§ 13F · FUND PROFILE
Carbahal Olsen Financial Services Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125M (13F)Positions · 37Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$409K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 48K | $31M | 25.1% | +1% |
| 2 | QQQ | INVESCO QQQ TR | 28K | $16M | 12.9% | −1% |
| 3 | IVW | ISHARES TR | 138K | $16M | 12.5% | −2% |
| 4 | IEFA | ISHARES TR | 156K | $14M | 11.3% | +1% |
| 5 | AGG | ISHARES TR | 116K | $12M | 9.2% | +3% |
| 6 | FDVV | FIDELITY COVINGTON TRUST | 129K | $7M | 5.7% | +2% |
| 7 | IVE | ISHARES TR | 31K | $7M | 5.2% | ±0% |
| 8 | IWO | ISHARES TR | 15K | $5M | 3.7% | +1% |
| 9 | AAPL | APPLE INC | 17K | $4M | 3.4% | −1% |
| 10 | DVY | ISHARES TR | 13K | $2M | 1.6% | −1% |
§ 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 $125 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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