Rod Ehrlich

Columbia River Financial Group, Llc

Assets Managed

$172.266M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 12d ago

Growth Rate

5.73%(2Q avg: 3.11%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Columbia River Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Columbia River Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 172.266M in assets, with a quarterly growth rate of 5.73% and a 2-quarter average growth rate of 3.11%. The portfolio is managed by Rod Ehrlich, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
HDV Ishares Core High Dividend E Recent Activity Increased 3.07%	10.02%	$17.255M 127,138 shares@ $135.72 avg price	Increased 3.07%
VXF Vanguard Extended Market Etf Recent Activity Increased 3.52%	8.16%	$14.05M 68,273 shares@ $205.8 avg price	Increased 3.52%
SPAB Spdr Portfolio Aggregate Bon Recent Activity Increased 5.07%	7.87%	$13.549M 528,857 shares@ $25.62 avg price	Increased 5.07%
DWX Spdr S&p Inter Dvd Etf Recent Activity Increased 4.45%	7.77%	$13.384M 293,503 shares@ $45.61 avg price	Increased 4.45%
VUG Vanguard Growth Etf Recent Activity Increased 6.38%	6.89%	$11.865M 27,164 shares@ $436.8 avg price	Increased 6.38%
BSV Vanguard Short-term Bond Etf Recent Activity Increased 5.42%	6.53%	$11.245M 143,423 shares@ $78.41 avg price	Increased 5.42%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 5.03%	5.57%	$9.595M 125,371 shares@ $76.54 avg price	Increased 5.03%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 9.22%	5.43%	$9.344M 194,481 shares@ $48.05 avg price	Increased 9.22%
VEU Vanguard Ftse All-world Ex-u Recent Activity Increased 3.5%	4.76%	$8.191M 109,075 shares@ $75.1 avg price	Increased 3.5%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 4.92%	3.43%	$5.896M 27,418 shares@ $215.05 avg price	Increased 4.92%

1-10 of 58