Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Koa Wealth Management, LLC (CIK 2022118) reported $138.3M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($18.6M, 13.45%), AAPL ($14.4M, 10.41%), SGOV ($10.9M, 7.88%), GOOGL ($9.1M, 6.60%), HALO ($6.1M, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.6M | 13.45% | 38,818 | Trimmed |
| 2 | AAPL | APPLE INC | $14.4M | 10.41% | 56,734 | Trimmed |
| 3 | SGOV | ISHARES TR | $10.9M | 7.88% | 108,255 | Added |
| 4 | GOOGL | ALPHABET INC | $9.1M | 6.60% | 31,747 | Trimmed |
| 5 | HALO | HALOZYME THERAPEUTICS INC | $6.1M | 4.38% | 93,822 | Added |
| 6 | SHY | ISHARES TR | $5.5M | 3.99% | 66,763 | Trimmed |
| 7 | NEM | NEWMONT CORP | $4.2M | 3.07% | 39,259 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $3.9M | 2.79% | 18,558 | Added |
| 9 | DHR | DANAHER CORP DEL | $3.8M | 2.78% | 20,290 | Trimmed |
| 10 | AMT | AMERICAN TOWER CORP | $3.5M | 2.53% | 20,306 | Trimmed |
| 11 | BX | BLACKSTONE INC | $3.5M | 2.51% | 30,153 | Added |
| 12 | V | VISA INC | $3.3M | 2.40% | 10,974 | Added |
| 13 | PM | PHILIP MORRIS INTL INC | $2.9M | 2.08% | 17,406 | Trimmed |
| 14 | CME | CME GROUP INC | $2.8M | 2.04% | 9,532 | Trimmed |
| 15 | B | BARRICK MNG CORP | $2.7M | 1.93% | 65,381 | Trimmed |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.3M | 1.64% | 14,419 | Added |
| 17 | FICO | FAIR ISAAC CORP | $2.1M | 1.54% | 1,995 | Trimmed |
| 18 | XLU | SELECT SECTOR SPDR TR | $2.1M | 1.52% | 45,962 | Added |
| 19 | HD | HOME DEPOT INC | $2.1M | 1.52% | 6,404 | Trimmed |
| 20 | GDX | VANECK ETF TRUST | $2.1M | 1.50% | 22,574 | Trimmed |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $2.0M | 1.44% | 4,063 | Trimmed |
| 22 | BN | BROOKFIELD CORP | $2.0M | 1.43% | 48,810 | Added |
| 23 | URA | GLOBAL X FDS | $1.9M | 1.40% | 39,867 | Trimmed |
| 24 | LOW | LOWES COS INC | $1.9M | 1.36% | 7,955 | Trimmed |
| 25 | MA | MASTERCARD INCORPORATED | $1.9M | 1.36% | 3,755 | Added |
Source: SEC Form 13F filings · as of 2026-03-31