Columbia River Financial Group, LLC: 13F holdings

CIK 20570742026Q2

Positions58
Reported value$186.2m
Filed2026-08-13

Change since last quarter

Positions58 (+0 vs prior quarter)
Reported value$186.2m (+8.1%)

Top 10 holdings

SecuritySharesValueWeight
HDV ISHARES CORE HIGH DIV632,009$17.3m9.3%
VXF VNGRD EXTENDED MKT67,708$16.7m9.0%
VUG VNGRD MORN GROWTH178,303$15.4m8.2%
EWU STATE ST SPDR SP INTL DIV294,945$13.6m7.3%
BSV VNGRD SHORT-TERM BND157,171$12.2m6.6%
SPYM STATE ST SPDR PORT SP 500125,249$11.0m5.9%
USFR WISDOMTREE FLOATING RATE TRSY215,067$10.8m5.8%
BNDX VNGRD TOTAL INTL BND210,543$10.2m5.5%
VEU VNGRD FTSE ALL-WORLD EX-US IDX113,062$9.5m5.1%
SPAB STATE ST SPDR PORT AGG BND313,874$8.0m4.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2057074")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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