Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $135 Billion
  • Q3 2025

Koa Wealth Management, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $19.6B, Apple Inc. with a value of $15.3B, Alphabet Inc. with a value of $8.14B, Halozyme Therapeutics, Inc. with a value of $6.35B, and Ishares Trishares 0 3 Mnth Tre with a value of $6.17B.

Examining the 13F form we can see an increase of $8.93B in the current position value, from $126B to 135B.

Koa Wealth Management, LLC is based out at Encinitas, CA

Below you can find more details about Koa Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
Financial Services: $30.1 Billion
ETFs: $25.8 Billion
Technology: $20.9 Billion
Healthcare: $14.1 Billion
Consumer Cyclical: $10.9 Billion
Consumer Defensive: $8.85 Billion
Communication Services: $8.14 Billion
Real Estate: $6.69 Billion
Other: $4.83 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$19.6 Billion 14.52% of portfolio
38,941
Q3 2025 Reduced 0.21%
$4.3T
$15.3 Billion 11.35% of portfolio
60,105
Q3 2025 Reduced 2.74%
$1.65T
$8.14 Billion 6.04% of portfolio
33,499
Q3 2025 Reduced 9.45%
$2.39T
$3.68 Billion 2.73% of portfolio
16,740
Q3 2025 Reduced 3.13%
$533B
$3.22 Billion 2.39% of portfolio
9,428
Q3 2025 Added 0.29%
$237B
$2.74 Billion 2.03% of portfolio
16,864
Q3 2025 Added 8.89%
$222B
$2.07 Billion 1.53% of portfolio
4,258
Q3 2025 Added 2.75%
$367B
$1.84 Billion 1.37% of portfolio
4,549
Q3 2025 Reduced 3.17%
$512B
$1.69 Billion 1.25% of portfolio
2,969
Q3 2025 Reduced 3.01%
$3.78T
$1.65 Billion 1.23% of portfolio
3,194
Q3 2025 Reduced 0.65%
$204B
$1.12 Billion 0.83% of portfolio
7,939
Q3 2025 Added 5.85%
$279B
$868 Million 0.64% of portfolio
8,426
Q3 2025 Reduced 4.01%
$346B
$820 Million 0.61% of portfolio
5,335
Q3 2025 Added 10.59%
$465B
$522 Million 0.39% of portfolio
2,798
Q3 2025 Reduced 81.03%
$404B
$294 Million 0.22% of portfolio
318
Q1 2025 Reduced 3.05%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $135 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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