Columbia River Financial Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Columbia River Financial Group, LLC reported 53 stock positions worth $162.2 million. Its top holding was Vanguard Extended Market ETF (VXF) at 9.1% of the portfolio, followed by iShares Core High Dividend E (HDV, 8.8%) and Vanguard Mrngstar GR ETF-Sui (VUG, 8.4%). Compared with Q2 2025, it added to 19 and reduced 18. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +3%) and the biggest sale Schwab US Mid Cap ETF (SCHM, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002057074
- Portfolio Value
- $162.2M (Q3 2025)
- SEC Filing
- 0002057074-25-000005 ↗ filed Nov 14, 2025
Holdings Value
Holdings 53 stocks · $162.2M
| VXF Vanguard Extended Market ETF | 9.10% | 70,194 | $14.8M | Reduce -0.4% |
| HDV iShares Core High Dividend E | 8.75% | 118,394 | $14.2M | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.39% | 27,447 | $13.6M | Reduce -0.8% |
| SPAB SS SPDR P Agg Bond ETF | 7.32% | 459,263 | $11.9M | Add +2.7% |
| DWX State Street SPDR S&P Intern | 7.26% | 272,599 | $11.8M | Add +1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.23% | 126,093 | $10.1M | Reduce -3.8% |
| BSV Vanguard Short-Term Bond ETF | 5.85% | 120,347 | $9.5M | Add +4.2% |
| BNDX Vanguard Total Intl Bond ETF | 5.07% | 165,571 | $8.2M | Add +3.3% |
| VEU Vanguard Ftse All-World Ex-U | 4.97% | 110,015 | $8.1M | Add +3.2% |
| VIG Vanguard Dividend Apprec ETF | 3.55% | 26,485 | $5.8M | Add +1.7% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 3.17% | 143,924 | $5.1M | Add +1.5% |
| EQWL Invesco S&P 100 Equal Weight | 2.75% | 38,451 | $4.5M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.15% | 5,601 | $3.5M | Reduce -3.4% |
| EDIV State Street SPDR S&P Emergi | 1.86% | 77,336 | $3.0M | Add +4.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.76% | 11,201 | $2.9M | Reduce -9.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.64% | 60,573 | $2.7M | Reduce -12.5% |
| VWO Vanguard Ftse Emerging Marke | 1.63% | 47,782 | $2.6M | Reduce -6.8% |
| SHM SS SPDR N Ice St Muni ETF | 1.44% | 48,696 | $2.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.41% | 9,177 | $2.3M | No change |
| MSFT Microsoft Corp. | 1.25% | 4,006 | $2.0M | No change |
| SCHM Schwab US Mid Cap ETF | 1.22% | 66,935 | $2.0M | Reduce -12.8% |
| USFR Wisdomtree Floating Rate Tre | 0.93% | 29,974 | $1.5M | Add +7.9% |
| RWO State Street SPDR Dow Jones | 0.93% | 32,894 | $1.5M | Add +3.5% |
| UNP Union Pacific Corp. | 0.89% | 6,442 | $1.4M | No change |
| IVW iShares S&P 500 Growth ETF | 0.87% | 11,366 | $1.4M | Reduce -0.4% |
| IAGG iShares Intl Aggregate Bond | 0.74% | 23,355 | $1.2M | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 0.66% | 7,603 | $1.1M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 0.64% | 12,377 | $1.0M | No change |
| IDV iShares International Select | 0.64% | 27,472 | $1.0M | Reduce -1.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.59% | 6,768 | $960K | Reduce -12.6% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.59% | 18,880 | $950K | Add +18.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.48% | 16,620 | $771K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.42% | 5,816 | $687K | Reduce -0.5% |
| DES Wisdomtree US Smallcap Divid | 0.41% | 20,305 | $671K | Add +1.2% |
| MUB iShares National Muni Bond E | 0.41% | 6,185 | $663K | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.35% | 918 | $575K | No change |
| AAPL Apple Inc. | 0.32% | 1,954 | $526K | Reduce -1.5% |
| LNT Alliant Energy Corp. | 0.32% | 7,720 | $516K | No change |
| EES Wisdomtree US Smallcap Fund | 0.31% | 9,175 | $507K | Reduce -9.0% |
| CMDY iShares Bloomberg Roll Selec | 0.28% | 8,240 | $450K | Add +8.1% |
| SCHV Schwab US Large-Cap Value | 0.25% | 13,695 | $398K | Reduce -13.2% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 6,266 | $384K | No change |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.23% | 9,730 | $371K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.22% | 7,892 | $353K | No change |
| VT Vanguard Tot World STK ETF | 0.20% | 2,316 | $326K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.19% | 3,141 | $313K | No change |
| DEM Wisdomtree Emerging Markets | 0.18% | 6,295 | $295K | No change |
| IVV iShares Core S&P 500 ETF | 0.17% | 413 | $283K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.17% | 3,162 | $283K | Add +0.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.16% | 5,925 | $262K | No change |
| LLY Eli Lilly & Co. | 0.16% | 267 | $258K | No change |
| VNQ Vanguard Real Estate ETF | 0.13% | 2,397 | $216K | Reduce -4.3% |
| GOVT iShares US Treasury Bond ETF | 0.13% | 9,173 | $212K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SCHM Schwab US Mid Cap ETF | Reduce -12.8% | 1.22% | −0.19 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -12.5% | 1.64% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.0% | 1.76% | −0.16 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -12.6% | 0.59% | −0.08 |
| EQWL Invesco S&P 100 Equal Weight | Reduce -3.3% | 2.75% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.8% | 6.23% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -13.2% | 0.25% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.8% | 1.63% | −0.03 |
| EES Wisdomtree US Smallcap Fund | Reduce -9.0% | 0.31% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -4.3% | 0.13% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.3% | 0.48% | +0.00 |
| IDV iShares International Select | Reduce -1.6% | 0.64% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.42% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 0.87% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 2.15% | +0.04 |
| AAPL Apple Inc. | Reduce -1.5% | 0.32% | +0.06 |
| VXF Vanguard Extended Market ETF | Reduce -0.4% | 9.10% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 8.39% | +0.27 |
Portfolio Buys Q2 2025 → Q3 2025
| VEU Vanguard Ftse All-World Ex-U | Add +3.2% | 4.97% | +0.33 |
| BCD Abrdn Bloomberg All Commodit | Add +1.5% | 3.17% | +0.16 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +18.2% | 0.59% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +1.7% | 3.55% | +0.07 |
| CMDY iShares Bloomberg Roll Selec | Add +8.1% | 0.28% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | Add +7.9% | 0.93% | +0.03 |
| RWO State Street SPDR Dow Jones | Add +3.5% | 0.93% | +0.02 |
| EDIV State Street SPDR S&P Emergi | Add +4.1% | 1.86% | +0.02 |
| AOA iShares Core 80/20 Aggressiv | Add +0.1% | 0.17% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.6% | 0.66% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Add +1.2% | 0.41% | +0.00 |
| MUB iShares National Muni Bond E | Add +0.4% | 0.41% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Add +2.7% | 0.74% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +4.2% | 5.85% | −0.03 |
| DWX State Street SPDR S&P Intern | Add +1.2% | 7.26% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.3% | 5.07% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Add +0.3% | 1.44% | −0.07 |
| SPAB SS SPDR P Agg Bond ETF | Add +2.7% | 7.32% | −0.09 |
| HDV iShares Core High Dividend E | Add +2.5% | 8.75% | −0.15 |
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 |