Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Columbia River Financial Group, LLC (CIK 2057074) reported $172.3M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HDV ($17.3M, 10.02%), VXF ($14.1M, 8.16%), SPAB ($13.5M, 7.87%), DWX ($13.4M, 7.77%), VUG ($11.9M, 6.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HDV | ISHARES CORE HIGH DIVIDEND ETF | $17.3M | 10.02% | 127,138 | Added |
| 2 | VXF | VANGUARD EXTENDED MARKET ETF | $14.1M | 8.16% | 68,273 | Added |
| 3 | SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $13.5M | 7.87% | 528,857 | Added |
| 4 | DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | $13.4M | 7.77% | 293,503 | Added |
| 5 | VUG | VANGUARD GROWTH ETF | $11.9M | 6.89% | 27,164 | Added |
| 6 | BSV | VANGUARD SHORT-TERM BOND ETF | $11.2M | 6.53% | 143,423 | Added |
| 7 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $9.6M | 5.57% | 125,371 | Added |
| 8 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $9.3M | 5.42% | 194,481 | Added |
| 9 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $8.2M | 4.75% | 109,075 | Added |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.9M | 3.42% | 27,418 | Added |
| 11 | BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $5.6M | 3.27% | 157,494 | Added |
| 12 | EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $4.5M | 2.64% | 39,463 | Added |
| 13 | EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $3.4M | 1.96% | 85,740 | Added |
| 14 | QQQ | INVESCO QQQ TRUST SERIES I | $3.0M | 1.74% | 5,197 | Added |
| 15 | VB | VANGUARD SMALL-CAP ETF | $3.0M | 1.72% | 11,314 | Added |
| 16 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.9M | 1.68% | 63,308 | Added |
| 17 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.5M | 1.45% | 46,325 | Added |
| 18 | SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $2.5M | 1.42% | 51,301 | Added |
| 19 | SCHM | SCHWAB U.S. MID-CAP ETF | $2.2M | 1.25% | 69,562 | Added |
| 20 | AMZN | AMAZON COM INC COM | $2.0M | 1.16% | 9,557 | Added |
| 21 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $1.8M | 1.05% | 35,792 | Added |
| 22 | RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $1.6M | 0.94% | 35,262 | Added |
| 23 | UNP | UNION PAC CORP COM | $1.6M | 0.91% | 6,442 | Hold |
| 24 | MSFT | MICROSOFT CORP COM | $1.5M | 0.85% | 3,960 | Trimmed |
| 25 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $1.3M | 0.77% | 26,565 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31