Koa Wealth Management, LLC 13F Holdings

CIK 0002022118 · Encinitas, CA

As of Sep 30, 2025, Koa Wealth Management, LLC reported 57 positions worth 34.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services38,941 9.6M14.52%
APPLE INCAAPLTechnology60,105 5.3M11.35%
ALPHABET INCGOOGLEquity33,499$8.1M6.04%
HALOZYME THERAPEUTICS INCHALOHealthcare86,643$6.4M4.71%
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—61,273$6.2M4.58%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—66,646$5.5M4.10%
DANAHER CORPDHRHealthcare20,592$4.1M3.03%
AMERICAN TOWER CORPAMTReal Estate19,153$3.7M2.73%
AMAZON.COM INCAMZNEquity16,740$3.7M2.73%
NEWMONT CORPNEMBasic Materials41,343$3.5M2.58%
VISA INC-CLASS A SHARESVFinancial Services9,428$3.2M2.39%
FAIR ISAAC CORPFICOTechnology2,002$3.0M2.22%
BLACKSTONE INCBXFinancial Services16,545$2.8M2.10%
RHRHConsumer Cyclical13,551$2.8M2.04%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive16,864$2.7M2.03%
CONSTELLATION BRANDS INCSTZConsumer Defensive16,834$2.3M1.68%
VANECK GOLD MINERS ETFGDX—29,650$2.3M1.68%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETFXLU—25,834$2.3M1.67%
BARRICK MINING CORPBBasic Materials65,540$2.1M1.59%
THERMO FISHER SCIENTIFIC INCTMOHealthcare4,258$2.1M1.53%
GLOBAL X URANIUM ETFURA—42,944$2.0M1.52%
HOME DEPOT INCHDConsumer Cyclical4,549 .8M1.37%
LOWES COMPANIES INCLOWConsumer Cyclical7,049 .8M1.31%
CME GROUP INCCMEFinancial Services6,448 .7M1.29%
MASTERCARD INCMAFinancial Services2,969 .7M1.25%