§ 13F · FUND PROFILE
Columbia River Financial Group, LLC.
AUM · $186K (13F)Positions · 58Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES CORE HIGH DIV | 632K | $17K | 9.3% | +397% |
| 2 | VXF | VNGRD EXTENDED MKT | 68K | $17K | 9.0% | −1% |
| 3 | VUG | VNGRD MORN GROWTH | 178K | $15K | 8.2% | +556% |
| 4 | DWX | STATE ST SPDR SP INTL DIV | 295K | $14K | 7.3% | ±0% |
| 5 | BSV | VNGRD SHORT-TERM BND | 157K | $12K | 6.6% | +10% |
| 6 | SPYM | STATE ST SPDR PORT SP 500 | 125K | $11K | 5.9% | ±0% |
| 7 | USFR | WISDOMTREE FLOATING RATE TRSY | 215K | $11K | 5.8% | +501% |
| 8 | BNDX | VNGRD TOTAL INTL BND | 211K | $10K | 5.5% | +8% |
| 9 | VEU | VNGRD FTSE ALL-WORLD EX-US IDX | 113K | $9K | 5.1% | +4% |
| 10 | SPAB | STATE ST SPDR PORT AGG BND | 314K | $8K | 4.3% | −41% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COLUMBIA SIGNAL
AC read
Columbia River Financial Group, LLC is a Other fund managing $186 thousand in assets. The fund runs a portfolio of 58 positions.
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