Columbia River Financial Group, LLC
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 186,171
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 58 | 186,171 | 13F-HR | Columbia River Financial Group, LLC |
| Q1 2026 | 5/12/2026 | 58 | 172,266 | 13F-HR | Columbia River Financial Group, LLC |
| Q4 2025 | 2/12/2026 | 54 | 162,941 | 13F-HR | Columbia River Financial Group, LLC |
| Q3 2025 | 11/14/2025 | 53 | 162,155 | 13F-HR | Columbia River Financial Group, LLC |
| Q2 2025 | 8/6/2025 | 53 | 154,539 | 13F-HR | Columbia River Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.602 K | 5.2% | 674 | 0 | 674 |
| ETFs | 176.6 K | 94.8% | 13.23 K | 0 | 13.23 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
186,171
Holdings
58
QoQ value change ($000)
13,905
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.