Columbia River Financial Group, LLC
•CIK: 2057074•Filing: Q4 2025
Columbia River Financial Group, LLC manages $163M across a diversified portfolio of 54 positions. The strategy exhibits a notable tilt toward dividend-focused and quality equity exposure, evidenced by top holdings including HDV at $15.0M and VXF at $13.8M. Significant allocations are also maintained in sector-specific and growth vehicles, such as SPAB ($13.0M) and VUG ($12.5M). This concentration suggests a tactical approach balancing income generation with targeted growth opportunities.
Total AUM
$162.9M
QoQ Performance
+0.5%
Positions
54
Top 10 Concentration
66.9%
Latest Filing
Q4 2025
Top Holdings Allocation
HDV
VXF
SPAB
VUG
DWX
BSV
SPYM
BNDX
HDV9.2%
VXF8.5%
SPAB8.0%
VUG7.6%
DWX7.6%
BSV6.6%
SPYM5.9%
BNDX5.3%
📈 Biggest Buys
BSV
VANGUARD SHORT-TERM BOND ETF
+13.1%
6.6% of portfolio
SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
+9.6%
8.0% of portfolio
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+7.6%
5.3% of portfolio
HDV
ISHARES CORE HIGH DIVIDEND ETF
+4.2%
9.2% of portfolio
DWX
STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF
+3.1%
7.6% of portfolio
📉 Biggest Sells
Sector Breakdown
Other95.1%
Technology1.5%
Consumer1.3%
Industrial0.9%
ETF0.5%
Energy0.4%
Healthcare0.2%
Changes from Q3 2025
NEW1 new position
↑21 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024