DOSSIER · 13F-HR · Q3 2026

Koa Wealth Management, LLC

$154M in tracked AUM across 55 positions as of Q3 2026.

KW
CIK 0002022118 · last filed Sep 30, 2026
Total AUM
$154M
as of Q3 2026
Holdings
55
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Koa Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$19M39K12.6%
02
AAPL
APPLE INC
$19M56K12.0%
03
GOOGL
ALPHABET INC
$12M33K7.5%
04
SGOV
ISHARES TR
$10M103K6.7%
05
HALO
HALOZYME THERAPEUTICS INC
$10M93K6.6%
06
SHY
ISHARES TR
$6M70K3.7%
07
DHR
DANAHER CORP DEL
$5M22K3.1%
08
AMZN
AMAZON COM INC
$5M19K3.1%
09
NEM
NEWMONT CORP
$4M38K2.9%
10
V
VISA INC
$4M11K2.6%

Filing history

2026Q3Sep 30
$154M▲ 5.0%
55 positionsView →
2026Q2Jun 30
$147M▲ 6.3%
54 positionsView →
2026Q1Mar 31
$138M▼ 5.0%
56 positionsView →
2025Q4Dec 31
$146M▲ 8.0%
58 positionsView →
2025Q3Sep 30
$135M▲ 7.1%
57 positionsLocked
2025Q2Jun 30
$126M▲ 1.7%
53 positionsLocked
2025Q1Mar 31
$124M▲ 1.2%
50 positionsLocked
2024Q4Dec 31
$122M▼ 5.5%
49 positionsLocked
2024Q3Sep 30
$129M▲ 9.4%
50 positionsLocked
2024Q2Jun 30
$118M▲ 6.7%
49 positionsLocked
2024Q1Mar 31
$111M▲ 9.5%
48 positionsLocked
2023Q4Dec 31
$101M—
49 positionsLocked