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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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOF | Other | 14.99% | 4,064 | -158 | -3.74% | $211,840 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 12.97% | 1,828 | +125 | +7.34% | $183,235 |
| ISHARES TR | SGOV | Other | 12.96% | 1,819 | +124 | +7.32% | $183,180 |
| TIDAL TR II | RSST | Other | 6.32% | 3,159 | -123 | -3.75% | $89,360 |
| GOLDMAN SACHS ETF TR | GVIP | Other | 3.22% | 311 | -12 | -3.72% | $45,433 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.21% | 3 | - | - | $2,989 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.19% | 8 | - | - | $2,617 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.15% | 10 | - | - | $2,083 |