DOSSIER · 13F-HR · Q2 2026

Koa Wealth Management, LLC

$147M in tracked AUM across 54 positions as of Q2 2026.

KW
CIK 0002022118 · last filed Jun 30, 2026
Total AUM
$147M
as of Q2 2026
Holdings
54
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Koa Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$19M39K13.2%
02
AAPL
APPLE INC
$16M57K11.2%
03
GOOGL
ALPHABET INC
$11M32K7.7%
04
SGOV
ISHARES TR
$10M100K6.9%
05
HALO
HALOZYME THERAPEUTICS INC
$7M94K5.0%
06
SHY
ISHARES TR
$6M73K4.1%
07
AMZN
AMAZON COM INC
$4M18K3.0%
08
DHR
DANAHER CORP DEL
$4M22K2.8%
09
BX
BLACKSTONE INC
$4M35K2.8%
10
FICO
FAIR ISAAC CORP
$4M3K2.7%

Filing history

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 positionsView →
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