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Gerber Kawasaki Wealth & Investment Management Historic Quarter Change: USA ETF, Added

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Gerber Kawasaki Wealth & Investment Management historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 13 quarters from 2015-12-31 to 2026-06-30, Gerber Kawasaki Wealth & Investment Management opened 222 positions, added to 897, reduced 517 and sold out of 161.

  • Q2 2026: Stock IXUS; Country of operation —; Class CORE MSCI TOTAL; Shares before 1,575,292.
  • Q2 2026: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 1,245,263.
  • Q2 2026: Stock SMMD; Country of operation —; Class RUSEL 2500 ETF; Shares before 502,333.
  • Q2 2026: Stock USHY; Country of operation —; Class BROAD USD HIGH; Shares before 1,167,140.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1666736), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IXUS
ISHARES TR		CORE MSCI TOTAL1,575,2921,680,304+105,012$136,610,508$160,367,861+$23,757,3532026-08-07
Q2 2026AGG
ISHARES TR		CORE US AGGBD ET1,245,2631,395,122+149,859$123,816,234$138,089,090+$14,272,8562026-08-07
Q2 2026SMMD
ISHARES TR		RUSEL 2500 ETF502,333519,296+16,963$38,387,344$47,583,069+$9,195,7252026-08-07
Q2 2026USHY
ISHARES TR		BROAD USD HIGH1,167,1401,377,743+210,603$43,081,885$51,004,024+$7,922,1392026-08-07
Q2 2026CGIC
CAPITAL GROUP INTERNATIONAL		SHS471,124635,086+163,962$15,598,955$23,110,791+$7,511,8362026-08-07
Q2 2026GK
ADVISORSHARES TR		GERBER KAWASAKI948,306966,802+18,496$22,358,319$28,766,133+$6,407,8142026-08-07
Q2 2026PWZ
INVESCO EXCH TRADED FD TR II		CALIF AMT MUN1,912,9762,093,022+180,046$45,680,444$51,299,955+$5,619,5112026-08-07
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS12,35915,266+2,907$7,385,402$10,485,423+$3,100,0212026-08-07
Q2 2026URTH
ISHARES INC		MSCI WORLD ETF103,332106,697+3,365$18,602,777$21,621,151+$3,018,3742026-08-07
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT25,23025,360+130$16,408,248$18,938,420+$2,530,1722026-08-07
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT24,92228,436+3,514$7,995,369$10,522,747+$2,527,3782026-08-07
Q2 2026XMHQ
INVESCO EXCHANGE TRADED FD T		S&P MDCP QUALITY152,543161,101+8,558$15,770,731$18,184,896+$2,414,1652026-08-07
Q2 2026PZA
INVESCO EXCH TRADED FD TR II		NATL AMT MUNI734,645808,140+73,495$16,882,160$19,007,461+$2,125,3012026-08-07
Q2 2026JPST
J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF607,469643,064+35,595$30,751,051$32,519,751+$1,768,7002026-08-07
Q2 2026VOLT
TEMA ETF TRUST		ELECTRIFICATION84,379110,284+25,905$2,889,136$4,619,796+$1,730,6602026-08-07
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF22,11189,149+67,038$9,428,355$11,069,662+$1,641,3072026-08-07
Q2 2026SHYG
ISHARES TR		0-5YR HI YL CP162,881196,542+33,661$6,891,535$8,335,378+$1,443,8432026-08-07
Q2 2026CMF
ISHARES TR		CALIF MUN BD ETF83,50699,938+16,432$4,748,199$5,760,456+$1,012,2572026-08-07
Q2 2026CGBL
CAPITAL GROUP CORE BALANCED		SHS135,658149,187+13,529$4,667,999$5,663,167+$995,1682026-08-07
Q2 2026GBIL
GOLDMAN SACHS ETF TR		ACCES TREASURY22,11331,497+9,384$2,215,556$3,154,759+$939,2032026-08-07
Q2 2026IYF
ISHARES TR		U.S. FINLS ETF37,95741,962+4,005$4,466,098$5,350,598+$884,5002026-08-07
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF1,69215,387+13,695$1,181,167$1,839,109+$657,9422026-08-07
Q2 2026EFA
ISHARES TR		MSCI EAFE ETF59,42061,678+2,258$5,771,474$6,407,172+$635,6982026-08-07
Q2 2026ITOT
ISHARES TR		CORE S&P TTL STK7,80610,589+2,783$1,111,927$1,739,591+$627,6642026-08-07
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F10,24114,221+3,980$789,699$1,215,792+$426,0932026-08-07
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF3,73123,391+19,660$1,635,362$2,014,945+$379,5832026-08-07
Q2 2026EWY
ISHARES INC		MSCI STH KOR ETF3,8074,103+296$468,299$828,395+$360,0962026-08-07
Q2 2026MUB
ISHARES TR		NATIONAL MUN ETF75,23077,176+1,946$7,985,676$8,305,704+$320,0282026-08-07
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT22,83824,806+1,968$1,463,465$1,767,494+$304,0292026-08-07
Q2 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF32,70738,677+5,970$820,956$1,120,102+$299,1462026-08-07
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF9,93110,264+333$1,234,623$1,522,255+$287,6322026-08-07
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT13,68514,557+872$954,540$1,205,935+$251,3952026-08-07
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF8,4118,680+269$1,650,364$1,891,846+$241,4822026-08-07
Q2 2026CGCP
CAPITAL GRP FIXED INCM ETF T		CORE PLUS INCM14,94525,789+10,844$333,882$574,844+$240,9622026-08-07
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF2,8103,415+605$600,549$827,900+$227,3512026-08-07
Q2 2026ESGU
ISHARES TR		ESG AWR MSCI USA9,2109,275+65$1,302,560$1,518,138+$215,5782026-08-07
Q2 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF25,00325,917+914$728,339$877,063+$148,7242026-08-07
Q2 2026SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF27,92129,816+1,895$691,064$825,929+$134,8652026-08-07
Q2 2026IWB
ISHARES TR		RUS 1000 ETF1,9041,977+73$678,936$809,968+$131,0322026-08-07
Q2 2026NCA
NUVEEN CALIFORNIA MUNI VLU F		COM STK52,65466,022+13,368$493,894$615,985+$122,0912026-08-07
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE7,7208,486+766$698,944$819,615+$120,6712026-08-07
Q2 2026PZT
INVESCO EXCH TRADED FD TR II		NY AMT FRE MUN7,92112,813+4,892$174,824$291,306+$116,4822026-08-07
Q2 2026VB
VANGUARD INDEX FDS		SMALL CP ETF2,3182,376+58$607,307$720,422+$113,1152026-08-07
Q2 2026ESGD
ISHARES TR		ESG AW MSCI EAFE7,1567,468+312$684,331$767,860+$83,5292026-08-07
Q2 2026TAXF
AMERICAN CENTY ETF TR		DIVERSIFIED MU12,79214,140+1,348$640,259$718,817+$78,5582026-08-07
Q2 2026LQD
ISHARES TR		IBOXX INV CP ETF9,58810,287+699$1,045,043$1,122,038+$76,9952026-08-07
Q2 2026EVUS
ISHARES TR		ESG AWR MSCI USA17,15417,717+563$546,063$622,051+$75,9882026-08-07
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF19,27419,293+19$494,197$567,814+$73,6172026-08-07
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF10,94411,065+121$591,568$660,492+$68,9242026-08-07
Q2 2026PPA
INVESCO EXCHANGE TRADED FD T		AEROSPACE DEFN4,0974,229+132$678,969$747,162+$68,1932026-08-07
Q2 2026QUAL
ISHARES TR		MSCI USA QLT FCT1,5611,658+97$299,531$363,888+$64,3572026-08-07
Q2 2026DFUS
DIMENSIONAL ETF TRUST		US EQUITY ETF5,3165,329+13$376,999$436,711+$59,7122026-08-07
Q2 2026DFUV
DIMENSIONAL ETF TRUST		US MKTWIDE VALUE8,7328,762+30$423,191$482,018+$58,8272026-08-07
Q2 2026IVE
ISHARES TR		S&P 500 VAL ETF2,2402,333+93$473,009$529,755+$56,7462026-08-07
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF1,6656,640+4,975$478,351$535,017+$56,6662026-08-07
Q2 2026AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT2,5462,549+3$205,195$245,992+$40,7972026-08-07
Q2 2026CGCV
CAPITAL GROUP CONSERVATIVE E		SHS6,8007,414+614$202,708$243,358+$40,6502026-08-07
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD3,5243,559+35$522,036$562,507+$40,4712026-08-07
Q2 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT3,9224,442+520$288,838$326,107+$37,2692026-08-07
Q2 2026USRT
ISHARES TR		CRE U S REIT ETF4,9815,085+104$301,287$337,955+$36,6682026-08-07
Q2 2026FNDX
SCHWAB STRATEGIC TR		FUNDAMENTAL US L7,2607,660+400$202,197$238,246+$36,0492026-08-07
Q2 2026NUBD
NUSHARES ETF TR		NUVEEN ESG US22,52824,170+1,642$500,351$535,008+$34,6572026-08-07
Q2 2026FAPR
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT5,8256,325+500$261,575$295,631+$34,0562026-08-07
Q2 2026NAC
NUVEEN CA DIVI ADV MUN		COM34,92535,789+864$406,877$433,764+$26,8872026-08-07
Q2 2026DLN
WISDOMTREE TR		US LARGECAP DIVD3,0633,078+15$273,652$296,475+$22,8232026-08-07
Q2 2026DFIV
DIMENSIONAL ETF TRUST		INTERNATNAL VAL9,1899,397+208$484,997$507,659+$22,6622026-08-07
Q2 2026FLOT
ISHARES TR		FLTG RATE NT ETF29,57329,756+183$1,506,767$1,519,087+$12,3202026-08-07
Q2 2026DVY
ISHARES TR		SELECT DIVID ETF1,9791,987+8$299,681$310,607+$10,9262026-08-07
Q2 2026IDU
ISHARES TR		U.S. UTILITS ETF6,9216,960+39$803,704$797,729-$5,9752026-08-07
Q2 2026CGMS
CAPITAL GRP FIXED INCM ETF T		US MULTI-SECTOR16,56816,625+57$451,158$454,364+$3,2062026-08-07
Q2 2026TDTT
FLEXSHARES TR		IBOXX 3R TARGT8,4598,473+14$205,048$202,608-$2,4402026-08-07

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