Cohalo Advisory
Latest statistics and disclosures from Cohalo Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ZVOL, VXX, GLOF, GBIL, SGOV, and represent 79.00% of Cohalo Advisory's stock portfolio.
- Added to shares of these 4 stocks: VXX, ZVOL, GBIL, SGOV.
- Started 1 new stock position in VXX.
- Reduced shares in these 7 stocks: GAA, GLOF, RSST, RSSB, RSSY, GVIP, CERY.
- Sold out of its position in GAA.
- Cohalo Advisory was a net buyer of stock by $117k.
- Cohalo Advisory has $1.4M in assets under management (AUM), dropping by 4.71%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Volatility Shs Tr Premium Plus Etf (ZVOL) | 21.9 | $310k | +59% | 37k | 8.32 |
|
| Barclays Bank Ipath S&p 500 Sh (VXX) | 16.2 | $229k | NEW | 6.4k | 35.70 |
|
| Ishares Tr Global Equity (GLOF) | 15.0 | $212k | -3% | 4.1k | 52.13 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 13.0 | $183k | +7% | 1.8k | 100.24 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 13.0 | $183k | +7% | 1.8k | 100.70 |
|
| Tidal Tr Ii Return Stckd Us (RSST) | 6.3 | $89k | -3% | 3.2k | 28.29 |
|
| Tidal Tr Ii Ret Stckd Gl Stk (RSSB) | 5.0 | $71k | -3% | 2.6k | 27.22 |
|
| Tidal Tr Ii Return Stacked U (RSSY) | 3.7 | $52k | -3% | 2.4k | 22.25 |
|
| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 3.2 | $45k | -3% | 311.00 | 146.09 |
|
| Spdr Ser Tr Bloomberg Enhncd (CERY) | 2.2 | $31k | -3% | 869.00 | 35.27 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.0k | 3.00 | 996.33 |
|
|
| Marriott Intl Cl A (MAR) | 0.2 | $2.6k | 8.00 | 327.12 |
|
|
| Amazon (AMZN) | 0.1 | $2.1k | 10.00 | 208.30 |
|
Past Filings by Cohalo Advisory
SEC 13F filings are viewable for Cohalo Advisory going back to 2025
- 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