Cohalo Advisory LLC Portfolio Holdings

Cohalo Advisory LLC

  • $1.35 Billion
  • Q4 2025

Cohalo Advisory LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Volatility Shs Tr with a value of $254M, Cambria Global Asset Allocatio with a value of $233M, Ishares Msci Global Multifacto with a value of $223M, Goldman Sachs Access Treasury with a value of $170M, and Ishares Trishares 0 3 Mnth Tre with a value of $170M.

Examining the 13F form we can see an increase of $67.2M in the current position value, from $1.28B to 1.35B.

Cohalo Advisory LLC is based out at Snoqualmie, WA

Below you can find more details about Cohalo Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.35 Billion
ETFs: $846 Million
Consumer Cyclical: $4.79 Million
Consumer Defensive: $2.59 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $1.35 Billion
  • Prior Value $1.28 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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