Carbahal Olsen Financial Services Group, LLC: 13F holdings
CIK 20525382026Q2
| Positions | 40 |
|---|
| Reported value | $144.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 40 (+3 vs prior quarter) |
|---|
| Reported value | $144.0m (+15.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 48,420 | $36.3m | 25.2% |
| QQQ INVESCO QQQ TR | 27,747 | $20.4m | 14.2% |
| IWF ISHARES TR | 133,884 | $18.4m | 12.8% |
| IEFA ISHARES TR | 157,951 | $15.3m | 10.6% |
| AGG ISHARES TR | 118,579 | $11.7m | 8.1% |
| FDVV FIDELITY COVINGTON TRUST | 130,417 | $7.9m | 5.5% |
| IVE ISHARES TR | 30,742 | $7.0m | 4.8% |
| IWO ISHARES TR | 14,625 | $5.8m | 4.0% |
| AAPL APPLE INC | 15,656 | $4.5m | 3.1% |
| DVY ISHARES TR | 13,271 | $2.1m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052538")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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