# EDGAR Filing Document

**Accession Number:** 0002057074
**File Stem:** 0002057074-25-000005
**Filing Date:** 2025-11
**Character Count:** 9365
**Document Hash:** cb2f2bd480455fb8f498a366cd5dd3c7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002057074-25-000005.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0002057074-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251114

**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:** 251480574

**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:** 09-30-2025

**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  11-13-2025<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:** $162155

      (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 |
| ISHARES U.S. TREASURY BOND ETF | COM | 46429B267 |  | 212 | 9173 | SH |  | SOLE |  | 0 | 0 | 9173 |
| VANGUARD REAL ESTATE ETF | COM | 922908553 |  | 216 | 2397 | SH |  | SOLE |  | 0 | 0 | 2397 |
| ELI LILLY  CO COM | COM | 532457108 |  | 258 | 267 | SH |  | SOLE |  | 0 | 0 | 267 |
| NUVEEN ESG SMALL-CAP ETF | COM | 67092P607 |  | 262 | 5925 | SH |  | SOLE |  | 0 | 0 | 5925 |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | COM | 464289859 |  | 283 | 3162 | SH |  | SOLE |  | 0 | 0 | 3162 |
| ISHARES CORE S 500 ETF | COM | 464287200 |  | 283 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | COM | 97717W315 |  | 295 | 6295 | SH |  | SOLE |  | 0 | 0 | 6295 |
| NUVEEN ESG LARGE-CAP GROWTH ETF | COM | 67092P201 |  | 313 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| VANGUARD TOTAL WORLD STOCK ETF | COM | 922042742 |  | 326 | 2316 | SH |  | SOLE |  | 0 | 0 | 2316 |
| NUVEEN ESG LARGE-CAP VALUE ETF | COM | 67092P300 |  | 353 | 7892 | SH |  | SOLE |  | 0 | 0 | 7892 |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | COM | 67092P805 |  | 371 | 9730 | SH |  | SOLE |  | 0 | 0 | 9730 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | COM | 921943858 |  | 384 | 6266 | SH |  | SOLE |  | 0 | 0 | 6266 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | COM | 808524409 |  | 398 | 13695 | SH |  | SOLE |  | 0 | 0 | 13695 |
| ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | COM | 46431W598 |  | 450 | 8240 | SH |  | SOLE |  | 0 | 0 | 8240 |
| WISDOMTREE U.S. SMALLCAP FUND | COM | 97717W562 |  | 507 | 9175 | SH |  | SOLE |  | 0 | 0 | 9175 |
| ALLIANT ENERGY CORP COM | COM | 018802108 |  | 516 | 7720 | SH |  | SOLE |  | 0 | 0 | 7720 |
| APPLE INC COM | COM | 037833100 |  | 526 | 1954 | SH |  | SOLE |  | 0 | 0 | 1954 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 575 | 918 | SH |  | SOLE |  | 0 | 0 | 918 |
| ISHARES NATIONAL MUNI BOND ETF | COM | 464288414 |  | 663 | 6185 | SH |  | SOLE |  | 0 | 0 | 6185 |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | COM | 97717W604 |  | 671 | 20305 | SH |  | SOLE |  | 0 | 0 | 20305 |
| EXXON MOBIL CORP COM | COM | 30231G102 |  | 687 | 5816 | SH |  | SOLE |  | 0 | 0 | 5816 |
| STATE STREET SPDR PORTFOLIO S 600 SMALL CAP ETF | COM | 78468R853 |  | 771 | 16620 | SH |  | SOLE |  | 0 | 0 | 16620 |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | COM | 46431W838 |  | 950 | 18880 | SH |  | SOLE |  | 0 | 0 | 18880 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | COM | 922042718 |  | 960 | 6768 | SH |  | SOLE |  | 0 | 0 | 6768 |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | COM | 464288448 |  | 1044 | 27472 | SH |  | SOLE |  | 0 | 0 | 27472 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | COM | 46432F834 |  | 1045 | 12377 | SH |  | SOLE |  | 0 | 0 | 12377 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | COM | 921946406 |  | 1072 | 7603 | SH |  | SOLE |  | 0 | 0 | 7603 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | COM | 46435G672 |  | 1207 | 23355 | SH |  | SOLE |  | 0 | 0 | 23355 |
| ISHARES S 500 GROWTH ETF | COM | 464287309 |  | 1413 | 11366 | SH |  | SOLE |  | 0 | 0 | 11366 |
| UNION PAC CORP COM | COM | 907818108 |  | 1442 | 6442 | SH |  | SOLE |  | 0 | 0 | 6442 |
| SPDR DOW JONES GLOBAL REAL ESTATE ETF | COM | 78463X749 |  | 1502 | 32894 | SH |  | SOLE |  | 0 | 0 | 32894 |
| WISDOMTREE FLOATING RATE TREASURY FUND | COM | 97717Y527 |  | 1508 | 29974 | SH |  | SOLE |  | 0 | 0 | 29974 |
| SCHWAB U.S. MID-CAP ETF | COM | 808524508 |  | 1986 | 66935 | SH |  | SOLE |  | 0 | 0 | 66935 |
| MICROSOFT CORP COM | COM | 594918104 |  | 2027 | 4006 | SH |  | SOLE |  | 0 | 0 | 4006 |
| AMAZON COM INC COM | COM | 023135106 |  | 2279 | 9177 | SH |  | SOLE |  | 0 | 0 | 9177 |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | COM | 78468R739 |  | 2334 | 48696 | SH |  | SOLE |  | 0 | 0 | 48696 |
| VANGUARD FTSE EMERGING MARKETS ETF | COM | 922042858 |  | 2640 | 47782 | SH |  | SOLE |  | 0 | 0 | 47782 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | COM | 78463X889 |  | 2652 | 60573 | SH |  | SOLE |  | 0 | 0 | 60573 |
| VANGUARD SMALL-CAP ETF | COM | 922908751 |  | 2859 | 11201 | SH |  | SOLE |  | 0 | 0 | 11201 |
| SPDR S EMERGING MARKETS DIVIDEND ETF | COM | 78463X533 |  | 3013 | 77336 | SH |  | SOLE |  | 0 | 0 | 77336 |
| INVESCO QQQ TRUST SERIES I | COM | 46090E103 |  | 3491 | 5601 | SH |  | SOLE |  | 0 | 0 | 5601 |
| INVESCO S 100 EQUAL WEIGHT ETF | COM | 46137V449 |  | 4459 | 38451 | SH |  | SOLE |  | 0 | 0 | 38451 |
| ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | COM | 003261203 |  | 5143 | 143924 | SH |  | SOLE |  | 0 | 0 | 143924 |
| VANGUARD DIVIDEND APPRECIATION ETF | COM | 921908844 |  | 5754 | 26485 | SH |  | SOLE |  | 0 | 0 | 26485 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | COM | 922042775 |  | 8057 | 110015 | SH |  | SOLE |  | 0 | 0 | 110015 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | COM | 92203J407 |  | 8218 | 165571 | SH |  | SOLE |  | 0 | 0 | 165571 |
| VANGUARD SHORT-TERM BOND ETF | COM | 921937827 |  | 9480 | 120347 | SH |  | SOLE |  | 0 | 0 | 120347 |
| STATE STREET SPDR PORTFOLIO S 500 ETF | COM | 78464A854 |  | 10107 | 126093 | SH |  | SOLE |  | 0 | 0 | 126093 |
| SPDR S INTERNATIONAL DIVIDEND ETF | COM | 78463X772 |  | 11777 | 272599 | SH |  | SOLE |  | 0 | 0 | 272599 |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | COM | 78464A649 |  | 11867 | 459263 | SH |  | SOLE |  | 0 | 0 | 459263 |
| VANGUARD GROWTH ETF | COM | 922908736 |  | 13604 | 27447 | SH |  | SOLE |  | 0 | 0 | 27447 |
| ISHARES CORE HIGH DIVIDEND ETF | COM | 46429B663 |  | 14189 | 118394 | SH |  | SOLE |  | 0 | 0 | 118394 |
| VANGUARD EXTENDED MARKET ETF | COM | 922908652 |  | 14756 | 70194 | SH |  | SOLE |  | 0 | 0 | 70194 |

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