Carbahal Olsen Financial Services Group, LLC — 13F holdings

Carbahal Olsen Financial Services Group, LLC reported 40 holdings worth $144M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. IVV ISHARES TR — $36.3M (25.2%)
2. QQQ Invesco Qqq Tr — $20.4M (14.2%)
3. IVW ISHARES TR — $18.4M (12.8%)
4. IEFA ISHARES TR — $15.3M (10.6%)
5. AGG ISHARES TR — $11.7M (8.1%)
6. FDVV FIDELITY COVINGTON TRUST — $7.86M (5.5%)
7. IVE ISHARES TR — $6.98M (4.8%)
8. IWO ISHARES TR — $5.76M (4.0%)
9. AAPL APPLE INC — $4.53M (3.1%)
10. DVY ISHARES TR — $2.07M (1.4%)