Columbia River Financial Group, LLC

CIK

2057074

Location

VANCOUVER, WA

Portfolio Value

Small $185,142,905

Diversification

Diversified

Filing Date

Global Rank

#6,703 / 8,815 ▲ 136

Top Industry

Internet Retail 23.7%

Period ended 4 months ago

Filed Aug 13, 2026 · 2mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.5% of the book (60%+)

Turnover

Low turnover

11.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 88.7%; sector active share 82.4% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.9%

−3.3 pts

Top 5

51.0%

−4.9 pts

Top 10

80.5%

−0.4 pts

HHI

741

Diversified−90

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.8%	$175,546,174	48
Technology	1.4%	$2,568,763	3
Consumer Cyclical	1.2%	$2,277,815	1
Industrials	0.9%	$1,752,224	1
Consumer Defensive	0.5%	$929,810	1
Energy	0.4%	$809,382	1
Utilities	0.3%	$588,958	1
Financial Services	0.2%	$349,532	1
Healthcare	0.2%	$320,247	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
—		+504,871	632,009	$17,323,366
USFR	WisdomTree Floating Rate Treasury Fund	+179,275	215,067	$10,828,623
VUG	VANGUARD GROWTH INDEX FUND	+151,139	178,303	$15,359,020
BNDX	Vanguard Total International Bond ETF	+16,062	210,543	$10,196,597
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+13,748	157,171	$12,245,192
—		+4,783	56,084	$2,690,349
BCD	abrdn ETFs	+4,413	161,907	$5,529,124
VEU	Vanguard International Equity Index Funds	+3,987	113,062	$9,468,942
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	+3,471	38,733	$1,925,417
EDIV	State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF	+3,372	89,112	$3,650,027
DWX	State Street(R) SPDR(R) S&P(R) International Dividend ETF	+1,442	294,945	$13,555,672
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+570	7,359	$246,232
EQWL	Victory Portfolios II	+434	39,897	$5,147,510
CMDY	iShares Bloomberg Roll Select Commodity Strategy ETF	+156	7,816	$431,677
MEAR	iShares Trust	+143	20,720	$0
IAGG	iShares Core International Aggregate Bond ETF	+142	26,707	$1,351,374
AOM	iShares Core 40/60 Moderate Allocation ETF	+102	4,651	$232,038
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+31	2,316	$363,496
VNQ	VANGUARD REAL ESTATE INDEX FUND	+5	2,682	$258,625
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−214,983	313,874	$8,010,064
VIG	Vanguard Specialized Funds	−19,058	8,360	$1,978,143
SCHM	Schwab U.S. Mid-Cap ETF	−15,612	53,950	$1,989,136
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−6,277	57,031	$2,873,792
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−5,340	40,985	$2,446,394
DES	WisdomTree U.S. SmallCap Dividend Fund	−1,997	20,070	$816,447
—		−1,738	14,805	$853,804
NUSC	Nuveen ESG Small-Cap ETF	−1,302	4,380	$228,285
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−1,230	5,762	$889,018
VEA	Vanguard FTSE Developed Markets ETF	−1,037	7,130	$508,012
VB	Vanguard Index Funds	−780	10,534	$3,193,066
IDV	iShares International Select Dividend ETF	−706	24,998	$1,035,667
—		−565	67,708	$16,670,386
MUB	iShares National Muni Bond ETF	−486	6,298	$677,790
IVW	iShares S&P 500 Growth ETF	−362	11,030	$1,516,955
IXUS	iShares Core MSCI Total International Stock ETF	−242	12,096	$1,154,442
EES	WisdomTree U.S. SmallCap Fund	−123	9,448	$640,479
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−122	125,249	$11,006,882
QQQ	Invesco Qqq Trust, Series 1	−104	5,093	$3,750,485
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−82	7,350	$1,161,520
MSFT	Microsoft Corp	−76	3,884	$1,448,809
SCHV	Schwab U.S. Large-Cap Value ETF	−62	13,569	$472,336
AAPL	Apple Inc.	−60	2,860	$827,569
—		−46	3,182	$310,563
IVV	iShares Core S&P 500 ETF	−37	376	$281,582
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
INTC	Intel Corp	2,094	$292,385
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,071	$221,589
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $185,142,905 total · filing declares 58 positions · $186,171 · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
		Added	632,009	+504,871	$17,323,366	+100296.2%	7	before history	9.36%
		Reduced	67,708	-565	$16,670,386	+18.6%	7	before history	9.00%
VUG	VANGUARD GROWTH INDEX FUND	Added	178,303	+151,139	$15,359,020	+29.4%	7	before history	8.30%
DWX	State Street(R) SPDR(R) S&P(R) International Dividend ETF	Added	294,945	+1,442	$13,555,672	+1.3%	7	before history	7.32%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	157,171	+13,748	$12,245,192	+8.9%	7	before history	6.61%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	125,249	-122	$11,006,882	+14.7%	7	before history	5.95%
USFR	WisdomTree Floating Rate Treasury Fund	Added	215,067	+179,275	$10,828,623	+501.0%	7	before history	5.85%
BNDX	Vanguard Total International Bond ETF	Added	210,543	+16,062	$10,196,597	+9.1%	7	before history	5.51%
VEU	Vanguard International Equity Index Funds	Added	113,062	+3,987	$9,468,942	+15.6%	7	before history	5.11%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	313,874	-214,983	$8,010,064	−40.9%	7	before history	4.33%
BCD	abrdn ETFs	Added	161,907	+4,413	$5,529,124	−1.9%	7	before history	2.99%
EQWL	Victory Portfolios II	Added	39,897	+434	$5,147,510	+13.2%	6	$105.94	2.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,093	-104	$3,750,485	+25.0%	7	before history	2.03%
EDIV	State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF	Added	89,112	+3,372	$3,650,027	+7.8%	7	before history	1.97%
VB	Vanguard Index Funds	Reduced	10,534	-780	$3,193,066	+7.8%	7	before history	1.72%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	57,031	-6,277	$2,873,792	−0.6%	7	before history	1.55%
		Added	56,084	+4,783	$2,690,349	+9.6%	7	before history	1.45%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	40,985	-5,340	$2,446,394	−2.3%	7	before history	1.32%
AMZN	Amazon Com Inc Consumer Cyclical	Held	9,557	0	$2,277,815	+14.4%	7	before history	1.23%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	53,950	-15,612	$1,989,136	−7.6%	7	before history	1.07%
VIG	Vanguard Specialized Funds	Reduced	8,360	-19,058	$1,978,143	−66.5%	7	before history	1.07%
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	Added	38,733	+3,471	$1,925,417	+19.3%	7	before history	1.04%
UNP	Union Pacific Corp Industrials	Held	6,442	0	$1,752,224	+12.1%	7	before history	0.95%
IVW	iShares S&P 500 Growth ETF	Reduced	11,030	-362	$1,516,955	+17.7%	7	before history	0.82%
MSFT	Microsoft Corp Technology	Reduced	3,884	-76	$1,448,809	−1.2%	7	before history	0.78%
IAGG	iShares Core International Aggregate Bond ETF	Added	26,707	+142	$1,351,374	+1.7%	7	before history	0.73%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	7,350	-82	$1,161,520	+5.5%	7	before history	0.63%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	12,096	-242	$1,154,442	+8.0%	7	before history	0.62%
IDV	iShares International Select Dividend ETF	Reduced	24,998	-706	$1,035,667	−5.3%	7	before history	0.56%
KO	Coca Cola Co Consumer Defensive	Held	11,441	0	$929,810	+6.9%	2	$75.60	0.50%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	5,762	-1,230	$889,018	−12.8%	7	before history	0.48%
		Reduced	14,805	-1,738	$853,804	+6.8%	7	before history	0.46%
AAPL	Apple Inc. Technology	Reduced	2,860	-60	$827,569	+11.7%	7	before history	0.45%
DES	WisdomTree U.S. SmallCap Dividend Fund	Reduced	20,070	-1,997	$816,447	+2.9%	7	before history	0.44%
XOM	ExxonMobil Holdings Corp Energy	Held	5,920	0	$809,382	−19.4%	7	before history	0.44%
MUB	iShares National Muni Bond ETF	Reduced	6,298	-486	$677,790	−5.9%	7	before history	0.37%
EES	WisdomTree U.S. SmallCap Fund	Reduced	9,448	-123	$640,479	+15.3%	7	before history	0.35%
VOO	VANGUARD 500 INDEX FUND	Held	905	0	$621,563	+14.9%	7	before history	0.34%
LNT	Alliant Energy Corp Utilities	Held	7,720	0	$588,958	+6.3%	7	before history	0.32%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	7,130	-1,037	$508,012	−2.9%	7	before history	0.27%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	13,569	-62	$472,336	+13.6%	7	before history	0.26%
CMDY	iShares Bloomberg Roll Select Commodity Strategy ETF	Added	7,816	+156	$431,677	−5.2%	7	before history	0.23%
NULV	Nuveen ESG Large-Cap Value ETF	Held	7,884	0	$394,121	+9.9%	7	before history	0.21%
NUDM	Nuveen ESG International Developed Markets Equity ETF	Held	9,504	0	$380,350	+10.8%	7	before history	0.21%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	2,316	+31	$363,496	+15.0%	7	before history	0.20%
ALRS	Alerus Financial Corp Financial Services	Held	11,239	0	$349,532	+31.2%	2	$24.24	0.19%
NULG	Nuveen ESG Large-Cap Growth ETF	Held	2,857	0	$334,440	+28.7%	7	before history	0.18%
DEM	WisdomTree Emerging Markets High Dividend Fund	Held	6,125	0	$329,463	+8.3%	7	before history	0.18%
LLY	ELI LILLY & Co Healthcare	Held	267	0	$320,247	+30.4%	7	before history	0.17%
		Reduced	3,182	-46	$310,563	+8.7%	7	before history	0.17%

Showing the top 50 of 58 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.