§ 13F · FUND PROFILE
Columbia River Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154.5B (13F)Positions · 53Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$162.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES CORE HIGH DIVIDEND ETF | 123K | $15.0B | 9.2% | NEW |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | 66K | $13.8B | 8.5% | NEW |
| 3 | SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 503K | $13.0B | 8.0% | NEW |
| 4 | VUG | VANGUARD GROWTH ETF | 26K | $12.5B | 7.6% | NEW |
| 5 | DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | 281K | $12.3B | 7.6% | NEW |
| 6 | BSV | VANGUARD SHORT-TERM BOND ETF | 136K | $10.7B | 6.6% | NEW |
| 7 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 119K | $9.6B | 5.9% | NEW |
| 8 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 178K | $8.6B | 5.3% | NEW |
| 9 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 105K | $7.8B | 4.8% | NEW |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 26K | $5.7B | 3.5% | NEW |
§ 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 $154.5 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed