DOSSIER · 13F-HR · Q2 2026

Carbahal Olsen Financial Services Group, LLC

$144M in tracked AUM across 40 positions as of Q2 2026.

CO
CIK 0002052538 · last filed Jun 30, 2026
Total AUM
$144M
as of Q2 2026
Holdings
40
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Carbahal Olsen Financial Services Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$36M48K25.2%
02
QQQ
INVESCO QQQ TR
$20M28K14.2%
03
IVW
ISHARES TR
$18M134K12.8%
04
IEFA
ISHARES TR
$15M158K10.6%
05
AGG
ISHARES TR
$12M119K8.1%
06
FDVV
FIDELITY COVINGTON TRUST
$8M130K5.5%
07
IVE
ISHARES TR
$7M31K4.8%
08
IWO
ISHARES TR
$6M15K4.0%
09
AAPL
APPLE INC
$5M16K3.1%
10
DVY
ISHARES TR
$2M13K1.4%

Filing history

2026Q2Jun 30
$144M 15.1%
40 positionsView →
2026Q1Mar 31
$125M 4.0%
37 positionsView →
2025Q4Dec 31
$130M 4.5%
42 positionsView →
2025Q3Sep 30
$125M 6.3%
37 positionsView →
2025Q2Jun 30
$117M 11.3%
36 positionsLocked
2025Q1Mar 31
$105M 2.9%
34 positionsLocked
2024Q4Dec 31
$108M
34 positionsLocked