Koa Wealth Management, LLC
•CIK: 2022118•Filing: Q4 2025
**Koa Wealth Management, LLC** manages $146M across a diversified portfolio of 58 positions. The strategy exhibits a blend of established mega-cap technology exposure, evidenced by significant allocations to AAPL ($15.6M) and GOOGL ($10.2M), alongside defensive fixed income via SGOV ($7.8M). Notable holdings also include a substantial position in BRK/B ($19.5M) and exposure to specialized sectors like healthcare (DHR, $4.7M). This structure suggests a disciplined, value-oriented approach balancing growth potential with capital preservation.
Total AUM
$145.6M
QoQ Performance
+8.0%
Positions
51
Top 10 Concentration
56.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
AAPL
GOOGL
SGOV
BRK/B13.4%
AAPL10.7%
GOOGL7.0%
SGOV5.4%
HALO4.3%
SHY3.9%
DHR3.2%
NEM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.0%
Technology19.8%
Financial19.1%
Consumer6.7%
Healthcare4.9%
Real Estate3.6%
Consumer Staples0.8%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW8 new positions
↑30 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024