GERBER, LLC — 13F Holdings & Portfolio

CIK 2014164 · latest 13F-HR filed 2026-07-29

GERBER, LLC manages $212.6M in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DRSK (17.99%), QQQ (8.73%), FENI (8.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 5, added to 52, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
580 N FOURTH STREET
SUITE 400
COLUMBUS, OH 43215
Phone
(614) 431-4343
Filing Manager
GERBER, LLC
COLUMBUS, OH
Signatory
Erik Roemer
Chief Compliance Officer
Loading holdings…
AUM

$212.6M

Long-equity book

Holdings

96

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+14 / −5 / ↑52 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$4.1M +28.3%
  • INVESCO EXCH TRADED FD TR II$3.2M +34.0%
  • ETF SER SOLUTIONS$3.2M +9.1%
  • ARK ETF TR$2.3M +20.3%
  • ETF SER SOLUTIONS$2.0M +14.9%
Show all 52

Top Trims

  • COINBASE GLOBAL INC-$262.4K -27.4%
  • ACCENTURE PLC IRELAND-$152.1K -37.2%
  • EXXON MOBIL CORP-$63.0K -19.4%
  • EQT CORP-$46.8K -16.2%
  • FRANKLIN XRP TRUST-$42.0K -22.2%
Show all 9

New Positions

  • REX ETF TR$914.9K
  • MICRON TECHNOLOGY INC$305.0K
  • ISHARES TR$290.1K
  • APPLIED MATLS INC$282.0K
  • CATERPILLAR INC$279.0K
Show all 14

Exited Positions

  • FIDELITY WISE ORIGIN BITCOIN$212.9K
  • FS CREDIT OPPORTUNITIES CORP$71.8K
  • LISTED FDS TR$61.6K
  • SURGEPAYS INC$10.1K
  • REALPHA TECH CORP$4.6K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ETF SER SOLUTIONS DRSK 26922A388 $38.3M 17.99% 1,330,602 SH
2 INVESCO QQQ TR QQQ 46090E103 $18.6M 8.73% 25,197 SH
3 FIDELITY COVINGTON TRUST FENI 31609A404 $17.2M 8.10% 429,421 SH
4 ETF SER SOLUTIONS ACIO 26922A222 $15.3M 7.20% 331,625 SH
5 ARK ETF TR ARKK 00214Q104 $13.7M 6.43% 169,246 SH
6 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $12.7M 5.96% 41,810 SH
7 VICTORY PORTFOLIOS II VFLO 92647X830 $9.4M 4.40% 204,726 SH
8 NVIDIA CORPORATION NVDA 67066G104 $7.2M 3.40% 36,166 SH
9 AON PLC AON G0403H108 $6.5M 3.05% 19,553 SH
10 APPLE INC AAPL 037833100 $5.8M 2.72% 19,982 SH
11 AMPLIFY ETF TR BLOK 032108607 $5.6M 2.64% 89,771 SH
12 VANGUARD INDEX FDS VTI 922908769 $5.4M 2.52% 14,482 SH
13 ARK ETF TR ARKF 00214Q708 $3.7M 1.72% 92,707 SH
14 INTEL CORP INTC 458140100 $2.2M 1.02% 15,529 SH
15 WESTERN DIGITAL CORP WDC 958102105 $2.2M 1.02% 3,381 SH
16 EA SERIES TRUST FRDM 02072L607 $2.1M 0.99% 29,022 SH
17 INVESCO EXCH TRADED FD TR II QQQJ 46138G631 $2.1M 0.97% 45,200 SH
18 FIDELITY MERRIMACK STR TR FBND 316188309 $1.9M 0.91% 42,651 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $1.9M 0.88% 5,730 SH
20 ADVANCED MICRO DEVICES INC AMD 007903107 $1.7M 0.82% 2,992 SH
21 WORTHINGTON ENTERPRISES INC WOR 981811102 $1.7M 0.81% 32,108 SH
22 ETF SER SOLUTIONS QTUM 26922A420 $1.6M 0.77% 9,837 SH
23 MICROSOFT CORP MSFT 594918104 $1.6M 0.75% 4,273 SH
24 ETF SER SOLUTIONS OSCV 26922A446 $1.4M 0.65% 32,739 SH
25 VANGUARD INDEX FDS VTV 922908744 $1.4M 0.64% 6,200 SH
26 ISHARES TR IVV 464287200 $1.2M 0.58% 1,646 SH
27 ISHARES TR IJH 464287507 $1.2M 0.57% 15,780 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $986.3K 0.46% 1,971 SH
29 FORTINET INC FTNT 34959E109 $983.1K 0.46% 6,400 SH
30 TESLA INC TSLA 88160R101 $968.3K 0.46% 2,302 SH
31 REX ETF TR ATCL 761562859 $914.9K 0.43% 36,854 SH
32 ABBVIE INC ABBV 00287Y109 $912.6K 0.43% 3,626 SH
33 VANGUARD STAR FDS VXUS 921909768 $880.7K 0.41% 10,302 SH
34 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $846.7K 0.40% 1,134 SH
35 ALTRIA GROUP INC MO 02209S103 $812.9K 0.38% 11,298 SH
36 ISHARES TR SOXX 464287523 $811.9K 0.38% 1,267 SH
37 WORTHINGTON STL INC WS 982104101 $809.5K 0.38% 24,108 SH
38 ALPHABET INC GOOG 02079K107 $764.9K 0.36% 2,165 SH
39 VALERO ENERGY CORP VLO 91913Y100 $701.1K 0.33% 2,692 SH
40 AMAZON COM INC AMZN 023135106 $697.7K 0.33% 2,927 SH
41 COINBASE GLOBAL INC COIN 19260Q107 $693.8K 0.33% 4,746 SH
42 MASTERCARD INCORPORATED MA 57636Q104 $644.6K 0.30% 1,255 SH
43 ANALOG DEVICES INC ADI 032654105 $606.6K 0.29% 1,527 SH
44 ALPHABET INC GOOGL 02079K305 $603.7K 0.28% 1,689 SH
45 CISCO SYS INC CSCO 17275R102 $572.3K 0.27% 4,872 SH
46 INVESCO EXCHANGE TRADED FD T PHO 46137V142 $541.2K 0.25% 7,835 SH
47 MONOPAR THERAPEUTICS INC MNPR 61023L207 $518.6K 0.24% 5,601 SH
48 ISHARES TR IWM 464287655 $511.8K 0.24% 1,703 SH
49 AMGEN INC AMGN 031162100 $494.2K 0.23% 1,365 SH
50 HOWMET AEROSPACE INC HWM 443201108 $493.1K 0.23% 1,834 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $212.6M 96 0001951757-26-001078
2026-03-31 2026-04-22 $179.1M 88 0001951757-26-000705
2025-12-31 2026-01-21 $179.3M 86 0001951757-26-000236