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Manager record

Carbahal Olsen Financial Services Group, LLC

Davis, CA · CIK 2052538 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$144.04MReported 13F valueQ2 2026 · as filed
40Holdings listed
+15.1%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $117.3M$117.3MQ2 202536 holdingsQ3 2025: $124.6M$124.6MQ3 202537 holdingsQ4 2025: $130.3M$130.3MQ4 202542 holdingsQ1 2026: $125.1M$125.1MQ1 202637 holdingsQ2 2026: $144.0M$144.0MQ2 202640 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$144.04M · 40 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$125.10M · 37 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$130.26M · 42 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$124.62M · 37 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$117.28M · 36 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology