Columbia River Financial Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Columbia River Financial Group, LLC reported 124 stock positions worth $149.6 million. Its top holding was iShares Core High Dividend E (HDV) at 8.8% of the portfolio, followed by State Street SPDR S&P Intern (DWX, 7.8%) and SS SPDR P Agg Bond ETF (SPAB, 7.6%). Compared with Q4 2024, it opened 71 new positions, added to 15 and reduced 31. The biggest buy was a new position in Invesco S&P 100 Equal Weight (EQWL) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −29%).

Most Recent 13F
Q2 2026
Location
VANCOUVER, WA
CIK
0002057074
Portfolio Value
$149.6M (Q1 2025)
SEC Filing
0002057074-25-000002 ↗ filed Apr 29, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $145.6M Q4 2024 Q1 2025: $149.6M $149.6M Q1 2025 Q2 2025: $154.5M Q2 2025 Q3 2025: $162.2M Q3 2025 Q4 2025: $162.9M Q4 2025 Q1 2026: $172.3M Q1 2026 Q2 2026: $186.2M Q2 2026

Holdings 124 stocks · $149.6M
HDV iShares Core High Dividend E 8.80% 108,743 $13.2M Add +3.3%
DWX State Street SPDR S&P Intern 7.76% 302,554 $11.6M Add +6.4%
SPAB SS SPDR P Agg Bond ETF 7.64% 447,800 $11.4M Add +9.1%
VXF Vanguard Extended Market ETF 7.20% 62,546 $10.8M Reduce -8.0%
BSV Vanguard Short-Term Bond ETF 6.30% 120,421 $9.4M Add +11.6%
VUG Vanguard Mrngstar GR ETF-Sui 6.18% 24,946 $9.3M Reduce -7.9%
SPYM Ste STR SPDR PT S&P 500 ETF 5.87% 133,669 $8.8M Reduce -29.4%
BNDX Vanguard Total Intl Bond ETF 5.36% 164,194 $8.0M Add +5.4%
VEU Vanguard Ftse All-World Ex-U 5.10% 125,835 $7.6M Reduce -5.7%
BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS 3.15% 138,000 $4.7M Add +5.2%
VIG Vanguard Dividend Apprec ETF 3.07% 23,681 $4.6M Reduce -2.7%
EQWL Invesco S&P 100 Equal Weight 2.83% 41,089 $4.2M New
SPDW Ste STR SPDR PT DW Eu ETF 1.83% 75,272 $2.7M Reduce -1.9%
QQQ Invesco QQQ Trust Series 1 1.78% 5,671 $2.7M Reduce -4.0%
EDIV State Street SPDR S&P Emergi 1.73% 72,637 $2.6M Add +5.9%
VB Vanguard Most SM-Cap ETF-Usd 1.68% 11,347 $2.5M Reduce -13.0%
VWO Vanguard Ftse Emerging Marke 1.65% 54,724 $2.5M Reduce -3.5%
SHM SS SPDR N Ice St Muni ETF 1.61% 50,756 $2.4M Add +6.9%
SCHM Schwab US Mid Cap ETF 1.29% 73,449 $1.9M Reduce -0.0%
AMZN Amazon.com Inc. 1.17% 9,177 $1.7M No change
RWO State Street SPDR Dow Jones 1.02% 35,107 $1.5M Reduce -0.4%
UNP Union Pacific Corp. 1.02% 6,442 $1.5M No change
MSFT Microsoft Corp. 1.01% 4,006 $1.5M Reduce -0.1%
IVW iShares S&P 500 Growth ETF 0.94% 15,141 $1.4M Add +1.5%
USFR Wisdomtree Floating Rate Tre 0.89% 26,588 $1.3M Add +17.6%
MEAR Ishrs Short Mat Muni Act ETF 0.81% 24,065 $1.2M Reduce -14.2%
IAGG iShares Intl Aggregate Bond 0.77% 23,046 $1.2M Add +1.6%
VSS Vanguard Ftse All Wo X-US SC 0.67% 8,674 $1.0M Reduce -21.8%
VYM Vanguard High DVD Yield ETF 0.64% 7,434 $958K Reduce -3.6%
IDV iShares International Select 0.63% 30,643 $950K Reduce -0.5%
IXUS iShares Core Intl Stock ETF 0.59% 12,615 $880K Reduce -2.1%
ITM Vaneck Intermediate Muni ETF 0.51% 16,912 $769K Add +8.0%
DES Wisdomtree US Smallcap Divid 0.49% 22,872 $731K Reduce -1.7%
XOM Exxon Mobil Corp. 0.46% 5,816 $691K No change
MUB iShares National Muni Bond E 0.46% 6,521 $687K Add +2.2%
SPSM SS SPDR P S&P 600 Small Cap 0.42% 15,588 $635K Add +10.7%
SCHV Schwab US Large-Cap Value 0.38% 21,214 $563K Reduce -1.3%
CMDY iShares Bloomberg Roll Selec 0.36% 10,356 $537K Reduce -26.2%
LNT Alliant Energy Corp. 0.33% 7,720 $496K No change
EES Wisdomtree US Smallcap Fund 0.33% 10,056 $491K Reduce -1.6%
VOO Vanguard S&P 500 ETF 0.32% 918 $472K Reduce -1.9%
AAPL Apple Inc. 0.29% 1,958 $435K Reduce -0.5%
NUDM Nuveen ESG Intl Devel MRK Eq 0.22% 10,445 $332K Reduce -5.1%
VEA Vanguard Ftse Developed ETF 0.22% 6,467 $328K No change
NULV Nuveen ESG Large-Cap Val ETF 0.22% 8,047 $325K Reduce -9.6%
VT Vanguard Tot World STK ETF 0.19% 2,479 $287K Reduce -50.5%
DEM Wisdomtree Emerging Markets 0.18% 6,558 $275K No change
NULG Nuveen ESG LRG-Cap GRW ETF 0.16% 3,039 $237K Reduce -1.6%
IVV iShares Core S&P 500 ETF 0.15% 413 $232K Reduce -8.0%
AOA iShares Core 80/20 Aggressiv 0.15% 3,000 $229K Add +0.5%
VNQ Vanguard Real Estate ETF 0.15% 2,482 $224K Reduce -0.5%
LLY Eli Lilly & Co. 0.15% 267 $220K No change
GOVT iShares US Treasury Bond ETF 0.14% 9,131 $209K New
NUSC Nuveen ESG Small-Cap ETF 0.14% 5,390 $206K Reduce -1.1%
CVX Chevron Corp. 0.12% 1,071 $179K New
IEMG iShares Core MSCI Emerging 0.12% 3,275 $176K New
SPIB SS SPDR P Int C Corp. ETF 0.10% 4,624 $153K Reduce -34.9%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 285 $151K New
AOM iShares Core 40/60 Moderate 0.10% 3,381 $148K New
SDY SS SPDR S&P Dividend ETF 0.10% 1,058 $143K New
CMF iShares California Muni Bond 0.09% 2,508 $141K New
NUEM Nuveen ESG Emerging Markets 0.09% 4,651 $136K New
NKE Nike Inc. Class B 0.09% 2,115 $135K New
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 223 $124K New
KO The Coca-Cola Co. 0.08% 1,611 $116K New
IWM iShares Russell 2000 ETF 0.07% 556 $110K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.06% 1,423 $96K New
FENY Fidelity MSCI Energy Index 0.06% 3,756 $95K New
NFLX Netflix Inc. 0.06% 101 $94K New
COST Costco Wholesale Corp. 0.06% 98 $93K New
VTI VG Morningstar TS MKT ETF-US 0.06% 308 $84K New
MVV Proshares Ultra MIDCAP400 0.06% 1,431 $83K New
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 452 $78K New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 66 $65K New
SPSB SS SPDR P St C Corp. ETF 0.04% 2,046 $61K New
XLF SS Financial Select Sector 0.04% 1,192 $59K New
BND Vanguard Total Bond Market 0.04% 765 $56K New
GE General Electric filed as GE AEROSPACE 0.04% 274 $55K New
GOOG Alphabet Inc. Class C 0.04% 350 $54K New
VHT Vanguard Health Care ETF 0.03% 193 $51K New
BA The Boeing Co. 0.03% 297 $50K New
NORW Global X MSCI Norway ETF 0.03% 1,876 $50K New
INTC Intel Corp. 0.03% 2,194 $49K New
TQQQ Proshares Ultrapro QQQ 0.03% 822 $47K New
AOR iShares Core 60/40 Balanced 0.03% 797 $45K New
ITOT iShares Core S&P Total U.S. 0.03% 367 $44K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 166 $42K New
XLY SS Consumer Disc Select Sect 0.03% 198 $39K New
SPTS SS SPDR P St Term TSY ETF 0.02% 1,225 $35K New
IHI iShares U.S. Medical Devices 0.02% 570 $34K New
GLD SPDR Gold Shares 0.02% 120 $34K New
TSLA Tesla Inc. 0.02% 125 $32K New
RVSB Riverview Bancorp Inc. 0.02% 5,578 $31K New
DSI iShares ESG MSCI KLD 400 ETF 0.02% 297 $30K New
USMV iShares MSCI USA Min Vol Fac 0.02% 327 $30K New
ZBH Zimmer Biomet Holdings Inc. 0.02% 272 $30K New
ICVT iShares Convertible Bond ETF 0.02% 352 $29K New
SCHA Schwab US Small-Cap ETF 0.02% 1,270 $29K New
MDT Medtronic PLC 0.02% 319 $28K New
NEAR iShares SH Dba ETF Usd Inc. 0.02% 508 $25K New

Show all 124 holdings

Portfolio Sells Q4 2024 → Q1 2025
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -29.4% 5.87% −3.09
VXF Vanguard Extended Market ETF Reduce -8.0% 7.20% −1.67
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.9% 6.18% −1.45
VB Vanguard Most SM-Cap ETF-Usd Reduce -13.0% 1.68% −0.47
QQQ Invesco QQQ Trust Series 1 Reduce -4.0% 1.78% −0.30
VT Vanguard Tot World STK ETF Reduce -50.5% 0.19% −0.21
VIG Vanguard Dividend Apprec ETF Reduce -2.7% 3.07% −0.20
VSS Vanguard Ftse All Wo X-US SC Reduce -21.8% 0.67% −0.20
VEU Vanguard Ftse All-World Ex-U Reduce -5.7% 5.10% −0.16
MSFT Microsoft Corp. Reduce -0.1% 1.01% −0.16
MEAR Ishrs Short Mat Muni Act ETF Reduce -14.2% 0.81% −0.15
SCHM Schwab US Mid Cap ETF Reduce -0.0% 1.29% −0.11
CMDY iShares Bloomberg Roll Selec Reduce -26.2% 0.36% −0.10
VWO Vanguard Ftse Emerging Marke Reduce -3.5% 1.65% −0.06
DES Wisdomtree US Smallcap Divid Reduce -1.7% 0.49% −0.06
SPIB SS SPDR P Int C Corp. ETF Reduce -34.9% 0.10% −0.06
EES Wisdomtree US Smallcap Fund Reduce -1.6% 0.33% −0.05
AAPL Apple Inc. Reduce -0.5% 0.29% −0.05
VYM Vanguard High DVD Yield ETF Reduce -3.6% 0.64% −0.04
VOO Vanguard S&P 500 ETF Reduce -1.9% 0.32% −0.03
IVV iShares Core S&P 500 ETF Reduce -8.0% 0.15% −0.03
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -1.6% 0.16% −0.02
NULV Nuveen ESG Large-Cap Val ETF Reduce -9.6% 0.22% −0.02
NUSC Nuveen ESG Small-Cap ETF Reduce -1.1% 0.14% −0.02
RWO State Street SPDR Dow Jones Reduce -0.4% 1.02% −0.01
SCHV Schwab US Large-Cap Value Reduce -1.3% 0.38% −0.01
NUDM Nuveen ESG Intl Devel MRK Eq Reduce -5.1% 0.22% −0.00
VNQ Vanguard Real Estate ETF Reduce -0.5% 0.15% −0.00
IXUS iShares Core Intl Stock ETF Reduce -2.1% 0.59% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.9% 1.83% +0.03
IDV iShares International Select Reduce -0.5% 0.63% +0.06

Portfolio Buys Q4 2024 → Q1 2025
EQWL Invesco S&P 100 Equal Weight New 2.83% +2.83
DWX State Street SPDR S&P Intern Add +6.4% 7.76% +0.93
HDV iShares Core High Dividend E Add +3.3% 8.80% +0.68
SPAB SS SPDR P Agg Bond ETF Add +9.1% 7.64% +0.60
BSV Vanguard Short-Term Bond ETF Add +11.6% 6.30% +0.57
BCD Abrdn Bloomberg All Commodit Add +5.2% 3.15% +0.32
GOVT iShares US Treasury Bond ETF New 0.14% +0.14
CVX Chevron Corp. New 0.12% +0.12
IEMG iShares Core MSCI Emerging New 0.12% +0.12
USFR Wisdomtree Floating Rate Tre Add +17.6% 0.89% +0.11
BNDX Vanguard Total Intl Bond ETF Add +5.4% 5.36% +0.11
BRK.B Berkshire Hathaway Inc. Class B New 0.10% +0.10
AOM iShares Core 40/60 Moderate New 0.10% +0.10
SDY SS SPDR S&P Dividend ETF New 0.10% +0.10
CMF iShares California Muni Bond New 0.09% +0.09
NUEM Nuveen ESG Emerging Markets New 0.09% +0.09
NKE Nike Inc. Class B New 0.09% +0.09
SPY SS SPDR S&P 500 ETF Trust-US New 0.08% +0.08
KO The Coca-Cola Co. New 0.08% +0.08
IWM iShares Russell 2000 ETF New 0.07% +0.07
EDIV State Street SPDR S&P Emergi Add +5.9% 1.73% +0.07
SHM SS SPDR N Ice St Muni ETF Add +6.9% 1.61% +0.07
SPTM SS SPDR P S&P 1500 Comp ETF New 0.06% +0.06
FENY Fidelity MSCI Energy Index New 0.06% +0.06
NFLX Netflix Inc. New 0.06% +0.06
COST Costco Wholesale Corp. New 0.06% +0.06
VTI VG Morningstar TS MKT ETF-US New 0.06% +0.06
MVV Proshares Ultra MIDCAP400 New 0.06% +0.06
VTV Vanguard Mrngstr Val ETF-Aui New 0.05% +0.05
GWW WW Grainger Inc. New 0.04% +0.04
SPSB SS SPDR P St C Corp. ETF New 0.04% +0.04
XLF SS Financial Select Sector New 0.04% +0.04
BND Vanguard Total Bond Market New 0.04% +0.04
GE General Electric New 0.04% +0.04
GOOG Alphabet Inc. Class C New 0.04% +0.04
VHT Vanguard Health Care ETF New 0.03% +0.03
BA The Boeing Co. New 0.03% +0.03
NORW Global X MSCI Norway ETF New 0.03% +0.03
INTC Intel Corp. New 0.03% +0.03
TQQQ Proshares Ultrapro QQQ New 0.03% +0.03
AOR iShares Core 60/40 Balanced New 0.03% +0.03
ITOT iShares Core S&P Total U.S. New 0.03% +0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.03% +0.03
XLY SS Consumer Disc Select Sect New 0.03% +0.03
SPTS SS SPDR P St Term TSY ETF New 0.02% +0.02
IHI iShares U.S. Medical Devices New 0.02% +0.02
GLD SPDR Gold Shares New 0.02% +0.02
TSLA Tesla Inc. New 0.02% +0.02
RVSB Riverview Bancorp Inc. New 0.02% +0.02
DSI iShares ESG MSCI KLD 400 ETF New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 58$186.2MHDV, VXF, VUG, DWX, BSV
Q1 2026 58$172.3MHDV, VXF, SPAB, DWX, VUG
Q4 2025 54$162.9MHDV, VXF, SPAB, VUG, DWX
Q3 2025 53$162.2MVXF, HDV, VUG, SPAB, DWX
Q2 2025 53$154.5MVXF, HDV, VUG, SPAB, DWX
Q1 2025 124$149.6MHDV, DWX, SPAB, VXF, BSV
Q4 2024 53$145.6MSPYM, VXF, HDV, VUG, SPAB