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Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management is an independent registered investment adviser headquartered in Santa Monica, CA, founded in 2010. The firm is one of the fastest-growing and most influential independent wealth and investment management companies in the United States, serving thousands of individuals and families. Gerber Kawasaki offers personalized financial advice and planning, with specialized programs for both wealth building and wealth management, and is recognized for its focus on accessibility, community, and diversity. The firm employs a team of financial advisors and support staff; recent estimates put the employee count at approximately 40.
Investment Strategy
Gerber Kawasaki pursues a multi-faceted investment approach that includes both broad-based diversified portfolio management and thematic investments in innovative growth sectors. The firm employs a proprietary research-driven process, focusing on opportunities in technology, artificial intelligence, climate change, and leading consumer sectors. They utilize both active and passive investment vehicles, incorporate impact and ESG (environmental, social, and governance) metrics, and allocate capital to drive positive social change as well as generate competitive returns. The firm prides itself on highly personalized advice, with a mission to empower a new generation of investors.
Latest 13F Filing Activity
Gerber Kawasaki Wealth & Investment Management filed their most recent 13F report on Jun 30, 2025 disclosing 313 equity positions with a total 13F market value of $3B. The fund increased holdings in Invesco Exch Traded FD TR II, Nvidia Corporation, SPDR Ser TR among other positions. Gerber Kawasaki Wealth & Investment Management reduced exposure to Vaneck Etf Trust, Apple Inc., Select Sector SPDR TR among others.
Top Holdings
Equity Positions (313)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 8.05% | $208.4M | 917,558 | $156.70 | $227.10 | +$46.3M |
N NVDA | NVIDIA CORPORATION | 5.83% | $150.7M | 954,071 | $28.51 | $157.99 | +$45.0M |
S SPYG | SPDR SER TR | 5.82% | $150.5M | 1,578,456 | $78.50 | $95.32 | +$35.9M |
S SPYV | SPDR SER TR | 4.24% | $109.7M | 2,096,598 | $43.87 | $52.34 | +$6.9M |
X XLK | SELECT SECTOR SPDR TR | 3.43% | $88.6M | 350,042 | $112.78 | $253.23 | +$21.2M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Santa Monica, CA , United States | |
E Elijah Souza | Partner | Santa Monica, CA , United States | |
 | Managing Partner | Los Angeles, CA , United States | |
 | Managing Partner | Santa Monica, CA , United States |
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