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Cohalo Advisory Portfolio holdings

AUM $1.41M
1-Year Est. Return 5.35%
This Fund
S&P 500
This Quarter Est. Return
+1.07%
1 Year Est. Return
+5.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31M
AUM Growth
-$46.5K
Cap. Flow
-$113K
Cap. Flow %
-8.65%
Top 10 Hldgs %
97.53%
Holding
18
New
5
Increased
1
Reduced
6
Closed
4
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GAA icon
1
Cambria Global Asset Allocation ETF
GAA
$72.5M
$242K 18.51%
7,929
-343
-4% -$10.1K
GLOF icon
2
iShares Global Equity Factor ETF
GLOF
$213M
$208K 15.92%
+4,321
New +$193K
SVIX icon
3
-1x Short VIX Futures ETF
SVIX
$179M
$197K 15.05%
+12,700
New +$176K
SGOV icon
4
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$178K 13.62%
1,770
-945
-35% -$95K
GBIL icon
5
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.67B
$178K 13.62%
1,779
-949
-35% -$94.9K
RSST icon
6
Return Stacked US Stocks & Managed Futures ETF
RSST
$479M
$78.3K 5.99%
3,359
-23
-0.7% -$490
RSSB icon
7
Return Stacked Global Stocks & Bonds ETF
RSSB
$494M
$72.8K 5.57%
+2,778
New +$66.8K
RSSY
8
Return Stacked U.S. Stocks & Futures Yield ETF
RSSY
$93.2M
$46.4K 3.55%
2,505
-16
-0.6% -$274
GVIP icon
9
Goldman Sachs Hedge Industry VIP ETF
GVIP
$560M
$45.9K 3.51%
331
-2
-0.6% -$250
VNQ icon
10
Vanguard Real Estate ETF
VNQ
$39.1B
$28.8K 2.2%
+323
New +$28.5K
CERY
11
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.02B
$25.2K 1.92%
924
+94
+11% +$2.53K
COST icon
12
Costco
COST
$411B
$2.97K 0.23%
3
AMZN icon
13
Amazon
AMZN
$2.51T
$2.19K 0.17%
10
DAL icon
14
Delta Air Lines
DAL
$53.9B
$1.97K 0.15%
+40
New +$1.84K
ITOT icon
15
iShares Core S&P Total US Stock Market ETF
ITOT
$93.1B
-1,220
Closed -$149K
MAR icon
16
Marriott International
MAR
$96.1B
-8
Closed -$1.91K
SHV icon
17
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
-200
Closed -$22.1K
ZVOL
18
Volatility Premium Plus ETF
ZVOL
$12.9M
-13,200
Closed -$208K

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Cohalo Advisory's Q2 2025 Portfolio in Review

As of Q2 2025, Cohalo Advisory held 18 positions worth $1.31M, down 3.4% from $1.36M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Cohalo Advisory withdrew a net $113K in Q2 2025, closing 4 positions and reducing 6 holdings. Its most notable exit was Volatility Premium Plus ETF, an estimated $208K position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 0.23% of assets, up from 0.21% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Cohalo Advisory opened a new position in iShares Global Equity Factor ETF worth $208K.

  • Cohalo Advisory's largest Q2 2025 buy was iShares Global Equity Factor ETF: 4,321 shares worth $208K.
  • Cohalo Advisory added most to State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF in Q2 2025, an estimated $2.53K increase.
  • Cohalo Advisory's biggest Q2 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $95K.
  • Cohalo Advisory fully exited Volatility Premium Plus ETF in Q2 2025, selling an estimated $208K.
  • Cohalo Advisory's ten largest holdings make up 98% of its $1.31M portfolio in Q2 2025.
  • Cohalo Advisory opened 5 new positions and closed 4 in Q2 2025.
  • Cohalo Advisory's portfolio value fell 3.4% quarter-over-quarter to $1.31M.

Based on Cohalo Advisory's 13F filing for Q2 2025, filed 29 Jul 2025.