Koa Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Koa Wealth Management, LLC held in its portfolio 58 assets valued at $145,636,632 (i.e. $145.64M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($19.54M), APPLE INC ($15.58M), and ALPHABET INC ($10.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Koa Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 38868 | 19537000 | CL B NEW |
| APPLE INC | 57295 | 15576131 | COM |
| ALPHABET INC | 32742 | 10248246 | CAP STK CL A |
| ISHARES TR | 77798 | 7809363 | 0-3 MNTH TREASRY |
| HALOZYME THERAPEUTICS INC | 93108 | 6266168 | COM |
| ISHARES TR | 69049 | 5718638 | 1 3 YR TREAS BD |
| DANAHER CORPORATION | 20638 | 4724485 | COM |
| NEWMONT CORP | 40376 | 4031578 | COM |
| AMAZON COM INC | 16954 | 3913257 | COM |
| AMERICAN TOWER CORP NEW | 21200 | 3722111 | COM |
| BLACKSTONE INC | 22598 | 3483189 | COM |
| FAIR ISAAC CORP | 2045 | 3457318 | COM |
| VISA INC | 9480 | 3324731 | COM CL A |
| PHILIP MORRIS INTL INC | 19186 | 3077434 | COM |
| BARRICK MNG CORP | 66368 | 2890326 | COM SHS |
| CME GROUP INC | 10581 | 2889438 | COM |
| THERMO FISHER SCIENTIFIC INC | 4166 | 2414255 | COM |
| VANECK ETF TRUST | 26443 | 2268000 | GOLD MINERS ETF |
| HOME DEPOT INC | 6529 | 2246503 | COM |
| BROOKFIELD CORP | 48593 | 2229933 | CL A LTD VT SH |
| LOWES COS INC | 8970 | 2163124 | COM |
| MICROSOFT CORP | 4346 | 2102017 | COM |
| INTERCONTINENTAL EXCHANGE IN | 12333 | 1997453 | COM |
| GLOBAL X FDS | 46147 | 1971861 | GLOBAL X URANIUM |
| SELECT SECTOR SPDR TR | 43780 | 1868975 | STATE STREET UTI |
| REXFORD INDL RLTY INC | 45860 | 1775682 | COM |
| MASTERCARD INCORPORATED | 3036 | 1733192 | CL A |
| RH | 9366 | 1677919 | COM |
| PROLOGIS INC. | 12477 | 1592752 | COM |
| GLOBAL X FDS | 32637 | 1559722 | US INFR DEV ETF |
| WASTE MGMT INC DEL | 5335 | 1172153 | COM |
| VERTEX PHARMACEUTICALS INC | 2583 | 1171029 | COM |
| PEPSICO INC | 8007 | 1149225 | COM |
| WALMART INC | 9720 | 1082905 | COM |
| COPART INC | 25986 | 1017352 | COM |
| ISHARES TR | 8490 | 1013282 | 3 7 YR TREAS BD |
| AON PLC | 2702 | 953482 | SHS CL A |
| PRICESMART INC | 7630 | 936015 | COM |
| FIRST TR EXCHANGE TRADED FD | 12629 | 902342 | NASDAQ CYB ETF |
| GLOBAL X FDS | 24679 | 894120 | RBTCS ARTFL INTE |
| VANGUARD SPECIALIZED FUNDS | 3904 | 857965 | DIV APP ETF |
| ISHARES TR | 1030 | 705488 | CORE S&P500 ETF |
| INVESCO QQQ TR | 989 | 607724 | UNIT SER 1 |
| ISHARES GOLD TR | 7330 | 594976 | ISHARES NEW |
| MBX BIOSCIENCES INC | 18413 | 580746 | COM |
| NVIDIA CORPORATION | 3088 | 575928 | COM |
| CONSOLIDATED EDISON INC | 5000 | 496600 | COM |
| SPDR S&P 500 ETF TR | 583 | 397590 | TR UNIT |
| QUALCOMM INC | 2300 | 393415 | COM |
| AVIDITY BIOSCIENCES INC | 5000 | 360650 | COM |
| COSTCO WHSL CORP NEW | 328 | 282846 | COM |
| ISHARES TR | 3809 | 251394 | CORE S&P MCP ETF |
| ISHARES TR | 1986 | 238677 | CORE S&P SCP ETF |
| PACIFIC BIOSCIENCES CALIF IN | 120000 | 224400 | COM |
| DEXCOM INC | 3100 | 205747 | COM |
| CONNECT BIOPHARMA HLDGS LTD | 49600 | 139872 | SHS |
| PURECYCLE TECHNOLOGIES INC | 10300 | 88477 | COM |
| PERSPECTIVE THERAPEUTICS INC | 25975 | 71431 | COM NEW |
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