Cohalo Advisory
Latest statistics and disclosures from Cohalo Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLOF, ZVOL, IBID, SGOV, GBIL, and represent 60.44% of Cohalo Advisory's stock portfolio.
- Added to shares of these 6 stocks: IBID, FLKR, SCHP, VNQ, ZVOL, ACI.
- Started 5 new stock positions in SCHP, ACI, FLKR, IBID, VNQ.
- Reduced shares in these 3 stocks: IBIC, SGOV, GBIL.
- Sold out of its position in IBIC.
- Cohalo Advisory was a net buyer of stock by $170k.
- Cohalo Advisory has $1.8M in assets under management (AUM), dropping by 10.25%.
- Central Index Key (CIK): 0002056438
Tip: Access up to 7 years of quarterly data
Positions held by Cohalo Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Cohalo Advisory
Cohalo Advisory holds 18 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Global Equity (GLOF) | 13.4 | $244k | 4.0k | 60.66 |
|
|
| Volatility Shs Tr Premium Plus Etf (ZVOL) | 13.3 | $242k | +5% | 31k | 7.77 |
|
| Ishares Tr Ibonds Oct 2027 (IBID) | 11.3 | $206k | NEW | 8.0k | 25.90 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 11.2 | $205k | -3% | 2.0k | 100.72 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 11.2 | $205k | -3% | 2.0k | 100.14 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 11.1 | $203k | 1.2k | 166.41 |
|
|
| Tidal Tr Ii Return Stckd Us (RSST) | 6.1 | $111k | 3.1k | 35.46 |
|
|
| Gfranklin Templeton Etf Tr Ftse South Korea (FLKR) | 5.4 | $99k | NEW | 1.6k | 60.13 |
|
| Tidal Tr Ii Ret Stckd Gl Stk (RSSB) | 4.2 | $77k | 2.6k | 29.69 |
|
|
| Tidal Tr Ii Return Stacked U (RSSY) | 3.3 | $61k | 2.3k | 26.15 |
|
|
| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 2.9 | $53k | 308.00 | 170.67 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.6 | $48k | NEW | 1.9k | 25.14 |
|
| Spdr Ser Tr Bloomberg Enhncd (CERY) | 1.9 | $34k | 861.00 | 39.25 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.5 | $27k | NEW | 301.00 | 89.65 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $2.8k | 8.00 | 355.62 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.7k | 3.00 | 910.33 |
|
|
| Amazon (AMZN) | 0.1 | $2.5k | 10.00 | 249.20 |
|
|
| Albertsons Cos Common Stock (ACI) | 0.1 | $1.2k | NEW | 100.00 | 11.61 |
|
Past Filings by Cohalo Advisory
SEC 13F filings are viewable for Cohalo Advisory going back to 2025
- Cohalo Advisory 2026 Q3 filed Oct. 28, 2026
- Cohalo Advisory 2026 Q2 filed July 24, 2026
- Cohalo Advisory 2026 Q1 filed April 30, 2026
- Cohalo Advisory 2025 Q4 filed Jan. 20, 2026
- Cohalo Advisory 2025 Q3 filed Nov. 10, 2025
- Cohalo Advisory 2025 Q2 filed July 29, 2025