StockDriftsStockDriftsTop 40 Carbahal Olsen Financial Services Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.17% | 48.4K | $36.3M | +0.76%(+364) | $584.46(+33.71%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 14.19% | 27.7K | $20.4M | -0.52%(-144) | $499.65(+46.52%) | 2026-06-30 | |
| IVW | ISHARES TR | 12.78% | 133.9K | $18.4M | -2.94%(-4.05K) | $98.64(+44.51%) | 2026-06-30 | |
| IEFA | ISHARES TR | 10.59% | 158.0K | $15.3M | +1.07%(+1.68K) | $74.58(+35.71%) | 2026-06-30 | |
| AGG | ISHARES TR | 8.15% | 118.6K | $11.7M | +2.26%(+2.62K) | $99.10(-1.42%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 5.46% | 130.4K | $7.9M | +1.06%(+1.37K) | $50.60(+27.19%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.85% | 30.7K | $7.0M | -0.50%(-154) | $194.14(+22.60%) | 2026-06-30 | |
| IWO | ISHARES TR | 4% | 14.6K | $5.8M | -0.35%(-52) | $286.71(+36.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.15% | 15.7K | $4.5M | -6.56%(-1.10K) | $246.87(+23.65%) | 2026-06-30 | |
| DVY | ISHARES TR | 1.44% | 13.3K | $2.1M | +1.07%(+141) | $133.39(+23.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.58% |
Carbahal Olsen Financial Services Group LLC reports $144.04M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.2%), QQQ (14.2%) and IVW (12.8%). The top 20 holdings account for 95.49% of reported assets. Its disclosed equity book has returned +28.14% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Carbahal Olsen Financial Services Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052538). View Carbahal Olsen Financial Services Group LLC’s 13F filings on SEC