Koa Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Encinitas, CA
CIK
0002022118
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
48
110,933
BRK-B, AAPL, GOOGL, IIPR
13F-HR
5/7/2024
000117266124002029
Q4 2023
49
101,291
AAPL, BRK-B, GOOGL, SGOV
13F-HR
5/7/2024
000117266124002028