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Columbia River Financial Group, LLC

Q2 2025 · Filed 2025-08-06
Market Value
$155M
+3.3%
Holdings
124
New Purchases
0
Added To
20
Closed
71
Reduced
26
Top 10 Concentration
66.2%
Turnover
57.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VUG 8.12% 6.18% +1.94% $13M
VXF 9.00% 7.20% +1.80% $14M
SPLG 6.30% 5.87% +0.42% $10M
VIG 3.48% 3.07% +0.41% $5M
MSFT 1.39% 1.01% +0.38% $2M
QQQ 2.12% 1.78% +0.34% $3M
VB 1.92% 1.68% +0.24% $3M
SCHM 1.42% 1.29% +0.13% $2M
EDIV 1.84% 1.73% +0.11% $3M
HDV 8.90% 8.80% +0.10% $14M
AMZN 1.26% 1.17% +0.09% $2M
SPSM 0.47% 0.42% +0.05% $731K
NULG 0.20% 0.16% +0.04% $307K
IXUS 0.62% 0.59% +0.03% $957K
VOO 0.34% 0.32% +0.03% $532K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITM 0.00% 0.51% -0.51% $0
VEU 4.63% 5.10% -0.47% $7M
DWX 7.31% 7.76% -0.45% $11M
BSV 5.88% 6.30% -0.42% $9M
MEAR 0.52% 0.81% -0.29% $803K
SPAB 7.41% 7.64% -0.24% $11M
BNDX 5.13% 5.36% -0.22% $8M
BCD 3.01% 3.15% -0.14% $5M
CVX 0.00% 0.12% -0.12% $0
RWO 0.91% 1.02% -0.12% $1M
IEMG 0.00% 0.12% -0.12% $0
CMDY 0.25% 0.36% -0.11% $381K
SHM 1.51% 1.61% -0.10% $2M
SPIB 0.00% 0.10% -0.10% $0
BRK-B 0.00% 0.10% -0.10% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 28 $22M 14.4%
Large Cap 57 $89M 57.5%
Mid Cap 22 $21M 13.6%
Small Cap 14 $22M 14.5%
Micro Cap 3 $0 0.0%

Portfolio Analytics

Avg Market Cap
$338.1B
Median Market Cap
$37.8B
Avg P/E
43.0
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
0.95
# Stocks
34
# ETFs / Funds
90

Top Holdings (124 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VXF 9.00% 70,477 $14M $197.33 $3M +7,931 +12.7%
2 HDV 8.90% 115,531 $14M $119.08 $587K +6,788 +6.2%
3 VUG 8.12% 27,656 $13M $453.57 $3M +2,710 +10.9%
4 SPAB 7.41% 447,211 $11M $25.59 $8K -589 -0.1%
5 DWX 7.31% 269,476 $11M $41.91 -$312K -33,078 -10.9%
6 SPLG 6.30% 131,033 $10M $74.25 $939K -2,636 -2.0%
7 BSV 5.88% 115,506 $9M $78.62 -$345K -4,915 -4.1%
8 BNDX 5.13% 160,328 $8M $49.47 -$84K -3,866 -2.4%
9 VEU 4.63% 106,604 $7M $67.18 -$471K -19,231 -15.3%
10 VIG 3.48% 26,031 $5M $206.79 $789K +2,350 +9.9%
11 BCD 3.01% 141,847 $5M $32.78 -$59K +3,847 +2.8%
12 EQWL 2.82% 39,763 $4M $109.65 $125K -1,326 -3.2%
13 QQQ 2.12% 5,798 $3M $564.16 $612K +127 +2.2%
14 VB 1.92% 12,313 $3M $241.29 $455K +966 +8.5%
15 EDIV 1.84% 74,293 $3M $38.24 $248K +1,656 +2.3%
16 SPDW 1.81% 69,213 $3M $40.37 $54K -6,059 -8.1%
17 VWO 1.66% 51,256 $3M $49.98 $86K -3,468 -6.3%
18 SHM 1.51% 48,573 $2M $48.03 -$83K -2,183 -4.3%
19 SCHM 1.42% 76,718 $2M $28.56 $267K +3,269 +4.5%
20 MSFT 1.39% 4,006 $2M $535.70 $642K
21 AMZN 1.26% 9,177 $2M $211.62 $196K
22 UNP 0.93% 6,442 $1M $221.98 -$91K
23 RWO 0.91% 31,788 $1M $44.01 -$133K -3,319 -9.4%
24 USFR 0.90% 27,771 $1M $50.34 $60K +1,183 +4.5%
25 IVW 0.84% 11,408 $1M $113.87 -$106K -3,733 -24.6%
26 IAGG 0.75% 22,738 $1M $51.24 $13K -308 -1.3%
27 VSS 0.67% 7,741 $1M $134.74 $41K -933 -10.8%
28 VYM 0.66% 7,558 $1M $134.43 $58K +124 +1.7%
29 IDV 0.64% 27,922 $985K $35.28 $35K -2,721 -8.9%
30 IXUS 0.62% 12,377 $957K $77.32 $77K -238 -1.9%
31 MEAR 0.52% 15,970 $803K $50.28 -$406K -8,095 -33.6%
32 SPSM 0.47% 17,004 $731K $42.99 $96K +1,416 +9.1%
33 MUB 0.41% 6,159 $641K $104.08 -$46K -362 -5.5%
34 DES 0.41% 20,062 $636K $31.70 -$95K -2,810 -12.3%
35 XOM 0.41% 5,847 $627K $107.23 -$64K +31 +0.5%
36 VOO 0.34% 918 $532K $579.52 $60K
37 EES 0.34% 10,080 $519K $51.49 $28K +24 +0.2%
38 LNT 0.33% 7,720 $512K $66.32 $16K
39 SCHV 0.28% 15,778 $439K $27.82 -$124K -5,436 -25.6%
40 AAPL 0.26% 1,983 $403K $203.23 -$32K +25 +1.3%
41 CMDY 0.25% 7,625 $381K $49.97 -$156K -2,731 -26.4%
42 VEA 0.23% 6,266 $355K $56.65 $27K -201 -3.1%
43 NUDM 0.22% 9,730 $342K $35.15 $10K -715 -6.8%
44 NULV 0.21% 7,892 $331K $41.94 $6K -155 -1.9%
45 NULG 0.20% 3,141 $307K $97.74 $70K +102 +3.4%
46 VT 0.19% 2,316 $301K $129.97 $14K -163 -6.6%
47 DEM 0.18% 6,295 $285K $45.27 $10K -263 -4.0%
48 AOA 0.17% 3,160 $264K $83.54 $35K +160 +5.3%
49 IVV 0.17% 413 $262K $634.38 $30K
50 NUSC 0.16% 5,925 $243K $41.01 $37K +535 +9.9%
51 VNQ 0.15% 2,504 $225K $89.86 $1K +22 +0.9%
52 GOVT 0.14% 9,173 $210K $22.89 $1K +42 +0.5%
53 LLY 0.13% 267 $205K $767.79 -$15K
54 ICVT —% -$29K -352 -100.0% SOLD
55 KO —% -$116K -1,611 -100.0% SOLD
56 SPY —% -$124K -223 -100.0% SOLD
57 ZBH —% -$30K -272 -100.0% SOLD
58 AOM —% -$148K -3,381 -100.0% SOLD
59 WY —% -$21K -719 -100.0% SOLD
60 GEV —% -$20K -67 -100.0% SOLD
61 GOOGL —% -$12K -80 -100.0% SOLD
62 COST —% -$93K -98 -100.0% SOLD
63 SBUX —% -$14K -152 -100.0% SOLD
64 MDT —% -$28K -319 -100.0% SOLD
65 XLK —% -$13K -65 -100.0% SOLD
66 GLD —% -$34K -120 -100.0% SOLD
67 NOC —% -$21K -42 -100.0% SOLD
68 VTI —% -$84K -308 -100.0% SOLD
69 USMV —% -$30K -327 -100.0% SOLD
70 VAW —% -$14K -76 -100.0% SOLD
71 GOOG —% -$54K -350 -100.0% SOLD
72 VTV —% -$78K -452 -100.0% SOLD
73 NKE —% -$135K -2,115 -100.0% SOLD
74 IWB —% -$14K -46 -100.0% SOLD
75 NORW —% -$50K -1,876 -100.0% SOLD
76 SCHA —% -$29K -1,270 -100.0% SOLD
77 FENY —% -$95K -3,756 -100.0% SOLD
78 ITOT —% -$44K -367 -100.0% SOLD
79 RVSB —% -$31K -5,578 -100.0% SOLD
80 TSLA —% -$32K -125 -100.0% SOLD
81 ESGU —% -$19K -158 -100.0% SOLD
82 SPTM —% -$96K -1,423 -100.0% SOLD
83 IWM —% -$110K -556 -100.0% SOLD
84 BA —% -$50K -297 -100.0% SOLD
85 VBR —% -$19K -103 -100.0% SOLD
86 VV —% -$42K -166 -100.0% SOLD
87 BROS —% -$13K -215 -100.0% SOLD
88 MVV —% -$83K -1,431 -100.0% SOLD
89 GWW —% -$65K -66 -100.0% SOLD
90 SPSB —% -$61K -2,046 -100.0% SOLD
91 SPIB —% -$153K -4,624 -100.0% SOLD
92 BND —% -$56K -765 -100.0% SOLD
93 IHI —% -$34K -570 -100.0% SOLD
94 INTC —% -$49K -2,194 -100.0% SOLD
95 IEMG —% -$176K -3,275 -100.0% SOLD
96 NEAR —% -$25K -508 -100.0% SOLD
97 IDU —% -$12K -125 -100.0% SOLD
98 AOR —% -$45K -797 -100.0% SOLD
99 NVDA —% -$23K -221 -100.0% SOLD
100 MFC —% -$18K -580 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CVX —%
WY —%
BROS —%
ZBH —%
GE —%
LUMN —%
MFC —%
KO —%
NKE —%
GEV —%
CCL —%
PG —%
BA —%
GWW —%
MDT —%
View SEC EDGAR Filings for Columbia River Financial Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms