13F Filings History of Carbahal Olsen Financial Services Group, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$130,262,435
Signature - Title
Kurt Schrader - Managing Partner
Location
Davis, CA
Summary
This page shows a list of all the recent 13F filings made by Carbahal Olsen Financial Services Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carbahal Olsen Financial Services Group, LLC reported 42 stock holdings with total value $130,262,435 as of Q4 2025. Top holdings included IVV, IVW, QQQ, IEFA, and AGG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 42 $130,262,435 +$4,499,057 -$1,100,488 +$3,398,569 IVV, IVW, QQQ, IEFA, AGG 13F-HR 02 Feb 2026, 12:45
Q3 2025 37 $124,617,962 +$766,492 -$2,274,306 -$1,507,814 IVV, QQQ, IVW, IEFA, AGG 13F-HR 05 Nov 2025, 11:04
Q2 2025 36 $117,282,611 +$1,954,768 -$334,279 +$1,620,489 IVV, QQQ, IVW, IEFA, AGG 13F-HR 25 Jul 2025, 13:39
Q1 2025 34 $105,340,519 +$1,350,252 -$929,157 +$421,095 IVV, QQQ, IVW, IEFA, AGG 13F-HR 06 May 2025, 13:34
Q4 2024 34 $108,446,323 $0 $0 $0 IVV, QQQ, IVW, IEFA, AGG 13F-HR 13 Feb 2025, 16:13