SEC Form 13F

Koa Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$147,057,648
Positions54

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$19,376,10238,722
APPLE INCAAPLCOM$16,409,56456,710
ALPHABET INCGOOGLCAP STK CL A$11,343,28131,741
ISHARES TRSGOV0-3 MTH TREASURY$10,099,437100,322
HALOZYME THERAPEUTICS INCHALOCOM$7,383,44494,333
ISHARES TRSHY1 3 YR TREAS BD$6,000,18873,075
AMAZON COM INCAMZNCOM$4,370,61218,338
DANAHER CORP DELDHRCOM$4,174,76421,917
BLACKSTONE INCBXCOM$4,153,44835,297
FAIR ISAAC CORPFICOCOM$3,958,3063,313

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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