Carbahal Olsen Financial Services Group, LLC 13F Holdings

CIK 0002052538 · DAVIS, CA

As of Sep 30, 2025, Carbahal Olsen Financial Services Group, LLC reported 37 positions worth 24.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—47,831$32.0M25.69%
INVESCO QQQ TRUST SERIES 1QQQ—28,817 7.3M13.88%
ISHARES S&P 500 GROWTH ETFIVW—142,203 7.2M13.78%
ISHARES CORE MSCI EAFE ETFIEFA—154,108 3.5M10.80%
ISHARES CORE US AGGREGATE BOND ETFAGG—110,226 1.1M8.87%
FIDELITY HIGH DIVIDEND ETFFDVV—123,946$6.9M5.54%
ISHARES S&P 500 VALUE ETFIVE—30,677$6.3M5.08%
ISHARES RUSSELL 2000 GROWTH ETFIWO—14,322$4.6M3.68%
APPLE INCAAPLTechnology8,962$2.3M1.83%
ISHARES SELECT DIVIDEND ETFDVY—13,551 .9M1.55%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,389 .2M0.96%
MICROSOFT CORPMSFTTechnology1,910$989.0K0.79%
ISHARES RUSSELL 2000 VALUE ETFIWN—5,001$884.2K0.71%
EATON CORP PLCETNIndustrials1,587$593.9K0.48%
OKLO INCOKLOUtilities5,000$558.2K0.45%
BROOKFIELD CORPBNFinancial Services7,629$523.2K0.42%
ISHARES BIOTECHNOLOGY ETFIBB—3,133$452.2K0.36%
NVIDIA CORPNVDATechnology2,422$451.8K0.36%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—2,948$429.4K0.34%
ISHARES CORE S&P SMALL-CAP ETFIJR—3,581$425.5K0.34%
JOHNSON & JOHNSONJNJHealthcare2,155$399.6K0.32%
APPLIED MATERIALS INCAMATTechnology1,869$382.6K0.31%
ELI LILLY & COLLYHealthcare500$381.5K0.31%
AT&T INCTCommunication Services12,192$344.3K0.28%
SEI INVESTMENTS COSEICFinancial Services4,000$339.4K0.27%