Institutional Fund
Columbia River Financial Group, LLC
Vancouver, WACIK 20570745 filings on record
Portfolio Value
$172.3K
Q1 2026
Holdings
58
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+5.7%
from $162.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.0%
- Vanguard Index Fds8.2%
- Spdr Series Trust7.9%
- Spdr Index Shs Fds7.8%
- Vanguard Index Fds6.9%
- Vanguard Bd Index Fds6.5%
- Other52.8%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 127.1K | $17.3K | 10.0% | +3.8K | Added |
| 2 | Vanguard Index Fds | 68.3K | $14.1K | 8.2% | +2.3K | Added |
| 3 | Spdr Series Trust | 528.9K | $13.5K | 7.9% | +25.5K | Added |
| 4 | Spdr Index Shs Fds | 293.5K | $13.4K | 7.8% | +12.5K | Added |
| 5 | Vanguard Index Fds | 27.2K | $11.9K | 6.9% | +1.6K | Added |
| 6 | Vanguard Bd Index Fds | 143.4K | $11.2K | 6.5% | +7.4K | Added |
| 7 | Spdr Series Trust | 125.4K | $9.6K | 5.6% | +6.0K | Added |
| 8 | Vanguard Charlotte Fds | 194.5K | $9.3K | 5.4% | +16.4K | Added |
| 9 | Vanguard Intl Equity Index F | 109.1K | $8.2K | 4.8% | +3.7K | Added |
| 10 | Vanguard Specialized Funds | 27.4K | $5.9K | 3.4% | +1.3K | Added |
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