Koa Wealth Management, LLC: 13F holdings
CIK 20221182026Q2
| Positions | 54 |
|---|
| Reported value | $147.1m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 54 (-2 vs prior quarter) |
|---|
| Reported value | $147.1m (+6.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 38,722 | $19.4m | 13.2% |
| AAPL APPLE INC | 56,710 | $16.4m | 11.2% |
| GOOGL ALPHABET INC | 31,741 | $11.3m | 7.7% |
| SGOV ISHARES TR | 100,322 | $10.1m | 6.9% |
| HALO HALOZYME THERAPEUTICS INC | 94,333 | $7.4m | 5.0% |
| SHY ISHARES TR | 73,075 | $6.0m | 4.1% |
| AMZN AMAZON COM INC | 18,338 | $4.4m | 3.0% |
| DHR DANAHER CORP DEL | 21,917 | $4.2m | 2.8% |
| BX BLACKSTONE INC | 35,297 | $4.2m | 2.8% |
| FICO FAIR ISAAC CORP | 3,313 | $4.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022118")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples