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COLUMBIA RIVER FINANCIAL GROUP, LLC 13F portfolio summary

COLUMBIA RIVER FINANCIAL GROUP, LLC of COLUMBIA RIVER FINANCIAL GROUP, LLC has 58 current stock holdings with a reported portfolio value of $172.3M. The portfolio 1 year return is +12.13%. Top holdings include GOVT (0.00%), IAGG (0.00%), BNDX (0.00%), BSV (0.00%), MEAR (0.00%).

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COLUMBIA RIVER FINANCIAL GROUP, LLC

COLUMBIA RIVER FINANCIAL GROUP, LLC
Latest filing: 2026-03-31

COLUMBIA RIVER FINANCIAL GROUP, LLC runs COLUMBIA RIVER FINANCIAL GROUP, LLC and currently holds 58 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $172.27M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COLUMBIA RIVER FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COLUMBIA RIVER FINANCIAL GROUP, LLC's portfolio at COLUMBIA RIVER FINANCIAL GROUP, LLC has delivered returns of +12.13%. Their 3-year annualized return is +11.66%. Looking at the 5-year horizon, COLUMBIA RIVER FINANCIAL GROUP, LLC has achieved +11.66% annualized returns at COLUMBIA RIVER FINANCIAL GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.13%
#0/1000
3 Year
+11.66%
#0/1000
5 Year
+11.66%
#0/1000

Portfolio Value

$172.27M

Alpha Score

10.6

#0 of 1000

Holdings

58

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change