Columbia River Financial Group, LLC - Portfolio overview

Columbia River Financial Group, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. HDV - ISHARES CORE HIGH DIVIDEND ETF, 10.02%
2. VXF - VANGUARD EXTENDED MARKET ETF, 8.16%
3. SPAB - STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF, 7.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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