Cohalo Advisory LLC Top Holdings and 13F Report (2026) About Cohalo Advisory LLCInvestment ActivityCohalo Advisory LLC has $1.41 million in total holdings as of March 31, 2026.Cohalo Advisory LLC owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 26.13% of the portfolio was purchased this quarter.About 17.84% of the portfolio was sold this quarter.This quarter, Cohalo Advisory LLC has purchased 13 new stocks and bought additional shares in 3 stocks.Cohalo Advisory LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Volatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF $309,504BARCLAYS BANK PLC $228,480iShares Global Equity Factor ETF $211,840Goldman Sachs Access Treasury 0-1 Year ETF $183,235iShares 0-3 Month Treasury Bond ETF $183,180 Largest New Holdings this Quarter 06748M196 - BARCLAYS BANK PLC $228,480 Holding Largest Purchases this Quarter BARCLAYS BANK PLC 6,400 shares (about $228.48K)Volatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF 13,900 shares (about $115.65K)Goldman Sachs Access Treasury 0-1 Year ETF 125 shares (about $12.53K)iShares 0-3 Month Treasury Bond ETF 124 shares (about $12.49K) Largest Sales this Quarter iShares Global Equity Factor ETF 158 shares (about $8.24K)TIDAL TR II 123 shares (about $3.48K)TIDAL TR II 102 shares (about $2.78K)TIDAL TR II 92 shares (about $2.05K)Goldman Sachs Hedge Industry VIP ETF 12 shares (about $1.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCohalo Advisory LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorZIVBVolatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF$309,504$115,648 ▲59.7%37,20021.9%ETFBARCLAYS BANK PLC$228,480$228,480 ▲New Holding6,40016.2%IPATH S&P 500 SHGLOFiShares Global Equity Factor ETF$211,840$8,236 ▼-3.7%4,06415.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$183,235$12,530 ▲7.3%1,82813.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$183,180$12,487 ▲7.3%1,81913.0%ETFTIDAL TR II$89,360$3,479 ▼-3.7%3,1596.3%RETURN STCKD USTIDAL TR II$71,117$2,776 ▼-3.8%2,6135.0%RET STCKD GL STKTIDAL TR II$52,417$2,047 ▼-3.8%2,3563.7%RETURN STACKED UGVIPGoldman Sachs Hedge Industry VIP ETF$45,433$1,753 ▼-3.7%3113.2%ETFSPDR SER TR$30,651$1,199 ▼-3.8%8692.2%BLOOMBERG ENHNCDCOSTCostco Wholesale$2,9890.0%30.2%Retail/WholesaleMARMarriott International$2,6170.0%80.2%Consumer DiscretionaryAMZNAmazon.com$2,0830.0%100.1%Retail/WholesaleGAACambria Global Asset Allocation ETF$0$232,508 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
