Columbia River Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 19, 2025), Columbia River Financial Group, LLC reported 53 stock positions worth $145.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 9.0% of the portfolio, followed by Vanguard Extended Market ETF (VXF, 8.9%) and iShares Core High Dividend E (HDV, 8.1%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002057074
- Portfolio Value
- $145.6M (Q4 2024)
- SEC Filing
- 0002057074-25-000001 ↗ filed Feb 19, 2025
Holdings Value
Holdings 53 stocks · $145.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.97% | 189,385 | $13.1M | — |
| VXF Vanguard Extended Market ETF | 8.87% | 67,964 | $12.9M | — |
| HDV iShares Core High Dividend E | 8.12% | 105,255 | $11.8M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.64% | 27,078 | $11.1M | — |
| SPAB SS SPDR P Agg Bond ETF | 7.04% | 410,374 | $10.3M | — |
| DWX State Street SPDR S&P Intern | 6.83% | 284,363 | $9.9M | — |
| BSV Vanguard Short-Term Bond ETF | 5.73% | 107,934 | $8.3M | — |
| VEU Vanguard Ftse All-World Ex-U | 5.26% | 133,373 | $7.7M | — |
| BNDX Vanguard Total Intl Bond ETF | 5.25% | 155,809 | $7.6M | — |
| VIG Vanguard Dividend Apprec ETF | 3.27% | 24,328 | $4.8M | — |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.82% | 131,154 | $4.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.15% | 13,044 | $3.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.07% | 5,908 | $3.0M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.80% | 76,751 | $2.6M | — |
| VWO Vanguard Ftse Emerging Marke | 1.72% | 56,707 | $2.5M | — |
| EDIV State Street SPDR S&P Emergi | 1.66% | 68,588 | $2.4M | — |
| SHM SS SPDR N Ice St Muni ETF | 1.54% | 47,462 | $2.2M | — |
| SCHM Schwab US Mid Cap ETF | 1.40% | 73,469 | $2.0M | — |
| AMZN Amazon.com Inc. | 1.38% | 9,177 | $2.0M | — |
| MSFT Microsoft Corp. | 1.16% | 4,012 | $1.7M | — |
| IVW iShares S&P 500 Growth ETF | 1.04% | 14,922 | $1.5M | — |
| RWO State Street SPDR Dow Jones | 1.04% | 35,235 | $1.5M | — |
| UNP Union Pacific Corp. | 1.01% | 6,442 | $1.5M | — |
| MEAR Ishrs Short Mat Muni Act ETF | 0.96% | 28,059 | $1.4M | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.87% | 11,088 | $1.3M | — |
| USFR Wisdomtree Floating Rate Tre | 0.78% | 22,601 | $1.1M | — |
| IAGG iShares Intl Aggregate Bond | 0.78% | 22,687 | $1.1M | — |
| VYM Vanguard High DVD Yield ETF | 0.68% | 7,710 | $983K | — |
| IXUS iShares Core Intl Stock ETF | 0.59% | 12,883 | $852K | — |
| IDV iShares International Select | 0.58% | 30,782 | $842K | — |
| DES Wisdomtree US Smallcap Divid | 0.55% | 23,269 | $799K | — |
| ITM Vaneck Intermediate Muni ETF | 0.50% | 15,664 | $722K | — |
| MUB iShares National Muni Bond E | 0.47% | 6,381 | $679K | — |
| CMDY iShares Bloomberg Roll Selec | 0.46% | 14,033 | $667K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.43% | 14,088 | $632K | — |
| XOM Exxon Mobil Corp. | 0.43% | 5,816 | $625K | — |
| VT Vanguard Tot World STK ETF | 0.40% | 5,008 | $588K | — |
| SCHV Schwab US Large-Cap Value | 0.38% | 21,482 | $560K | — |
| EES Wisdomtree US Smallcap Fund | 0.38% | 10,221 | $551K | — |
| VOO Vanguard S&P 500 ETF | 0.35% | 936 | $504K | — |
| AAPL Apple Inc. | 0.34% | 1,968 | $492K | — |
| LNT Alliant Energy Corp. | 0.31% | 7,720 | $456K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.24% | 8,904 | $350K | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.23% | 11,005 | $330K | — |
| VEA Vanguard Ftse Developed ETF | 0.21% | 6,467 | $309K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.18% | 3,088 | $265K | — |
| DEM Wisdomtree Emerging Markets | 0.18% | 6,558 | $265K | — |
| IVV iShares Core S&P 500 ETF | 0.18% | 449 | $264K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.16% | 7,104 | $232K | — |
| AOA iShares Core 80/20 Aggressiv | 0.16% | 2,984 | $228K | — |
| NUSC Nuveen ESG Small-Cap ETF | 0.16% | 5,447 | $228K | — |
| VNQ Vanguard Real Estate ETF | 0.15% | 2,495 | $222K | — |
| LLY Eli Lilly & Co. | 0.14% | 267 | $206K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $186.2M | HDV, VXF, VUG, DWX, BSV |
| Q1 2026 | 58 | $172.3M | HDV, VXF, SPAB, DWX, VUG |
| Q4 2025 | 54 | $162.9M | HDV, VXF, SPAB, VUG, DWX |
| Q3 2025 | 53 | $162.2M | VXF, HDV, VUG, SPAB, DWX |
| Q2 2025 | 53 | $154.5M | VXF, HDV, VUG, SPAB, DWX |
| Q1 2025 | 124 | $149.6M | HDV, DWX, SPAB, VXF, BSV |
| Q4 2024 | 53 | $145.6M | SPYM, VXF, HDV, VUG, SPAB |