Columbia River Financial Group LLC Portfolio
Invests via Columbia River Financial Group LLC | Managed by Chad Peterson, Mike Baltzell, Katherine (Kate) Hardin, Derek Kaufman
Invests via Columbia River Financial Group LLC
Managed by Chad Peterson, Mike Baltzell, Katherine (Kate) Hardin, Derek Kaufman
Automatically Tracked
Company Profile
Boutique wealth and advisory firm serving high-net-worth individuals, families and institutions with retirement planning, investment management and estate strategies. Columbia River Financial Group LLC emphasizes personalized portfolios, fee-based advisory models and regional distribution in the Pacific Northwest, positioning as a local independent alternative to national wirehouses.
Boutique wealth and advisory firm serving high-net-worth individuals, families and institutions with retirement planning, investment management and estate strategies. Columbia River Financial Group LLC emphasizes personalized portfolios, fee-based advisory models and regional distribution in the Pacific Northwest, positioning as a local independent alternative to national wirehouses.
Investment Philosophy & Strategy
Prioritizes customized, fiduciary-driven wealth management for high-net-worth individuals, families and institutions, combining fee-based advisory models with regionally focused relationship management. Portfolios emphasize diversified, low-cost core holdings complemented by tax-aware, income-generating and alternative sleeve allocations where appropriate. Capital deployment favors long-term, defensive orientation with active rebalancing, cash-flow planning and estate-aware allocation. Underwriting centers on risk-adjusted returns, transparency of fees, and scalable solutions that position the firm as a local independent alternative to national providers.
Prioritizes customized, fiduciary-driven wealth management for high-net-worth individuals, families and institutions, combining fee-based advisory models with regionally focused relationship management. Portfolios emphasize diversified, low-cost core holdings complemented by tax-aware, income-generating and alternative sleeve allocations where appropriate. Capital deployment favors long-term, defensive orientation with active rebalancing, cash-flow planning and estate-aware allocation. Underwriting centers on risk-adjusted returns, transparency of fees, and scalable solutions that position the firm as a local independent alternative to national providers.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
25.01%
Gain +0.45%
Monthly
1.13%
Yearly
14.44%
Drawdown
11.93%
$191.31M
Equity
Holdings
$191.31M
Investment
$158.66M
$35.8M
Profit +$787,813.38
Realized
$3.15M
Unrealized
$32.65M
Dividends
$6.56M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$787,813.38
Win %
78%
This Week
Compared To Last Week
Gain
0.43%
Profit
$827,462.73
Win %
78%
This Month
Compared to last month
Gain
2.3%
Profit
$4.3M
Win %
78%
This Year
Compared to last year
Gain
2.45%
Profit
$4.6M
Win %
80%
INTC Intel Corporation
+3.58%
+$7,559.34 
UNP Union Pacific Corporation
+1.38%
+$26,154.46 
AAPL Apple Inc.
+1%
+$8,608.6 
RWO SPDR Dow Jones Global Real Estate ETF
+0.89%
+$17,236.19 
SCHM Schwab U.S. Mid-Cap ETF
+0.69%
+$13,487.5 
HDV iShares Core High Dividend ETF
+0.65%
+$120,081.71 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.13%
+$1,210.08 
ALRS Alerus Financial Corporation
0%
$0 
AMZN Amazon.com Inc
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LNT Alliant Energy Corporation
0%
$0 
MSFT Microsoft Corp.
0%
+$0.04 
XOM Exxon Mobil Corporation
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DEM WisdomTree Emerging Markets High Dividend Fund
0%
$0 
EDIV SPDR S&P Emerging Markets Dividend ETF
0%
-$8.91 
EES WisdomTree U.S. SmallCap Fund
0%
$0 
EQWL Invesco S&P 100 Equal Weight ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.11 
IXUS iShares Core International Stock ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
NUDM Nuveen ESG International Developed Markets Equity Fund
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.05 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.02 
VNQ Vanguard Real Estate ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 391 | Longs Won 310/391 79% | Profit Factor 37.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $399,650.73 |
| Average Win $118,678.17 | Best Trade (Aug 24) $3.84M | Sharpe Ratio -10.26 |
| Average Loss -$12,226.11 | Worst Trade (Aug 24) -$212,720.2 | Z-Score 11.74 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $91,559.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,860 | $718,325.37 | $873,043.6 | - | $154,718.23 | 21.54% | +0.996% |
| ALRS Alerus Financial Corporation | 11,239 | $266,476.69 | $380,327.76 | - | $113,851.07 | 42.72% | 0.0 |
| AMZN Amazon.com Inc | 9,557 | $2.09M | $2.55M | - | $461,910.33 | 22.07% | 0.0 |
| AOA iShares Core Aggressive Allocation ETF | 3,182 | $246,080.6 | $316,481.72 | - | $70,401.12 | 28.61% | 0.0 |
| AOM iShares Core 40/60 Moderate Allocation ETF | 4,651 | $220,574.91 | $232,084.9 | - | $11,509.99 | 5.22% | 0.0 |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 161,907 | $5.17M | $6.03M | - | $860,162.53 | 16.65% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 210,543 | $10.29M | $10.07M | - | -$223,696.34 | -2.17% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 157,171 | $12.21M | $12.19M | - | -$14,787.97 | -0.12% | 0.0 |
| CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | 7,816 | $376,165.98 | $474,704.76 | - | $98,538.78 | 26.2% | 0.0 |
| DEM WisdomTree Emerging Markets High Dividend Fund | 6,125 | $248,001.25 | $334,853.75 | - | $86,852.5 | 35.02% | 0.0 |
| DES WisdomTree U.S. SmallCap Dividend Fund | 20,070 | $692,230.89 | $828,288.9 | - | $136,058.01 | 19.66% | 0.0 |
 DWX SPDR S&P International Dividend ETF | 294,945 | $10.62M | $14.11M | - | $3.49M | 32.86% | -0.006% |
| EDIV SPDR S&P Emerging Markets Dividend ETF | 89,112 | $3.21M | $3.72M | - | $502,018.62 | 15.62% | 0.0 |
| EES WisdomTree U.S. SmallCap Fund | 9,448 | $511,181.16 | $650,305.84 | - | $139,124.68 | 27.22% | 0.0 |
| EQWL Invesco S&P 100 Equal Weight ETF | 39,897 | $4.15M | $5.37M | - | $1.22M | 29.44% | 0.0 |
| GOVT iShares U.S. Treasury Bond ETF | 9,557 | $219,730.37 | $214,554.65 | - | -$5,175.72 | -2.36% | 0.0 |
| HDV iShares Core High Dividend ETF | 632,009 | $14.42M | $18.49M | - | $4.08M | 28.27% | +0.654% |
| IAGG iShares International Aggregate Bond Fund | 26,707 | $1.33M | $1.33M | - | -$1,564.23 | -0.12% | 0.0 |
| IDV iShares International Select Dividend ETF | 24,998 | $684,445.24 | $1.11M | - | $423,216.14 | 61.83% | 0.0 |
| INTC Intel Corporation | 2,094 | $292,385.22 | $218,948.64 | - | -$73,436.58 | -25.12% | +3.576% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Columbia River Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P International Dividend ETF - $1.05M, Vanguard Dividend Appreciation ETF - $923,152.52, iShares Core High Dividend ETF - $802,469.96, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $767,017.05, and SPDR Portfolio Aggregate Bond ETF - $762,826.51. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Chevron Corporation - $44,649.96, Berkshire Hathaway Inc - $13,340.85, Fidelity MSCI Energy Index ETF - $7,068.79, Zimmer Biomet Holdings, Inc - $5,910.56, and Vanguard Health Care ETF - $2,977.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Columbia River Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.56M earned over time. The largest contributors to dividend income include SPDR S&P International Dividend ETF - $809,116.13, iShares Core High Dividend ETF - $784,212.2, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $767,017.05, SPDR Portfolio Aggregate Bond ETF - $663,575.04, and Vanguard Total International Bond ETF - $499,640.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Columbia River Financial Group LLC's monthly returns?
Columbia River Financial Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Columbia River Financial Group LLC's strategy be considered aggressive or moderate?
Columbia River Financial Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Columbia River Financial Group LLC's strategy?
Columbia River Financial Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
