Cohalo Advisory Llc Portfolio Stock Holdings

Cohalo Advisory Llc disclosed 13 stock positions valued at approximately $1.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, GOLDMAN SACHS ETF TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.

Report Period
March 31, 2026
No. of Stocks
13
Portfolio Value
$1.4M
Holdings by Sector
Cohalo Advisory Llc Portfolio Holdings in Q1 2026

8 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRGLOFOther14.99%4,064-158-3.74%$211,840
GOLDMAN SACHS ETF TRGBILOther12.97%1,828+125+7.34%$183,235
ISHARES TRSGOVOther12.96%1,819+124+7.32%$183,180
TIDAL TR IIRSSTOther6.32%3,159-123-3.75%$89,360
GOLDMAN SACHS ETF TRGVIPOther3.22%311-12-3.72%$45,433
COSTCO WHSL CORP NEWCOSTConsumer Defensive0.21%3--$2,989
MARRIOTT INTL INC NEWMARConsumer Cyclical0.19%8--$2,617
AMAZON COM INCAMZNConsumer Cyclical0.15%10--$2,083
Cohalo Advisory Llc Portfolio Stock Holdings | InsiderSet