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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 HDV, VXF, SPAB, VUG, DWX, and represent 40.85% of Columbia River Financial Group's stock portfolio.
Added to shares of these 10 stocks: BSV, SPAB, BNDX, HDV, DWX, PMBS, IAGG, EDIV, BCD, SHM.
Started 1 new stock position in PMBS.
Reduced shares in these 10 stocks: VUG, VXF, SPYM, QQQ, VEU, EQWL, VWO, VIG, NULG, IDV.
Columbia River Financial Group was a net buyer of stock by $1.6M.
Columbia River Financial Group has $163M in assets under management (AUM), dropping by 0.48%.
Central Index Key (CIK): 0002057074

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Positions held by Columbia River Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Columbia River Financial Group

Columbia River Financial Group holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core High Dividend Etf Etf (HDV)	9.2	$15M	+4%	123k	121.60	View chart
Vanguard Extended Market Etf Etf (VXF)	8.5	$14M	-6%	66k	209.12	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	8.0	$13M	+9%	503k	25.75	View chart
Vanguard Growth Etf Etf (VUG)	7.6	$13M	-6%	26k	487.84	View chart
State Street Spdr S&p International Dividend Etf Etf (DWX)	7.6	$12M	+3%	281k	43.93	View chart
Vanguard Short-term Bond Etf Etf (BSV)	6.6	$11M	+13%	136k	78.81	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	5.9	$9.6M	-5%	119k	80.21	View chart
Vanguard Total International Bond Etf Etf (BNDX)	5.3	$8.6M	+7%	178k	48.32	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	4.8	$7.8M	-4%	105k	73.56	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	3.5	$5.7M		26k	219.76	View chart
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD)	2.8	$4.6M	+3%	149k	30.96	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	2.7	$4.4M	-2%	37k	118.16	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	2.0	$3.2M	+6%	82k	39.14	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.9	$3.1M	-10%	5.0k	614.26	View chart
Vanguard Small-cap Etf Etf (VB)	1.8	$2.9M		11k	257.93	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.7	$2.8M	+2%	62k	44.40	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.5	$2.5M	-3%	46k	53.75	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	1.5	$2.4M	+3%	51k	47.98	View chart
Amazon Stock (AMZN)	1.3	$2.1M		9.2k	230.79	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	1.3	$2.1M		68k	30.06	View chart
Microsoft Corp Stock (MSFT)	1.2	$1.9M		4.0k	483.55	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	1.0	$1.6M	+3%	31k	50.31	View chart
State Street Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.9	$1.5M	+3%	34k	44.99	View chart
Union Pac Corp Stock (UNP)	0.9	$1.5M		6.4k	231.29	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.8	$1.4M		11k	123.21	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.8	$1.4M	+17%	27k	50.01	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.7	$1.1M		7.5k	143.43	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.7	$1.1M		27k	39.44	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.6	$1.0M		12k	84.62	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.6	$986k		6.9k	143.29	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.6	$937k		19k	50.30	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.5	$779k		17k	46.85	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$712k		5.9k	120.27	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.4	$675k		20k	33.44	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.4	$674k		6.3k	106.98	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$576k		918.00	627.45	View chart
Apple Stock (AAPL)	0.3	$531k		2.0k	271.75	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.3	$522k		9.2k	56.89	View chart
Alliant Energy Corp Stock (LNT)	0.3	$501k		7.7k	64.90	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$444k	+13%	7.1k	62.33	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$403k		14k	29.60	View chart
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)	0.2	$400k		8.2k	48.63	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.2	$355k		7.9k	45.03	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.2	$344k	-2%	9.5k	36.20	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$326k		2.3k	140.70	View chart
Eli Lilly & Co Stock (LLY)	0.2	$287k		267.00	1074.91	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.2	$286k	-2%	6.1k	46.69	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$283k		413.00	685.23	View chart
Ishares Core 80-20 Aggressive Allocation Etf Etf (AOA)	0.2	$280k		3.1k	89.54	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$279k	-9%	2.9k	97.65	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.2	$253k	-4%	5.7k	44.53	View chart
Pimco Mortgage-backed Securities Active Exchange-traded Fund Etf (PMBS)	0.2	$245k	NEW	4.9k	49.79	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$220k	+4%	9.6k	23.02	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$207k	-2%	2.3k	88.39	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 Q4 filed Feb. 12, 2026
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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