Koa Wealth Management, LLC
Top Portfolio Positions
43 positions ·
$109,823,768 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
38,818 | $18,601,585 | 16.94% | |
| AAPL |
Apple Inc.
Technology
|
56,734 | $14,398,521 | 13.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,747 | $9,129,167 | 8.31% | |
| HALO |
Halozyme Therapeutics, Inc.
Healthcare
|
93,822 | $6,063,715 | 5.52% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
39,259 | $4,249,786 | 3.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,558 | $3,865,074 | 3.52% | |
| DHR |
Danaher Corp /De/
Healthcare
|
20,290 | $3,846,984 | 3.50% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
20,306 | $3,504,409 | 3.19% | |
| BX |
Blackstone Inc.
Financial Services
|
30,153 | $3,467,293 | 3.16% | |
| V |
Visa Inc.
Financial Services
|
10,974 | $3,316,781 | 3.02% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MBX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $534,703 | 17,913 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $580,746 | 18,413 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $467,477 | 26,713 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $362,290 | 31,752 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $143,142 | 19,396 | Shares | Sole | 2025-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||