Koa Wealth Management, LLC - Portfolio overview

Koa Wealth Management, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 12.68%
2. AAPL - APPLE INC, 9.82%
3. SGOV - ISHARES TR, 7.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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