Koa Wealth Management, LLC - Portfolio Stock Holdings
Koa Wealth Management, LLC disclosed 60 stock positions in a recent SEC 13F filing. $147,057,378 of stock holdings were filed, with the largest holdings including BRK.B, AAPL, and GOOGL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $254,910,285 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
60Est. Stock Holding Value:
$147,057,378Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Koa Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...