13F Filings History of Koa Wealth Management, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$145,636,632
Signature - Title
Michael Souza - Chief Executive Officer
Location
Encinitas, CA
Summary
This page shows a list of all the recent 13F filings made by Koa Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Koa Wealth Management, LLC reported 58 stock holdings with total value $145,636,632 as of Q4 2025. Top holdings included BRKB, AAPL, GOOGL, SGOV, and HALO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $145,636,632 +$16,490,060 -$9,472,785 +$7,017,275 BRKB, AAPL, GOOGL, SGOV, HALO 13F-HR 29 Jan 2026, 17:00
Q3 2025 57 $134,847,210 +$8,621,306 -$11,358,526 -$2,737,220 BRKB, AAPL, GOOGL, HALO, SGOV 13F-HR 28 Oct 2025, 09:44
Q2 2025 53 $125,915,537 +$7,331,841 -$6,149,820 +$1,182,021 BRKB, AAPL, GOOGL, SGOV, SHY 13F-HR 29 Jul 2025, 08:54
Q1 2025 50 $123,826,940 +$10,963,535 -$9,228,300 +$1,735,235 BRKB, AAPL, SGOV, GOOGL, HALO 13F-HR 12 May 2025, 11:41
Q4 2024 49 $122,363,227 +$4,661,940 -$8,401,204 -$3,739,264 BRKB, AAPL, GOOGL, SGOV, SHY 13F-HR 23 Jan 2025, 14:53
Q3 2024 50 $129,451,310 +$4,720,962 -$4,726,860 -$5,898 BRKB, AAPL, GOOGL, SGOV, IIPR 13F-HR 06 Nov 2024, 12:35
Q2 2024 49 $118,334,688 +$9,398,694 -$3,492,478 +$5,906,216 BRKB, AAPL, GOOGL, SGOV, IIPR 13F-HR 23 Jul 2024, 16:14
Q1 2024 48 $110,933,338 +$7,780,130 -$2,536,457 +$5,243,673 BRKB, AAPL, GOOGL, IIPR, SGOV 13F-HR 07 May 2024, 10:56
Q4 2023 49 $101,291,313 $0 $0 $0 AAPL, BRKB, GOOGL, SGOV, DHR 13F-HR 07 May 2024, 10:55