1y return+17.7%S&P 500 +20.9%
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 December 31, 2023: $149 against $157 in the S&P 500.2
Gerber, LLCS&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 |
|---|---|---|---|
| DRSKEtf Ser Solutions | $38.3M | 18.0% | +3.7% |
| QQQInvesco Qqq Tr | $18.6M | 8.7% | |
| FENIFidelity Covington Trust | $17.2M | 8.1% | +1.3% |
| ACIOEtf Ser Solutions | $15.3M | 7.2% | +4.5% |
| ARKKArk Etf Tr | $13.7M | 6.4% | |
| QQQMInvesco Exch Traded Fd Tr II | $12.7M | 6.0% | +5.1% |
| VFLOVictory Portfolios II | $9.4M | 4.4% | +7.4% |
| NVDANvidia Corporation | $7.2M | 3.4% | |
| Aon PLCCUSIP G0403H108 | $6.5M | 3.1% | |
| AAPLApple Inc | $5.8M | 2.7% | |
| BLOKAmplify Etf Tr | $5.6M | 2.6% | |
| VTIVanguard Index Fds | $5.4M | 2.5% | |
| ARKFArk Etf Tr | $3.7M | 1.7% | |
| INTCIntel Corp | $2.2M | 1.0% | |
| WDCWestern Digital Corp | $2.2M | 1.0% | |
| FRDMEa Series Trust | $2.1M | 1.0% | +15.0% |
| QQQJInvesco Exch Traded Fd Tr II | $2.1M | 1.0% | |
| FBNDFidelity Merrimack Str Tr | $1.9M | 0.9% | |
| JPMJpmorgan Chase & Co | $1.9M | 0.9% | |
| AMDAdvanced Micro Devices Inc | $1.7M | 0.8% | |
| WORWorthington Enterprises Inc | $1.7M | 0.8% | |
| QTUMEtf Ser Solutions | $1.6M | 0.8% | +142.8% |
| MSFTMicrosoft Corp | $1.6M | 0.7% | |
| OSCVEtf Ser Solutions | $1.4M | 0.6% | +33.7% |
| VTVVanguard Index Fds | $1.4M | 0.6% |
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 |
|---|---|---|---|
| WDCWestern Digital Corp | June 30, 2025 | +898.2% | $2.2M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $7.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $1.7M |
| SOXXIshares Tr | December 31, 2023 | +233.7% | $812K |
| FTNTFortinet Inc | December 31, 2023 | +162.5% | $983K |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $765K |
| BLOKAmplify Etf Tr | December 31, 2023 | +109.8% | $5.6M |
| VLOValero Energy Corp | March 31, 2025 | +97.2% | $701K |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $1.9M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $18.6M |
Sold off last quarter
- FBTCFidelity Wise Origin Bitcoin was $213K
- FSCOFs Credit Opportunities Corp was $72K
- Listed Fds TrCUSIP 53656G191 was $62K
- SURGSurgepays Inc was $10K
- Realpha Tech CorpCUSIP 75607T105 was $4,615
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.2% | +14.8% |
| March 31, 2026 | −4.8% | −4.6% |
| December 31, 2025 | −1.3% | +2.4% |
| September 30, 2025 | +9.6% | +7.8% |
| June 30, 2025 | +14.5% | +10.5% |
| March 31, 2025 | −8.0% | −4.6% |
| December 31, 2024 | +8.2% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +3.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gerber, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2014164&type=13F-HR&dateb=&owner=include&count=40CIK 2014164
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2014164/000195175726001078/Filed July 29, 2026 · accession 0001951757-26-001078