Institutions / Koa Wealth Management, LLC
Koa Wealth Management, LLC
CIK 2022118 · Institution · as of Dec 31, 2025
Portfolio value
$145.64M
Positions
58
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 58 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $19.54M | 13.4% |
| Apple Inc. | $15.58M | 10.7% |
| Alphabet Inc. | $10.25M | 7.0% |
| iShares Tr | $7.81M | 5.4% |
| Halozyme Therapeutics Inc | $6.27M | 4.3% |
| iShares Tr | $5.72M | 3.9% |
| Danaher Corp /De | $4.72M | 3.2% |
| Newmont Corp | $4.03M | 2.8% |
| Amazon.com Inc | $3.91M | 2.7% |
| American Tower Corp | $3.72M | 2.6% |
| Blackstone Inc | $3.48M | 2.4% |
| Fair Isaac Corp | $3.46M | 2.4% |
| Visa Inc | $3.32M | 2.3% |
| Philip Morris International Inc. | $3.08M | 2.1% |
| Barrick Mng Corp | $2.89M | 2.0% |
| CME Group Inc | $2.89M | 2.0% |
| Thermo Fisher Scientific Inc. | $2.41M | 1.7% |
| VanEck ETF Trust | $2.27M | 1.6% |
| Home Depot, Inc. | $2.25M | 1.5% |
| Brookfield Corp | $2.23M | 1.5% |
| Lowes Companies Inc | $2.16M | 1.5% |
| Microsoft Corp | $2.10M | 1.4% |
| Intercontinental Exchange, Inc. | $2.00M | 1.4% |
| Global X Fds | $1.97M | 1.4% |
| Select Sector SPDR Tr | $1.87M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.