Cohalo Advisory

Latest statistics and disclosures from Cohalo Advisory's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GAA, GLOF, GBIL, SGOV, ZVOL, and represent 76.61% of Cohalo Advisory's stock portfolio.
  • Added to shares of these 2 stocks: ZVOL, GAA.
  • Started 1 new stock position in ZVOL.
  • Reduced shares in these 5 stocks: SVIX, VNQ, SGOV, GBIL, DAL.
  • Sold out of its positions in DAL, VNQ, SVIX.
  • Cohalo Advisory was a net seller of stock by $-76k.
  • Cohalo Advisory has $1.3M in assets under management (AUM), dropping by -2.02%.
  • Central Index Key (CIK): 0002056438

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Positions held by Cohalo Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cohalo Advisory

Cohalo Advisory holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cambria Etf Tr Glb Asset Allo (GAA) 20.9 $268k +7% 8.5k 31.57
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Ishares Tr Global Equity (GLOF) 17.4 $223k 4.3k 51.62
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 13.4 $172k -3% 1.7k 100.25
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Ishares Tr 0-3 Mnth Treasry (SGOV) 13.4 $172k -3% 1.7k 100.75
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Volatility Shs Tr Premium Plus Etf (ZVOL) 11.5 $147k NEW 12k 11.89
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Tidal Tr Ii Return Stckd Us (RSST) 6.9 $89k 3.4k 26.46
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Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 6.1 $78k 2.8k 28.19
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Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 4.0 $51k 331.00 153.52
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Tidal Tr Ii Return Stacked U (RSSY) 3.9 $50k 2.5k 20.11
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Spdr Ser Tr Bloomberg Enhncd (CERY) 2.1 $27k 924.00 28.68
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Costco Wholesale Corporation (COST) 0.2 $2.8k 3.00 925.67
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Amazon (AMZN) 0.2 $2.2k 10.00 219.60
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Past Filings by Cohalo Advisory

SEC 13F filings are viewable for Cohalo Advisory going back to 2025