Carbahal Olsen Financial Services Group, LLC Portfolio Holdings
Carbahal Olsen Financial Services Group, LLC
- $117 Billion
- Q2 2025
Carbahal Olsen Financial Services Group, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.8B, Invesco Qqq Trust, Series 1 with a value of $16.5B, Ishares S&P 500 Growth ETF with a value of $16.3B, Ishares Tr with a value of $12.8B, and Ishares Core U.S. Aggregate Bo with a value of $10.9B.
Examining the 13F form we can see an increase of $11.9B in the current position value, from $105B to 117B.
Carbahal Olsen Financial Services Group, LLC is based out at Davis, CA
Below you can find more details about Carbahal Olsen Financial Services Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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