account_balance
Investment manager · 13F filer · SEC CIK 2022118
Koa Wealth Management, LLC
Reported value$154Mas of Sep 30, 2026
Positions55 3 new, 2 sold out
Top 10 weight60.8%BRK-B alone is 13%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
12.6%
AAPLApple Inc.
12.0%
GOOGLAlphabet Inc.
7.5%Added +5%
SGOViShares Tr
6.7%Added +2%
HALOHalozyme Therapeutics, Inc.
6.6%
SHYiShares Tr
3.7%Trimmed −5%
DHRDanaher Corp
3.1%
AMZNAmazon.com Inc
3.1%Added +4%
NEMNewmont Corp
2.9%−2%
VVisa Inc.
2.6%−2%
BXBlackstone Inc.
2.5%−2%
MSFTMicrosoft Corp
2.3%+43%
BRK-BBerkshire Hathaway Inc
12.6%
AAPLApple Inc.
12.0%
GOOGLAlphabet Inc.
7.5%+5%
SGOViShares Tr
6.7%+2%
HALOHalozyme Therapeutics, Inc.
6.6%
SHY3.7%
DHRDanaher Corp
3.1%
AMZNAmazon.com Inc
3.1%
NEM2.9%V2.6%BX2.5%MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 12.6% HeldAAPL Apple Inc. 12.0% HeldGOOGL Alphabet Inc. 7.5% Added +5%
SGOV iShares Tr 6.7% Added +2%
HALO Halozyme Therapeutics, Inc. 6.6% HeldSHY iShares Tr 3.7% Trimmed −5%
DHR Danaher Corp 3.1% HeldAMZN Amazon.com Inc 3.1% Added +4%NEM Newmont Corp 2.9% Trimmed −2%V Visa Inc. 2.6% Trimmed −2%BX Blackstone Inc. 2.5% Trimmed −2%MSFT Microsoft Corp 2.3% Added +43%What changed
Biggest moves since Jun 30, 2026
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