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Columbia River Financial Group

Latest statistics and disclosures from Columbia River Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VXF, HDV, VUG, SPAB, DWX, and represent 40.82% of Columbia River Financial Group's stock portfolio.
Added to shares of these 10 stocks: BSV, HDV, SPAB, BNDX, VEU, MEAR, DWX, EDIV, USFR, VIG.
Reduced shares in these 10 stocks: SPLG, SPDW, SCHM, VB, VWO, EQWL, VSS, QQQ, VUG, SCHV.
Columbia River Financial Group was a net buyer of stock by $81k.
Columbia River Financial Group has $162M in assets under management (AUM), dropping by 4.93%.
Central Index Key (CIK): 0002057074

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Portfolio Holdings for Columbia River Financial Group

Columbia River Financial Group holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Extended Market ETF (VXF)	9.1	$15M		70k	210.22	View chart
Ishares High Dividend Equity F (HDV)	8.8	$14M	+2%	118k	119.85	View chart
Vanguard Growth ETF (VUG)	8.4	$14M		27k	495.65	View chart
SPDR Barclays Capital Aggregate Bo (SPAB)	7.3	$12M	+2%	459k	25.84	View chart
SPDR S&P International Dividend (DWX)	7.3	$12M		273k	43.20	View chart
SPDR DJ Wilshire Large Cap (SPLG)	6.2	$10M	-3%	126k	80.16	View chart
Vanguard Short-Term Bond ETF (BSV)	5.8	$9.5M	+4%	120k	78.77	View chart
Vanguard Charlotte Fds intl bd idx etf (BNDX)	5.1	$8.2M	+3%	166k	49.63	View chart
Vanguard FTSE All-World ex-US ETF (VEU)	5.0	$8.1M	+3%	110k	73.24	View chart
Vanguard Dividend Appreciation ETF (VIG)	3.5	$5.8M		27k	217.26	View chart
Aberdeen Std Invts Etfs bbrg all lngr k1 (BCD)	3.2	$5.1M		144k	35.73	View chart
Invesco Exchange Traded Fd T russel 200 eql (EQWL)	2.7	$4.5M	-3%	39k	115.97	View chart
Invesco Qqq Trust Series 1 (QQQ)	2.2	$3.5M	-3%	5.6k	623.28	View chart
Spdr S&p Emerging Mkts Dividen inx (EDIV)	1.9	$3.0M	+4%	77k	38.96	View chart
Vanguard Small-Cap ETF (VB)	1.8	$2.9M	-9%	11k	255.25	View chart
SPDR S&P World ex-US (SPDW)	1.6	$2.7M	-12%	61k	43.78	View chart
Vanguard Emerging Markets ETF (VWO)	1.6	$2.6M	-6%	48k	55.25	View chart
Nuveen Barclays Shrt Term Muni bdfund (SHM)	1.4	$2.3M		49k	47.93	View chart
Amazon (AMZN)	1.4	$2.3M		9.2k	248.34	View chart
Microsoft Corporation (MSFT)	1.3	$2.0M		4.0k	505.99	View chart
Sch Us Mid-cap Etf etf (SCHM)	1.2	$2.0M	-12%	67k	29.67	View chart
Wisdomtree Floating Rate Treasury Fund (USFR)	0.9	$1.5M	+7%	30k	50.31	View chart
SPDR Dow Jones Global Real Estate (RWO)	0.9	$1.5M	+3%	33k	45.66	View chart
Union Pacific Corporation (UNP)	0.9	$1.4M		6.4k	223.84	View chart
iShares S&P 500 Growth Index (IVW)	0.9	$1.4M		11k	124.32	View chart
Ishares Tr core intl aggr (IAGG)	0.7	$1.2M	+2%	23k	51.68	View chart
Vanguard High Dividend Yield ETF (VYM)	0.7	$1.1M		7.6k	141.00	View chart
Ishares Core Intl Stock Etf core (IXUS)	0.6	$1.0M		12k	84.43	View chart
iShares Dow Jones EPAC Sel Div Ind (IDV)	0.6	$1.0M		28k	38.00	View chart
Vanguard FTSE All Wld Ex USSml Cap (VSS)	0.6	$960k	-12%	6.8k	141.84	View chart
Ishares U S Etf Tr shr mat mu etf (MEAR)	0.6	$950k	+18%	19k	50.32	View chart
Spdr Ser Tr spdr russel 2000 (SPSM)	0.5	$771k	-2%	17k	46.39	View chart
Exxon Mobil Corporation (XOM)	0.4	$687k		5.8k	118.12	View chart
WisdomTree SmallCap Dividend Fund (DES)	0.4	$671k		20k	33.05	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	0.4	$663k		6.2k	107.19	View chart
Vanguard S&p 500 Etf idx (VOO)	0.4	$575k		918.00	626.36	View chart
Apple (AAPL)	0.3	$526k		2.0k	269.19	View chart
Alliant Energy Corporation (LNT)	0.3	$516k		7.7k	66.84	View chart
WisdomTree SmallCap Earnings Fund (EES)	0.3	$507k	-8%	9.2k	55.26	View chart
Ishares Us Etf Tr bloomberg roll (CMDY)	0.3	$450k	+8%	8.2k	54.61	View chart
Schwab Strategic Tr cmn (SCHV)	0.2	$398k	-13%	14k	29.06	View chart
Vanguard Europe Pacific ETF (VEA)	0.2	$384k		6.3k	61.28	View chart
Nushares Etf Tr esg intl devel (NUDM)	0.2	$371k		9.7k	38.13	View chart
Nushares Etf Tr a (NULV)	0.2	$353k		7.9k	44.73	View chart
Vanguard Total World Stock Idx (VT)	0.2	$326k		2.3k	140.76	View chart
Nushares Etf Tr a (NULG)	0.2	$313k		3.1k	99.65	View chart
WisdomTree Emerging Markets Eq (DEM)	0.2	$295k		6.3k	46.86	View chart
iShares S&P 500 Index (IVV)	0.2	$283k		413.00	685.23	View chart
Ishares Tr s^p aggr all (AOA)	0.2	$283k		3.2k	89.50	View chart
Nushares Etf Tr a (NUSC)	0.2	$262k		5.9k	44.22	View chart
Eli Lilly & Co. (LLY)	0.2	$258k		267.00	966.29	View chart
Vanguard REIT ETF (VNQ)	0.1	$216k	-4%	2.4k	90.11	View chart
Ishares Tr cmn (GOVT)	0.1	$212k		9.2k	23.11	View chart

Past Filings by Columbia River Financial Group

SEC 13F filings are viewable for Columbia River Financial Group going back to 2024

Columbia River Financial Group 2025 Q3 filed Nov. 14, 2025
Columbia River Financial Group 2025 Q2 filed Aug. 6, 2025
Columbia River Financial Group 2025 Q1 filed April 29, 2025
Columbia River Financial Group 2024 Q4 filed Feb. 19, 2025

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