Koa Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 29, 2025
Value $
$126M
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 53 stock holdings with total value $126M as of Q2 2025. Top holdings included BRKB, AAPL, GOOGL, SGOV, and SHY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 53 $126M +$7.33M -$6.15M +$1.18M BRKB, AAPL, GOOGL, SGOV, SHY 13F-HR 7/29/2025, 08:54 AM
Q1 2025 50 $124M +$11M -$9.23M +$1.74M BRKB, AAPL, SGOV, GOOGL, HALO 13F-HR 5/12/2025, 11:41 AM
Q4 2024 49 $122M +$4.66M -$8.4M -$3.74M BRKB, AAPL, GOOGL, SGOV, SHY 13F-HR 1/23/2025, 02:53 PM
Q3 2024 50 $129M +$4.72M -$4.73M -$5.9K BRKB, AAPL, GOOGL, SGOV, IIPR 13F-HR 11/6/2024, 12:35 PM
Q2 2024 49 $118M +$9.4M -$3.49M +$5.91M BRKB, AAPL, GOOGL, SGOV, IIPR 13F-HR 7/23/2024, 04:14 PM
Q1 2024 48 $111M +$7.78M -$2.54M +$5.24M BRKB, AAPL, GOOGL, IIPR, SGOV 13F-HR 5/7/2024, 10:56 AM
Q4 2023 49 $101M $0 $0 AAPL, BRKB, GOOGL, SGOV, DHR 13F-HR 5/7/2024, 10:55 AM