Columbia River Financial Group, LLC

CIK 0002057074 · VANCOUVER, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Columbia River Financial Group, LLC reported 58 positions worth $186.2K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: HDV (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$186.2K
2026 Q2
Positions
58
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.0%
Est. Net Flow (Q)
2026 Q2
10 / 58 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HDVISHARES CORE HIGH DIVSH$17.3K9.30%632,009
2VXFVNGRD EXTENDED MKTSH$16.7K8.95%67,708
3VUGVNGRD MORN GROWTHSH$15.4K8.25%178,303
4DWXSTATE ST SPDR SP INTL DIVSH$13.6K7.28%294,945
5BSVVNGRD SHORT-TERM BNDSH$12.2K6.58%157,171
6SPYMSTATE ST SPDR PORT SP 500SH$11.0K5.91%125,249
7USFRWISDOMTREE FLOATING RATE TRSYSH$10.8K5.82%215,067
8BNDXVNGRD TOTAL INTL BNDSH$10.2K5.48%210,543
9VEUVNGRD FTSE ALL-WORLD EX-US IDXSH$9.5K5.09%113,062
10SPABSTATE ST SPDR PORT AGG BNDSH$8.0K4.30%313,874

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Columbia River Financial Group, LLC hold as of Q2 2026?

Columbia River Financial Group, LLC reported 58 positions worth $186.2K in its Q2 2026 13F filing. Largest positions: HDV (9.3%), VXF (9.0%), VUG (8.2%), DWX (7.3%) and BSV (6.6%).

What did Columbia River Financial Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Columbia River Financial Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.