Koa Wealth Management, LLC
Koa Wealth Management, LLC reported 54 holdings worth US$147M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Koa Wealth Management, LLC reported 54 holdings worth US$147M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$147M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 38,722 | US$19.4M | 13.2% |
| Apple Inc | 56,710 | US$16.4M | 11.2% |
| Alphabet Inc (google) Class C | 31,741 | US$11.3M | 7.7% |
| Halozyme Therapeutics, Inc. | 94,333 | US$7.38M | 5.0% |
| Amazon.com, Inc. | 18,338 | US$4.37M | 3.0% |
| Danaher Corporation | 21,917 | US$4.17M | 2.8% |
| Blackstone Inc. | 35,297 | US$4.15M | 2.8% |
| Fair Isaac Corporation | 3,313 | US$3.96M | 2.7% |
| Visa Inc. | 11,528 | US$3.96M | 2.7% |
| Newmont Corporation | 39,258 | US$3.67M | 2.5% |
| American Tower Corporation (reit) | 19,806 | US$3.24M | 2.2% |
| Philip Morris International Inc | 17,492 | US$3.16M | 2.2% |
| Cme Group Inc. | 11,508 | US$2.54M | 1.7% |
| Barrick Mining Corporation | 68,855 | US$2.53M | 1.7% |
| Home Depot, Inc. (the) | 6,351 | US$2.24M | 1.5% |
| Brookfield Corporation | 48,395 | US$2.06M | 1.4% |
| Mastercard Incorporated | 3,740 | US$1.92M | 1.3% |
| Thermo Fisher Scientific Inc | 3,748 | US$1.88M | 1.3% |
| Intercontinental Exchange Inc. | 14,853 | US$1.83M | 1.2% |
| Microsoft Corp. | 4,832 | US$1.8M | 1.2% |
| Lowe's Companies, Inc. | 7,860 | US$1.73M | 1.2% |
| Copart, Inc. | 57,515 | US$1.62M | 1.1% |
| Rexford Industrial Realty, Inc. | 42,899 | US$1.44M | 0.98% |
| Pricesmart, Inc. | 7,305 | US$1.43M | 0.97% |
| Prologis, Inc. | 10,311 | US$1.4M | 0.95% |
| Vertex Pharmaceuticals Incorporated | 2,647 | US$1.31M | 0.89% |
| Waste Management, Inc. | 5,013 | US$1.12M | 0.76% |
| Walmart Inc. | 8,343 | US$945K | 0.64% |
| Mbx Biosciences, Inc. | 17,113 | US$945K | 0.64% |
| Nvidia Corporation | 3,335 | US$667K | 0.45% |
| Consolidated Edison, Inc. | 4,800 | US$531K | 0.36% |
| Qualcomm Incorporated | 2,100 | US$388K | 0.26% |
| Costco Wholesale Corporation | 303 | US$283K | 0.19% |
| Abbvie Inc. | 833 | US$210K | 0.14% |
| Dover Corporation | 900 | US$202K | 0.14% |
| Pacific Biosciences Of California, Inc. | 120K | US$202K | 0.14% |
| Purecycle Technologies, Inc. | 15,725 | US$128K | 0.09% |
| Connect Biopharma Holdings Limited | 49,600 | US$118K | 0.08% |
| Perspective Therapeutics, Inc. | 25,975 | US$88,575 | 0.06% |
| Rh | 0 | US$0 | 0.00% |
Source
View original at SEC
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