Columbia River Financial Group, LLC

RIA/Wealth

Columbia River Financial Group, LLC is a RIA/Wealth based in Vancouver, WA led by Michael Winston Bain, reporting $232.0M in AUM as of Q3 2025 with 95% ETF concentration and 70% concentrated in top 10 holdings.

CCOMichael Winston Bain

Portfolio Value: $151.0M
Positions: 50
Top Holding: VXF at 9.73%
Last Reported: Q3 2025

Address16701 Se Mcgillivray Blvd.,, #250, Vancouver, WA, 98683, United States

Top Holdings

Largest long holdings in Columbia River Financial Group, LLC's portfolio (70.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Extended Market VXF	ETF ETF	$14.7M	9.73%	-$59.2K Sold	— 70.2K shares	Q4 2024 Held for 11 months
2 iShares Core High Dividend HDV	ETF ETF	$14.5M	9.60%	+$350.6K Bought	— 118.4K shares	Q4 2024 Held for 11 months
3 Vanguard Growth VUG	ETF ETF	$13.2M	8.72%	-$100.2K Sold	— 27.4K shares	Q4 2024 Held for 11 months
4 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$11.9M	7.86%	+$311.5K Bought	— 459.3K shares	Q4 2024 Held for 11 months
5 DWX SPDR S&P International Dividend ETF DWX	ETF ETF	$11.6M	7.71%	+$133.4K Bought	— 272.6K shares	Q4 2024 Held for 11 months
6 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$9.9M	6.54%	-$387.0K Sold	— 126.1K shares	Q4 2024 Held for 11 months
7 Vanguard Short-Term Bond BSV	ETF ETF	$9.5M	6.29%	+$382.0K Bought	— 120.3K shares	Q4 2024 Held for 11 months
8 Vanguard Total International Bond BNDX	ETF ETF	$8.2M	5.42%	+$259.3K Bought	— 165.6K shares	Q4 2024 Held for 11 months
9 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$7.9M	5.20%	+$243.4K Bought	— 110.0K shares	Q4 2024 Held for 11 months
10 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD	ETF ETF	$4.9M	3.27%	+$71.4K Bought	— 143.9K shares	Q4 2024 Held for 11 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Columbia River Financial Group, LLC's latest filing

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GthenC

Market Value

$151.0M

Prior: $144.3M

Q/Q Change

+4.68%

+$6.7M

Net Flows % of MV

-0.077%

Turnover Ratio

1.45%

New Purchases

0 stocks

Added To

16 stocks

+$2.1M

Sold Out Of

0 stocks

Reduced Holdings

18 stocks

-$2.3M

Increased Positions

Position	Shares Δ	Change
1 BlackRock Short Maturity Municipal Bond MEAR	+18.22%	16.0K → 18.9K +$147.0K
2 iShares Bloomberg Roll Select Commodity Strategy CMDY	+8.07%	7.6K → 8.2K +$32.3K
3 WisdomTree Floating Rate Treasury Fund USFR	+7.93%	27.8K → 30.0K +$110.7K
4 Vanguard Short-Term Bond BSV	+4.19%	115.5K → 120.3K +$382.0K
5 SPDR Dow Jones Global Real Estate ETF RWO	+3.48%	31.8K → 32.9K +$50.6K

Decreased Positions

Position	Shares Δ	Change
1 Schwab U.S. Large-Cap Value SCHV	-13.2%	15.8K → 13.7K −$60.6K
2 Schwab U.S. Mid-Cap ETF SCHM	-12.75%	76.7K → 66.9K −$290.0K
3 Vanguard FTSE All-World EX-US Small-Cap Index Fund VSS	-12.57%	7.7K → 6.8K −$138.7K
4 SPDR Portfolio Developed World ex-US ETF SPDW	-12.48%	69.2K → 60.6K −$369.7K
5 Vanguard Small-Cap ETF VB	-9.03%	12.3K → 11.2K −$282.8K