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Columbia River Financial Group, LLC Top Holdings and 13F Report (2025)

About Columbia River Financial Group, LLC

Investment Activity

  • Columbia River Financial Group, LLC has $154.54 thousand in total holdings as of June 30, 2025.
  • Columbia River Financial Group, LLC owns shares of 53 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 3.15% of the portfolio was purchased this quarter.
  • About 6.79% of the portfolio was sold this quarter.
  • This quarter, Columbia River Financial Group, LLC has purchased 124 new stocks and bought additional shares in 20 stocks.
  • Columbia River Financial Group, LLC sold shares of 26 stocks and completely divested from 71 stocks this quarter.

Largest Purchases this Quarter

Vanguard Extended Market ETF
7,931 shares (about $1.56K)
Vanguard Growth ETF
2,710 shares (about $1.23K)
iShares Core High Dividend ETF
6,788 shares (about $808.29)
Vanguard Dividend Appreciation ETF
2,350 shares (about $485.96)
Vanguard Small-Cap ETF
966 shares (about $233.09)

Largest Sales this Quarter

SPDR S&P International Dividend ETF
33,078 shares (about $1.39K)
Vanguard FTSE All-World ex-US ETF
19,231 shares (about $1.29K)
iShares S&P 500 Growth ETF
3,733 shares (about $425.07)
Vanguard Short-Term Bond ETF
4,915 shares (about $386.41)

Sector Allocation Over Time

Map of 500 Largest Holdings ofColumbia River Financial Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$13,907$1,565 12.7%70,4779.0%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$13,757$808 6.2%115,5318.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$12,544$1,229 10.9%27,6568.1%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$11,444$15 -0.1%447,2117.4%ETF
SPDR S&P International Dividend ETF stock logo
DWX
SPDR S&P International Dividend ETF
$11,294$1,386 -10.9%269,4767.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$9,729$196 -2.0%131,0336.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$9,081$386 -4.1%115,5065.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$7,931$191 -2.4%160,3285.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$7,162$1,292 -15.3%106,6044.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,383$486 9.9%26,0313.5%ETF
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock logo
BCD
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
$4,650$126 2.8%141,8473.0%ETF
Invesco S&P 100 Equal Weight ETF stock logo
EQWL
Invesco S&P 100 Equal Weight ETF
$4,360$145 -3.2%39,7632.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,271$72 2.2%5,7982.1%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,971$233 8.5%12,3131.9%ETF
EDIV
SPDR S&P Emerging Markets Dividend ETF
$2,841$63 2.3%74,2931.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,794$245 -8.0%69,2131.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,562$173 -6.3%51,2561.7%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$2,333$105 -4.3%48,5731.5%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2,191$93 4.5%76,7181.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,1460.0%4,0061.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,9420.0%9,1771.3%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,4300.0%6,4420.9%Transportation
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$1,399$146 -9.5%31,7880.9%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$1,398$60 4.4%27,7710.9%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,299$425 -24.7%11,4080.8%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,165$16 -1.3%22,7380.8%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$1,043$126 -10.8%7,7410.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,016$17 1.7%7,5580.7%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$985$96 -8.9%27,9220.6%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$957$18 -1.9%12,3770.6%Manufacturing
iShares Short Maturity Municipal Bond Active ETF stock logo
MEAR
iShares Short Maturity Municipal Bond Active ETF
$803$407 -33.6%15,9700.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$731$61 9.1%17,0040.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$641$38 -5.6%6,1590.4%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$636$89 -12.3%20,0620.4%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$627$3 0.5%5,8470.4%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5320.0%9180.3%ETF
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$519$1 0.2%10,0800.3%Finance
Alliant Energy Corporation stock logo
LNT
Alliant Energy
$5120.0%7,7200.3%Utilities
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$439$151 -25.6%15,7780.3%ETF
Apple Inc. stock logo
AAPL
Apple
$403$5 1.3%1,9830.3%Computer and Technology
iShares Bloomberg Roll Select Commodity Strategy ETF stock logo
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
$381$136 -26.4%7,6250.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$355$11 -3.1%6,2660.2%ETF
Nuveen ESG International Developed Markets Equity ETF stock logo
NUDM
Nuveen ESG International Developed Markets Equity ETF
$342$25 -6.8%9,7300.2%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$331$7 -1.9%7,8920.2%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$307$10 3.4%3,1410.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$301$21 -6.6%2,3160.2%ETF
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$285$12 -4.0%6,2950.2%Finance
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$264$13 5.3%3,1600.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2620.0%4130.2%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$243$22 9.9%5,9250.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$225$2 0.9%2,5040.1%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$210$1 0.5%9,1730.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2050.0%2670.1%Medical
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$0$769 -100.0%00.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$0$179 -100.0%00.0%Energy
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$0$176 -100.0%00.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$0$153 -100.0%00.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$151 -100.0%00.0%Finance
iShares Core 40/60 Moderate Allocation ETF stock logo
AOM
iShares Core 40/60 Moderate Allocation ETF
$0$148 -100.0%00.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$0$143 -100.0%00.0%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$0$141 -100.0%00.0%ETF
NUEM
Nuveen ESG Emerging Markets Equity ETF
$0$136 -100.0%00.0%ETF
NIKE, Inc. stock logo
NKE
NIKE
$0$135 -100.0%00.0%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$124 -100.0%00.0%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$0$116 -100.0%00.0%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$110 -100.0%00.0%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$0$96 -100.0%00.0%ETF
Fidelity MSCI Energy Index ETF stock logo
FENY
Fidelity MSCI Energy Index ETF
$0$95 -100.0%00.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$0$94 -100.0%00.0%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$93 -100.0%00.0%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$84 -100.0%00.0%ETF
MVV
ProShares Ultra MidCap 400
$0$83 -100.0%00.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$0$78 -100.0%00.0%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$0$65 -100.0%00.0%Industrials
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$0$61 -100.0%00.0%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$0$59 -100.0%00.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$0$56 -100.0%00.0%ETF
GE Aerospace stock logo
GE
GE Aerospace
$0$55 -100.0%00.0%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$0$54 -100.0%00.0%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$0$51 -100.0%00.0%ETF
The Boeing Company stock logo
BA
Boeing
$0$50 -100.0%00.0%Aerospace
Global X MSCI Norway ETF stock logo
NORW
Global X MSCI Norway ETF
$0$50 -100.0%00.0%ETF
Intel Corporation stock logo
INTC
Intel
$0$49 -100.0%00.0%Computer and Technology
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$0$47 -100.0%00.0%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$0$45 -100.0%00.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$0$44 -100.0%00.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$0$42 -100.0%00.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$0$39 -100.0%00.0%Finance
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$0$35 -100.0%00.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$34 -100.0%00.0%Finance
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$0$34 -100.0%00.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$32 -100.0%00.0%Auto/Tires/Trucks
Riverview Bancorp Inc stock logo
RVSB
Riverview Bancorp
$0$31 -100.0%00.0%Finance
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$0$30 -100.0%00.0%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$0$30 -100.0%00.0%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$0$30 -100.0%00.0%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$0$29 -100.0%00.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$0$29 -100.0%00.0%ETF
Medtronic PLC stock logo
MDT
Medtronic
$0$28 -100.0%00.0%Medical
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$0$25 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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