§ 13F · FUND PROFILE
Koa Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.9T (13F)Positions · 53Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 39K | $19.5T | 13.4% | ±0% |
| 2 | AAPL | APPLE INC | 57K | $15.6T | 10.7% | −5% |
| 3 | GOOGL | ALPHABET INC | 33K | $10.2T | 7.0% | −2% |
| 4 | SGOV | ISHARES TR | 78K | $7.8T | 5.4% | +27% |
| 5 | HALO | HALOZYME THERAPEUTICS INC | 93K | $6.3T | 4.3% | +7% |
| 6 | SHY | ISHARES TR | 69K | $5.7T | 3.9% | +4% |
| 7 | DHR | DANAHER CORPORATION | 21K | $4.7T | 3.2% | ±0% |
| 8 | NEM | NEWMONT CORP | 40K | $4.0T | 2.8% | −2% |
| 9 | AMZN | AMAZON COM INC | 17K | $3.9T | 2.7% | +1% |
| 10 | AMT | AMERICAN TOWER CORP NEW | 21K | $3.7T | 2.6% | +11% |
§ 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 $125915.5 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed