# EDGAR Filing Document

**Accession Number:** 0002057074
**File Stem:** 0002060492-25-000002
**Filing Date:** 2025-8
**Character Count:** 9313
**Document Hash:** 8753e78951165ea81ab468ef12cedeb2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002060492-25-000002.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0002060492-25-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Columbia River Financial Group, LLC
- **CENTRAL INDEX KEY:** 0002057074

**ORGANIZATION NAME:**
- **EIN:** 814141053
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25375
- **FILM NUMBER:** 251186575

**BUSINESS ADDRESS:**
- **STREET 1:** 16701 SE MCGILLIVRAY
- **STREET 2:** SUITE 250
- **CITY:** VANCOUVER
- **STATE:** WA
- **ZIP:** 98683
- **BUSINESS PHONE:** 3603353350

**MAIL ADDRESS:**
- **STREET 1:** 16701 SE MCGILLIVRAY
- **STREET 2:** SUITE 250
- **CITY:** VANCOUVER
- **STATE:** WA
- **ZIP:** 98683

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Columbia River Financial Group LLC<br>**Address:** 16701 SE MCGILLIVRAY<br>SUITE 250<br>VANCOUVER, WA 98683

**Form 13F File Number:** 028-25375

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rod Ehrlich<br>**Title:** Consultant<br>**Phone:** 4253727517

**Signature, Place, and Date of Signing:**

Rod Ehrlich  Boise, ID  06-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 53

**Form 13F Information Table Value Total:** $154539

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD EXTENDED MARKET ETF | COM | 922908652 |  | 13907 | 70477 | SH |  | SOLE |  | 0 | 0 | 70477 |
| ISHARES CORE HIGH DIVIDEND ETF | COM | 46429B663 |  | 13757 | 115531 | SH |  | SOLE |  | 0 | 0 | 115531 |
| VANGUARD GROWTH ETF | COM | 922908736 |  | 12544 | 27656 | SH |  | SOLE |  | 0 | 0 | 27656 |
| SPDR PORTFOLIO AGGREGATE BOND ETF | COM | 78464A649 |  | 11444 | 447211 | SH |  | SOLE |  | 0 | 0 | 447211 |
| SPDR S INTERNATIONAL DIVIDEND ETF | COM | 78463X772 |  | 11294 | 269476 | SH |  | SOLE |  | 0 | 0 | 269476 |
| SPDR PORTFOLIO S 500 ETF | COM | 78464A854 |  | 9729 | 131033 | SH |  | SOLE |  | 0 | 0 | 131033 |
| VANGUARD SHORT-TERM BOND ETF | COM | 921937827 |  | 9081 | 115506 | SH |  | SOLE |  | 0 | 0 | 115506 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | COM | 92203J407 |  | 7931 | 160328 | SH |  | SOLE |  | 0 | 0 | 160328 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | COM | 922042775 |  | 7162 | 106604 | SH |  | SOLE |  | 0 | 0 | 106604 |
| VANGUARD DIVIDEND APPRECIATION ETF | COM | 921908844 |  | 5383 | 26031 | SH |  | SOLE |  | 0 | 0 | 26031 |
| ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | COM | 003261203 |  | 4650 | 141847 | SH |  | SOLE |  | 0 | 0 | 141847 |
| INVESCO S 100 EQUAL WEIGHT ETF | COM | 46137V449 |  | 4360 | 39763 | SH |  | SOLE |  | 0 | 0 | 39763 |
| INVESCO QQQ TRUST SERIES I | COM | 46090E103 |  | 3271 | 5798 | SH |  | SOLE |  | 0 | 0 | 5798 |
| VANGUARD SMALL-CAP ETF | COM | 922908751 |  | 2971 | 12313 | SH |  | SOLE |  | 0 | 0 | 12313 |
| SPDR S EMERGING MARKETS DIVIDEND ETF | COM | 78463X533 |  | 2841 | 74293 | SH |  | SOLE |  | 0 | 0 | 74293 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | COM | 78463X889 |  | 2794 | 69213 | SH |  | SOLE |  | 0 | 0 | 69213 |
| VANGUARD FTSE EMERGING MARKETS ETF | COM | 922042858 |  | 2562 | 51256 | SH |  | SOLE |  | 0 | 0 | 51256 |
| SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | COM | 78468R739 |  | 2333 | 48573 | SH |  | SOLE |  | 0 | 0 | 48573 |
| SCHWAB U.S. MID-CAP ETF | COM | 808524508 |  | 2191 | 76718 | SH |  | SOLE |  | 0 | 0 | 76718 |
| MICROSOFT CORP COM | COM | 594918104 |  | 2146 | 4006 | SH |  | SOLE |  | 0 | 0 | 4006 |
| AMAZON COM INC COM | COM | 023135106 |  | 1942 | 9177 | SH |  | SOLE |  | 0 | 0 | 9177 |
| UNION PAC CORP COM | COM | 907818108 |  | 1430 | 6442 | SH |  | SOLE |  | 0 | 0 | 6442 |
| SPDR DOW JONES GLOBAL REAL ESTATE ETF | COM | 78463X749 |  | 1399 | 31788 | SH |  | SOLE |  | 0 | 0 | 31788 |
| WISDOMTREE FLOATING RATE TREASURY FUND | COM | 97717Y527 |  | 1398 | 27771 | SH |  | SOLE |  | 0 | 0 | 27771 |
| ISHARES S 500 GROWTH ETF | COM | 464287309 |  | 1299 | 11408 | SH |  | SOLE |  | 0 | 0 | 11408 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | COM | 46435G672 |  | 1165 | 22738 | SH |  | SOLE |  | 0 | 0 | 22738 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | COM | 922042718 |  | 1043 | 7741 | SH |  | SOLE |  | 0 | 0 | 7741 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | COM | 921946406 |  | 1016 | 7558 | SH |  | SOLE |  | 0 | 0 | 7558 |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | COM | 464288448 |  | 985 | 27922 | SH |  | SOLE |  | 0 | 0 | 27922 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | COM | 46432F834 |  | 957 | 12377 | SH |  | SOLE |  | 0 | 0 | 12377 |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | COM | 46431W838 |  | 803 | 15970 | SH |  | SOLE |  | 0 | 0 | 15970 |
| SPDR PORTFOLIO S 600 SMALL CAP ETF | COM | 78468R853 |  | 731 | 17004 | SH |  | SOLE |  | 0 | 0 | 17004 |
| ISHARES NATIONAL MUNI BOND ETF | COM | 464288414 |  | 641 | 6159 | SH |  | SOLE |  | 0 | 0 | 6159 |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | COM | 97717W604 |  | 636 | 20062 | SH |  | SOLE |  | 0 | 0 | 20062 |
| EXXON MOBIL CORP COM | COM | 30231G102 |  | 627 | 5847 | SH |  | SOLE |  | 0 | 0 | 5847 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 532 | 918 | SH |  | SOLE |  | 0 | 0 | 918 |
| WISDOMTREE U.S. SMALLCAP FUND | COM | 97717W562 |  | 519 | 10080 | SH |  | SOLE |  | 0 | 0 | 10080 |
| ALLIANT ENERGY CORP COM | COM | 018802108 |  | 512 | 7720 | SH |  | SOLE |  | 0 | 0 | 7720 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | COM | 808524409 |  | 439 | 15778 | SH |  | SOLE |  | 0 | 0 | 15778 |
| APPLE INC COM | COM | 037833100 |  | 403 | 1983 | SH |  | SOLE |  | 0 | 0 | 1983 |
| ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | COM | 46431W598 |  | 381 | 7625 | SH |  | SOLE |  | 0 | 0 | 7625 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | COM | 921943858 |  | 355 | 6266 | SH |  | SOLE |  | 0 | 0 | 6266 |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | COM | 67092P805 |  | 342 | 9730 | SH |  | SOLE |  | 0 | 0 | 9730 |
| NUVEEN ESG LARGE-CAP VALUE ETF | COM | 67092P300 |  | 331 | 7892 | SH |  | SOLE |  | 0 | 0 | 7892 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | COM | 67092P201 |  | 307 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| VANGUARD TOTAL WORLD STOCK ETF | COM | 922042742 |  | 301 | 2316 | SH |  | SOLE |  | 0 | 0 | 2316 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | COM | 97717W315 |  | 285 | 6295 | SH |  | SOLE |  | 0 | 0 | 6295 |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | COM | 464289859 |  | 264 | 3160 | SH |  | SOLE |  | 0 | 0 | 3160 |
| ISHARES CORE S 500 ETF | COM | 464287200 |  | 262 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| NUVEEN ESG SMALL-CAP ETF | COM | 67092P607 |  | 243 | 5925 | SH |  | SOLE |  | 0 | 0 | 5925 |
| VANGUARD REAL ESTATE ETF | COM | 922908553 |  | 225 | 2504 | SH |  | SOLE |  | 0 | 0 | 2504 |
| ISHARES U.S. TREASURY BOND ETF | COM | 46429B267 |  | 210 | 9173 | SH |  | SOLE |  | 0 | 0 | 9173 |
| ELI LILLY  CO COM | COM | 532457108 |  | 205 | 267 | SH |  | SOLE |  | 0 | 0 | 267 |

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