Carbahal Olsen Financial Services Group, LLC Portfolio Holdings

Carbahal Olsen Financial Services Group, LLC

  • $125 Billion
  • Q3 2025

Carbahal Olsen Financial Services Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32B, Invesco Qqq Trust, Series 1 with a value of $17.3B, Ishares S&P 500 Growth ETF with a value of $17.2B, Ishares Tr with a value of $13.5B, and Ishares Core U.S. Aggregate Bo with a value of $11.1B.

Examining the 13F form we can see an increase of $7.34B in the current position value, from $117B to 125B.

Carbahal Olsen Financial Services Group, LLC is based out at Davis, CA

Below you can find more details about Carbahal Olsen Financial Services Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $113 Billion
Technology: $4.76 Billion
Financial Services: $2.41 Billion
Healthcare: $1.44 Billion
Industrials: $893 Million
Communication Services: $655 Million
Consumer Defensive: $327 Million
Energy: $268 Million
Other: $413 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32 Billion 25.69% of portfolio
47,831
Q3 2025 Reduced 0.42%
$0
$17.3 Billion 13.88% of portfolio
28,817
Q3 2025 Reduced 3.46%
$0
$17.2 Billion 13.78% of portfolio
142,203
Q3 2025 Reduced 3.99%
$0
$13.5 Billion 10.8% of portfolio
154,108
Q3 2025 Added 0.16%
$0
$11.1 Billion 8.87% of portfolio
110,226
Q3 2025 Added 0.68%
$0
$6.91 Billion 5.54% of portfolio
123,946
Q3 2025 Added 0.16%
$0
$6.34 Billion 5.08% of portfolio
30,677
Q3 2025 Reduced 0.41%
$0
$4.58 Billion 3.68% of portfolio
14,322
Q3 2025 Reduced 3.09%
$4.3T
$2.28 Billion 1.83% of portfolio
8,962
Q3 2025 Reduced 0.4%
$0
$1.93 Billion 1.55% of portfolio
13,551
Q3 2025 Reduced 1.2%
$662B
$1.2 Billion 0.96% of portfolio
2,389
Q2 2025 Added 1.01%
$3.78T
$989 Million 0.79% of portfolio
1,910
Q3 2025 Reduced 4.02%
$0
$884 Million 0.71% of portfolio
5,001
Q3 2025 Reduced 3.06%
$140B
$594 Million 0.48% of portfolio
1,587
Q4 2024 New
$0
$558 Million 0.45% of portfolio
5,000
Q2 2025 New
Brookfield Corp
-
$523 Million 0.42% of portfolio
-
Q4 2024 New
$465B
$452 Million 0.36% of portfolio
2,422
Q3 2025 Added 1.68%
$0
$426 Million 0.34% of portfolio
3,581
Q3 2025 Reduced 0.36%
$0
$429 Million 0.34% of portfolio
2,948
Q2 2025 Added 64.78%
$522B
$400 Million 0.32% of portfolio
2,155
Q4 2024 New
$197B
$383 Million 0.31% of portfolio
1,869
Q3 2025 Added 0.16%
$971B
$382 Million 0.31% of portfolio
500
Q4 2024 New
$181B
$344 Million 0.28% of portfolio
12,192
Q3 2025 Reduced 0.21%
$156B
$334 Million 0.27% of portfolio
2,987
Q3 2025 Added 0.4%
$11B
$339 Million 0.27% of portfolio
4,000
Q4 2024 New
$414B
$328 Million 0.26% of portfolio
1,417
Q4 2024 New
$346B
$327 Million 0.26% of portfolio
2,130
Q4 2024 New
$317B
$307 Million 0.25% of portfolio
3,660
Q1 2025 Reduced 15.28%
$1.37T
$311 Million 0.25% of portfolio
423
Q4 2024 New
$291B
$300 Million 0.24% of portfolio
628
Q2 2025 Added 1.13%
$303B
$268 Million 0.21% of portfolio
1,723
Q4 2024 New
$53.3B
$236 Million 0.19% of portfolio
1,000
Q3 2025 New
$237B
$219 Million 0.18% of portfolio
926
Q3 2025 Added 0.11%
$367B
$208 Million 0.17% of portfolio
514
Q3 2025 New
$24.5B
$205 Million 0.16% of portfolio
1,200
Q3 2025 New
$266B
$201 Million 0.16% of portfolio
713
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $125 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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