SEC Form 13F

Carbahal Olsen Financial Services Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$144,043,991
Positions40

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$36,261,97048,420
INVESCO QQQ TRQQQUNIT SER 1$20,433,27027,747
ISHARES TRIVWS&P 500 GRWT ETF$18,413,175133,884
ISHARES TRIEFACORE MSCI EAFE$15,254,966157,951
ISHARES TRAGGCORE US AGGBD ET$11,736,966118,579
FIDELITY COVINGTON TRUSTFDVVHIGH DIVID ETF$7,862,871130,417
ISHARES TRIVES&P 500 VAL ETF$6,980,31230,742
ISHARES TRIWORUS 2000 GRW ETF$5,761,71314,625
APPLE INCAAPLCOM$4,530,36915,656
ISHARES TRDVYSELECT DIVID ETF$2,074,25713,271

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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