Columbia River Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
53
Total value ($000)
$162,155
Net value change ($000)
+7,616 (4.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 1,060 8.5%
VEU 895 12.5%
VXF 849 6.1%
BCD 493 10.6%
DWX 483 4.3%
HDV 432 3.1%
SPAB 423 3.7%
BSV 399 4.4%
SPYM 378 3.9%
VIG 371 6.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHM -205 -9.4%
SPDW -142 -5.1%
MSFT -119 -5.5%
VB -112 -3.8%
VSS -83 -8.0%
SCHV -41 -9.3%
EES -12 -2.3%
VNQ -9 -4.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type