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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, DWX, VUG, and represent 40.69% of Columbia River Financial Group's stock portfolio.
Added to shares of these 10 stocks: KO, BNDX, VUG, SPAB, BSV, DWX, HDV, VXF, SPYM, BCD.
Started 5 new stock positions in KO, CVX, AOM, ALRS, SPIB.
Reduced shares in these 9 stocks: PMBS, IDV, IAGG, CMDY, MSFT, VYM, VOO, VT, SPSM.
Sold out of its position in PMBS.
Columbia River Financial Group was a net buyer of stock by $8.7M.
Columbia River Financial Group has $172M in assets under management (AUM), dropping by 5.72%.
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 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core High Dividend Etf Exchange Traded Fund (HDV)	10.0	$17M	+3%	127k	135.72	View chart
Vanguard Extended Market Etf Exchange Traded Fund (VXF)	8.2	$14M	+3%	68k	205.79	View chart
State Street Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB)	7.9	$14M	+5%	529k	25.62	View chart
State Street Spdr S&p International Dividend Etf Exchange Traded Fund (DWX)	7.8	$13M	+4%	294k	45.60	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	6.9	$12M	+6%	27k	436.79	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	6.5	$11M	+5%	143k	78.40	View chart
State Street Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)	5.6	$9.6M	+5%	125k	76.53	View chart
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)	5.4	$9.3M	+9%	195k	48.05	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	4.8	$8.2M	+3%	109k	75.10	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	3.4	$5.9M	+4%	27k	215.04	View chart
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Exchange Traded Fund (BCD)	3.3	$5.6M	+5%	158k	35.78	View chart
Invesco S&p 100 Equal Weight Etf Exchange Traded Fund (EQWL)	2.6	$4.5M	+5%	40k	115.22	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Exchange Traded Fund (EDIV)	2.0	$3.4M	+4%	86k	39.48	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	1.7	$3.0M	+4%	5.2k	577.06	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	1.7	$3.0M		11k	261.89	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	1.7	$2.9M		63k	45.65	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	1.5	$2.5M		46k	54.03	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Exchange Traded Fund (SHM)	1.4	$2.5M		51k	47.82	View chart
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM)	1.2	$2.2M		70k	30.95	View chart
Amazon Common Stock (AMZN)	1.2	$2.0M	+4%	9.6k	208.22	View chart
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)	1.0	$1.8M	+14%	36k	50.32	View chart
State Street Spdr Dow Jones Global Real Estate Etf Exchange Traded Fund (RWO)	0.9	$1.6M	+4%	35k	45.74	View chart
Union Pac Corp Common Stock (UNP)	0.9	$1.6M		6.4k	242.63	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$1.5M		4.0k	370.20	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.8	$1.3M	-3%	27k	50.03	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.7	$1.3M		11k	113.06	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.6	$1.1M		7.4k	148.01	View chart
Ishares International Select Dividend Etf Exchange Traded Fund (IDV)	0.6	$1.1M	-4%	26k	42.52	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	0.6	$1.1M		12k	86.64	View chart
Ishares Short Maturity Municipal Bond Active Etf Exchange Traded Fund (MEAR)	0.6	$1.0M	+10%	21k	50.30	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Exchange Traded Fund (VSS)	0.6	$1.0M		7.0k	145.74	View chart
Exxon Mobil Corp Common Stock (XOM)	0.6	$1.0M		5.9k	169.59	View chart
Coca Cola Common Stock (KO)	0.5	$876k	NEW	11k	76.57	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM)	0.5	$799k		17k	48.30	View chart
Wisdomtree U.s. Smallcap Dividend Fund Exchange Traded Fund (DES)	0.5	$793k	+9%	22k	35.94	View chart
Apple Common Stock (AAPL)	0.4	$741k	+49%	2.9k	253.77	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.4	$720k	+7%	6.8k	106.13	View chart
Wisdomtree U.s. Smallcap Fund Exchange Traded Fund (EES)	0.3	$555k	+4%	9.6k	57.99	View chart
Alliant Energy Corp Common Stock (LNT)	0.3	$554k		7.7k	71.76	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	0.3	$541k		905.00	597.79	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.3	$523k	+14%	8.2k	64.04	View chart
Ishares Bloomberg Roll Select Commodity Strategy Etf Exchange Traded Fund (CMDY)	0.3	$455k	-6%	7.7k	59.40	View chart
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV)	0.2	$415k		14k	30.45	View chart
Nuveen Esg Large-cap Value Etf Exchange Traded Fund (NULV)	0.2	$358k		7.9k	45.41	View chart
Nuveen Esg International Developed Markets Equity Etf Exchange Traded Fund (NUDM)	0.2	$343k		9.5k	36.09	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.2	$316k		2.3k	138.29	View chart
Wisdomtree Emerging Markets High Dividend Fund Exchange Traded Fund (DEM)	0.2	$304k		6.1k	49.63	View chart
Ishares Core 80/20 Aggressive Allocation Etf Exchange Traded Fund (AOA)	0.2	$285k	+3%	3.2k	88.29	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	0.2	$270k		413.00	653.75	View chart
Alerus Finl Corp Common Stock (ALRS)	0.2	$268k	NEW	11k	23.85	View chart
Nuveen Esg Large-cap Growth Etf Exchange Traded Fund (NULG)	0.2	$259k		2.9k	90.65	View chart
Nuveen Esg Small-cap Etf Exchange Traded Fund (NUSC)	0.1	$256k		5.7k	45.05	View chart
Eli Lilly & Co Common Stock (LLY)	0.1	$245k		267.00	917.60	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.1	$237k	+14%	2.7k	88.53	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Exchange Traded Fund (SPIB)	0.1	$227k	NEW	6.8k	33.44	View chart
Chevron Corporation Common Stock (CVX)	0.1	$221k	NEW	1.1k	206.35	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.1	$218k		9.6k	22.81	View chart
Ishares Core 40/60 Moderate Allocation Etf Exchange Traded Fund (AOM)	0.1	$215k	NEW	4.5k	47.26	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 2026 Q1 filed May 12, 2026
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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