Long-term investor
Koa Wealth Management, LLC @koawealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022118).
Record
- Tracked since 2025-12-31 (261 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -1.0%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 13.2% · long · since 2025-12-31
- AAPL · 11.2% · long · since 2025-12-31
- GOOGL · 7.7% · long · since 2025-12-31
- SGOV · 6.9% · long · since 2025-12-31
- HALO · 5.0% · long · since 2025-12-31
- SHY · 4.1% · long · since 2025-12-31
- AMZN · 3.0% · long · since 2025-12-31
- DHR · 2.8% · long · since 2025-12-31
- BX · 2.8% · long · since 2025-12-31
- FICO · 2.7% · long · since 2025-12-31
- V · 2.7% · long · since 2025-12-31
- NEM · 2.5% · long · since 2025-12-31