Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Carbahal Olsen Financial Services Group, LLC (CIK 2052538) reported $125.1M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($31.4M, 25.09%), QQQ ($16.1M, 12.87%), IVW ($15.6M, 12.47%), IEFA ($14.1M, 11.31%), AGG ($11.5M, 9.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $31.4M | 25.09% | 48,056 | Added |
| 2 | QQQ | INVESCO QQQ TR | $16.1M | 12.87% | 27,891 | Trimmed |
| 3 | IVW | ISHARES TR | $15.6M | 12.47% | 137,939 | Trimmed |
| 4 | IEFA | ISHARES TR | $14.1M | 11.31% | 156,274 | Added |
| 5 | AGG | ISHARES TR | $11.5M | 9.20% | 115,964 | Added |
| 6 | FDVV | FIDELITY COVINGTON TRUST | $7.1M | 5.70% | 129,048 | Added |
| 7 | IVE | ISHARES TR | $6.5M | 5.21% | 30,896 | Added |
| 8 | IWO | ISHARES TR | $4.6M | 3.68% | 14,677 | Added |
| 9 | AAPL | APPLE INC | $4.3M | 3.40% | 16,756 | Trimmed |
| 10 | DVY | ISHARES TR | $2.0M | 1.59% | 13,130 | Trimmed |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.92% | 2,389 | Hold |
| 12 | IWN | ISHARES TR | $996,412 | 0.80% | 5,256 | Added |
| 13 | MSFT | MICROSOFT CORP | $663,540 | 0.53% | 1,793 | Trimmed |
| 14 | AMAT | APPLIED MATLS INC | $639,778 | 0.51% | 1,872 | Trimmed |
| 15 | ETN | EATON CORP PLC | $567,622 | 0.45% | 1,587 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $526,768 | 0.42% | 2,155 | Hold |
| 17 | IBB | ISHARES TR | $527,783 | 0.42% | 3,126 | Hold |
| 18 | IJR | ISHARES TR | $470,949 | 0.38% | 3,789 | Added |
| 19 | BN | BROOKFIELD CORP | $463,098 | 0.37% | 11,443 | Hold |
| 20 | LLY | ELI LILLY & CO | $460,805 | 0.37% | 501 | Hold |
| 21 | CAT | CATERPILLAR INC | $445,027 | 0.36% | 628 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $430,881 | 0.34% | 2,471 | Hold |
| 23 | GILD | GILEAD SCIENCES INC | $414,626 | 0.33% | 2,975 | Trimmed |
| 24 | ITOT | ISHARES TR | $411,908 | 0.33% | 2,892 | Added |
| 25 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $391,760 | 0.31% | 1,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31