Cohalo Advisory LLC Portfolio Holdings

Cohalo Advisory LLC

  • $1.28 Billion
  • Q3 2025

Cohalo Advisory LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cambria Global Asset Allocatio with a value of $268M, Ishares Msci Global Multifacto with a value of $223M, Ishares Trishares 0 3 Mnth Tre with a value of $172M, Goldman Sachs Access Treasury with a value of $172M, and Volatility Shs Tr with a value of $147M.

Examining the 13F form we can see an decrease of $26.4M in the current position value, from $1.31B to 1.28B.

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 $1.28 Billion
ETFs: $886 Million
Consumer Defensive: $2.78 Million
Consumer Cyclical: $2.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $1.28 Billion
  • Prior Value $1.31 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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