Columbia River Financial Group, LLC

DOSSIER · 13F-HR · Q1 2026

Columbia River Financial Group, LLC

$172M in tracked AUM across 58 positions as of Q1 2026.

CR

CIK 0002057074 · last filed Mar 31, 2026

Total AUM

$172M

as of Q1 2026

Holdings

58

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Columbia River Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

HDV

ISHARES CORE HIGH DIVIDEND ETF

$17M127K10.0%02

VXF

VANGUARD EXTENDED MARKET ETF

$14M68K8.2%03

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

$14M529K7.9%04

DWX

STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF

$13M294K7.8%05

VUG

VANGUARD GROWTH ETF

$12M27K6.9%06

BSV

VANGUARD SHORT-TERM BOND ETF

$11M143K6.5%07

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$10M125K5.6%08

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

$9M194K5.4%09

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND