§ 13F · FUND PROFILE
Columbia River Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155K (13F)Positions · 53Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES CORE HIGH DIVIDEND ETF | 127K | $17K | 10.0% | +3% |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | 68K | $14K | 8.2% | +4% |
| 3 | SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 529K | $14K | 7.9% | +5% |
| 4 | DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | 294K | $13K | 7.8% | +4% |
| 5 | VUG | VANGUARD GROWTH ETF | 27K | $12K | 6.9% | +6% |
| 6 | BSV | VANGUARD SHORT-TERM BOND ETF | 143K | $11K | 6.5% | +5% |
| 7 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 125K | $10K | 5.6% | +5% |
| 8 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 194K | $9K | 5.4% | +9% |
| 9 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 109K | $8K | 4.8% | +4% |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 27K | $6K | 3.4% | +5% |
§ 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 $155 thousand in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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