Carbahal Olsen Financial Services Group, LLC has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing indicates that the company manages a total of $144.2 million in assets. This report is significant as it provides insights into the company’s investment strategies and the sectors in which it is focusing.

Founded in California, Carbahal Olsen Financial Services Group operates in the financial services sector. The firm is registered under the Central Index Key (CIK) 0002052538 and has been active in filing various reports with the SEC. The latest filing, dated November 5, 2026, is part of a series of 13F-HR submissions that the company has made throughout the year.

The filing reveals that Carbahal Olsen holds a diverse range of investments, with a total of 38 reported positions. Among its notable holdings are investments in well-known ETFs such as the iShares Core S&P 500 ETF and Invesco QQQ Trust. The report also discloses significant positions in major corporations including Apple Inc., Microsoft Corp., and Johnson & Johnson.

The 13F-HR report serves as a crucial tool for investors and analysts alike, allowing them to gauge the investment strategies of firms like Carbahal Olsen. With a total reported value of $144,189,683, the filing underscores the firm’s commitment to transparency and regulatory compliance in its investment practices.

As the financial services industry continues to evolve, this filing may influence competitors and other market participants. Understanding the investment choices made by Carbahal Olsen could provide insights into broader market trends and strategies that are gaining traction in the sector.

Looking ahead, the next steps for Carbahal Olsen Financial Services Group are not specified in the filing. However, the company is expected to continue monitoring its investments and adapting its strategies in response to market conditions.