Cohalo Advisory
Latest statistics and disclosures from Cohalo Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ZVOL, GAA, GLOF, GBIL, SGOV, and represent 77.78% of Cohalo Advisory's stock portfolio.
- Added to shares of these 2 stocks: ZVOL, MAR.
- Started 1 new stock position in MAR.
- Reduced shares in these 9 stocks: GAA, GLOF, RSST, RSSB, GVIP, RSSY, GBIL, SGOV, CERY.
- Cohalo Advisory was a net buyer of stock by $63k.
- Cohalo Advisory has $1.3M in assets under management (AUM), dropping by 5.24%.
- Central Index Key (CIK): 0002056438
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Portfolio Holdings for Cohalo Advisory
Cohalo Advisory holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Volatility Shs Tr Premium Plus Etf (ZVOL) | 18.8 | $254k | +87% | 23k | 10.89 |
|
| Cambria Etf Tr Glb Asset Allo (GAA) | 17.2 | $233k | -15% | 7.2k | 32.51 |
|
| Ishares Tr Global Equity (GLOF) | 16.5 | $223k | -2% | 4.2k | 52.79 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 12.6 | $170k | 1.7k | 99.99 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 12.6 | $170k | 1.7k | 100.41 |
|
|
| Tidal Tr Ii Return Stckd Us (RSST) | 6.9 | $93k | -2% | 3.3k | 28.36 |
|
| Tidal Tr Ii Ret Stckd Gl Stk (RSSB) | 5.7 | $76k | -2% | 2.7k | 28.12 |
|
| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 3.7 | $50k | -2% | 323.00 | 155.32 |
|
| Tidal Tr Ii Return Stacked U (RSSY) | 3.5 | $47k | -2% | 2.4k | 19.20 |
|
| Spdr Ser Tr Bloomberg Enhncd (CERY) | 1.9 | $26k | -2% | 903.00 | 28.57 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.6k | 3.00 | 862.33 |
|
|
| Marriott Intl Cl A (MAR) | 0.2 | $2.5k | NEW | 8.00 | 310.25 |
|
| Amazon (AMZN) | 0.2 | $2.3k | 10.00 | 230.80 |
|
Past Filings by Cohalo Advisory
SEC 13F filings are viewable for Cohalo Advisory going back to 2025
- Cohalo Advisory 2025 Q4 filed Jan. 20, 2026
- Cohalo Advisory 2025 Q3 filed Nov. 10, 2025
- Cohalo Advisory 2025 Q2 filed July 29, 2025