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Carbahal Olsen Financial Services Group, LLC
Carbahal Olsen Financial Services Group, LLC is an independent investment advisory firm headquartered in Davis, California. The firm was founded in 1999 and became a registered investment adviser in 2010. It specializes in serving individual clients, offering comprehensive financial planning and asset management services. With approximately $180 million in assets under management and 4 financial advisors, the firm provides objective advice, retirement planning, and investment management, primarily for individuals and small businesses.
Investment Strategy
Carbahal Olsen Financial Services Group offers comprehensive financial planning and discretionary asset management services tailored to individual client needs. Their approach emphasizes gathering detailed information about clients’ financial situations, risk tolerance, and goals, then constructing customized portfolios using mutual funds, ETFs, and individual securities. The firm focuses on long-term client relationships, adapting strategies as personal circumstances and financial goals evolve. All advisors are Certified Financial Planner™ professionals and follow fiduciary standards, prioritizing clients’ interests in every recommendation.
Latest 13F Filing Activity
Carbahal Olsen Financial Services Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 36 equity positions with a total 13F market value of $117M. The fund increased holdings in Ishares TR, Ishares TR, Invesco QQQ TR among other positions. Carbahal Olsen Financial Services Group, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Biomarin Pharmaceutical Inc. among others.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 25.43% | $29.8M | 48,031 | $589.24 | $620.90 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 14.04% | $16.5M | 29,851 | $511.23 | $551.64 | +$2.4M |
I IVW | ISHARES TR | 13.90% | $16.3M | 148,112 | $101.53 | $110.10 | +$2.5M |
I IEFA | ISHARES TR | 10.95% | $12.8M | 153,858 | $70.38 | $83.48 | +$1.2M |
A AGG | ISHARES TR | 9.26% | $10.9M | 109,479 | $97.02 | $99.20 | +$458.6K |
Industry Allocation
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