Columbia River Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$186,171
Net value change ($000)
+13,905 (8.1%)
New positions
2
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
USFR 9,027 501.2%
VUG 3,494 29.4%
VXF 2,620 18.6%
SPYM 1,411 14.7%
VEU 1,277 15.6%
BSV 1,000 8.9%
BNDX 852 9.1%
EXXONMOBIL HOLDINGS CORP COM SHS 809 NEW
QQQ 751 25.0%
EQWL 600 13.2%
Top Reduces (Value $000, Stocks/ETFs)
SPAB -5,539 -40.9%
VIG -3,918 -66.5%
XOM -1,004 -100.0%
CVX -221 -100.0%
SCHM -164 -7.6%
VSS -130 -12.8%
BCD -106 -1.9%
IDV -58 -5.3%
VWO -57 -2.3%
MUB -43 -6.0%
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.
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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