Cohalo Advisory LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Cohalo Advisory LLC reported 8 stock positions worth $1.2 million. Its top holding was Goldman Sachs Access Treasur (GBIL) at 21.6% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 21.6%) and Cambria Global Asset Allocat (GAA, 20.2%).
- Most Recent 13F
- Q2 2026
- Location
- SNOQUALMIE, WA
- CIK
- 0002056438
- Portfolio Value
- $1.2M (Q4 2024)
- SEC Filing
- 0002056438-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $1.2M
| GBIL Goldman Sachs Access Treasur | 21.62% | 2,528 | $253K | — |
| SGOV iShares 0-3 Month Treasury B | 21.59% | 2,515 | $252K | — |
| GAA Cambria Global Asset Allocat | 20.25% | 8,267 | $237K | — |
| GLOF iShares Global Equity Factor | 19.94% | 5,373 | $233K | — |
| RSST Return Stacked US SM FTR ETF | 6.22% | 3,040 | $73K | — |
| JPST JPMorgan Ultra-Short Income | 4.67% | 1,084 | $55K | — |
| RSSY Return Stacked US S&F YD ETF | 3.77% | 2,170 | $44K | — |
| CERY SS SPDR BBG En RY CM St N-Ui | 1.95% | 882 | $23K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $1.7M | ZVOL, GLOF, SGOV, GBIL, IBIC |
| Q1 2026 | 13 | $1.4M | ZVOL, VXX, GLOF, GBIL, SGOV |
| Q4 2025 | 13 | $1.3M | ZVOL, GAA, GLOF, GBIL, SGOV |
| Q3 2025 | 12 | $1.3M | GAA, GLOF, GBIL, SGOV, ZVOL |
| Q2 2025 | 14 | $1.3M | GAA, GLOF, SVIX, SGOV, GBIL |
| Q1 2025 | 13 | $1.4M | SGOV, GBIL, GAA, ZVOL, ITOT |
| Q4 2024 | 8 | $1.2M | GBIL, SGOV, GAA, GLOF, RSST |