Gerber Kawasaki Wealth & Investment Management

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.27B
13F filings
1
Latest filing
May 17, 2023

Top 10 holdings

TSLA $87.28M
6.90% of AUM
QQQM $62.85M
4.97% of AUM
SCHD $56.97M
4.50% of AUM
AAPL $56.48M
4.46% of AUM
XLK $55.81M
4.41% of AUM
NVDA $48.79M
3.86% of AUM
MSFT $36.61M
2.89% of AUM
XLV $33.85M
2.67% of AUM
MGM $28.20M
2.23% of AUM
SPAB $27.43M
2.17% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Gerber Kawasaki Wealth & Investment Management. Reported assets under management total $1.27B.

View live Gerber Kawasaki Wealth & Investment Management filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Gerber Kawasaki Wealth & Investment Management have under management?
Per Gerber Kawasaki Wealth & Investment Management's most recent SEC Form 13F filing dated May 17, 2023, total assets under management are $1.27B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Gerber Kawasaki Wealth & Investment Management submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Gerber Kawasaki Wealth & Investment Management. Filings are due 45 days after quarter-end.
Where does Gerber Kawasaki Wealth & Investment Management's holdings data come from?
Every position shown on this page sources back to Gerber Kawasaki Wealth & Investment Management's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.