Koa Wealth Management Q2 2026 Portfolio Activity

Koa Wealth Management's portfolio saw changes this quarter, with adjustments primarily focused on bond ETFs and notable increases in positions like SHY, BX, and CME.

Among the most significant actions was a sale of 7,933 shares in SGOV, representing an approximately -7.33% change and reducing its allocation to bond ETFs by nearly one percentage point (down from 6.87% to 5.90%).

Koa also sold shares in IAU, decreasing its position by -18.19%, though this was a smaller holding (down from 0.26% to 0.07%).

In contrast, the investor demonstrated strong buying interest in several areas during Q2 2026.

Notably, Koa purchased shares in XOP, acquiring all 5,131 shares available (representing a +100% increase), boosting its allocation to just over half a percent.

Similarly, the investor bought every share of IGV, adding them at once and increasing their position by 100% to just under half a percent.

Koa significantly increased its stake in BX (Blackstone Inc.), acquiring an additional 5,144 shares (+17.06%) and raising their allocation to just under three percent.

The investor also made a substantial purchase in CME (CME Group Inc.), adding 1,976 shares (+20.73%) and increasing their position to nearly two percent.

Additionally, Koa purchased a significant stake in FICO, acquiring an additional 1,318 shares (+66.07%) and boosting their allocation to nearly three percent.

Furthermore, the investor increased its position in DHR, adding 1,627 shares (+8.02%) and raising their stake by nearly one percentage point.

Lastly, Koa purchased a notable amount of B, acquiring an extra 3,474 shares (+5.31%) and increasing their allocation slightly to just under two percent.