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Michael Souza

Koa Wealth Management, Llc

Assets Managed
$147.058M
Holdings
54
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
6.32%(2Q avg: 0.65%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Koa Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Koa Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 147.058M in assets, with a quarterly growth rate of 6.32% and a 2-quarter average growth rate of 0.65%. The portfolio is managed by Michael Souza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.24%
13.18%
$19.376M
38,722 shares@ $500.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.04%
11.16%
$16.41M
56,710 shares@ $289.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.01%
7.72%
$11.343M
31,741 shares@ $357.37 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -7.32%
6.87%
$10.099M
100,322 shares@ $100.68 avg price
HALO
Halozyme Therapeutics Inc
Recent Activity
Increased 0.55%
5.03%
$7.383M
94,333 shares@ $78.28 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 9.46%
4.09%
$6M
73,075 shares@ $82.11 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.18%
2.98%
$4.371M
18,338 shares@ $238.34 avg price
DHR
Danaher Corp
Recent Activity
Increased 8.02%
2.84%
$4.175M
21,917 shares@ $190.49 avg price
BX
Blackstone Inc
Recent Activity
Increased 17.06%
2.83%
$4.153M
35,297 shares@ $117.68 avg price
FICO
Fair Isaac Corp
Recent Activity
Increased 66.07%
2.7%
$3.958M
3,313 shares@ $1194.78 avg price

1-10 of 54