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Columbia River Financial Group, LLC

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13F filer, CIK 2057074, VANCOUVER, WA

Columbia River Financial Group, LLC reported $162,941,000 across 54 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 66.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002057074-26-000001

Period
2025-12-31
Reported value
$163M
Holdings
54
Top 10 weight
66.87%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+15,707$1.24M
SPABadded+44,097$1.14M
BNDXadded+12,503$604K
HDVadded+4,965$604K
DWXadded+8,408$369K

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
VUGreduced-1,910-$932K
VXFreduced-4,240-$887K
SPYMreduced-6,724-$539K
QQQreduced-608-$373K
VEUreduced-4,625-$340K

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, Q4 2025

Share positions as resolved from 13F-HR 0002057074-26-000001, largest first. % of portfolio is the value over $162,941,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,255 shares; 2025Q1: 108,743 shares; 2025Q2: 115,531 shares; 2025Q3: 118,394 shares; 2025Q4: 123,359 shares 123,359$15M9.21%+4,965Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,964 shares; 2025Q1: 62,546 shares; 2025Q2: 70,477 shares; 2025Q3: 70,194 shares; 2025Q4: 65,954 shares 65,954$13.8M8.46%-4,240Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410,374 shares; 2025Q1: 447,800 shares; 2025Q2: 447,211 shares; 2025Q3: 459,263 shares; 2025Q4: 503,360 shares 503,360$13M7.95%+44,097Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,078 shares; 2025Q1: 24,946 shares; 2025Q2: 27,656 shares; 2025Q3: 27,447 shares; 2025Q4: 25,537 shares 25,537$12.5M7.65%-1,910Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,363 shares; 2025Q1: 302,554 shares; 2025Q2: 269,476 shares; 2025Q3: 272,599 shares; 2025Q4: 281,007 shares 281,007$12.3M7.58%+8,408Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,934 shares; 2025Q1: 120,421 shares; 2025Q2: 115,506 shares; 2025Q3: 120,347 shares; 2025Q4: 136,054 shares 136,054$10.7M6.58%+15,707Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189,385 shares; 2025Q1: 133,669 shares; 2025Q2: 131,033 shares; 2025Q3: 126,093 shares; 2025Q4: 119,369 shares 119,369$9.57M5.88%-6,724Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155,809 shares; 2025Q1: 164,194 shares; 2025Q2: 160,328 shares; 2025Q3: 165,571 shares; 2025Q4: 178,074 shares 178,074$8.6M5.28%+12,503Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,373 shares; 2025Q1: 125,835 shares; 2025Q2: 106,604 shares; 2025Q3: 110,015 shares; 2025Q4: 105,390 shares 105,390$7.75M4.76%-4,625Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,328 shares; 2025Q1: 23,681 shares; 2025Q2: 26,031 shares; 2025Q3: 26,485 shares; 2025Q4: 26,133 shares 26,133$5.74M3.52%-352Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,154 shares; 2025Q1: 138,000 shares; 2025Q2: 141,847 shares; 2025Q3: 143,924 shares; 2025Q4: 149,005 shares 149,005$4.61M2.83%+5,081Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,089 shares; 2025Q2: 39,763 shares; 2025Q3: 38,451 shares; 2025Q4: 37,408 shares 37,408$4.42M2.71%-1,043Timeline
EDIVSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,588 shares; 2025Q1: 72,637 shares; 2025Q2: 74,293 shares; 2025Q3: 77,336 shares; 2025Q4: 82,322 shares 82,322$3.22M1.98%+4,986Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,908 shares; 2025Q1: 5,671 shares; 2025Q2: 5,798 shares; 2025Q3: 5,601 shares; 2025Q4: 4,993 shares 4,993$3.07M1.88%-608Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,044 shares; 2025Q1: 11,347 shares; 2025Q2: 12,313 shares; 2025Q3: 11,201 shares; 2025Q4: 11,135 shares 11,135$2.87M1.76%-66Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,751 shares; 2025Q1: 75,272 shares; 2025Q2: 69,213 shares; 2025Q3: 60,573 shares; 2025Q4: 62,273 shares 62,273$2.77M1.7%+1,700Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,707 shares; 2025Q1: 54,724 shares; 2025Q2: 51,256 shares; 2025Q3: 47,782 shares; 2025Q4: 45,932 shares 45,932$2.47M1.52%-1,850Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,462 shares; 2025Q1: 50,756 shares; 2025Q2: 48,573 shares; 2025Q3: 48,696 shares; 2025Q4: 50,563 shares 50,563$2.43M1.49%+1,867Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,177 shares; 2025Q1: 9,177 shares; 2025Q2: 9,177 shares; 2025Q3: 9,177 shares; 2025Q4: 9,177 shares 9,177$2.12M1.3%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,469 shares; 2025Q1: 73,449 shares; 2025Q2: 76,718 shares; 2025Q3: 66,935 shares; 2025Q4: 68,222 shares 68,222$2.05M1.26%+1,287Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,012 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares; 2025Q3: 4,006 shares; 2025Q4: 4,012 shares 4,012$1.94M1.19%+6Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,601 shares; 2025Q1: 26,588 shares; 2025Q2: 27,771 shares; 2025Q3: 29,974 shares; 2025Q4: 31,165 shares 31,165$1.57M0.96%+1,191Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,235 shares; 2025Q1: 35,107 shares; 2025Q2: 31,788 shares; 2025Q3: 32,894 shares; 2025Q4: 33,895 shares 33,895$1.52M0.94%+1,001Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,442 shares; 2025Q1: 6,442 shares; 2025Q2: 6,442 shares; 2025Q3: 6,442 shares; 2025Q4: 6,442 shares 6,442$1.49M0.91%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,922 shares; 2025Q1: 15,141 shares; 2025Q2: 11,408 shares; 2025Q3: 11,366 shares; 2025Q4: 11,225 shares 11,225$1.38M0.85%-141Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,687 shares; 2025Q1: 23,046 shares; 2025Q2: 22,738 shares; 2025Q3: 23,355 shares; 2025Q4: 27,435 shares 27,435$1.37M0.84%+4,080Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,710 shares; 2025Q1: 7,434 shares; 2025Q2: 7,558 shares; 2025Q3: 7,603 shares; 2025Q4: 7,488 shares 7,488$1.07M0.66%-115Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,782 shares; 2025Q1: 30,643 shares; 2025Q2: 27,922 shares; 2025Q3: 27,472 shares; 2025Q4: 26,952 shares 26,952$1.06M0.65%-520Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,883 shares; 2025Q1: 12,615 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,338 shares 12,338$1.04M0.64%-39Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,088 shares; 2025Q1: 8,674 shares; 2025Q2: 7,741 shares; 2025Q3: 6,768 shares; 2025Q4: 6,881 shares 6,881$986K0.61%+113Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,059 shares; 2025Q1: 24,065 shares; 2025Q2: 15,970 shares; 2025Q3: 18,880 shares; 2025Q4: 18,628 shares 18,628$937K0.58%-252Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,088 shares; 2025Q1: 15,588 shares; 2025Q2: 17,004 shares; 2025Q3: 16,620 shares; 2025Q4: 16,629 shares 16,629$779K0.48%+9Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,816 shares; 2025Q1: 5,816 shares; 2025Q2: 5,847 shares; 2025Q3: 5,816 shares; 2025Q4: 5,920 shares 5,920$712K0.44%+104Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,269 shares; 2025Q1: 22,872 shares; 2025Q2: 20,062 shares; 2025Q3: 20,305 shares; 2025Q4: 20,187 shares 20,187$675K0.41%-118Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,381 shares; 2025Q1: 6,521 shares; 2025Q2: 6,159 shares; 2025Q3: 6,185 shares; 2025Q4: 6,300 shares 6,300$674K0.41%+115Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 936 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares 918$576K0.35%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,968 shares; 2025Q1: 1,958 shares; 2025Q2: 1,983 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares 1,954$531K0.33%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,221 shares; 2025Q1: 10,056 shares; 2025Q2: 10,080 shares; 2025Q3: 9,175 shares; 2025Q4: 9,175 shares 9,175$522K0.32%0Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,720 shares; 2025Q3: 7,720 shares; 2025Q4: 7,720 shares 7,720$501K0.31%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 6,467 shares; 2025Q2: 6,266 shares; 2025Q3: 6,266 shares; 2025Q4: 7,123 shares 7,123$444K0.27%+857Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,482 shares; 2025Q1: 21,214 shares; 2025Q2: 15,778 shares; 2025Q3: 13,695 shares; 2025Q4: 13,614 shares 13,614$403K0.25%-81Timeline
CMDYISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,033 shares; 2025Q1: 10,356 shares; 2025Q2: 7,625 shares; 2025Q3: 8,240 shares; 2025Q4: 8,225 shares 8,225$400K0.25%-15Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,904 shares; 2025Q1: 8,047 shares; 2025Q2: 7,892 shares; 2025Q3: 7,892 shares; 2025Q4: 7,884 shares 7,884$355K0.22%-8Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,005 shares; 2025Q1: 10,445 shares; 2025Q2: 9,730 shares; 2025Q3: 9,730 shares; 2025Q4: 9,504 shares 9,504$344K0.21%-226Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 2,479 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,317 shares 2,317$326K0.2%+1Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares 267$287K0.18%0Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,558 shares; 2025Q1: 6,558 shares; 2025Q2: 6,295 shares; 2025Q3: 6,295 shares; 2025Q4: 6,125 shares 6,125$286K0.18%-170Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares 413$283K0.17%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,000 shares; 2025Q2: 3,160 shares; 2025Q3: 3,162 shares; 2025Q4: 3,127 shares 3,127$280K0.17%-35Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,088 shares; 2025Q1: 3,039 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 2,857 shares 2,857$279K0.17%-284Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,447 shares; 2025Q1: 5,390 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares; 2025Q4: 5,682 shares 5,682$253K0.16%-243Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,921 shares 4,921$245K0.15%newTimeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,131 shares; 2025Q2: 9,173 shares; 2025Q3: 9,173 shares; 2025Q4: 9,557 shares 9,557$220K0.14%+384Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,495 shares; 2025Q1: 2,482 shares; 2025Q2: 2,504 shares; 2025Q3: 2,397 shares; 2025Q4: 2,342 shares 2,342$207K0.13%-55Timeline

How Q4 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 0002057074-26-000001 base2026-02-12acceptance time not in the bulk data set