StockDriftsStockDriftsTop 50 Koa Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13.18% | 38.7K | $19.4M | -0.25%(-96) | $354.34(+47.70%) | 2026-06-30 | |
| AAPL | APPLE INC | 11.16% | 56.7K | $16.4M | -0.04%(-24) | $181.87(+68.62%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.71% | 31.7K | $11.3M | -0.02%(-6) | $138.19(+154.33%) | 2026-06-30 | |
| SGOV | ISHARES TR | 6.87% | 100.3K | $10.1M | -7.33%(-7.93K) | $100.54(-0.04%) | 2026-06-30 | |
| HALO | HALOZYME THERAPEUTICS INC | 5.02% | 94.3K | $7.4M | +0.54%(+511) | $43.30(+139.88%) | 2026-06-30 | |
| SHY | ISHARES TR | 4.08% | 73.1K | $6.0M | +9.45%(+6.31K) | $81.85(+0.05%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.97% | 18.3K | $4.4M | -1.19%(-220) | $150.07(+83.21%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 2.84% | 21.9K | $4.2M | +8.02%(+1.63K) | $219.60(-5.64%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 2.82% | 35.3K | $4.2M | +17.06%(+5.14K) | $132.06(+9.99%) | 2026-06-30 | |
| FICO | FAIR ISAAC CORP | 2.69% | 3.3K | $4.0M | +66.07%(+1.32K) | $1560.75(-33.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.90% |
Koa Wealth Management, LLC reports $147.06M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (13.2%), AAPL (11.2%) and GOOGL (7.7%). The top 20 holdings account for 77.97% of reported assets. Its disclosed equity book has returned +27.42% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Koa Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022118). View Koa Wealth Management, LLC’s 13F filings on SEC