Cohalo Advisory Llc Portfolio Stock Holdings
Cohalo Advisory Llc disclosed 14 stock positions valued at approximately $1.7 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and GOLDMAN SACHS ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $1.7M
Holdings by Sector
Cohalo Advisory Llc Portfolio Holdings in Q2 2026
9 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOF | Other | 14.32% | 4,026 | -38 | -0.94% | $236,828 |
| ISHARES TR | SGOV | Other | 12.78% | 2,099 | +280 | +15.39% | $211,310 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 12.78% | 2,109 | +281 | +15.37% | $211,269 |
| ISHARES TR | ITOT | Other | 12.12% | 1,219 | +1,219 | +100.00% | $200,406 |
| TIDAL TR II | RSST | Other | 6.19% | 3,131 | -28 | -0.89% | $102,367 |
| GOLDMAN SACHS ETF TR | GVIP | Other | 3.53% | 308 | -3 | -0.96% | $58,300 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.18% | 8 | - | - | $2,965 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.17% | 3 | - | - | $2,806 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.14% | 10 | - | - | $2,383 |