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Columbia River Financial Group, LLC

Q1 2026 · Filed 2026-05-12
Market Value
$172M
+5.9%
Holdings
58
+5
New Purchases
5
Added To
33
Closed
0
Reduced
8
Top 10 Concentration
66.4%
Turnover
8.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HDV 10.02% 9.22% +0.80% $17M
KO 0.51% 0.00% +0.51% $876K
BCD 3.27% 2.84% +0.44% $6M
DWX 7.77% 7.59% +0.18% $13M
ALRS 0.16% 0.00% +0.16% $268K
XOM 0.58% 0.44% +0.15% $1M
BNDX 5.42% 5.29% +0.14% $9M
SPIB 0.13% 0.00% +0.13% $227K
CVX 0.13% 0.00% +0.13% $221K
AOM 0.12% 0.00% +0.12% $215K
AAPL 0.43% 0.33% +0.10% $741K
USFR 1.05% 0.96% +0.08% $2M
DES 0.46% 0.41% +0.05% $793K
VEA 0.30% 0.27% +0.03% $523K
MEAR 0.60% 0.58% +0.02% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VUG 6.89% 7.66% -0.77% $12M
MSFT 0.85% 1.19% -0.34% $1M
VXF 8.16% 8.48% -0.32% $14M
SPLG 5.57% 5.89% -0.32% $10M
AMZN 1.16% 1.30% -0.15% $2M
QQQ 1.74% 1.89% -0.14% $3M
VIG 3.42% 3.53% -0.11% $6M
IVW 0.75% 0.85% -0.10% $1M
SPAB 7.87% 7.97% -0.10% $14M
EQWL 2.64% 2.72% -0.08% $5M
IAGG 0.77% 0.84% -0.07% $1M
SHM 1.42% 1.49% -0.07% $2M
VWO 1.45% 1.52% -0.06% $3M
BSV 6.53% 6.59% -0.06% $11M
VB 1.72% 1.77% -0.05% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 12 $23M 13.2%
Large Cap 26 $99M 57.3%
Mid Cap 9 $24M 13.7%
Small Cap 11 $27M 15.8%

Portfolio Analytics

Avg Market Cap
$314.4B
Median Market Cap
$23.5B
Avg P/E
28.8
Median P/E
25.9
Avg Dividend Yield
0.02%
Avg Beta
0.85
# Stocks
10
# ETFs / Funds
48

Top Holdings (58 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HDV 10.02% 127,138 $17M $135.72 $2M +3,779 +3.1%
2 VXF 8.16% 68,273 $14M $205.79 $258K +2,319 +3.5%
3 SPAB 7.87% 528,857 $14M $25.62 $588K +25,497 +5.1%
4 DWX 7.77% 293,503 $13M $45.60 $1M +12,496 +4.5%
5 VUG 6.89% 27,164 $12M $436.79 -$593K +1,627 +6.4%
6 BSV 6.53% 143,423 $11M $78.40 $523K +7,369 +5.4%
7 SPLG 5.57% 125,371 $10M $76.53 $20K +6,002 +5.0%
8 BNDX 5.42% 194,481 $9M $48.05 $740K +16,407 +9.2%
9 VEU 4.75% 109,075 $8M $75.10 $439K +3,685 +3.5%
10 VIG 3.42% 27,418 $6M $215.04 $153K +1,285 +4.9%
11 BCD 3.27% 157,494 $6M $35.78 $1M +8,489 +5.7%
12 EQWL 2.64% 39,463 $5M $115.22 $127K +2,055 +5.5%
13 EDIV 1.96% 85,740 $3M $39.48 $163K +3,418 +4.2%
14 QQQ 1.74% 5,197 $3M $577.06 -$68K +204 +4.1%
15 VB 1.72% 11,314 $3M $261.89 $91K +179 +1.6%
16 SPDW 1.68% 63,308 $3M $45.65 $125K +1,035 +1.7%
17 VWO 1.45% 46,325 $3M $54.03 $34K +393 +0.9%
18 SHM 1.42% 51,301 $2M $47.82 $27K +738 +1.5%
19 SCHM 1.25% 69,562 $2M $30.95 $102K +1,340 +2.0%
20 AMZN 1.16% 9,557 $2M $208.22 -$128K +380 +4.1%
21 USFR 1.05% 35,792 $2M $50.32 $233K +4,627 +14.8%
22 RWO 0.94% 35,262 $2M $45.74 $88K +1,367 +4.0%
23 UNP 0.91% 6,442 $2M $242.63 $73K
24 MSFT 0.85% 3,960 $1M $370.20 -$474K -52 -1.3%
25 IAGG 0.77% 26,565 $1M $50.03 -$43K -870 -3.2%
26 IVW 0.75% 11,392 $1M $113.06 -$95K +167 +1.5%
27 VYM 0.64% 7,432 $1M $148.01 $26K -56 -0.8%
28 IDV 0.63% 25,704 $1M $42.52 $30K -1,248 -4.6%
29 IXUS 0.62% 12,338 $1M $86.64 $25K
30 MEAR 0.60% 20,577 $1M $50.30 $98K +1,949 +10.5%
31 VSS 0.59% 6,992 $1M $145.74 $33K +111 +1.6%
32 XOM 0.58% 5,920 $1M $169.59 $292K
33 KO 0.51% 11,441 $876K $76.57 +11,441 NEW
34 SPSM 0.46% 16,543 $799K $48.30 $20K -86 -0.5%
35 DES 0.46% 22,067 $793K $35.94 $118K +1,880 +9.3%
36 AAPL 0.43% 2,920 $741K $253.77 $210K +966 +49.4%
37 MUB 0.42% 6,784 $720K $106.13 $46K +484 +7.7%
38 EES 0.32% 9,571 $555K $57.99 $33K +396 +4.3%
39 LNT 0.32% 7,720 $554K $71.76 $53K
40 VOO 0.31% 905 $541K $597.79 -$35K -13 -1.4%
41 VEA 0.30% 8,167 $523K $64.04 $79K +1,044 +14.7%
42 CMDY 0.26% 7,660 $455K $59.40 $55K -565 -6.9%
43 SCHV 0.24% 13,631 $415K $30.45 $12K +17 +0.1%
44 NULV 0.21% 7,884 $358K $45.41 $3K
45 NUDM 0.20% 9,504 $343K $36.09 -$1K
46 VT 0.18% 2,285 $316K $138.29 -$10K -32 -1.4%
47 DEM 0.18% 6,125 $304K $49.63 $18K
48 AOA 0.17% 3,228 $285K $88.29 $5K +101 +3.2%
49 IVV 0.16% 413 $270K $653.75 -$13K
50 ALRS 0.16% 11,239 $268K $23.85 +11,239 NEW
51 NULG 0.15% 2,857 $259K $90.65 -$20K
52 NUSC 0.15% 5,682 $256K $45.05 $3K
53 LLY 0.14% 267 $245K $917.60 -$42K
54 VNQ 0.14% 2,677 $237K $88.53 $30K +335 +14.3%
55 SPIB 0.13% 6,789 $227K $33.44 +6,789 NEW
56 CVX 0.13% 1,071 $221K $206.35 +1,071 NEW
57 GOVT 0.13% 9,557 $218K $22.81 -$2K
58 AOM 0.12% 4,549 $215K $47.26 +4,549 NEW

New Positions

SymbolValue% Port
KO $876K 0.51%
ALRS $268K 0.16%
SPIB $227K 0.13%
CVX $221K 0.13%
AOM $215K 0.12%
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