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Portfolio (Quarterly) Guide ↗

Koa Wealth Management, LLC

· CIK 0002022118
13F Portfolio $135M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEI ISHARES TR 6,255.0 $748K 0.55% NEW $119.51 -2.2%
42 CL COLGATE PALMOLIVE CO Consumer Defensive 9,343.0 $747K 0.55% NEW $79.94 +11.9%
43 QQQ INVESCO QQQ TR Financial Services 970.0 $582K 0.43% NEW $600.51 +18.2%
44 NVDA NVIDIA CORPORATION Technology 2,798.0 $522K 0.39% NEW $186.59 +21.8%
45 IAU ISHARES GOLD TR Financial Services 7,065.0 $514K 0.38% NEW $72.77 +16.1%
46 ED CONSOLIDATED EDISON INC Utilities 5,000.0 $503K 0.37% NEW $100.52 +5.9%
47 MBX MBX BIOSCIENCES INC Healthcare 26,713.0 $467K 0.35% NEW $17.50 +78.4%
48 SPY SPDR S&P 500 ETF TR Financial Services 669.0 $446K 0.33% NEW $666.21 +10.8%
49 QCOM QUALCOMM INC Technology 2,300.0 $383K 0.28% NEW $166.36 +22.5%
50 COST COSTCO WHSL CORP NEW Consumer Defensive 318.0 $294K 0.22% NEW $925.47 +13.3%
51 JEPI J P MORGAN EXCHANGE TRADED F 4,218.0 $241K 0.18% NEW $57.10 -2.3%
52 DXCM DEXCOM INC Healthcare 3,325.0 $224K 0.17% NEW $67.29 +5.6%
53 AVIDITY BIOSCIENCES INC 5,000.0 $218K 0.16% NEW $43.57
54 VOO VANGUARD INDEX FDS 329.0 $202K 0.15% NEW $613.26 +10.7%
55 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 120,000.0 $154K 0.11% NEW $1.28 -7.8%
56 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 25,975.0 $89K 0.07% NEW $3.43 +8.5%
57 CNTB CONNECT BIOPHARMA HLDGS LTD Healthcare 49,600.0 $75K 0.06% NEW $1.51 +54.2%
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.0%
Healthcare 16.0%
Financial Services 15.2%
Consumer Cyclical 11.1%
Consumer Defensive 9.7%
Communication Services 9.0%
Real Estate 7.4%
Basic Materials 6.2%
Industrials 1.9%
Utilities 0.6%