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Portfolio (Quarterly) Guide ↗

Koa Wealth Management, LLC

· CIK 0002022118
13F Portfolio $146M AUM 58 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 29 Added 12 Reduced 7 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WM WASTE MGMT INC DEL Industrials 5,335.0 $1.2M 0.81% +2K +40.4% $219.71 -0.1%
22 PEP PEPSICO INC Consumer Defensive 8,007.0 $1.1M 0.79% +68.0 +0.9% $143.53 +3.7%
23 WMT WALMART INC Consumer Defensive 9,720.0 $1.1M 0.74% +1K +15.4% $111.41 +17.4%
24 CPRT COPART INC Industrials 25,986.0 $1.0M 0.70% +6K +29.8% $39.15 -12.1%
25 IEI ISHARES TR 8,490.0 $1.0M 0.70% +2K +35.7% $119.35 -1.8%
26 QQQ INVESCO QQQ TR Financial Services 989.0 $608K 0.42% +19.0 +2.0% $614.48 +16.3%
27 IAU ISHARES GOLD TR Financial Services 7,330.0 $595K 0.41% +265.0 +3.8% $81.17 +5.2%
28 NVDA NVIDIA CORPORATION Technology 3,088.0 $576K 0.40% +290.0 +10.4% $186.51 +17.7%
29 COST COSTCO WHSL CORP NEW Consumer Defensive 328.0 $283K 0.19% +10.0 +3.1% $862.34 +21.8%
Page 2 of 2  ·  29 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 22.2%
Financial Services 18.3%
Healthcare 15.8%
Communication Services 10.3%
Consumer Cyclical 10.0%
Real Estate 7.1%
Basic Materials 6.9%
Consumer Defensive 6.5%
Industrials 2.3%
Utilities 0.5%