DOSSIER · 13F-HR · Q1 2026

Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment's hedge fund based in San Francisco, CA $3.1B in tracked AUM across 350 positions as of Q1 2026.

GK
Gerber Kawasaki Wealth & Investment·San Francisco, CA·Hedge Fund
CIK 0001666736 · last filed Mar 31, 2026
Total AUM
$3.1B
14.0%
vs prior
Holdings
350
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Financials
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Gerber Kawasaki Wealth and Investment Management publishes a $3.14B, 350-name 13F whose defining read is a dual-layer growth-and-quality architecture. The single-stock sleeve anchors on Nvidia (NVDA, 4.7%), Tesla (TSLA, 3.4%), and Apple (AAPL, 3.3%) — three names that together represent 11.4% of the book in a concentrated mega-cap growth bet — alongside Alphabet (GOOG, 2.5%), Microsoft (MSFT, 1.7%), Amazon (AMZN, 1.3%), Netflix (NFLX, 1.2%), and Meta (META, 0.9%) completing a high-conviction core of eight technology and consumer-discretionary compounders held at weights that would be unusual in a passive factor product. Against that growth anchor, the portfolio layers a factor-ETF framework — QQQM (Nasdaq-100 micro?), SPYG (S&P 500 Growth), SPYV (S&P 500 Value), IXUS (international equity), and additional factor vehicles — occupying the portfolio's secondary risk layer. With whaleScore of 61.50 on a $3.14B book, this fund is best read as an active growth-quality allocator that has chosen to express its core conviction through single-stock selection while using ETFs for factor diversification at the margin.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQM
INVESCO EXCH TRADED FD TR II
$239M1.0M7.6%
02
SPYG
SPDR SERIES TRUST
$169M1.7M5.4%
03
NVDA
NVIDIA CORPORATION
$147M840K4.7%
04
SPYV
SPDR SERIES TRUST
$144M2.6M4.6%
05
IXUS
ISHARES TR
$137M1.6M4.4%
06
AGG
ISHARES TR
$124M1.2M3.9%
07
TSLA
TESLA INC
$105M283K3.4%
08
AAPL
APPLE INC
$103M404K3.3%
09
XLK
SELECT SECTOR SPDR TR
$92M695K2.9%
10
GOOG
ALPHABET INC
$78M272K2.5%

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