Koa Wealth Management, LLC
All 13F Filings
- Location
- Encinitas, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 154,435
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 55 | 154,435 | 13F-HR | Koa Wealth Management, LLC |
| Q2 2026 | 7/20/2026 | 54 | 147,058 | 13F-HR | Koa Wealth Management, LLC |
| Q1 2026 | 4/29/2026 | 56 | 138,321 | 13F-HR | Koa Wealth Management, LLC |
| Q4 2025 | 1/29/2026 | 58 | 145,637 | 13F-HR | Koa Wealth Management, LLC |
| Q3 2025 | 10/28/2025 | 57 | 134,847 | 13F-HR | Koa Wealth Management, LLC |
| Q2 2025 | 7/29/2025 | 53 | 125,916 | 13F-HR | Koa Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 120.3 K | 77.9% | 3.546 K | 0 | 3.546 K |
| ETFs | 34.14 K | 22.1% | 3.83 K | 0 | 3.83 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
154,435
Holdings
55
QoQ value change ($000)
7,377
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.