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Holdings of Gerber Kawasaki Wealth & Investment Management

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Net assets
-
Positions
314 in 4 countries
Top ten
44.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Schwab Fundamental U.S. Large Company ETF 7,260202.2K $
302Rockwell Automation Inc 559200.7K $
303First Trust Exchange-Traded Fund VIII 3,540186.9K $
304BlackRock Corporate High Yield Fund Inc. 19,200163.6K $
305Ocugen Inc 69,348125.5K $
306Nuveen Preferred & Income Opportunities Fund 16,622125.3K $
307Vanguard Scottsdale Funds 2,177120.5K $
308Archer Aviation Inc 20,284104.9K $
309Blackrock Core Bond Trust 10,00591.6K $
310SoundHound AI Inc 11,83081.3K $
311Gamestop Corp 19,50075.3K $
312ZipRecruiter Inc 17,82832.8K $
313LEAP THERAPEUTICS INC 22,00017.5K $
314Beyond Meat Inc 10,5007.4K $

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Sector breakdown

  • Technology 12.7 %
  • Funds 11.6 %
  • Communication 5.6 %
  • Consumer discretionary 5.4 %
  • 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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.7 %
  • Netherlands 0.2 %
  • Taiwan 0.1 %
  • United Kingdom 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States3113B $99.75 %
2Netherlands14.7M $0.16 %
3Taiwan12.6M $0.09 %
4United Kingdom1265.6K $0.01 %
Cite this page

Titelia. "Holdings of Gerber Kawasaki Wealth & Investment Management". https://titelia.com/en/funds/US13F1666736