Koa Wealth Management, LLC — 13F holdings
Koa Wealth Management, LLC reported 55 holdings worth $154M in its 13F filing for Q3 2026, filed October 14, 2026.
Largest positions
- BRK.B BERKSHIRE HATHAWAY INC DEL — $19.4M (12.6%)
- AAPL APPLE INC — $18.6M (12.0%)
- GOOGL ALPHABET INC — $11.5M (7.5%)
- SGOV ISHARES TR — $10.3M (6.7%)
- HALO HALOZYME THERAPEUTICS INC — $10.3M (6.6%)
- SHY ISHARES TR — $5.67M (3.7%)
- DHR DANAHER CORPORATION — $4.82M (3.1%)
- AMZN AMAZON COM INC — $4.76M (3.1%)
- NEM NEWMONT CORP — $4.43M (2.9%)
- V Visa Inc — $4.06M (2.6%)