Holdings of Gerber Kawasaki Wealth & Investment Management
314 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.5 % of the equity sleeve
Sector breakdown
- Technology 12.7 %
- Funds 11.6 %
- Communication 5.6 %
- Consumer discretionary 5.3 %
- Industrials 2.2 %
- Financials 1.1 %
- Health care 0.7 %
- Real estate 0.5 %
- Consumer staples 0.5 %
- Utilities 0.1 %
- Energy 0.1 %
- Unattributed 59.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- NL 0.2 %
- TW 0.1 %
- GB 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 311 | 3B $ | 99.75 % |
| 2 | NL | 1 | 4.7M $ | 0.16 % |
| 3 | TW | 1 | 2.6M $ | 0.09 % |
| 4 | GB | 1 | 265.6K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 301 | Schwab Fundamental U.S. Large Company ETF | 7,260 | 202.2K $ | |
| 302 | Rockwell Automation Inc | 559 | 200.7K $ | |
| 303 | First Trust Exchange-Traded Fund VIII | 3,540 | 186.9K $ | |
| 304 | BlackRock Corporate High Yield Fund Inc. | 19,200 | 163.6K $ | |
| 305 | Ocugen Inc | 69,348 | 125.5K $ | |
| 306 | Nuveen Preferred & Income Opportunities Fund | 16,622 | 125.3K $ | |
| 307 | Vanguard Scottsdale Funds | 2,177 | 120.5K $ | |
| 308 | Archer Aviation Inc | 20,284 | 104.9K $ | |
| 309 | Blackrock Core Bond Trust | 10,005 | 91.6K $ | |
| 310 | SoundHound AI Inc | 11,830 | 81.3K $ | |
| 311 | Gamestop Corp | 19,500 | 75.3K $ | |
| 312 | ZipRecruiter Inc | 17,828 | 32.8K $ | |
| 313 | LEAP THERAPEUTICS INC | 22,000 | 17.5K $ | |
| 314 | Beyond Meat Inc | 10,500 | 7.4K $ |