Koa Wealth Management, LLC
Koa Wealth Management, LLC reported 54 positions worth $147.1M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: BRK-B (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $19.4M | 13.18% | 38,722 | — | — | |
| ▸ 2 | AAPL | SH | $16.4M | 11.16% | 56,710 | — | — | |
| ▸ 3 | GOOGL | SH | $11.3M | 7.71% | 31,741 | — | — | |
| ▸ 4 | SGOV | SH | $10.1M | 6.87% | 100,322 | — | — | |
| ▸ 5 | HALO | SH | $7.4M | 5.02% | 94,333 | — | — | |
| ▸ 6 | SHY | SH | $6.0M | 4.08% | 73,075 | — | — | |
| ▸ 7 | AMZN | SH | $4.4M | 2.97% | 18,338 | — | — | |
| ▸ 8 | DHR | SH | $4.2M | 2.84% | 21,917 | — | — | |
| ▸ 9 | BX | SH | $4.2M | 2.82% | 35,297 | — | — | |
| ▸ 10 | FICO | SH | $4.0M | 2.69% | 3,313 | — | — |
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Frequently Asked Questions
What stocks does Koa Wealth Management, LLC hold as of Q2 2026?
Koa Wealth Management, LLC reported 54 positions worth $147.1M in its Q2 2026 13F filing. Largest positions: BRK-B (13.2%), AAPL (11.2%), GOOGL (7.7%), SGOV (6.9%) and HALO (5.0%).
What did Koa Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Koa Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.