Carbahal Olsen Financial Services Group, LLC - Portfolio overview

Carbahal Olsen Financial Services Group, LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 24.97%
2. QQQ - INVESCO QQQ TR, 12.80%
3. IVW - ISHARES TR, 12.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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