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13F-HR filed by Columbia River Financial Group, LLC

Columbia River Financial Group, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 58 holding rows worth $172,266,000.

Accession
0002057074-26-000002
Filed
2026-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 58 entries on the cover page, a total value of $172,266,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,266,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-25375. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR46429B663CORE HIGH DV ETF127,138$17,255,000thousands, detected and multiplied
Vanguard Extended Market ETF922908652SHS68,273$14,050,000thousands, detected and multiplied
SPDR SERIES TRUST78464A649ST STR AGGRE ETF528,857$13,549,000thousands, detected and multiplied
SPDR INDEX SHS FDS78463X772S&P INTL ETF293,503$13,384,000thousands, detected and multiplied
Vanguard Growth922908736COM27,164$11,865,000thousands, detected and multiplied
Vanguard Short-Term Bond ETF921937827SHS143,423$11,245,000thousands, detected and multiplied
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS125,371$9,595,000thousands, detected and multiplied
Vanguard Total International Bond Index Fund ETF92203J407SHS194,481$9,344,000thousands, detected and multiplied
Vanguard FTSE All-World ex-US ETF922042775SHS109,075$8,191,000thousands, detected and multiplied
Vanguard Dividend Appreciation ETF921908844SHS27,418$5,896,000thousands, detected and multiplied
ABRDN ETFS003261203BBRG ALL COMMDY157,494$5,635,000thousands, detected and multiplied
INVESCO EXCHANGE TRADED FD T46137V449S&P 100 EQL WIGH39,463$4,547,000thousands, detected and multiplied
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF85,740$3,385,000thousands, detected and multiplied
INVESCO QQQ TR46090E103COM5,197$2,999,000thousands, detected and multiplied
Vanguard Small-Cap ETF922908751SHS11,314$2,963,000thousands, detected and multiplied
SPDW78463X889COM63,308$2,890,000thousands, detected and multiplied
VWO922042858SHS46,325$2,503,000thousands, detected and multiplied
SPDR SERIES TRUST78468R739ST NUVE TERM ETF51,301$2,453,000thousands, detected and multiplied
Schwab US Mid-Cap ETF808524508SHS69,562$2,153,000thousands, detected and multiplied
Amazon.com, Inc023135106COM9,557$1,990,000thousands, detected and multiplied
WISDOMTREE TR97717Y527FLOATNG RAT TREA35,792$1,801,000thousands, detected and multiplied
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF35,262$1,613,000thousands, detected and multiplied
Union Pacific Corporation907818108COM6,442$1,563,000thousands, detected and multiplied
Microsoft Corp594918104COM3,960$1,466,000thousands, detected and multiplied
ISHARES TR46435G672CORE INTL AGGR26,565$1,329,000thousands, detected and multiplied
iShares S&P 500 Growth ETF464287309SHS11,392$1,288,000thousands, detected and multiplied
Vanguard High Dividend Yield ETF921946406SHS7,432$1,100,000thousands, detected and multiplied
ISHARES TR464288448INTL SEL DIV ETF25,704$1,093,000thousands, detected and multiplied
ISHARES TR46432F834COM12,338$1,069,000thousands, detected and multiplied
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF46431W838ETF20,577$1,035,000thousands, detected and multiplied
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS6,992$1,019,000thousands, detected and multiplied
EXXON MOBIL CORP30231G102COM5,920$1,004,000thousands, detected and multiplied
Coca-Cola Company191216100COM11,441$876,000thousands, detected and multiplied
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS16,543$799,000thousands, detected and multiplied
WISDOMTREE TR97717W604US SMALLCAP DIVD22,067$793,000thousands, detected and multiplied
Apple Inc037833100COM2,920$741,000thousands, detected and multiplied
ISHARES TR464288414NATIONAL MUN ETF6,784$720,000thousands, detected and multiplied
WISDOMTREE TR97717W562US SMALLCAP FUND9,571$555,000thousands, detected and multiplied
ALLIANT ENERGY CORP COM018802108Stock7,720$554,000thousands, detected and multiplied
Vanguard S&P 500 ETF922908363COM905$541,000thousands, detected and multiplied
Vanguard FTSE Developed Markets ETF921943858SHS8,167$523,000thousands, detected and multiplied
ISHARES U S ETF TR46431W598BLOOMBERG ROLL7,660$455,000thousands, detected and multiplied
SCHWAB STRATEGIC TR808524409US LCAP VA ETF13,631$415,000thousands, detected and multiplied
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL7,884$358,000thousands, detected and multiplied
NUSHARES ETF TR67092P805NUVEEN ESG INTL9,504$343,000thousands, detected and multiplied
Vanguard Total World Stock ETF922042742SHS2,285$316,000thousands, detected and multiplied
WISDOMTREE TR97717W315EMER MKT HIGH FD6,125$304,000thousands, detected and multiplied
iShares Core Aggressive Allocation ETF464289859SHS3,228$285,000thousands, detected and multiplied
ISHARES TR CORE S&P 500 ETF464287200SHS413$270,000thousands, detected and multiplied
ALERUS FINL CORP01446U103COM11,239$268,000thousands, detected and multiplied
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF2,857$259,000thousands, detected and multiplied
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP5,682$256,000thousands, detected and multiplied
Eli Lilly and Company532457108COM267$245,000thousands, detected and multiplied
Vanguard Real Estate922908553SHS2,677$237,000thousands, detected and multiplied
SPDR SERIES TRUST78464A375ST INTER BD ETF6,789$227,000thousands, detected and multiplied
Chevron Corporation166764100COM1,071$221,000thousands, detected and multiplied
iShares U.S. Treasury Bond ETF46429B267SHS9,557$218,000thousands, detected and multiplied
ISHARES TR464289875CORE 40 MODE ETF4,549$215,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002057074-26-000002this filing2026-05-12acceptance time not in the bulk data set