Columbia River Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$186,168
Net value change ($000)
-3 (0.0%)
New positions
2
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VUG 971 6.3%
BCD 724 13.1%
MSFT 546 37.7%
USFR 512 4.7%
HDV 395 2.3%
SPYM 288 2.6%
ITM 230 NEW
CVX 218 NEW
VEU 193 2.0%
XOM 154 19.0%
Top Reduces (Value $000, Stocks/ETFs)
VXF -882 -5.3%
SPAB -651 -8.1%
VIG -443 -22.4%
NULG -334 -100.0%
VB -310 -9.7%
NUSC -228 -100.0%
SPSM -214 -25.1%
SCHM -209 -10.5%
BNDX -157 -1.5%
BSV -150 -1.2%
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