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Cohalo Advisory LLC Portfolio
$1.8M across 18 positions as of 2026-09-30, with 91% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
0 of 1
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | — | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | — | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | — | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | — | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | — | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +2.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | — | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ISHARES TR | $244.2K | 13.4% | 4,026 |
| VOLATILITY SHS TR | $242.4K | 13.3% | 31,200 |
| ISHARES TR | $205.9K | 11.3% | 7,951 |
| SGOViShares 0-3 Month Treasury Bond ETF | $204.8K | 11.2% | 2,033 |
| GBILGOLDMAN SACHS ETF TR | $204.6K | 11.2% | 2,043 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $202.9K | 11.1% | 1,219 |
| TIDAL TR II | $111K | 6.1% | 3,131 |
| GFRANKLIN TEMPLETON ETF TR | $98.7K | 5.4% | 1,641 |
| TIDAL TR II | $76.9K | 4.2% | 2,589 |
| TIDAL TR II | $61K | 3.3% | 2,334 |
| GOLDMAN SACHS ETF TR | $52.6K | 2.9% | 308 |
| SCHPSCHWAB STRATEGIC TR | $48.3K | 2.6% | 1,920 |
| SPDR SER TR | $33.8K | 1.9% | 861 |
| VNQVanguard Real Estate ETF | $27K | 1.5% | 301 |
| MARMarriott International Inc | $2.8K | 0.2% | 8 |
| COSTCostco Wholesale Corp | $2.7K | 0.1% | 3 |
| AMZNAmazon.com Inc | $2.5K | 0.1% | 10 |
| ACIAlbertsons Companies Inc | $1.2K | 0.1% | 100 |
Quarter ending 2026-09-30.
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