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.

Portfolio value $117 Billion
ETFs: $107 Billion
Technology: $4.26 Billion
Financial Services: $2.09 Billion
Healthcare: $1.59 Billion
Industrials: $810 Million
Communication Services: $666 Million
Consumer Defensive: $339 Million
Energy: $247 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$280 Million 0.24% of portfolio
5,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $117 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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