Arkolith/Funds/Carbahal Olsen Financial Services Group, LLC

Carbahal Olsen Financial Services Group, LLC

CIK 2052538
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Carbahal Olsen Financial Services Group, LLC holds a concentrated book of 40 stocks worth $144.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened First Northern Community Ban and trimmed Invesco QQQ Trust Series 1. Their largest long position is Ishares Core S&P 500 ETF at 25% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
5
bought for the first time
Added to
6
already held, bought more
Trimmed
14
sold some, still holds it
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.1%
+16.1%/yr · since Nov '25
Their reported book
+12.8%
held from quarter-end
S&P 500
+13.7%
same window
$9K$10K$10K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Aug '26
Carbahal Olsen Financial Services Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Carbahal Olsen Financial Services Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
90%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
5%
Financials
2%
Health Care
1%
Industrials
1%
Real Estate
0%
Utilities
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Carbahal Olsen Financial Services Group, LLC

Manager / fundShared namesTheir $ in those
O'SHAUGHNESSY ASSET MANAGEMENT, LLC42 / 40$5.0B
BlackRock, Inc.41 / 40$1.6T
FMR LLC41 / 40$525.1B
MORGAN STANLEY41 / 40$382.2B
JPMORGAN CHASE & CO41 / 40$377.2B
BANK OF AMERICA CORP /DE/41 / 40$276.4B
GOLDMAN SACHS GROUP INC41 / 40$164.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME41 / 40$143.8B

Ranked by how many of Carbahal Olsen Financial Services Group, LLC's top 40 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

40 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$36.3M48.4K
25.2%
+0.8%
Added · +364 sh
2Invesco QQQ TR
UNIT SER 1
$20.4M27.7K
14.2%
−0.5%
Reduced · −144 sh
3Ishares TR
S&P 500 GRWT ETF
$18.4M133.9K
12.8%
−2.9%
Reduced · −4K sh
4Ishares TR
CORE MSCI EAFE
$15.3M158.0K
10.6%
+1.1%
Added · +2K sh
5Ishares TR
CORE US AGGBD ET
$11.7M118.6K
8.1%
+2.3%
Added · +3K sh
6Fidelity Covington Trust
HIGH DIVID ETF
$7.9M130.4K
5.5%
+1.1%
Added · +1K sh
7Ishares TR
S&P 500 VAL ETF
$7.0M30.7K
4.8%
−0.5%
Reduced · −154 sh
8Ishares TR
RUS 2000 GRW ETF
$5.8M14.6K
4.0%
−0.3%
Reduced · −52 sh
9Apple Inc
COM
$4.5M15.7K
3.1%
−6.6%
Reduced · −1K sh
10Ishares TR
SELECT DIVID ETF
$2.1M13.3K
1.4%
+1.1%
Added · +141 sh
11First Northn Cmnty Bancorp
COM
$1.2M68.3K
0.9%
New
New position
12Berkshire Hathaway Inc Del
CL B NEW
$1.2M2.4K
0.8%
−0.2%
Reduced · −5 sh
13Ishares TR
RUS 2000 VAL ETF
$1.2M5.2K
0.8%
−0.3%
Reduced · −14 sh
14Seagate Technology HLDNGS PL
ORD SHS
$965K1.0K
0.7%
Held
15Eaton Corp PLC
SHS
$676K1.6K
0.5%
Held
16Microsoft Corp
COM
$662K1.8K
0.5%
−0.9%
Reduced · −17 sh
17Eli Lilly & Co
COM
$617K514
0.4%
+2.6%
Added · +13 sh
18Caterpillar Inc
COM
$582K546
0.4%
−13%
Reduced · −82 sh
19Applied Matls Inc
COM
$579K800
0.4%
−57%
Reduced · −1K sh
20Ishares TR
ISHARES BIOTECH
$569K3.0K
0.4%
−4.4%
Reduced · −137 sh
21Ishares TR
CORE S&P SCP ETF
$559K3.8K
0.4%
−0.5%
Reduced · −19 sh
22Johnson & Johnson
COM
$547K2.2K
0.4%
Held
23Brookfield Corp
CL A LTD VT SH
$487K11.4K
0.3%
Held
24Ishares TR
CORE S&P TTL STK
$465K2.8K
0.3%
−2.1%
Reduced · −61 sh
25Nvidia Corporation
COM
$403K2.0K
0.3%
−18%
Reduced · −457 sh
26Gilead Sciences Inc
COM
$376K3.0K
0.3%
Held
27Abbvie Inc
COM
$357K1.4K
0.2%
Held
28Sei Invts Co
COM
$351K4.0K
0.2%
Held
29Procter & Gamble Co
COM
$312K2.1K
0.2%
Held
30Wells Fargo & Co
COM
$302K3.7K
0.2%
Held
31Chevron Corporation
COM
$286K1.7K
0.2%
Held
32Oklo Inc
COM CL A
$262K5.0K
0.2%
Held
33AT&T Inc
COM
$252K12.2K
0.2%
Held
34Meta Platforms Inc
CL A
$241K428
0.2%
Held
35Vanguard Index FDS
GROWTH ETF
$234K2.7K
0.2%
New
New position
36Invesco Exch Traded FD TR II
S&P 500 REVENUE
$227K1.8K
0.2%
Held
37Vanguard Index FDS
TOTAL STK MKT
$224K605
0.2%
New
New position
38Emerson Elec Co
COM
$215K1.5K
0.1%
New
New position
39Atmos Energy Corp
COM
$207K1.2K
0.1%
Held
40International Business Machs
COM
$201K713
0.1%
New
New position
Showing all 40 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202640$144.0M13F-HR
Q1 2026Mar 31, 2026May 11, 202637$125.1M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202642$130.3M13F-HR
Q3 2025Sep 30, 2025Nov 5, 202537$124.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.