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Carbahal Olsen Financial Services Group - Q4 2025 13F Filings

CA

Carbahal Olsen Financial Services Group, LLC

CIK: 0002052538
Address: California Davis 1107 Kennedy Pl Ste 3
$130.26 M
Portfolio Value
42
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. AAPL Apple
+$2.16 M
2. RTX Rtx Corporation
+$311,329
3. GOOG Alphabet
+$278,141
4. AGG Ishares Core Us Aggregate Bond Etf
+$270,874.77
5. VUG Vanguard Growth Etf
+$220,513

Top Sells

Q4 2025
1. QQQ Invesco Qqq Trust Series I
−$444,756.42
2. IVW Ishares S&P 500 Growth Etf
−$226,304.9
3. HD The Home Depot
−$208,464
4. IVV Ishares Core S&P 500 Etf
−$149,317.73
5. DVY Ishares Select Dividend Etf
−$35,285

Asset Allocation

Stocks/ETFs
+4.53%
$130.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Carbahal Olsen Financial Services Group Q4 2025 Filing Summary

Carbahal Olsen Financial Services Group, LLC filed its 13F report for Q4 2025 on February 02, 2026. The portfolio totaled 130.26 M reflecting a +4.53% change from the prior quarter, spanning 42 assets. The top 10 holdings comprised 90.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Carbahal Olsen Financial Services Group’s Q4 2025 Filing

Carbahal Olsen Financial Services Group submitted their Form 13F-HR for the Q4 2025 period on 02/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Carbahal Olsen Financial Services Group reported a managed portfolio value of 130.26 M, consisting of 42 individual positions.

This page displays the raw filing documents. To see which stocks Carbahal Olsen Financial Services Group bought or sold during Q4 2025, please visit Carbahal Olsen Financial Services Group's Portfolio Analysis page.