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CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC
CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC
Latest filing: 2026-06-30
CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC runs CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC and currently holds 40 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $144.04M. Their top holdings are IVV, QQQ, IVW, IEFA, AGG. The top five represent 70.9% of reported portfolio weight. CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC ranks #809 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC initiated 1 new position. They added to 9 existing positions. They trimmed 12 positions. Their current best-performing preview position is STX with returns of +146.32%.
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40 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 25.17% | $591.03 | $769.30 | +30.16% | Added +0.76% |
 QQQ INVESCO QQQ TR | 14.19% | $511.23 | $713.44 | +39.55% | Trimmed -0.52% |
 IVW ISHARES TR | 12.78% | $101.53 | $138.86 | +36.77% | Trimmed -2.94% |
 IEFA ISHARES TR | 10.59% | $70.95 | $100.87 | +42.16% | Added +1.07% |
 AGG ISHARES TR | 8.15% | $97.21 | $97.36 | +0.15% | Added +2.25% |
 FDVV FIDELITY COVINGTON TRUST | 5.46% | $50.32 | $63.12 | +25.44% | Added +1.06% |
 IVE ISHARES TR | 4.85% | $191.03 | $237.18 | +24.16% | Trimmed -0.50% |
 IWO ISHARES TR | 4.00% | $288.54 | $387.34 | +34.24% | Trimmed -0.35% |
 AAPL APPLE INC | 3.15% | $259.55 | $309.35 | +19.19% | Trimmed -6.56% |
 DVY ISHARES TR | 1.44% | $131.56 | $164.09 | +24.73% | Added +1.07% |
Showing 1-10 of 40