Cohalo Advisory LLC Top Holdings and 13F Report (2026) About Cohalo Advisory LLCInvestment ActivityCohalo Advisory LLC has $1.65 million in total holdings as of June 30, 2026.Cohalo Advisory LLC owns shares of 14 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 28.29% of the portfolio was purchased this quarter.About 18.02% of the portfolio was sold this quarter.This quarter, Cohalo Advisory LLC has purchased 13 new stocks and bought additional shares in 2 stocks.Cohalo Advisory LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Volatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF $246,030iShares Global Equity Factor ETF $236,828iShares 0-3 Month Treasury Bond ETF $211,310Goldman Sachs Access Treasury 0-1 Year ETF $211,269ISHARES TR $211,067 Largest New Holdings this Quarter 46438G505 - ISHARES TR $211,067 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $200,406 Holding Largest Purchases this Quarter ISHARES TR 8,089 shares (about $211.07K)iShares Core S&P Total U.S. Stock Market ETF 1,219 shares (about $200.41K)iShares 0-3 Month Treasury Bond ETF 280 shares (about $28.19K)Goldman Sachs Access Treasury 0-1 Year ETF 281 shares (about $28.15K) Largest Sales this Quarter Volatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF 7,700 shares (about $64.22K)iShares Global Equity Factor ETF 38 shares (about $2.24K)TIDAL TR II 28 shares (about $915.45)TIDAL TR II 24 shares (about $738.24)Goldman Sachs Hedge Industry VIP ETF 3 shares (about $567.86) 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$246,030$64,218 â–¼-20.7%29,50014.9%ETFGLOFiShares Global Equity Factor ETF$236,828$2,235 â–¼-0.9%4,02614.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$211,310$28,188 â–²15.4%2,09912.8%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$211,269$28,149 â–²15.4%2,10912.8%ETFISHARES TR$211,067$211,067 â–²New Holding8,08912.8%IBONDS OCT 2026ITOTiShares Core S&P Total U.S. Stock Market ETF$200,406$200,406 â–²New Holding1,21912.1%ETFTIDAL TR II$102,367$915 â–¼-0.9%3,1316.2%RETURN STCKD USTIDAL TR II$79,638$738 â–¼-0.9%2,5894.8%RET STCKD GL STKTIDAL TR II$59,582$562 â–¼-0.9%2,3343.6%RETURN STACKED UGVIPGoldman Sachs Hedge Industry VIP ETF$58,300$568 â–¼-1.0%3083.5%ETFSPDR SER TR$28,807$268 â–¼-0.9%8611.7%BLOOMBERG ENHNCDMARMarriott International$2,9650.0%80.2%Consumer DiscretionaryCOSTCostco Wholesale$2,8060.0%30.2%Consumer StaplesAMZNAmazon.com$2,3830.0%100.1%Consumer DiscretionaryBARCLAYS BANK PLC$0$228,480 â–¼-100.0%00.0%IPATH S&P 500 SHShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
