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COLUMBIA RIVER FINANCIAL GROUP, LLC
COLUMBIA RIVER FINANCIAL GROUP, LLC
Latest filing: 2026-06-30
COLUMBIA RIVER FINANCIAL GROUP, LLC runs COLUMBIA RIVER FINANCIAL GROUP, LLC and currently holds 58 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $186.17M. Their top holdings are HDV, VXF, VUG, BSV, USFR. The top five represent 38.9% of reported portfolio weight. COLUMBIA RIVER FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, COLUMBIA RIVER FINANCIAL GROUP, LLC initiated 1 new position. They added to 18 existing positions. They trimmed 23 positions. Their current best-performing preview position is LLY with returns of +30.48%.
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58 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 HDV ISHARES CORE HIGH DIV | 9.30% | $22.81 | $29.80 | +30.64% | Added +397.10% |
 VXF VNGRD EXTENDED MKT | 8.95% | $190.81 | $245.51 | +28.66% | Trimmed -0.83% |
 VUG VNGRD MORN GROWTH | 8.25% | $70.57 | $87.49 | +23.98% | Added +556.39% |
 BSV VNGRD SHORT-TERM BND | 6.58% | $77.66 | $77.58 | -0.11% | Added +9.59% |
 USFR WISDOMTREE FLOATING RATE TRSY | 5.82% | $50.35 | $50.49 | +0.28% | Added +500.88% |
 BNDX VNGRD TOTAL INTL BND | 5.48% | $48.88 | $47.65 | -2.52% | Added +8.26% |
 VEU VNGRD FTSE ALL-WORLD EX-US IDX | 5.09% | $59.32 | $85.70 | +44.47% | Added +3.66% |
 SPAB STATE ST SPDR PORT AGG BND | 4.30% | $25.14 | $25.10 | -0.16% | Trimmed -40.65% |
 BCD ABRDN BLOOMBERG ALL COMM | 2.97% | $31.83 | $38.22 | +20.08% | Added +2.80% |
 EQWL INVESCO SP 100 EQUAL WEIGHT | 2.76% | $104.00 | $134.97 | +29.78% | Added +1.10% |
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