Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $146 Billion
  • Q4 2025

Koa Wealth Management, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $19.5B, Apple Inc. with a value of $15.6B, Alphabet Inc. with a value of $10.2B, Ishares Trishares 0 3 Mnth Tre with a value of $7.81B, and Halozyme Therapeutics, Inc. with a value of $6.27B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $135B to 146B.

Koa Wealth Management, LLC is based out at Encinitas, CA

Below you can find more details about Koa Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
Financial Services: $33.9 Billion
ETFs: $27.7 Billion
Technology: $22.1 Billion
Healthcare: $15.4 Billion
Consumer Cyclical: $11 Billion
Communication Services: $10.2 Billion
Real Estate: $7.09 Billion
Consumer Defensive: $6.53 Billion
Other: $5.79 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$19.5 Billion 13.41% of portfolio
38,868
Q4 2025 Reduced 0.19%
$4.3T
$15.6 Billion 10.7% of portfolio
57,295
Q4 2025 Reduced 4.68%
$1.65T
$10.2 Billion 7.04% of portfolio
32,742
Q4 2025 Reduced 2.26%
$2.39T
$3.91 Billion 2.69% of portfolio
16,954
Q4 2025 Added 1.28%
$533B
$3.32 Billion 2.28% of portfolio
9,480
Q4 2025 Added 0.55%
$237B
$3.08 Billion 2.11% of portfolio
19,186
Q4 2025 Added 13.77%
$222B
$2.41 Billion 1.66% of portfolio
4,166
Q4 2025 Reduced 2.16%
$367B
$2.25 Billion 1.54% of portfolio
6,529
Q4 2025 Added 43.53%
$3.78T
$2.1 Billion 1.44% of portfolio
4,346
Q4 2025 Added 36.07%
$512B
$1.73 Billion 1.19% of portfolio
3,036
Q4 2025 Added 2.26%
$204B
$1.15 Billion 0.79% of portfolio
8,007
Q4 2025 Added 0.86%
$279B
$1.08 Billion 0.74% of portfolio
9,720
Q4 2025 Added 15.36%
$465B
$576 Million 0.4% of portfolio
3,088
Q4 2025 Added 10.36%
$404B
$283 Million 0.19% of portfolio
328
Q4 2025 Added 3.14%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $146 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Koa Wealth Management, LLC Portfolio

Follow Koa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Koa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email