🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 774.87 -0.3% NASDAQ 100: 754.00 -0.5% Dow Jones: 534.08 -0.5%

Carbahal Olsen Financial Services Group - Q1 2026 13F Filings

CA

Carbahal Olsen Financial Services Group, LLC

CIK: 0002052538
Address: California Davis 1107 Kennedy Pl Ste 3
$125.1 M
Portfolio Value
37
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. AGG Ishares Core Us Aggregate Bond Etf
+$300,391.72
2. IVV Ishares Core S&P 500 Etf
+$289,372.71
3. WMT Walmart
+$205,559
4. RWL Invesco S&P 500 Revenue Etf
+$203,850
5. FDVV Fidelity High Dividend Etf
+$110,921.49

Top Sells

Q1 2026
1. RTX Rtx Corporation
−$311,329
2. IVW Ishares S&P 500 Growth Etf
−$274,630.44
3. CRM Salesforce
−$246,497
4. VUG Vanguard Growth Etf
−$220,513
5. BINC Ishares Flexible Income Active Etf
−$218,943

Asset Allocation

Stocks/ETFs
-3.96%
$125.1 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Carbahal Olsen Financial Services Group Q1 2026 Filing Summary

Carbahal Olsen Financial Services Group, LLC filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 125.1 M reflecting a -3.96% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 90.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 7 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Carbahal Olsen Financial Services Group’s Q1 2026 Filing

Carbahal Olsen Financial Services Group submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Carbahal Olsen Financial Services Group reported a managed portfolio value of 125.1 M, consisting of 37 individual positions.

This page displays the raw filing documents. To see which stocks Carbahal Olsen Financial Services Group bought or sold during Q1 2026, please visit Carbahal Olsen Financial Services Group's Portfolio Analysis page.