Koa Wealth Management, LLC
CIK: 0002022118SEC EDGAR →
Portfolio Value
$145.6M
Holdings
58
As of
Q4 2025
New Positions
58
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 38,868 | $19.5M | 13.41% |
| 2 | APPLE INC | 57,295 | $15.6M | 10.70% |
| 3 | ALPHABET INC | 32,742 | $10.2M | 7.04% |
| 4 | ISHARES TR | 77,798 | $7.8M | 5.36% |
| 5 | HALOZYME THERAPEUTICS INC | 93,108 | $6.3M | 4.30% |
| 6 | ISHARES TR | 69,049 | $5.7M | 3.93% |
| 7 | DANAHER CORPORATION | 20,638 | $4.7M | 3.24% |
| 8 | NEWMONT CORP | 40,376 | $4.0M | 2.77% |
| 9 | AMAZON COM INC | 16,954 | $3.9M | 2.69% |
| 10 | AMERICAN TOWER CORP NEW | 21,200 | $3.7M | 2.56% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (58)
$19.5M · 39K shares
$15.6M · 57K shares
$10.2M · 33K shares
$7.8M · 78K shares
$6.3M · 93K shares
$5.7M · 69K shares
$4.7M · 21K shares
$4.0M · 40K shares
$3.9M · 17K shares
$3.7M · 21K shares
$3.5M · 23K shares
$3.5M · 2K shares
$3.3M · 9K shares
$3.1M · 19K shares
$2.9M · 66K shares
$2.9M · 11K shares
$2.4M · 4K shares
$2.3M · 26K shares
$2.2M · 7K shares
$2.2M · 49K shares
$2.2M · 9K shares
$2.1M · 4K shares
$2.0M · 12K shares
$2.0M · 46K shares
$1.9M · 44K shares
$1.8M · 46K shares
$1.7M · 3K shares
$1.7M · 9K shares
$1.6M · 12K shares
$1.6M · 33K shares
$1.2M · 5K shares
$1.2M · 3K shares
$1.1M · 8K shares
$1.1M · 10K shares
$1.0M · 26K shares
$1.0M · 8K shares
$953K · 3K shares
$936K · 8K shares
$902K · 13K shares
$894K · 25K shares
$857K · 4K shares
$705K · 1K shares
$607K · 989 shares
$594K · 7K shares
$580K · 18K shares
$575K · 3K shares
$496K · 5K shares
$397K · 583 shares
$393K · 2K shares
$360K · 5K shares
$282K · 328 shares
$251K · 4K shares
$238K · 2K shares
$224K · 120K shares
$205K · 3K shares
$139K · 50K shares
$88K · 10K shares
$71K · 26K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $41.5M | 28.5% |
| Unknown | 6 | $25.6M | 17.6% |
| Technology | 5 | $22.1M | 15.2% |
| Healthcare | 9 | $15.9M | 11.0% |
| Communication Services | 1 | $10.2M | 7.0% |
| Consumer Cyclical | 4 | $10.0M | 6.9% |
| Real Estate | 3 | $7.1M | 4.9% |
| Basic Materials | 2 | $6.9M | 4.8% |
| Consumer Defensive | 4 | $3.4M | 2.4% |
| Industrials | 3 | $2.3M | 1.6% |
| Utilities | 1 | $496K | 0.3% |