Columbia River Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$162,941
Net value change ($000)
+786 (0.5%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BSV 1,242 13.1%
SPAB 1,094 9.2%
HDV 812 5.7%
DWX 569 4.8%
BNDX 386 4.7%
PMBS 245 NEW
EDIV 209 6.9%
IAGG 165 13.7%
SPDW 113 4.3%
SHM 92 3.9%
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,146 -8.4%
VXF -964 -6.5%
SPYM -532 -5.3%
BCD -530 -10.3%
QQQ -424 -12.1%
VEU -305 -3.8%
VWO -171 -6.5%
AMZN -161 -7.1%
MSFT -87 -4.3%
CMDY -50 -11.1%
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