Koa Wealth Management, LLC Top Holdings and 13F Report (2026) About Koa Wealth Management, LLCInvestment ActivityKoa Wealth Management, LLC has $138.32 million in total holdings as of March 31, 2026.Koa Wealth Management, LLC owns shares of 56 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 4.19% of the portfolio was sold this quarter.This quarter, Koa Wealth Management, LLC has purchased 58 new stocks and bought additional shares in 13 stocks.Koa Wealth Management, LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $18,601,586Apple $14,398,481iShares 0-3 Month Treasury Bond ETF $10,896,944Alphabet $9,129,167Halozyme Therapeutics $6,063,716 Largest New Holdings this Quarter 62914V106 - NIO $66,330 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 30,457 shares (about $3.07M)Copart 26,513 shares (about $880.23K)Blackstone 7,555 shares (about $868.75K)Visa 1,494 shares (about $451.55K)Mastercard 719 shares (about $359.26K) Largest Sales this Quarter VanEck Gold Miners ETF 3,869 shares (about $355.06K)CME Group 1,049 shares (about $309.82K)Global X Uranium ETF 6,280 shares (about $304.14K)Philip Morris International 1,780 shares (about $294.31K)Alphabet 995 shares (about $286.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKoa Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$18,601,586$23,960 â–¼-0.1%38,81813.4%FinanceAAPLApple$14,398,481$142,376 â–¼-1.0%56,73410.4%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$10,896,944$3,065,800 â–²39.1%108,2557.9%ETFGOOGLAlphabet$9,129,167$286,122 â–¼-3.0%31,7476.6%Computer and TechnologyHALOHalozyme Therapeutics$6,063,716$46,146 â–²0.8%93,8224.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$5,512,621$188,755 â–¼-3.3%66,7634.0%ManufacturingNEMNewmont$4,249,744$120,914 â–¼-2.8%39,2593.1%Basic MaterialsAMZNAmazon.com$3,865,016$334,060 â–²9.5%18,5582.8%Retail/WholesaleDHRDanaher$3,847,033$65,982 â–¼-1.7%20,2902.8%MedicalAMTAmerican Tower$3,504,457$154,289 â–¼-4.2%20,3062.5%FinanceBXBlackstone$3,467,285$868,747 â–²33.4%30,1532.5%FinanceVVisa$3,316,782$451,547 â–²15.8%10,9742.4%Business ServicesPMPhilip Morris International$2,877,908$294,305 â–¼-9.3%17,4062.1%Consumer StaplesCMECME Group$2,815,276$309,822 â–¼-9.9%9,5322.0%FinanceBARRICK MNG CORP$2,666,891$40,260 â–¼-1.5%65,3811.9%COM SHSICEIntercontinental Exchange$2,267,820$328,086 â–²16.9%14,4191.6%FinanceFICOFair Isaac$2,129,742$53,377 â–¼-2.4%1,9951.5%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,109,203$100,132 â–²5.0%45,9621.5%ETFHDHome Depot$2,106,366$41,114 â–¼-1.9%6,4041.5%Retail/WholesaleGDXVanEck Gold Miners ETF$2,071,598$355,055 â–¼-14.6%22,5741.5%ETFTMOThermo Fisher Scientific$1,997,086$50,628 â–¼-2.5%4,0631.4%MedicalBNBrookfield$1,975,341$8,782 â–²0.4%48,8101.4%FinanceURAGlobal X Uranium ETF$1,930,759$304,140 â–¼-13.6%39,8671.4%ETFLOWLowe's Companies$1,879,607$239,824 â–¼-11.3%7,9551.4%Retail/WholesaleMAMastercard$1,876,223$359,255 â–²23.7%3,7551.4%Business ServicesCPRTCopart$1,742,967$880,232 â–²102.0%52,4991.3%Business ServicesMSFTMicrosoft$1,654,014$45,163 â–²2.8%4,4681.2%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$1,567,184$91,102 â–¼-5.5%30,8441.1%ETFREXRRexford Industrial Realty$1,514,343$13,354 â–²0.9%46,2681.1%FinancePLDPrologis$1,409,805$239,373 â–¼-14.5%10,6661.0%FinanceRHRH$1,283,827$25,727 â–¼-2.0%9,1820.9%Consumer StaplesWMWaste Management$1,151,937$73,992 â–¼-6.0%5,0130.8%Business ServicesPSMTPriceSmart$1,118,419$29,951 â–¼-2.6%7,4310.8%Retail/WholesaleVRTXVertex Pharmaceuticals$1,102,061$51,352 â–¼-4.5%2,4680.8%MedicalWALMART INC$984,298$223,704 â–¼-18.5%7,9200.7%COMIEIiShares 3-7 Year Treasury Bond ETF$955,442$51,472 â–¼-5.1%8,0560.7%ETFAONAON$850,848$21,303 â–¼-2.4%2,6360.6%FinanceBOTZGlobal X Robotics & Artificial Intelligence ETF$815,219$4,618 â–¼-0.6%24,5400.6%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$772,030$19,556 â–¼-2.5%12,3170.6%ManufacturingVIGVanguard Dividend Appreciation ETF$729,200$110,315 â–¼-13.1%3,3910.5%ETFIVViShares Core S&P 500 ETF$657,782$15,024 â–¼-2.2%1,0070.5%ETFIAUiShares Gold Trust$553,821$92,392 â–¼-14.3%6,2820.4%FinanceEDConsolidated Edison$543,264$22,636 â–¼-4.0%4,8000.4%UtilitiesQQQInvesco QQQ$542,745$28,292 â–¼-5.0%9400.4%FinanceMBX BIOSCIENCES INC$534,703$14,925 â–¼-2.7%17,9130.4%COMNVDANVIDIA$352,212$186,219 â–¼-34.6%2,0200.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$328,462$50,733 â–¼-13.4%5050.2%FinanceQCOMQualcomm$296,1940.0%2,3000.2%Computer and TechnologyCOSTCostco Wholesale$289,961$36,868 â–¼-11.3%2910.2%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$243,108$14,114 â–¼-5.5%3,6000.2%ETFIJRiShares Core S&P Small-Cap ETF$236,189$10,691 â–¼-4.3%1,9000.2%ETFPACBPacific Biosciences of California$158,4000.0%120,0000.1%MedicalCONNECT BIOPHARMA HLDGS LTD$129,9520.0%49,6000.1%SHSPERSPECTIVE THERAPEUTICS INC$108,3160.0%25,9750.1%COM NEWPURECYCLE TECHNOLOGIES INC$71,752$18,295 â–²34.2%13,8250.1%COMNIONIO$66,330$66,330 â–²New Holding11,0000.0%Auto/Tires/TrucksPEPPepsiCo$0$1,149,225 â–¼-100.0%00.0%Consumer StaplesRNAAvidity Biosciences$0$360,650 â–¼-100.0%00.0%MedicalDXCMDexCom$0$205,747 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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