StockDriftsStockDriftsTop 50 Koa Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12.57% | 39.0K | $19.4M | +0.66%(+256) | $355.29(+49.80%) | 2026-09-30 | |
| AAPL | APPLE INC | 12.04% | 55.9K | $18.6M | -1.51%(-856) | $181.87(+88.56%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 7.46% | 33.5K | $11.5M | +5.49%(+1.74K) | $149.24(+130.62%) | 2026-09-30 | |
| SGOV | ISHARES TR | 6.7% | 102.7K | $10.3M | +2.39%(+2.40K) | $100.54(+0.05%) | 2026-09-30 | |
| HALO | HALOZYME THERAPEUTICS INC | 6.65% | 93.0K | $10.3M | -1.42%(-1.34K) | $43.30(+182.88%) | 2026-09-30 | |
| SHY | ISHARES TR | 3.67% | 69.8K | $5.7M | -4.52%(-3.31K) | $81.85(-0.67%) | 2026-09-30 | |
| DHR | DANAHER CORP DEL | 3.12% | 21.7K | $4.8M | -0.80%(-175) | $219.60(+2.20%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.08% | 19.1K | $4.8M | +4.25%(+779) | $153.89(+70.54%) | 2026-09-30 | |
| NEM | NEWMONT CORP | 2.87% | 38.4K | $4.4M | -2.12%(-832) | $44.02(+168.06%) | 2026-09-30 | |
| V | VISA INC | 2.63% | 11.3K | $4.1M | -2.01%(-232) | $260.46(+54.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.32% |
Koa Wealth Management LLC reports $154.43M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (12.6%), AAPL (12.0%) and GOOGL (7.5%). The top 20 holdings account for 80.31% of reported assets. Its disclosed equity book has returned +32.67% cumulatively over 11 quarters. Figures reflect the Q3 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