Columbia River Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$172,266
Net value change ($000)
+9,325 (5.7%)
New positions
5
Sold out positions
1
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HDV 2,254 15.0%
DWX 1,038 8.4%
BCD 1,022 22.2%
KO 876 NEW
BNDX 740 8.6%
SPAB 588 4.5%
BSV 523 4.9%
VEU 439 5.7%
XOM 292 41.0%
ALRS 268 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -593 -4.8%
MSFT -474 -24.4%
PMBS -245 -100.0%
AMZN -128 -6.0%
IVW -95 -6.9%
QQQ -68 -2.2%
IAGG -43 -3.1%
LLY -42 -14.6%
VOO -35 -6.1%
NULG -20 -7.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type