Gerber Kawasaki Wealth & Investment Management has disclosed its latest 13F-HR report, which details the firm’s investment positions as of September 30, 2026. This filing is significant as it reveals the company's asset management strategies and provides insights into its portfolio composition.

According to the filing, Gerber Kawasaki reported a total value of approximately $3.93 billion in assets under management. This figure represents the firm’s ongoing commitment to managing investments effectively in a competitive landscape.

Background

Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, California, specializes in investment management services. The firm operates under the Central Index Key (CIK) 0001666736 and is classified as an "other" entity type. The company is not publicly traded and does not have a stock ticker.

Recent filings from Gerber Kawasaki include various forms, with the latest 13F-HR submitted on October 29, 2026. Other recent filings include N-PX forms and additional 13F-HR reports dating back to August 2026.

What the Filing Says

The filing outlines the firm’s investment holdings as of September 30, 2026, with a total of 403 positions reported. The summary page indicates that the firm has maintained a substantial portfolio, reflecting its strategic investment choices in various sectors.

Impact

This update may affect various stakeholders, including clients, competitors, and the broader investment community. Investors and analysts will be particularly interested in how Gerber Kawasaki's asset management strategies align with current market trends and economic conditions.

What's Next

The filing does not specify any upcoming actions or events following this report. Stakeholders will likely await further updates from the firm regarding its investment strategies and performance in the coming quarters.