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Carbahal Olsen Financial Services Group - Q2 2026 13F Filings

CA

Carbahal Olsen Financial Services Group, LLC

CIK: 0002052538
Address: California Davis 1107 Kennedy Pl Ste 3
$144.04 M
Portfolio Value
40
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. FNRN First Northern Community Ban
+$1.23 M
2. IVV Ishares Core S&P 500 Etf
+$272,601.34
3. AGG Ishares Core Us Aggregate Bond Etf
+$258,833.07
4. VUG Vanguard Growth Etf
+$233,612
5. VTI Vanguard Total Stock Market Etf
+$223,874

Top Sells

Q2 2026
1. AMAT Applied Materials
−$775,988.64
2. IVW Ishares S&P 500 Growth Etf
−$557,687.44
3. AAPL Apple
−$318,306.46
4. GOOG Alphabet
−$240,848
5. WMT Walmart
−$205,559

Asset Allocation

Stocks/ETFs
+15.14%
$144.04 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Carbahal Olsen Financial Services Group Q2 2026 Filing Summary

Carbahal Olsen Financial Services Group, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 144.04 M reflecting a +15.14% change from the prior quarter, spanning 40 assets. The top 10 holdings comprised 89.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 2 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Carbahal Olsen Financial Services Group’s Q2 2026 Filing

Carbahal Olsen Financial Services Group submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Carbahal Olsen Financial Services Group reported a managed portfolio value of 144.04 M, consisting of 40 individual positions.

This page displays the raw filing documents. To see which stocks Carbahal Olsen Financial Services Group bought or sold during Q2 2026, please visit Carbahal Olsen Financial Services Group's Portfolio Analysis page.