Skip to content
Disclosery

Columbia River Financial Group, LLC

Follow

13F filer, CIK 2057074, VANCOUVER, WA

Columbia River Financial Group, LLC reported $162,155,000 across 53 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 66.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002057074-25-000005

Period
2025-09-30
Reported value
$162M
Holdings
53
Top 10 weight
66.49%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+4,841$381K
HDVadded+2,863$343K
SPABadded+12,052$311K
BNDXadded+5,243$260K
VEUadded+3,411$250K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYMreduced-4,940-$396K
SPDWreduced-8,640-$378K
SCHMreduced-9,783-$290K
VBreduced-1,112-$284K
VWOreduced-3,474-$192K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002057074-25-000005, largest first. % of portfolio is the value over $162,155,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,964 shares; 2025Q1: 62,546 shares; 2025Q2: 70,477 shares; 2025Q3: 70,194 shares 70,194$14.8M9.1%-283Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,255 shares; 2025Q1: 108,743 shares; 2025Q2: 115,531 shares; 2025Q3: 118,394 shares 118,394$14.2M8.75%+2,863Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,078 shares; 2025Q1: 24,946 shares; 2025Q2: 27,656 shares; 2025Q3: 27,447 shares 27,447$13.6M8.39%-209Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410,374 shares; 2025Q1: 447,800 shares; 2025Q2: 447,211 shares; 2025Q3: 459,263 shares 459,263$11.9M7.32%+12,052Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,363 shares; 2025Q1: 302,554 shares; 2025Q2: 269,476 shares; 2025Q3: 272,599 shares 272,599$11.8M7.26%+3,123Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189,385 shares; 2025Q1: 133,669 shares; 2025Q2: 131,033 shares; 2025Q3: 126,093 shares 126,093$10.1M6.23%-4,940Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,934 shares; 2025Q1: 120,421 shares; 2025Q2: 115,506 shares; 2025Q3: 120,347 shares 120,347$9.48M5.85%+4,841Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155,809 shares; 2025Q1: 164,194 shares; 2025Q2: 160,328 shares; 2025Q3: 165,571 shares 165,571$8.22M5.07%+5,243Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,373 shares; 2025Q1: 125,835 shares; 2025Q2: 106,604 shares; 2025Q3: 110,015 shares 110,015$8.06M4.97%+3,411Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,328 shares; 2025Q1: 23,681 shares; 2025Q2: 26,031 shares; 2025Q3: 26,485 shares 26,485$5.75M3.55%+454Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,154 shares; 2025Q1: 138,000 shares; 2025Q2: 141,847 shares; 2025Q3: 143,924 shares 143,924$5.14M3.17%+2,077Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,089 shares; 2025Q2: 39,763 shares; 2025Q3: 38,451 shares 38,451$4.46M2.75%-1,312Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,908 shares; 2025Q1: 5,671 shares; 2025Q2: 5,798 shares; 2025Q3: 5,601 shares 5,601$3.49M2.15%-197Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,588 shares; 2025Q1: 72,637 shares; 2025Q2: 74,293 shares; 2025Q3: 77,336 shares 77,336$3.01M1.86%+3,043Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,044 shares; 2025Q1: 11,347 shares; 2025Q2: 12,313 shares; 2025Q3: 11,201 shares 11,201$2.86M1.76%-1,112Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,751 shares; 2025Q1: 75,272 shares; 2025Q2: 69,213 shares; 2025Q3: 60,573 shares 60,573$2.65M1.64%-8,640Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,707 shares; 2025Q1: 54,724 shares; 2025Q2: 51,256 shares; 2025Q3: 47,782 shares 47,782$2.64M1.63%-3,474Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,462 shares; 2025Q1: 50,756 shares; 2025Q2: 48,573 shares; 2025Q3: 48,696 shares 48,696$2.33M1.44%+123Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,177 shares; 2025Q1: 9,177 shares; 2025Q2: 9,177 shares; 2025Q3: 9,177 shares 9,177$2.28M1.41%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,012 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares; 2025Q3: 4,006 shares 4,006$2.03M1.25%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,469 shares; 2025Q1: 73,449 shares; 2025Q2: 76,718 shares; 2025Q3: 66,935 shares 66,935$1.99M1.22%-9,783Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,601 shares; 2025Q1: 26,588 shares; 2025Q2: 27,771 shares; 2025Q3: 29,974 shares 29,974$1.51M0.93%+2,203Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,235 shares; 2025Q1: 35,107 shares; 2025Q2: 31,788 shares; 2025Q3: 32,894 shares 32,894$1.5M0.93%+1,106Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,442 shares; 2025Q1: 6,442 shares; 2025Q2: 6,442 shares; 2025Q3: 6,442 shares 6,442$1.44M0.89%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,922 shares; 2025Q1: 15,141 shares; 2025Q2: 11,408 shares; 2025Q3: 11,366 shares 11,366$1.41M0.87%-42Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,687 shares; 2025Q1: 23,046 shares; 2025Q2: 22,738 shares; 2025Q3: 23,355 shares 23,355$1.21M0.74%+617Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,710 shares; 2025Q1: 7,434 shares; 2025Q2: 7,558 shares; 2025Q3: 7,603 shares 7,603$1.07M0.66%+45Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,883 shares; 2025Q1: 12,615 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares 12,377$1.04M0.64%0Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,782 shares; 2025Q1: 30,643 shares; 2025Q2: 27,922 shares; 2025Q3: 27,472 shares 27,472$1.04M0.64%-450Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,088 shares; 2025Q1: 8,674 shares; 2025Q2: 7,741 shares; 2025Q3: 6,768 shares 6,768$960K0.59%-973Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,059 shares; 2025Q1: 24,065 shares; 2025Q2: 15,970 shares; 2025Q3: 18,880 shares 18,880$950K0.59%+2,910Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,088 shares; 2025Q1: 15,588 shares; 2025Q2: 17,004 shares; 2025Q3: 16,620 shares 16,620$771K0.48%-384Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,816 shares; 2025Q1: 5,816 shares; 2025Q2: 5,847 shares; 2025Q3: 5,816 shares 5,816$687K0.42%-31Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,269 shares; 2025Q1: 22,872 shares; 2025Q2: 20,062 shares; 2025Q3: 20,305 shares 20,305$671K0.41%+243Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,381 shares; 2025Q1: 6,521 shares; 2025Q2: 6,159 shares; 2025Q3: 6,185 shares 6,185$663K0.41%+26Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 936 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares 918$575K0.35%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,968 shares; 2025Q1: 1,958 shares; 2025Q2: 1,983 shares; 2025Q3: 1,954 shares 1,954$526K0.32%-29Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,720 shares; 2025Q3: 7,720 shares 7,720$516K0.32%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,221 shares; 2025Q1: 10,056 shares; 2025Q2: 10,080 shares; 2025Q3: 9,175 shares 9,175$507K0.31%-905Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,033 shares; 2025Q1: 10,356 shares; 2025Q2: 7,625 shares; 2025Q3: 8,240 shares 8,240$450K0.28%+615Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,482 shares; 2025Q1: 21,214 shares; 2025Q2: 15,778 shares; 2025Q3: 13,695 shares 13,695$398K0.25%-2,083Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,266 shares; 2025Q3: 6,266 shares 6,266$384K0.24%0Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,005 shares; 2025Q1: 10,445 shares; 2025Q2: 9,730 shares; 2025Q3: 9,730 shares 9,730$371K0.23%0Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,904 shares; 2025Q1: 8,047 shares; 2025Q2: 7,892 shares; 2025Q3: 7,892 shares 7,892$353K0.22%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 2,479 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares 2,316$326K0.2%0Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,088 shares; 2025Q1: 3,039 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares 3,141$313K0.19%0Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,558 shares; 2025Q1: 6,558 shares; 2025Q2: 6,295 shares; 2025Q3: 6,295 shares 6,295$295K0.18%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,000 shares; 2025Q2: 3,160 shares; 2025Q3: 3,162 shares 3,162$283K0.17%+2Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares 413$283K0.17%0Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,447 shares; 2025Q1: 5,390 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares 5,925$262K0.16%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares 267$258K0.16%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,495 shares; 2025Q1: 2,482 shares; 2025Q2: 2,504 shares; 2025Q3: 2,397 shares 2,397$216K0.13%-107Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,131 shares; 2025Q2: 9,173 shares; 2025Q3: 9,173 shares 9,173$212K0.13%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002057074-25-000005 base2025-11-14acceptance time not in the bulk data set