1y return+19.9%S&P 500 +20.9%
3y return+59.8%S&P 500 +68.5%
5y return+47.5%S&P 500 +74.5%
10y return+209.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $310 against $357 in the S&P 500.2
Gerber Kawasaki Wealth & Investment ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQMInvesco Exch Traded Fd Tr II | $303.8M | 8.1% | |
| SPYGSpdr Series Trust | $212.9M | 5.7% | +3.9% |
| NVDANvidia Corporation | $167.7M | 4.5% | |
| SPYVSpdr Series Trust | $163.7M | 4.4% | +5.5% |
| IXUSIshares Tr | $160.4M | 4.3% | +6.7% |
| AGGIshares Tr | $138.1M | 3.7% | +12.0% |
| XLKSelect Sector Spdr Tr | $125.4M | 3.3% | −5.3% |
| AAPLApple Inc | $120.2M | 3.2% | +2.7% |
| TSLATesla Inc | $117.8M | 3.1% | −1.1% |
| GOOGAlphabet Inc | $98.7M | 2.6% | +2.8% |
| XLFSelect Sector Spdr Tr | $88.1M | 2.4% | +10.6% |
| XLYSelect Sector Spdr Tr | $75.5M | 2.0% | +11.3% |
| SOXXIshares Tr | $71.2M | 1.9% | −16.9% |
| XLVSelect Sector Spdr Tr | $66.3M | 1.8% | +7.7% |
| LGLVSpdr Series Trust | $62.6M | 1.7% | +11.6% |
| MSFTMicrosoft Corp | $59.7M | 1.6% | +10.8% |
| SCHDSchwab Strategic Tr | $53.9M | 1.4% | −1.7% |
| PWZInvesco Exch Traded Fd Tr II | $51.3M | 1.4% | +9.4% |
| USHYIshares Tr | $51.0M | 1.4% | +18.0% |
| AMZNAmazon Com Inc | $49.9M | 1.3% | +3.8% |
| MUMicron Technology Inc | $49.7M | 1.3% | +39.0% |
| SPBOSpdr Series Trust | $49.5M | 1.3% | +12.6% |
| SMMDIshares Tr | $47.6M | 1.3% | +3.4% |
| SPTSSpdr Series Trust | $46.4M | 1.2% | +13.3% |
| CGDVCapital Group Dividend Value | $44.7M | 1.2% | +5.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $167.7M |
| AXONAxon Enterprise Inc | September 30, 2020 | +518.1% | $31.8M |
| SOXXIshares Tr | December 31, 2020 | +407.0% | $71.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $98.7M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $125.4M |
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $25.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $120.2M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $30.3M |
| CGGRCapital Group Growth Etf | June 30, 2022 | +136.5% | $38.8M |
| XLFSelect Sector Spdr Tr | June 30, 2020 | +131.6% | $88.1M |
Sold off last quarter
- CATCaterpillar Inc was $1.2M
- NOWServicenow Inc was $473K
- ULSTSsga Active Etf Tr was $454K
- NLRVaneck Etf Trust was $431K
- BABAAlibaba Group Hldg Ltd was $409K
- Astrazeneca PLCCUSIP 046353108 was $381K
- FINXGlobal X Fds was $292K
- Ishares Ethereum TrCUSIP 46438R105 was $258K
- MSTRStrategy Inc was $241K
- SCHASchwab Strategic Tr was $240K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +11.9% | +10.5% |
| March 31, 2025 | −6.7% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +4.5% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +12.8% | +7.0% |
| December 31, 2022 | −1.0% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −21.7% | −16.5% |
| March 31, 2022 | −8.6% | −4.9% |
| December 31, 2021 | +9.1% | +10.7% |
| September 30, 2021 | +0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gerber Kawasaki Wealth & Investment Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1666736&type=13F-HR&dateb=&owner=include&count=40CIK 1666736
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1666736/000166673626000007/Filed August 7, 2026 · accession 0001666736-26-000007