StockDriftsStockDriftsTop 50 Columbia River Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES CORE HIGH DIV | 9.3% | 632.0K | $17.3M | -0.58%(-3.68K) | $23.21(+26.44%) | 2026-06-30 | |
| VXF | VNGRD EXTENDED MKT | 8.95% | 67.7K | $16.7M | -0.83%(-565) | $186.37(+32.99%) | 2026-06-30 | |
| VUG | VNGRD MORN GROWTH | 8.25% | 178.3K | $15.4M | +9.40%(+15.32K) | $67.91(+31.31%) | 2026-06-30 | |
| DWX | STATE ST SPDR SP INTL DIV | 7.28% | 294.9K | $13.6M | +0.49%(+1.44K) | $37.31(+28.24%) | 2026-06-30 | |
| BSV | VNGRD SHORT-TERM BND | 6.58% | 157.2K | $12.2M | +9.59%(+13.75K) | $78.12(-0.64%) | 2026-06-30 | |
| SPYM | STATE ST SPDR PORT SP 500 | 5.91% | 125.2K | $11.0M | -0.10%(-122) | $68.71(+32.81%) | 2026-06-30 | |
| USFR | WISDOMTREE FLOATING RATE TRSY | 5.82% | 215.1K | $10.8M | +500.88%(+179.28K) | $50.34(+0.24%) | 2026-06-30 | |
| BNDX | VNGRD TOTAL INTL BND | 5.48% | 210.5K | $10.2M | +8.26%(+16.06K) | $49.35(-3.37%) | 2026-06-30 | |
| VEU | VNGRD FTSE ALL-WORLD EX-US IDX | 5.09% | 113.1K | $9.5M | +3.66%(+3.99K) | $61.56(+39.93%) | 2026-06-30 | |
| SPAB | STATE ST SPDR PORT AGG BND | 4.3% | 313.9K | $8.0M | -40.65%(-214.98K) | $25.57(-1.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.89% |
Columbia River Financial Group LLC reports $186.17M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are HDV (9.3%), VXF (8.9%) and VUG (8.3%). The top 20 holdings account for 84.96% of reported assets. Its disclosed equity book has returned +20.24% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Columbia River Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057074). View Columbia River Financial Group LLC’s 13F filings on SEC