Columbia River Financial Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Columbia River Financial Group, LLC reported 54 stock positions worth $162.9 million. Its top holding was iShares Core High Dividend E (HDV) at 9.2% of the portfolio, followed by Vanguard Extended Market ETF (VXF, 8.5%) and SS SPDR P Agg Bond ETF (SPAB, 8.0%). Compared with Q3 2025, it opened 1 new position, added to 21 and reduced 24. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +13%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, WA
- CIK
- 0002057074
- Portfolio Value
- $162.9M (Q4 2025)
- SEC Filing
- 0002057074-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 54 stocks · $162.9M
| HDV iShares Core High Dividend E | 9.21% | 123,359 | $15.0M | Add +4.2% |
| VXF Vanguard Extended Market ETF | 8.46% | 65,954 | $13.8M | Reduce -6.0% |
| SPAB SS SPDR P Agg Bond ETF | 7.95% | 503,360 | $13.0M | Add +9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.65% | 25,537 | $12.5M | Reduce -7.0% |
| DWX State Street SPDR S&P Intern | 7.58% | 281,007 | $12.3M | Add +3.1% |
| BSV Vanguard Short-Term Bond ETF | 6.58% | 136,054 | $10.7M | Add +13.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.88% | 119,369 | $9.6M | Reduce -5.3% |
| BNDX Vanguard Total Intl Bond ETF | 5.28% | 178,074 | $8.6M | Add +7.5% |
| VEU Vanguard Ftse All-World Ex-U | 4.76% | 105,390 | $7.8M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 3.52% | 26,133 | $5.7M | Reduce -1.3% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.83% | 149,005 | $4.6M | Add +3.5% |
| EQWL Invesco S&P 100 Equal Weight | 2.71% | 37,408 | $4.4M | Reduce -2.7% |
| EDIV State Street SPDR S&P Emergi | 1.98% | 82,322 | $3.2M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.88% | 4,993 | $3.1M | Reduce -10.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.76% | 11,135 | $2.9M | Reduce -0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.70% | 62,273 | $2.8M | Add +2.8% |
| VWO Vanguard Ftse Emerging Marke | 1.52% | 45,932 | $2.5M | Reduce -3.9% |
| SHM SS SPDR N Ice St Muni ETF | 1.49% | 50,563 | $2.4M | Add +3.8% |
| AMZN Amazon.com Inc. | 1.30% | 9,177 | $2.1M | No change |
| SCHM Schwab US Mid Cap ETF | 1.26% | 68,222 | $2.1M | Add +1.9% |
| MSFT Microsoft Corp. | 1.19% | 4,012 | $1.9M | Add +0.1% |
| USFR Wisdomtree Floating Rate Tre | 0.96% | 31,165 | $1.6M | Add +4.0% |
| RWO State Street SPDR Dow Jones | 0.94% | 33,895 | $1.5M | Add +3.0% |
| UNP Union Pacific Corp. | 0.91% | 6,442 | $1.5M | No change |
| IVW iShares S&P 500 Growth ETF | 0.85% | 11,225 | $1.4M | Reduce -1.2% |
| IAGG iShares Intl Aggregate Bond | 0.84% | 27,435 | $1.4M | Add +17.5% |
| VYM Vanguard High DVD Yield ETF | 0.66% | 7,488 | $1.1M | Reduce -1.5% |
| IDV iShares International Select | 0.65% | 26,952 | $1.1M | Reduce -1.9% |
| IXUS iShares Core Intl Stock ETF | 0.64% | 12,338 | $1.0M | Reduce -0.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.61% | 6,881 | $986K | Add +1.7% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.58% | 18,628 | $937K | Reduce -1.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.48% | 16,629 | $779K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.44% | 5,920 | $712K | Add +1.8% |
| DES Wisdomtree US Smallcap Divid | 0.41% | 20,187 | $675K | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.41% | 6,300 | $674K | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 0.35% | 918 | $576K | No change |
| AAPL Apple Inc. | 0.33% | 1,954 | $531K | No change |
| EES Wisdomtree US Smallcap Fund | 0.32% | 9,175 | $522K | No change |
| LNT Alliant Energy Corp. | 0.31% | 7,720 | $501K | No change |
| VEA Vanguard Ftse Developed ETF | 0.27% | 7,123 | $444K | Add +13.7% |
| SCHV Schwab US Large-Cap Value | 0.25% | 13,614 | $403K | Reduce -0.6% |
| CMDY iShares Bloomberg Roll Selec | 0.25% | 8,225 | $400K | Reduce -0.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.22% | 7,884 | $355K | Reduce -0.1% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.21% | 9,504 | $344K | Reduce -2.3% |
| VT Vanguard Tot World STK ETF | 0.20% | 2,317 | $326K | Add +0.0% |
| LLY Eli Lilly & Co. | 0.18% | 267 | $287K | No change |
| DEM Wisdomtree Emerging Markets | 0.18% | 6,125 | $286K | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 0.17% | 413 | $283K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.17% | 3,127 | $280K | Reduce -1.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.17% | 2,857 | $279K | Reduce -9.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.16% | 5,682 | $253K | Reduce -4.1% |
| PMBS PIMCO MBS Active ETF | 0.15% | 4,921 | $245K | New |
| GOVT iShares US Treasury Bond ETF | 0.14% | 9,557 | $220K | Add +4.2% |
| VNQ Vanguard Real Estate ETF | 0.13% | 2,342 | $207K | Reduce -2.3% |
Portfolio Sells Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.0% | 7.65% | −0.74 |
| VXF Vanguard Extended Market ETF | Reduce -6.0% | 8.46% | −0.64 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -5.3% | 5.88% | −0.36 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.9% | 1.88% | −0.27 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.2% | 4.76% | −0.21 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.9% | 1.52% | −0.11 |
| EQWL Invesco S&P 100 Equal Weight | Reduce -2.7% | 2.71% | −0.04 |
| CMDY iShares Bloomberg Roll Selec | Reduce -0.2% | 0.25% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 3.52% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.2% | 0.85% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -9.0% | 0.17% | −0.02 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -2.3% | 0.21% | −0.02 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -1.3% | 0.58% | −0.01 |
| DEM Wisdomtree Emerging Markets | Reduce -2.7% | 0.18% | −0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -4.1% | 0.16% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -2.3% | 0.13% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.3% | 0.64% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.1% | 0.17% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.5% | 0.66% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 1.76% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.1% | 0.22% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.6% | 0.41% | +0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -0.6% | 0.25% | +0.00 |
| IDV iShares International Select | Reduce -1.9% | 0.65% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BSV Vanguard Short-Term Bond ETF | Add +13.1% | 6.58% | +0.73 |
| SPAB SS SPDR P Agg Bond ETF | Add +9.6% | 7.95% | +0.64 |
| HDV iShares Core High Dividend E | Add +4.2% | 9.21% | +0.46 |
| DWX State Street SPDR S&P Intern | Add +3.1% | 7.58% | +0.31 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.5% | 5.28% | +0.21 |
| PMBS PIMCO MBS Active ETF | New | 0.15% | +0.15 |
| EDIV State Street SPDR S&P Emergi | Add +6.5% | 1.98% | +0.12 |
| IAGG iShares Intl Aggregate Bond | Add +17.5% | 0.84% | +0.10 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.8% | 1.70% | +0.06 |
| SHM SS SPDR N Ice St Muni ETF | Add +3.8% | 1.49% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +13.7% | 0.27% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +1.9% | 1.26% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | Add +4.0% | 0.96% | +0.03 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.44% | +0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.7% | 0.61% | +0.01 |
| RWO State Street SPDR Dow Jones | Add +3.0% | 0.94% | +0.01 |
| MUB iShares National Muni Bond E | Add +1.9% | 0.41% | +0.00 |
| GOVT iShares US Treasury Bond ETF | Add +4.2% | 0.14% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.1% | 0.48% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.0% | 0.20% | −0.00 |
| MSFT Microsoft Corp. | Add +0.1% | 1.19% | −0.06 |
| BCD Abrdn Bloomberg All Commodit | Add +3.5% | 2.83% | −0.34 |
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 |