account_balance

Investment manager · 13F filer · SEC CIK 2056438

Cohalo Advisory LLC

Reported value$1.82Mas of Sep 30, 2026
Positions18 5 new, 1 sold out
Top 10 weight90.6%GLOF alone is 13%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GLOF iShares Tr 13.4% Held
ZVOL Volatility SHS Tr 13.3% Added +6%
IBID iShares Tr 11.3% New
SGOV iShares Tr 11.2% Trimmed −3%
GBIL Goldman Sachs ETF Tr 11.2% Trimmed −3%
ITOT iShares Tr 11.1% Held
RSST Tidal Tr II 6.1% Held
FLKR Gfranklin Templeton ETF Tr 5.4% New
RSSB Tidal Tr II 4.2% Held
RSSY Tidal Tr II 3.3% Held
GVIP Goldman Sachs ETF Tr 2.9% Held
SCHP Schwab Strategic Tr 2.6% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • IBID $206K
  • FLKR $98.7K
  • SCHP $48.3K
  • VNQ $27K
arrow_upwardAdded
  • ZVOL +6%
arrow_downwardTrimmed
  • SGOV −3%
  • GBIL −3%
remove_circleSold out
  • IBIC $211K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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