Gerber Kawasaki Wealth & Investment Management quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Gerber Kawasaki Wealth & Investment Management opened 27 positions, added to 80, reduced 66, sold out of 12 and left 2 unchanged. The largest increase in value was MU (+$39,182,912); the largest decrease was NFLX (-$7,489,861).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 839,990; Shares 2026-06-30 838,142.
- TSLA: Country of operation United States; Class COM; Shares 2026-03-31 282,979; Shares 2026-06-30 279,997.
- AXON: Country of operation United States; Class COM; Shares 2026-03-31 57,533; Shares 2026-06-30 56,682.
- TER: Country of operation United States; Class COM; Shares 2026-03-31 25,531; Shares 2026-06-30 23,553.
Two Form 13F-HR filings compared (SEC CIK 1666736): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-07). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 839,990 | 838,142 | -1,848 | $146,521,460 | $167,703,985 | +$21,182,525 |
|---|
TSLA
TESLA INC | United States | COM | 282,979 | 279,997 | -2,982 | $105,211,042 | $117,766,810 | +$12,555,768 |
|---|
AXON
AXON ENTERPRISE INC | United States | COM | 57,533 | 56,682 | -851 | $24,433,694 | $31,776,497 | +$7,342,803 |
|---|
TER
TERADYNE INC | United States | COM | 25,531 | 23,553 | -1,978 | $7,569,170 | $11,396,069 | +$3,826,899 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 20,882 | 20,715 | -167 | $3,347,837 | $7,064,541 | +$3,716,704 |
|---|
IAU
GOLD TR | United States | ISHARES NEW | 126,520 | 109,489 | -17,031 | $11,154,001 | $8,267,528 | -$2,886,473 |
|---|
KTOS
KRATOS DEFENSE &SEC SOLUTIO | United States | COM NEW | 84,332 | 67,246 | -17,086 | $5,946,252 | $3,352,888 | -$2,593,364 |
|---|
HD
HOME DEPOT INC | United States | COM | 27,235 | 19,556 | -7,679 | $8,943,024 | $6,897,196 | -$2,045,828 |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 56,485 | 33,485 | -23,000 | $4,013,082 | $2,416,274 | -$1,596,808 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 16,876 | 10,865 | -6,011 | $1,671,608 | $3,236,782 | +$1,565,174 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 9,719 | 3,462 | -6,257 | $2,355,881 | $973,711 | -$1,382,170 |
|---|
MGM
MGM RESORTS INTERNATIONAL | United States | COM | 85,710 | 41,449 | -44,261 | $3,172,131 | $1,981,692 | -$1,190,439 |
|---|
DELL
DELL TECHNOLOGIES INC | United States | CL C | 4,594 | 4,226 | -368 | $754,091 | $1,823,713 | +$1,069,622 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 2,397 | 2,343 | -54 | $819,344 | $1,694,695 | +$875,351 |
|---|
DIS
DISNEY WALT CO | United States | COM | 70,342 | 62,025 | -8,317 | $6,779,602 | $5,969,962 | -$809,640 |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 4,417 | 4,331 | -86 | $3,013,440 | $2,205,865 | -$807,575 |
|---|
WMT
WALMART INC | United States | COM | 43,520 | 41,213 | -2,307 | $5,408,712 | $4,667,840 | -$740,872 |
|---|
JPM
JPMORGAN CHASE &CO | United States | COM | 23,023 | 22,544 | -479 | $6,772,557 | $7,379,515 | +$606,958 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 8,516 | 8,367 | -149 | $3,664,354 | $3,082,237 | -$582,117 |
|---|
VICI
VICI PPTYS INC | United States | COM | 345,518 | 333,333 | -12,185 | $9,427,813 | $8,850,015 | -$577,798 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 2,516 | 1,179 | -1,337 | $826,812 | $371,219 | -$455,593 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 12,910 | 12,832 | -78 | $2,190,323 | $1,754,420 | -$435,903 |
|---|
QCOM
QUALCOMM INC | United States | COM | 6,681 | 6,680 | -1 | $860,493 | $1,234,503 | +$374,010 |
|---|
TKO
TKO GROUP HOLDINGS INC | United States | CL A | 6,622 | 5,065 | -1,557 | $1,335,449 | $1,019,728 | -$315,721 |
|---|
M
MACYS INC | United States | COM | 50,258 | 50,184 | -74 | $909,167 | $1,181,833 | +$272,666 |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 1,845 | 1,018 | -827 | $633,420 | $360,886 | -$272,534 |
|---|
URI
UNITED RENTALS INC | United States | COM | 651 | 638 | -13 | $474,293 | $723,075 | +$248,782 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 2,343 | 2,293 | -50 | $1,416,436 | $1,168,369 | -$248,067 |
|---|
ADBE
ADOBE INC | United States | COM | 2,552 | 1,952 | -600 | $620,340 | $400,198 | -$220,142 |
|---|
F
FORD MTR CO DEL | United States | COM | 55,675 | 33,041 | -22,634 | $642,502 | $459,270 | -$183,232 |
|---|
UMBF
UMB FINL CORP | United States | COM | 6,782 | 6,621 | -161 | $765,020 | $945,228 | +$180,208 |
|---|
GENI
GENIUS SPORTS LIMITED | | SHARES CL A | 166,856 | 92,670 | -74,186 | $739,174 | $561,579 | -$177,595 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 9,751 | 7,526 | -2,225 | $489,511 | $318,651 | -$170,860 |
|---|
GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 5,951 | 4,944 | -1,007 | $551,600 | $392,653 | -$158,947 |
|---|
PFE
PFIZER INC | United States | COM | 21,442 | 19,574 | -1,868 | $602,111 | $471,349 | -$130,762 |
|---|
LEN
LENNAR CORP | United States | CL A | 5,471 | 3,853 | -1,618 | $475,158 | $348,688 | -$126,470 |
|---|
BX
BLACKSTONE INC | United States | COM | 36,742 | 35,012 | -1,730 | $4,244,629 | $4,119,878 | -$124,751 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 3,219 | 2,333 | -886 | $330,588 | $211,756 | -$118,832 |
|---|
ABBV
ABBVIE INC | United States | COM | 4,932 | 4,706 | -226 | $1,072,775 | $1,184,420 | +$111,645 |
|---|
ONON
ON HLDG AG | Switzerland | NAMEN AKT A | 10,341 | 6,801 | -3,540 | $351,801 | $240,891 | -$110,910 |
|---|
BAC
BANK OF AMER CORP | United States | COM | 15,551 | 15,203 | -348 | $758,127 | $866,318 | +$108,191 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 1,824 | 1,406 | -418 | $419,142 | $313,474 | -$105,668 |
|---|
P
EVERPURE INC | United States | CL A | 7,050 | 6,528 | -522 | $416,232 | $514,341 | +$98,109 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 2,637 | 2,447 | -190 | $348,099 | $254,434 | -$93,665 |
|---|
T
AT&T INC | United States | COM | 11,037 | 11,000 | -37 | $319,986 | $227,719 | -$92,267 |
|---|
RIVN
RIVIAN AUTOMOTIVE INC | United States | COM CL A | 68,954 | 65,048 | -3,906 | $1,037,760 | $1,128,585 | +$90,825 |
|---|
TTWO
TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 1,466 | 1,454 | -12 | $289,537 | $363,471 | +$73,934 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 1,240 | 1,074 | -166 | $609,610 | $538,897 | -$70,713 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 6,595 | 6,469 | -126 | $590,853 | $661,158 | +$70,305 |
|---|
ABNB
AIRBNB INC | United States | COM CL A | 4,244 | 4,233 | -11 | $535,933 | $605,742 | +$69,809 |
|---|
DE
DEERE & CO | United States | COM | 1,897 | 1,780 | -117 | $1,069,095 | $1,129,327 | +$60,232 |
|---|
BLK
BLACKROCK INC | United States | COM | 314 | 252 | -62 | $302,011 | $243,004 | -$59,007 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 834 | 642 | -192 | $705,674 | $650,106 | -$55,568 |
|---|
RTX
RTX CORPORATION | United States | COM | 8,272 | 8,122 | -150 | $1,595,769 | $1,541,167 | -$54,602 |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 559 | 510 | -49 | $200,658 | $252,795 | +$52,137 |
|---|
NET
CLOUDFLARE INC | United States | CL A COM | 3,051 | 2,777 | -274 | $629,543 | $681,143 | +$51,600 |
|---|
SBAC
SBA COMMUNICATIONS CORP | United States | CL A | 1,406 | 1,163 | -243 | $241,989 | $205,227 | -$36,762 |
|---|
EA
ELECTRONIC ARTS INC | United States | COM | 1,334 | 1,182 | -152 | $272,099 | $242,430 | -$29,669 |
|---|
AMGN
AMGEN INC | United States | COM | 7,505 | 7,362 | -143 | $2,640,932 | $2,666,014 | +$25,082 |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 789 | 766 | -23 | $342,626 | $318,132 | -$24,494 |
|---|
MRP
MILLROSE PPTYS INC | United States | COM CL A | 12,968 | 11,277 | -1,691 | $363,128 | $338,888 | -$24,240 |
|---|
AMT
AMERICAN TOWER CORP | United States | COM | 1,385 | 1,341 | -44 | $239,073 | $219,446 | -$19,627 |
|---|
IOT
SAMSARA INC | United States | COM CL A | 20,187 | 20,092 | -95 | $639,726 | $651,583 | +$11,857 |
|---|
NU
NU HLDGS LTD | | ORD SHS CL A | 10,004 | 10,001 | -3 | $143,757 | $133,613 | -$10,144 |
|---|
AEE
AMEREN CORP | United States | COM | 2,683 | 2,554 | -129 | $295,017 | $288,729 | -$6,288 |
|---|
ORCL
ORACLE CORP | United States | COM | 9,065 | 9,011 | -54 | $1,325,408 | $1,320,702 | -$4,706 |
|---|