§ 13F · FUND PROFILE
Carbahal Olsen Financial Services Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $117.3T (13F)Positions · 36Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 48K | $32.6T | 25.0% | ±0% |
| 2 | IVW | ISHARES TR | 140K | $17.3T | 13.3% | −1% |
| 3 | QQQ | INVESCO QQQ TR | 28K | $17.3T | 13.2% | −3% |
| 4 | IEFA | ISHARES TR | 155K | $13.9T | 10.7% | +1% |
| 5 | AGG | ISHARES TR | 113K | $11.3T | 8.7% | +2% |
| 6 | FDVV | FIDELITY COVINGTON TRUST | 127K | $7.2T | 5.5% | +2% |
| 7 | IVE | ISHARES TR | 31K | $6.5T | 5.0% | ±0% |
| 8 | IWO | ISHARES TR | 15K | $4.7T | 3.6% | +2% |
| 9 | AAPL | APPLE INC | 17K | $4.6T | 3.5% | +89% |
| 10 | DVY | ISHARES TR | 13K | $1.9T | 1.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARBAHAL SIGNAL
AC read
Carbahal Olsen Financial Services Group, LLC is a Other fund managing $117282.6 trillion in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed