Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $126 Billion
  • Q2 2025

Koa Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 53 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 $19B, Apple Inc. with a value of $12.7B, Alphabet Inc. with a value of $6.52B, Ishares Trishares 0 3 Mnth Tre with a value of $6.07B, and Ishares Barclays 1 3 Year Trea with a value of $5.11B.

Examining the 13F form we can see an increase of $2.09B in the current position value, from $124B to 126B.

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 $126 Billion
Financial Services: $29.5 Billion
ETFs: $22.6 Billion
Technology: $20.2 Billion
Healthcare: $13.6 Billion
Consumer Defensive: $9.4 Billion
Consumer Cyclical: $9.1 Billion
Real Estate: $7.73 Billion
Communication Services: $6.52 Billion
Other: $3.84 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101M
$48.6 Million 0.04% of portfolio
49,600
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $126 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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