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Gerber, LLC

SEC CIK
0002014164
Latest filing
Jul 29, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 22, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
87
+1 vs. Q4 2025
Portfolio value
$176.8M
−$2.48M (−1.4%) vs. Q4 2025
Filed
Apr 22, 2026
SEC
Holdings of Gerber, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETF Ser Solutions26922A388APTUS DEFINED1,282,730$35.1M19.8%+52,619+4.3%Added–
Fidelity Covington Trust31609A404ENHANCED INTL423,859$15.8M8.9%+8,439+2.0%Added–
Invesco QQQ Trust Series I46090E103ETF25,061$14.5M8.2%+193+0.8%Added–
ETF Ser Solutions26922A222APTUS COLLRD INV317,453$13.3M7.5%+18,015+6.0%Added–
ARK Innovation ETF00214Q104ETF168,280$11.4M6.4%−656−0.4%Reduced–
Invesco Nasdaq 100 ETF46138G649ETF39,768$9.45M5.3%+7,322+22.6%Added–
Victory Portfolios II92647X830SHS FR CA FL ETF190,632$7.53M4.3%+130,498+217.0%Added–
AONAon plcCL A19,553$6.31M3.6%00.0%UnchangedHistory
NVDANVIDIA CorpStock36,160$6.31M3.6%+244+0.7%AddedHistory
AAPLApple Inc.Stock20,182$5.12M2.9%−1,246−5.8%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF14,464$4.64M2.6%+10.0%Added–
Amplify Blockchain Technology ETF032108607ETF89,745$4.47M2.5%+320.0%Added–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF92,707$3.52M2.0%00.0%Unchanged–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF42,770$1.95M1.1%+10,645+33.1%Added–
JPMJPMorgan Chase & CoStock5,725$1.68M1.0%+366+6.8%AddedHistory
WORWorthington Enterprises, Inc.COM32,108$1.67M0.9%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10045,356$1.64M0.9%00.0%Unchanged–
MSFTMicrosoft CorpStock4,263$1.58M0.9%+36+0.9%AddedHistory
Ea Series Trust02072L607FREEDOM 100 EM25,246$1.38M0.8%+3,613+16.7%Added–
Vanguard Morningstar Value ETF922908744ETF6,196$1.22M0.7%+30.0%Added–
iShares Core S&P 500 ETF464287200ETF1,685$1.10M0.6%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF15,780$1.07M0.6%−270−1.7%Reduced–
ETF Ser Solutions26922A446OPUS SML CP VL24,491$965.9K0.5%+8,164+50.0%Added–
COINCoinbase Global, Inc.COM CL A5,476$956.2K0.5%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,971$944.5K0.5%00.0%UnchangedHistory
WDCWestern Digital CorpCOM3,381$914.5K0.5%00.0%UnchangedHistory
TSLATesla, Inc.Stock2,302$855.8K0.5%+10+0.4%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F10,294$793.8K0.4%+20.0%Added–
ABBVAbbVie Inc.Stock3,626$788.7K0.4%00.0%UnchangedHistory
MOAltria Group, Inc.Stock11,296$745.4K0.4%+4,764+72.9%AddedHistory
WSWorthington Steel, Inc.COM SHS24,108$731.7K0.4%00.0%UnchangedHistory
INTCIntel CorpStock15,522$685.0K0.4%00.0%UnchangedHistory
VLOValero Energy CorpStock2,692$665.1K0.4%00.0%UnchangedHistory
MAMastercard IncStock1,255$627.1K0.4%+7+0.6%AddedHistory
GOOGAlphabet Inc.Stock2,165$621.0K0.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock2,927$609.7K0.3%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock2,992$608.7K0.3%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V142WATER RES ETF7,835$523.8K0.3%00.0%Unchanged–
FTNTFortinet, Inc.Stock6,400$523.0K0.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock1,694$487.2K0.3%+140+9.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF747$485.9K0.3%+3+0.4%AddedHistory
ADIAnalog Devices IncStock1,526$485.5K0.3%+2+0.1%AddedHistory
AMGNAmgen IncStock1,365$480.2K0.3%00.0%UnchangedHistory
ORCLOracle CorpStock3,137$461.5K0.3%+10.0%AddedHistory
iShares Russell 2000 ETF464287655ETF1,793$444.8K0.3%+696+63.4%Added–
Defiance Quantum ETF26922A420ETF4,051$434.7K0.2%+217+5.7%Added–
HWMHowmet Aerospace Inc.Stock1,834$422.7K0.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock1,712$418.5K0.2%00.0%UnchangedHistory
iShares Semiconductor ETF464287523ETF1,267$416.3K0.2%+1+0.1%Added–
ACNAccenture plcStock2,059$408.3K0.2%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM2,140$385.6K0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock4,871$378.0K0.2%+21+0.4%AddedHistory
XOMExxonMobil Holdings CorpCOM1,916$325.1K0.2%00.0%UnchangedHistory
RTXRTX CorpStock1,680$324.1K0.2%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF2,593$322.3K0.2%−147−5.4%Reduced–
LLYEli Lilly & CoStock340$312.7K0.2%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF3,426$310.2K0.2%+69+2.1%Added–
MNPRMonopar TherapeuticsCOM NEW5,601$306.9K0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock536$306.7K0.2%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF4,710$301.8K0.2%00.0%Unchanged–
PMPhilip Morris International Inc.Stock1,777$293.8K0.2%+1+0.1%AddedHistory
AVGOBroadcom Inc.Stock946$292.7K0.2%−16−1.7%ReducedHistory
EQTEQT CorpStock4,538$288.8K0.2%+12+0.3%AddedHistory
ECLEcolab Inc.Stock1,050$279.3K0.2%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock944$274.2K0.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock831$273.2K0.2%+2+0.2%AddedHistory
SOSouthern CoStock2,788$269.1K0.2%+5+0.2%AddedHistory
DISWalt Disney CoStock2,778$267.7K0.2%+11+0.4%AddedHistory
ARK ETF Tr00214Q203AUTNMUS TECHNLGY2,337$262.8K0.1%−57−2.4%Reduced–
iShares MSCI Eafe ETF464287465ETF2,666$258.9K0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock2,082$250.4K0.1%+10.0%AddedHistory
LOWLowes Companies IncStock1,049$247.8K0.1%00.0%UnchangedHistory
BACBank of America CorpStock5,032$245.3K0.1%−351−6.5%ReducedHistory
TJXTJX Companies IncStock1,535$245.2K0.1%+1,535NewHistory
CCJCameco CorpStock2,170$235.7K0.1%+2,170NewHistory
KMIKinder Morgan, Inc.Stock6,557$219.9K0.1%+6,557NewHistory
PCARPaccar IncCOM1,882$217.4K0.1%00.0%UnchangedHistory
FBTCFidelity Wise Origin Bitcoin FundSHS3,606$212.9K0.1%+25+0.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF347$207.5K0.1%+1+0.3%Added–
NINisource Inc.COM4,339$202.5K0.1%+4,339NewHistory
XRPZFranklin XRP TrustFRANKLIN XRP ETF12,958$189.1K0.1%+12,958NewHistory
FSCOFS Credit Opportunities Corp.COMMON STOCK14,077$71.8K<0.1%00.0%UnchangedHistory
Listed FDS Tr53656G191TEUCRIUM 2X LONG16,034$61.6K<0.1%+16,034New–
RMNIRimini Street, Inc.COM12,915$42.4K<0.1%−5,000−27.9%ReducedHistory
SURGSurgePays, Inc.COM NEW13,400$10.1K<0.1%00.0%UnchangedHistory
GOSSGossamer Bio, Inc.COM28,249$9.28K<0.1%00.0%UnchangedHistory
AIREreAlpha Tech Corp.COM19,000$4.62K<0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Gerber, LLC in Q1 2026
SecurityClassPutsCalls
Altimmune Inc02155H900CALL–$2.31M

Sold out since Q4 2025 (5)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Gerber, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Pacer US Cash Cows 100 ETF69374H881ETF78,317$4.71M2.6%–
Vanguard Dividend Appreciation ETF921908844ETF1,329$292.0K0.2%–
IBMInternational Business Machines CorpStock812$240.5K0.1%History
PLTRPalantir Technologies Inc.Stock1,283$228.1K0.1%History
State Street Financial Select Sector SPDR ETF81369Y605ETF4,024$220.4K0.1%–