Carbahal Olsen Financial Services Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Carbahal Olsen Financial Services Group, LLC held in its portfolio 42 assets valued at $130,262,435 (i.e. $130.26M).
The most valuable assets in the portfolio included: ISHARES TR ($32.61M), ISHARES TR ($17.30M), and INVESCO QQQ TR ($17.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Carbahal Olsen Financial Services Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 47613 | 32612225 | CORE S&P500 ETF |
| ISHARES TR | 140367 | 17301601 | S&P 500 GRWT ETF |
| INVESCO QQQ TR | 28093 | 17257655 | UNIT SER 1 |
| ISHARES TR | 155392 | 13901375 | CORE MSCI EAFE |
| ISHARES TR | 112938 | 11280256 | CORE US AGGBD ET |
| FIDELITY COVINGTON TRUST | 127040 | 7201869 | HIGH DIVID ETF |
| ISHARES TR | 30805 | 6532857 | S&P 500 VAL ETF |
| ISHARES TR | 14558 | 4702531 | RUS 2000 GRW ETF |
| APPLE INC | 16910 | 4597150 | COM |
| ISHARES TR | 13301 | 1877303 | SELECT DIVID ETF |
| BERKSHIRE HATHAWAY INC DEL | 2389 | 1200831 | CL B NEW |
| ISHARES TR | 5061 | 917114 | RUS 2000 VAL ETF |
| MICROSOFT CORP | 1871 | 904625 | COM |
| ELI LILLY & CO | 501 | 538415 | COM |
| ISHARES TR | 3126 | 527533 | ISHARES BIOTECH |
| BROOKFIELD CORP | 11443 | 525119 | CL A LTD VT SH |
| EATON CORP PLC | 1591 | 506749 | SHS |
| APPLIED MATLS INC | 1874 | 481712 | COM |
| NVIDIA CORPORATION | 2471 | 460775 | COM |
| ISHARES TR | 3741 | 449593 | CORE S&P SCP ETF |
| JOHNSON & JOHNSON | 2155 | 445977 | COM |
| ISHARES TR | 2844 | 422874 | CORE S&P TTL STK |
| GILEAD SCIENCES INC | 2980 | 365765 | COM |
| CATERPILLAR INC | 630 | 360913 | COM |
| OKLO INC | 5000 | 358800 | COM CL A |
| WELLS FARGO CO NEW | 3672 | 342230 | COM |
| SEI INVTS CO | 4000 | 328080 | COM |
| ABBVIE INC | 1420 | 324456 | COM |
| RTX CORPORATION | 2364 | 311329 | COM |
| PROCTER AND GAMBLE CO | 2130 | 305250 | COM |
| AT&T INC | 12226 | 303694 | COM |
| META PLATFORMS INC | 428 | 282519 | CL A |
| ALPHABET INC | 886 | 278141 | CAP STK CL C |
| SEAGATE TECHNOLOGY HLDNGS PL | 1000 | 275390 | ORD SHS |
| CHEVRON CORP NEW | 1723 | 262602 | COM |
| SALESFORCE INC | 930 | 246497 | COM |
| VANGUARD INDEX FDS | 452 | 220513 | GROWTH ETF |
| BLACKROCK ETF TRUST II | 4149 | 218943 | ISHARES FLEXIBLE |
| ACCENTURE PLC IRELAND | 805 | 215982 | SHS CLASS A |
| INTERNATIONAL BUSINESS MACHS | 713 | 211198 | COM |
| VANGUARD INDEX FDS | 605 | 202838 | TOTAL STK MKT |
| ATMOS ENERGY CORP | 1200 | 201156 | COM |
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