Columbia River Financial Group, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Columbia River Financial Group, LLC held in its portfolio 54 assets valued at $162,941 (i.e. $162.94K).

The most valuable assets in the portfolio included: ISHARES CORE HIGH DIVIDEND ETF ($15.00K), VANGUARD EXTENDED MARKET ETF ($13.79K), and STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF ($12.96K).

The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Columbia River Financial Group, LLC Portfolio

ISHARES CORE HIGH DIVIDEND ETF

VANGUARD EXTENDED MARKET ETF

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

VANGUARD GROWTH ETF

STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF

VANGUARD SHORT-TERM BOND ETF

STATE STREET SPDR PORTFOLIO S&P 500 ETF

VANGUARD TOTAL INTERNATIONAL BOND ETF

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

VANGUARD DIVIDEND APPRECIATION ETF

Columbia River Financial Group, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES CORE HIGH DIVIDEND ETF	123359	15001	ETF
VANGUARD EXTENDED MARKET ETF	65954	13792	ETF
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	503360	12961	ETF
VANGUARD GROWTH ETF	25537	12458	ETF
STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF	281007	12346	ETF
VANGUARD SHORT-TERM BOND ETF	136054	10722	ETF
STATE STREET SPDR PORTFOLIO S&P 500 ETF	119369	9575	ETF
VANGUARD TOTAL INTERNATIONAL BOND ETF	178074	8604	ETF
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	105390	7752	ETF
VANGUARD DIVIDEND APPRECIATION ETF	26133	5743	ETF
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF	149005	4613	ETF
INVESCO S&P 100 EQUAL WEIGHT ETF	37408	4420	ETF
STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF	82322	3222	ETF
INVESCO QQQ TRUST SERIES I	4993	3067	ETF
VANGUARD SMALL-CAP ETF	11135	2872	ETF
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	62273	2765	ETF
VANGUARD FTSE EMERGING MARKETS ETF	45932	2469	ETF
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF	50563	2426	ETF
AMAZON COM INC COM	9177	2118	Stock
SCHWAB U.S. MID-CAP ETF	68222	2051	ETF
MICROSOFT CORP COM	4012	1940	Stock
WISDOMTREE FLOATING RATE TREASURY FUND	31165	1568	ETF
STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF	33895	1525	ETF
UNION PAC CORP COM	6442	1490	Stock
ISHARES S&P 500 GROWTH ETF	11225	1383	ETF
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	27435	1372	ETF
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	7488	1074	ETF
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	26952	1063	ETF
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	12338	1044	ETF
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	6881	986	ETF
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	18628	937	ETF
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	16629	779	ETF
EXXON MOBIL CORP COM	5920	712	Stock
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	20187	675	ETF
ISHARES NATIONAL MUNI BOND ETF	6300	674	ETF
VANGUARD S&P 500 ETF	918	576	ETF
APPLE INC COM	1954	531	Stock
WISDOMTREE U.S. SMALLCAP FUND	9175	522	ETF
ALLIANT ENERGY CORP COM	7720	501	Stock
VANGUARD FTSE DEVELOPED MARKETS ETF	7123	444	ETF
SCHWAB U.S. LARGE-CAP VALUE ETF	13614	403	ETF
ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF	8225	400	ETF
NUVEEN ESG LARGE-CAP VALUE ETF	7884	355	ETF
NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	9504	344	ETF
VANGUARD TOTAL WORLD STOCK ETF	2317	326	ETF
ELI LILLY & CO COM	267	287	Stock
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND	6125	286	ETF
ISHARES CORE S&P 500 ETF	413	283	ETF
ISHARES CORE 80-20 AGGRESSIVE ALLOCATION ETF	3127	280	ETF
NUVEEN ESG LARGE-CAP GROWTH ETF	2857	279	ETF
NUVEEN ESG SMALL-CAP ETF	5682	253	ETF
PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND	4921	245	ETF
ISHARES U.S. TREASURY BOND ETF	9557	220	ETF
VANGUARD REAL ESTATE ETF	2342	207	ETF