Koa Wealth Management
Koa Wealth Management reported 55 stocks worth $154M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BRK.B (12.6%), AAPL (12.0%) and GOOGL (7.5%). Compared with Q2 2026, the fund opened new positions in IEMG, IXUS and DXCM, added to BRK.B, GOOGL and SGOV, trimmed AAPL, HALO and SHY and sold out of TMO and DOV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $19.4M | 12.6% | 39K | +256 (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $18.6M | 12.0% | 56K | −856 (−2%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $11.5M | 7.5% | 33K | +1,741 (+5%) | 8 of 8 | |
| 4 |  SGOV Ishares TR | $10.3M | 6.7% | 103K | +2,399 (+2%) | 8 of 8 | |
| 5 |  HALO Halozyme Therapeutics Inc | $10.3M | 6.7% | 93K | −1,341 (−1%) | 8 of 8 | |
| 6 |  SHY Ishares 1-3 Year Treasry | $5.7M | 3.7% | 70K | −3,306 (−5%) | 8 of 8 | |
| 7 |  DHR Danaher Corp | $4.8M | 3.1% | 22K | −175 (−1%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $4.8M | 3.1% | 19K | +779 (+4%) | 8 of 8 | |
| 9 |  NEM Newmont Corp | $4.4M | 2.9% | 38K | −832 (−2%) | 8 of 8 | |
| 10 |  V Visa Inc | $4.1M | 2.6% | 11K | −232 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Koa Wealth Management 13F FAQ
What does Koa Wealth Management own?
Koa Wealth Management reported 55 stocks worth $154M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are BRK.B (12.6%), AAPL (12.0%) and GOOGL (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Koa Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 21 added to, 25 trimmed and 2 sold out. New positions include IEMG, IXUS and DXCM. It sold all of TMO and DOV.
When will Koa Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Koa Wealth Management's portfolio worth?
The Q3 2026 filing reports $154M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.