§ 13F · FUND PROFILE
Koa Wealth Management, LLC.
AUM · $147M (13F)Positions · 54Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 39K | $19M | 13.2% | ±0% |
| 2 | AAPL | APPLE INC | 57K | $16M | 11.2% | ±0% |
| 3 | GOOGL | ALPHABET INC | 32K | $11M | 7.7% | ±0% |
| 4 | SGOV | ISHARES TR | 100K | $10M | 6.9% | −7% |
| 5 | HALO | HALOZYME THERAPEUTICS INC | 94K | $7M | 5.0% | +1% |
| 6 | SHY | ISHARES TR | 73K | $6M | 4.1% | +9% |
| 7 | AMZN | AMAZON COM INC | 18K | $4M | 3.0% | −1% |
| 8 | DHR | DANAHER CORP DEL | 22K | $4M | 2.8% | +8% |
| 9 | BX | BLACKSTONE INC | 35K | $4M | 2.8% | +17% |
| 10 | FICO | FAIR ISAAC CORP | 3K | $4M | 2.7% | +66% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KOA SIGNAL
AC read
Koa Wealth Management, LLC is a Other fund managing $147 million in assets. The fund runs a portfolio of 54 positions.
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