Columbia River Financial Group, LLC Top Holdings and 13F Report (2025) About Columbia River Financial Group, LLCInvestment ActivityColumbia River Financial Group, LLC has $172.27 thousand in total holdings as of June 30, 2025.Columbia River Financial Group, LLC owns shares of 58 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.28% of the portfolio was purchased this quarter.About 0.24% of the portfolio was sold this quarter.This quarter, Columbia River Financial Group, LLC has purchased 54 new stocks and bought additional shares in 33 stocks.Columbia River Financial Group, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core High Dividend ETF $17,255Vanguard Extended Market ETF $14,050SPDR Portfolio Aggregate Bond ETF $13,549SPDR S&P International Dividend ETF $13,384Vanguard Growth ETF $11,865 Largest New Holdings this Quarter 191216100 - CocaCola $876 Holding01446U103 - Alerus Financial $268 Holding78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $227 Holding166764100 - Chevron $221 Holding464289875 - iShares Core 40/60 Moderate Allocation ETF $215 Holding Largest Purchases this Quarter CocaCola 11,441 shares (about $876.00)Vanguard Total International Bond ETF 16,407 shares (about $788.29)Vanguard Growth ETF 1,627 shares (about $710.66)SPDR Portfolio Aggregate Bond ETF 25,497 shares (about $653.22)Vanguard Short-Term Bond ETF 7,369 shares (about $577.76) Largest Sales this Quarter iShares International Select Dividend ETF 1,248 shares (about $53.07)iShares Core International Aggregate Bond ETF 870 shares (about $43.52)iShares Bloomberg Roll Select Commodity Strategy ETF 565 shares (about $33.56)Microsoft 52 shares (about $19.25)Vanguard High Dividend Yield ETF 56 shares (about $8.29) Sector Allocation Over TimeMap of 500 Largest Holdings ofColumbia River Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHDViShares Core High Dividend ETF$17,255$513 â–²3.1%127,13810.0%ETFVXFVanguard Extended Market ETF$14,050$477 â–²3.5%68,2738.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$13,549$653 â–²5.1%528,8577.9%ETFDWXSPDR S&P International Dividend ETF$13,384$570 â–²4.4%293,5037.8%ETFVUGVanguard Growth ETF$11,865$711 â–²6.4%27,1646.9%ETFBSVVanguard Short-Term Bond ETF$11,245$578 â–²5.4%143,4236.5%ETFSPLGSPDR Portfolio S&P 500 ETF$9,595$459 â–²5.0%125,3715.6%ETFBNDXVanguard Total International Bond ETF$9,344$788 â–²9.2%194,4815.4%ETFVEUVanguard FTSE All-World ex-US ETF$8,191$277 â–²3.5%109,0754.8%ETFVIGVanguard Dividend Appreciation ETF$5,896$276 â–²4.9%27,4183.4%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$5,635$304 â–²5.7%157,4943.3%ETFEQWLInvesco S&P 100 Equal Weight ETF$4,547$237 â–²5.5%39,4632.6%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$3,385$135 â–²4.2%85,7402.0%ETFQQQInvesco QQQ$2,999$118 â–²4.1%5,1971.7%FinanceVBVanguard Small-Cap ETF$2,963$47 â–²1.6%11,3141.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,890$47 â–²1.7%63,3081.7%ETFVWOVanguard FTSE Emerging Markets ETF$2,503$21 â–²0.9%46,3251.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,453$35 â–²1.5%51,3011.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$2,153$41 â–²2.0%69,5621.2%ETFAMZNAmazon.com$1,990$79 â–²4.1%9,5571.2%Retail/WholesaleUSFRWisdomTree Floating Rate Treasury Fund$1,801$233 â–²14.8%35,7921.0%FinanceRWOSPDR Dow Jones Global Real Estate ETF$1,613$63 â–²4.0%35,2620.9%ETFUNPUnion Pacific$1,5630.0%6,4420.9%TransportationMSFTMicrosoft$1,466$19 â–¼-1.3%3,9600.9%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$1,329$44 â–¼-3.2%26,5650.8%ETFIVWiShares S&P 500 Growth ETF$1,288$19 â–²1.5%11,3920.7%ETFVYMVanguard High Dividend Yield ETF$1,100$8 â–¼-0.7%7,4320.6%Financial ServicesIDViShares International Select Dividend ETF$1,093$53 â–¼-4.6%25,7040.6%ETFIXUSiShares Core MSCI Total International Stock ETF$1,0690.0%12,3380.6%ManufacturingMEARiShares Short Maturity Municipal Bond Active ETF$1,035$98 â–²10.5%20,5770.6%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,019$16 â–²1.6%6,9920.6%ETFXOMExxonMobil$1,0040.0%5,9200.6%EnergyKOCocaCola$876$876 â–²New Holding11,4410.5%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$799$4 â–¼-0.5%16,5430.5%ETFDESWisdomTree U.S. SmallCap Dividend Fund$793$68 â–²9.3%22,0670.5%FinanceAAPLApple$741$245 â–²49.4%2,9200.4%Computer and TechnologyMUBiShares National Muni Bond ETF$720$51 â–²7.7%6,7840.4%ETFEESWisdomTree U.S. SmallCap Fund$555$23 â–²4.3%9,5710.3%FinanceLNTAlliant Energy$5540.0%7,7200.3%UtilitiesVOOVanguard S&P 500 ETF$541$8 â–¼-1.4%9050.3%ETFVEAVanguard FTSE Developed Markets ETF$523$67 â–²14.7%8,1670.3%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$455$34 â–¼-6.9%7,6600.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$415$1 â–²0.1%13,6310.2%ETFNULVNuveen ESG Large-Cap Value ETF$3580.0%7,8840.2%ETFNUDMNuveen ESG International Developed Markets Equity ETF$3430.0%9,5040.2%ETFVTVanguard Total World Stock ETF$316$4 â–¼-1.4%2,2850.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$3040.0%6,1250.2%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$285$9 â–²3.2%3,2280.2%ETFIVViShares Core S&P 500 ETF$2700.0%4130.2%ETFALRSAlerus Financial$268$268 â–²New Holding11,2390.2%FinanceNULGNuveen ESG Large-Cap Growth ETF$2590.0%2,8570.2%ETFNUSCNuveen ESG Small-Cap ETF$2560.0%5,6820.1%ETFLLYEli Lilly and Company$2450.0%2670.1%MedicalVNQVanguard Real Estate ETF$237$30 â–²14.3%2,6770.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$227$227 â–²New Holding6,7890.1%ETFCVXChevron$221$221 â–²New Holding1,0710.1%EnergyGOVTiShares U.S. Treasury Bond ETF$2180.0%9,5570.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$215$215 â–²New Holding4,5490.1%ETFPIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND$0$245 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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