Q4 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, SPYV) accounted for 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
APH
市值: $7.2M
Top Position Liquidated / Trimmed
DFEB
前期市值: $1.9M
During Q4 2025, Gerber Kawasaki Wealth & Investment Management's top holdings by market value included QQQM (8.3%)、NVDA (5.6%)、SPYV (4.8%). The largest single position, QQQM, represented 8.3% of total portfolio value.
In Q4 2025, Gerber Kawasaki Wealth & Investment Management made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 2 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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