Cohalo Advisory LLC
All 13F Filings
- Location
- Snoqualmie, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,653,758
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 14 | 1,653,758 | 13F-HR | Cohalo Advisory LLC |
| Q1 2026 | 4/30/2026 | 13 | 1,412,906 | 13F-HR | Cohalo Advisory LLC |
| Q4 2025 | 1/20/2026 | 13 | 1,349,361 | 13F-HR | Cohalo Advisory LLC |
| Q3 2025 | 11/10/2025 | 12 | 1,282,171 | 13F-HR | Cohalo Advisory LLC |
| Q2 2025 | 7/29/2025 | 14 | 1,308,565 | 13F-HR | Cohalo Advisory LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 249.7 K | 15.1% | 0 | 199.3 K | -199.3 K |
| ETFs | 1.193 M | 72.1% | 229.1 K | 0 | 229.1 K |
| Debt | 211.1 K | 12.8% | 211.1 K | 0 | 211.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
1,653,758
Holdings
14
QoQ value change ($000)
240,852
(17.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.