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Cohalo Advisory - Q1 2026 13F Filings

CO

Cohalo Advisory LLC

CIK: 0002056438
Address: Washington Snoqualmie 35302 Se Center St Suite 503
$1.41 M
Portfolio Value
13
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+6.75%
$1.41 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cohalo Advisory Q1 2026 Filing Summary

Cohalo Advisory LLC filed its 13F report for Q1 2026 on April 30, 2026. The portfolio totaled 1.41 M reflecting a +4.71% change from the prior quarter, spanning 13 assets. The top 10 holdings comprised 99.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 1 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Cohalo Advisory’s Q1 2026 Filing

Cohalo Advisory submitted their Form 13F-HR for the Q1 2026 period on 04/30/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Cohalo Advisory reported a managed portfolio value of 1.41 M, consisting of 13 individual positions.

This page displays the raw filing documents. To see which stocks Cohalo Advisory bought or sold during Q1 2026, please visit Cohalo Advisory's Portfolio Analysis page.