Holdings

Koa Wealth Management, LLC

As of Sep 30, 2026, Koa Wealth Management, LLC reported 38 positions worth US$120M. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.38,978US$19.4M+256Sep 30, 2026
Apple Inc55,854US$18.6M−856Sep 30, 2026
Alphabet Inc (google) Class C33,482US$11.5M+1,741Sep 30, 2026
Halozyme Therapeutics, Inc.92,992US$10.3M−1,341Sep 30, 2026
Danaher Corporation21,742US$4.82M−175Sep 30, 2026
Amazon.com, Inc.19,117US$4.76M+779Sep 30, 2026
Newmont Corporation38,426US$4.43M−832Sep 30, 2026
Visa Inc.11,296US$4.06M−232Sep 30, 2026
Blackstone Inc.34,471US$3.86M−826Sep 30, 2026
Microsoft Corp.6,922US$3.55M+2,090Sep 30, 2026