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

  1. BRK.B BERKSHIRE HATHAWAY INC DEL — $19.4M (12.6%)
  2. AAPL APPLE INC — $18.6M (12.0%)
  3. GOOGL ALPHABET INC — $11.5M (7.5%)
  4. SGOV ISHARES TR — $10.3M (6.7%)
  5. HALO HALOZYME THERAPEUTICS INC — $10.3M (6.6%)
  6. SHY ISHARES TR — $5.67M (3.7%)
  7. DHR DANAHER CORPORATION — $4.82M (3.1%)
  8. AMZN AMAZON COM INC — $4.76M (3.1%)
  9. NEM NEWMONT CORP — $4.43M (2.9%)
  10. V Visa Inc — $4.06M (2.6%)