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13F holdings · Q2 2026

Columbia River Financial Group

Vancouver, WA · files as Columbia River Financial Group, LLC
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 2057074

Columbia River Financial Group reported 58 stocks worth $186K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are HDV (9.3%), VXF (8.9%) and VUG (8.3%). Compared with Q1 2026, the fund opened new positions in XOM and INTC, added to HDV, VUG and DWX, trimmed VXF, SPAB and QQQ and sold out of XOM and CVX.

Reported value$186K+8.1% vs last quarter
Stocks held582 new · 2 sold out
Top 5 weight40.4%fairly concentrated
Turnover29%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
HDV
Ishares Core
$17K9.3%632K+505K (+397%)7 of 7
2
VXF
Vanguard Index Fds
$17K8.9%68K−565 (−1%)7 of 7
3
VUG
Vanguard Index Fds
$15K8.3%178K+151K (+556%)7 of 7
4
DWX
Spdr Index Shs Fds
$14K7.3%295K+1,442 (+0%)7 of 7
5
BSV
Vanguard Short-Term Bond ETF
$12K6.6%157K+14K (+10%)7 of 7
6
SPYM
Spdr Series Trust
$11K5.9%125KNo change7 of 7
7
USFR
Wisdomtree TR
$11K5.8%215K+179K (+501%)7 of 7
8
BNDX
Vanguard Total
$10K5.5%211K+16K (+8%)7 of 7
9
VEU
Vanguard Intl Equity Index F
$9K5.1%113K+3,987 (+4%)7 of 7
10
SPAB
Spdr Series Trust
$8K4.3%314K−215K (−41%)7 of 7
🔒 48 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$1K5,920
CVX
Chevron Corp New
$2211,071

Reported value

last 7 quarters
$146KQ4 '24
$150KQ1 '25
$155KQ2 '25
$162KQ3 '25
$163KQ4 '25
$172KQ1 '26
$186KQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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Columbia River Financial Group 13F FAQ

What does Columbia River Financial Group own?

Columbia River Financial Group reported 58 stocks worth $186K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are HDV (9.3%), VXF (8.9%) and VUG (8.3%). The table above lists every position in the filing (the top 10 without an account).

What did Columbia River Financial Group buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 19 added to, 24 trimmed and 2 sold out. New positions include XOM and INTC. It sold all of XOM and CVX.

When will Columbia River Financial Group file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Columbia River Financial Group's portfolio worth?

The Q2 2026 filing reports $186K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.