account_balance

Investment manager · 13F filer · SEC CIK 2057074

Columbia River Financial Group, LLC

Reported value$186Mas of Sep 30, 2026

Positions58 2 new, 2 sold out

Top 10 weight67.2%HDV alone is 10%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

HDViShares Core High Dividend ETF

9.5%

VUGVanguard Morningstar Growth ETF

8.8%

VXFVanguard Extended Market ETF

8.5%

DWXState Street SPDR S&P International Dividend ETF

7.3%

BSVVanguard Short-Term Bond ETF

6.5%

USFRWisdomtree Floating Rate Treasury Fund

6.1%Added +5%

SPYMState Street SPDR Portfolio S&P 500 ETF

6.1%

BNDXVanguard Total International Bond ETF

5.4%

VEUVanguard Ftse All-World Ex-US Index Fund

5.2%Added +3%

SPABState Street SPDR Portfolio Aggregate Bond Index ETF

4.0%−4%

BCDAbrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF

3.4%

EQWL2.8%

HDViShares Core High Dividend ETF

9.5%

VUGVanguard Morningstar Growth ETF

8.8%

VXFVanguard Extended Market ETF

8.5%

DWXState Street SPDR S&P International Dividend ETF

7.3%

BSVVanguard Short-Term Bond ETF

6.5%

USFRWisdomtree Floating Rate Treasury Fund

6.1%+5%

SPYMState Street SPDR Portfolio S&P 500 ETF

6.1%

BNDXVanguard Total International Bond ETF

5.4%

VEUVanguard Ftse All-World Ex-US Index Fund

5.2%+3%

SPAB4.0%

BCD3.4%

EQWL

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

HDV iShares Core High Dividend ETF 9.5% Held

VUG Vanguard Morningstar Growth ETF 8.8% Held

VXF Vanguard Extended Market ETF 8.5% Held

DWX State Street SPDR S&P International Dividend ETF 7.3% Held

BSV Vanguard Short-Term Bond ETF 6.5% Held

USFR Wisdomtree Floating Rate Treasury Fund 6.1% Added +5%

SPYM State Street SPDR Portfolio S&P 500 ETF 6.1% Held

BNDX Vanguard Total International Bond ETF 5.4% Held

VEU Vanguard Ftse All-World Ex-US Index Fund 5.2% Added +3%

SPAB State Street SPDR Portfolio Aggregate Bond Index ETF 4.0% Trimmed −4%

BCD Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 3.4% Held

EQWL Invesco S&P 100 Equal Weight ETF 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing

add_circleNew

ITM $230K
CVX $218K

arrow_upwardAdded

MEAR +6%
USFR +5%
VT +4%
VEU +3%

arrow_downwardTrimmed

VIG −21%
SPSM −18%
MUB −15%
AAPL −11%

remove_circleSold out

NULG $334K
NUSC $228K

Columbia River Financial Group, LLC

Where the money is

Biggest moves since Jun 30, 2026

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