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Columbia River Financial Group, LLC
Columbia River Financial Group, LLC is an independent, SEC-registered investment adviser headquartered in Vancouver, Washington. Founded in 2017, the firm provides wealth management and financial planning services primarily to individual investors, including both high net worth and non-high net worth clients. With approximately 4 full-time employees, all focused on investment management and client service, Columbia River Financial Group serves a client base of over 200 accounts and operates as a fiduciary to its clients, emphasizing transparency and client-first principles.
Investment Strategy
Columbia River Financial Group employs a traditional wealth management and financial planning approach, focusing on diversified portfolio management for individual investors. The firm’s investment strategy includes a mix of equity and fixed income securities, tailored to the specific risk tolerance, goals, and circumstances of each client. They utilize discretionary management for most accounts, aiming for long-term growth and capital preservation while maintaining a transparent fee structure and upholding a fiduciary standard. The firm does not receive commissions for product recommendations, aligning interests with clients.
Latest 13F Filing Activity
Columbia River Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 53 equity positions with a total 13F market value of $155M. The fund increased holdings in Vanguard Growth Etf, Vanguard Extended Market Etf, SPDR Portfolio S&P 500 Etf among other positions. Columbia River Financial Group, LLC reduced exposure to Vaneck Intermediate Muni, Vanguard Ftse All-world Ex-us Index Fund, Ishares Short Maturity Municipal Bond Active Etf among others.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXF | VANGUARD EXTENDED MARKET ETF | 9.00% | $13.9M | 70,477 | $190.29 | $192.71 | +$3.1M |
H HDV | ISHARES CORE HIGH DIVIDEND ETF | 8.90% | $13.8M | 115,531 | $112.82 | $117.17 | +$587.0K |
V VUG | VANGUARD GROWTH ETF | 8.12% | $12.5M | 27,656 | $413.18 | $438.40 | +$3.3M |
S SPAB | SPDR PORTFOLIO AGGREGATE BOND ETF | 7.41% | $11.4M | 447,211 | $25.04 | $25.60 | +$8.0K |
D DWX | SPDR S&P INTERNATIONAL DIVIDEND ETF | 7.31% | $11.3M | 269,476 | $35.16 | $42.15 | -$312.0K |
Industry Allocation
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