Columbia River Financial Group, LLC

VANCOUVER, WA · CIK 2057074 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyVancouver, WA

$186.2m reported value +8.1% vs Q1 2026

58positions

67.0%in top 10

2 new 18 added 26 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE HIGH DV ETF HDV	HDV	632,009	$17.3m9.30%	9.30%	Reduced -3.7k	-3,681 -0.6%
2	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	67,708	$16.7m8.95%	8.95%	Reduced -565	-565 -0.8%
3	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	178,303	$15.4m8.25%	8.25%	Added +15.3k	+15,319 9.4%
4	SPDR INDEX SHS FDS S&P INTL ETF DWX	DWX	294,945	$13.6m7.28%	7.28%	Added +1.4k	+1,442 0.5%
5	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	157,171	$12.2m6.58%	6.58%	Added +13.7k	+13,748 9.6%
6	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	125,249	$11.0m5.91%	5.91%	Reduced -122	-122 -0.1%
7	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	215,067	$10.8m5.82%	5.82%	Added +179.3k	+179,275 500.9%
8	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	210,543	$10.2m5.48%	5.48%	Added +16.1k	+16,062 8.3%
9	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	113,062	$9.5m5.09%	5.09%	Added +4.0k	+3,987 3.7%
10	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	313,874	$8.0m4.30%	4.30%	Reduced -215.0k	-214,983 -40.6%
11	ABRDN ETFS BBRG ALL COMMDY BCD	BCD	161,907	$5.5m2.97%	2.97%	Added +4.4k	+4,413 2.8%
12	INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH EQWL	EQWL	39,897	$5.1m2.76%	2.76%	Added +434	+434 1.1%
13	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,093	$3.8m2.01%	2.01%	Reduced -104	-104 -2.0%
14	SPDR INDEX SHS FDS S&P EM MKT DIV EDIV	EDIV	89,112	$3.6m1.96%	1.96%	Added +3.4k	+3,372 3.9%
15	VANGUARD INDEX FDS SMALL CP ETF VB	VB	10,534	$3.2m1.72%	1.72%	Reduced -780	-780 -6.9%
16	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	57,031	$2.9m1.54%	1.54%	Reduced -6.3k	-6,277 -9.9%
17	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	56,084	$2.7m1.44%	1.44%	Added +4.8k	+4,783 9.3%
18	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	40,985	$2.4m1.31%	1.31%	Reduced -5.3k	-5,340 -11.5%
19	AMAZON COM INC COM AMZN	AMZN	9,557	$2.3m1.22%	1.22%	Unchanged
20	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	53,950	$2.0m1.07%	1.07%	Reduced -15.6k	-15,612 -22.4%
21	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	8,360	$2.0m1.06%	1.06%	Reduced -19.1k	-19,058 -69.5%
22	SPDR INDEX SHS FDS DJ GLB RL ES ETF RWO	RWO	38,733	$1.9m1.03%	1.03%	Added +3.5k	+3,471 9.8%
23	UNION PAC CORP COM UNP	UNP	6,442	$1.8m0.94%	0.94%	Unchanged
24	ISHARES TR S&P 500 GRWT ETF IVW	IVW	11,030	$1.5m0.81%	0.81%	Reduced -362	-362 -3.2%
25	MICROSOFT CORP COM MSFT	MSFT	3,884	$1.4m0.78%	0.78%	Reduced -76	-76 -1.9%
26	ISHARES TR CORE INTL AGGR IAGG	IAGG	26,707	$1.4m0.73%	0.73%	Added +142	+142 0.5%
27	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	7,350	$1.2m0.62%	0.62%	Reduced -82	-82 -1.1%
28	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	12,096	$1.2m0.62%	0.62%	Reduced -242	-242 -2.0%
29	ISHARES U S ETF TR SHORT MATURITY M MEAR	MEAR	20,720	$1.0m0.56%	0.56%	Added +143	+143 0.7%
30	ISHARES TR INTL SEL DIV ETF IDV	IDV	24,998	$1.0m0.56%	0.56%	Reduced -706	-706 -2.8%
31	COCA COLA CO COM KO	KO	11,441	$935.0k0.50%	0.50%	Unchanged
32	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	5,762	$889.0k0.48%	0.48%	Reduced -1.2k	-1,230 -17.6%
33	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	14,805	$853.0k0.46%	0.46%	Reduced -1.7k	-1,738 -10.5%
34	APPLE INC COM AAPL	AAPL	2,860	$827.0k0.44%	0.44%	Reduced -60	-60 -2.0%
35	WISDOMTREE TR US SMALLCAP DIVD DES	DES	20,070	$816.0k0.44%	0.44%	Reduced -2.0k	-1,997 -9.1%
36	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	5,920	$809.0k0.43%	0.43%	New
37	ISHARES TR NATIONAL MUN ETF MUB	MUB	6,298	$677.0k0.36%	0.36%	Reduced -486	-486 -7.2%
38	WISDOMTREE TR US SMALLCAP FUND EES	EES	9,448	$640.0k0.34%	0.34%	Reduced -123	-123 -1.3%
39	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	905	$621.0k0.33%	0.33%	Unchanged
40	ALLIANT ENERGY CORP COM LNT	LNT	7,720	$589.0k0.32%	0.32%	Unchanged
41	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	7,130	$508.0k0.27%	0.27%	Reduced -1.0k	-1,037 -12.7%
42	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	13,569	$472.0k0.25%	0.25%	Reduced -62	-62 -0.5%
43	ISHARES U S ETF TR BLOOMBERG ROLL CMDY	CMDY	7,816	$431.0k0.23%	0.23%	Added +156	+156 2.0%
44	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	7,884	$394.0k0.21%	0.21%	Unchanged
45	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	9,504	$380.0k0.20%	0.20%	Unchanged
46	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,316	$363.0k0.19%	0.19%	Added +31	+31 1.4%
47	ALERUS FINL CORP COM ALRS	ALRS	11,239	$352.0k0.19%	0.19%	Unchanged
48	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	2,857	$334.0k0.18%	0.18%	Unchanged
49	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	6,125	$329.0k0.18%	0.18%	Unchanged
50	ELI LILLY & CO COM LLY	LLY	267	$320.0k0.17%	0.17%	Unchanged
51	ISHARES TR AGGRES ALLOC ETF AOA	AOA	3,182	$310.0k0.17%	0.17%	Reduced -46	-46 -1.4%
52	INTEL CORP COM INTC	INTC	2,094	$292.0k0.16%	0.16%	New
53	ISHARES TR CORE S&P500 ETF IVV	IVV	376	$282.0k0.15%	0.15%	Reduced -37	-37 -9.0%
54	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,682	$258.0k0.14%	0.14%	Added +5	+5 0.2%
55	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	7,359	$246.0k0.13%	0.13%	Added +570	+570 8.4%
56	ISHARES TR MODERT ALLOC ETF AOM	AOM	4,651	$232.0k0.12%	0.12%	Added +102	+102 2.2%
57	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	4,380	$228.0k0.12%	0.12%	Reduced -1.3k	-1,302 -22.9%
58	ISHARES TR US TREAS BD ETF GOVT	GOVT	9,557	$217.0k0.12%	0.12%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	5,920	$1.0m5.9k shares
CHEVRON CORP NEW CVX	CVX	1,071	$221.0k1.1k shares