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Columbia River Financial Group - Q2 2026 13F Filings

CO

Columbia River Financial Group, LLC

CIK: 0002057074
Address: Washington Vancouver 16701 Se Mcgillivray Suite 250
$186.17 M
Portfolio Value
58
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. HDV Ishares Core High Dividend Etf
+$13.84 M
2. VUG Vanguard Growth Etf
+$13.02 M
3. USFR Wisdomtree Floating Rate Treasury Fund
+$9.03 M
4. BSV Vanguard Short-Term Bond Etf
+$1.07 M
5. BNDX Vanguard Total International Bond Etf
+$777,837.08

Top Sells

Q2 2026
1. SPAB Spdr Portfolio Aggregate Bond Etf
−$5.49 M
2. VIG Vanguard Dividend Appreciation Etf
−$4.51 M
3. SCHM Schwab Us Mid-Cap Etf
−$575,574.94
4. VWO Vanguard Ftse Emerging Markets Etf
−$318,693.18
5. SPDW Spdr Portfolio Developed World Ex-Us Etf
−$316,210.85

Asset Allocation

Stocks/ETFs
+8.07%
$186.17 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Columbia River Financial Group Q2 2026 Filing Summary

Columbia River Financial Group, LLC filed its 13F report for Q2 2026 on August 13, 2026. The portfolio totaled 186.17 M reflecting a +8.07% change from the prior quarter, spanning 58 assets. The top 10 holdings comprised 67.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Columbia River Financial Group’s Q2 2026 Filing

Columbia River Financial Group submitted their Form 13F-HR for the Q2 2026 period on 08/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Columbia River Financial Group reported a managed portfolio value of 186.17 M, consisting of 58 individual positions.

This page displays the raw filing documents. To see which stocks Columbia River Financial Group bought or sold during Q2 2026, please visit Columbia River Financial Group's Portfolio Analysis page.