Carbahal Olsen Financial Services Group, LLC Top Holdings and 13F Report (2025) About Carbahal Olsen Financial Services Group, LLCInvestment ActivityCarbahal Olsen Financial Services Group, LLC has $117.28 million in total holdings as of June 30, 2025.Carbahal Olsen Financial Services Group, LLC owns shares of 36 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.67% of the portfolio was purchased this quarter.About 0.29% of the portfolio was sold this quarter.This quarter, Carbahal Olsen Financial Services Group, LLC has purchased 34 new stocks and bought additional shares in 11 stocks.Carbahal Olsen Financial Services Group, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,822,259Invesco QQQ $16,466,753iShares S&P 500 Growth ETF $16,307,097iShares Core MSCI EAFE ETF $12,844,062iShares Core U.S. Aggregate Bond ETF $10,860,354 Largest New Holdings this Quarter 02156V109 - AltC Acquisition $279,950 Holding459200101 - International Business Machines $210,178 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,200 shares (about $745.08K)iShares Core U.S. Aggregate Bond ETF 4,325 shares (about $429.04K)AltC Acquisition 5,000 shares (about $279.95K)International Business Machines 713 shares (about $210.18K)iShares Core S&P Total U.S. Stock Market ETF 1,159 shares (about $156.51K) Largest Sales this Quarter Invesco QQQ 194 shares (about $107.02K)iShares S&P 500 Growth ETF 964 shares (about $106.14K)Gilead Sciences 460 shares (about $51.00K)iShares S&P 500 Value ETF 119 shares (about $23.26K)iShares Select Dividend ETF 124 shares (about $16.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCarbahal Olsen Financial Services Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$29,822,259$745,075 ▲2.6%48,03125.4%ETFQQQInvesco QQQ$16,466,753$107,017 ▼-0.6%29,85114.0%FinanceIVWiShares S&P 500 Growth ETF$16,307,097$106,136 ▼-0.6%148,11213.9%ETFIEFAiShares Core MSCI EAFE ETF$12,844,062$29,051 ▲0.2%153,85811.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,860,354$429,041 ▲4.1%109,4799.3%FinanceFDVVFidelity High Dividend ETF$6,437,683$85,989 ▲1.4%123,7545.5%ETFIVEiShares S&P 500 Value ETF$6,019,560$23,255 ▼-0.4%30,8035.1%ETFIWOiShares Russell 2000 Growth ETF$4,219,552$3,141 ▲0.1%14,7793.6%ETFAAPLApple$1,846,024$11,899 ▼-0.6%8,9981.6%Computer and TechnologyDVYiShares Select Dividend ETF$1,821,489$16,468 ▼-0.9%13,7151.6%ETFBRK.BBerkshire Hathaway$1,160,505$11,658 ▲1.0%2,3891.0%FinanceMSFTMicrosoft$989,612$10,443 ▼-1.0%1,9900.8%Computer and TechnologyIWNiShares Russell 2000 Value ETF$813,941$1,104 ▼-0.1%5,1590.7%ETFETNEaton$566,5430.0%1,5870.5%IndustrialsBNBrookfield$471,8540.0%7,6290.4%FinanceIBBiShares Biotechnology ETF$410,715$6,957 ▼-1.7%3,2470.4%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$398,098$156,511 ▲64.8%2,9480.3%ETFIJRiShares Core S&P Small-Cap ETF$392,7880.0%3,5940.3%ETFLLYEli Lilly and Company$389,7650.0%5000.3%MedicalNVDANVIDIA$376,261$158 ▲0.0%2,3820.3%Computer and TechnologySEICSEI Investments$359,4400.0%4,0000.3%FinanceTAT&T$353,589$752 ▲0.2%12,2180.3%Computer and TechnologyAMATApplied Materials$341,539$549 ▲0.2%1,8660.3%Computer and TechnologyPGProcter & Gamble$339,3520.0%2,1300.3%Consumer StaplesGILDGilead Sciences$329,838$51,000 ▼-13.4%2,9750.3%MedicalJNJJohnson & Johnson$329,1760.0%2,1550.3%MedicalMETAMeta Platforms$312,2120.0%4230.3%Computer and TechnologyWFCWells Fargo & Company$293,2390.0%3,6600.3%FinanceALCCAltC Acquisition$279,950$279,950 ▲New Holding5,0000.2%EnergyBMRNBioMarin Pharmaceutical$273,4760.0%4,9750.2%MedicalABBVAbbVie$263,0240.0%1,4170.2%MedicalCRMSalesforce$252,3470.0%9250.2%Computer and TechnologyCVXChevron$246,7160.0%1,7230.2%EnergyCATCaterpillar$243,611$2,715 ▲1.1%6280.2%IndustrialsACNAccenture$240,0090.0%8030.2%Computer and TechnologyIBMInternational Business Machines$210,178$210,178 ▲New Holding7130.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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