Clear Creek Financial Management, LLC Portfolio Holdings

Clear Creek Financial Management, LLC

  • $962 Million
  • Q2 2025

Clear Creek Financial Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $962 Million distributed in 538 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $43.9M, Ishares Core S&P 500 ETF with a value of $36M, Invesco Qqq Trust, Series 1 with a value of $30.8M, Ishares Tr Msci Eafe ETF with a value of $28.7M, and Spdr Portfolio Aggregate Bond with a value of $28.1M.

Examining the 13F form we can see an increase of $59M in the current position value, from $903M to 962M.

Below you can find more details about Clear Creek Financial Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $962 Million
ETFs: $680 Million
Technology: $84.1 Million
Financial Services: $33.1 Million
Consumer Cyclical: $27.9 Million
Industrials: $21.5 Million
Communication Services: $20.7 Million
Consumer Defensive: $17.4 Million
Healthcare: $16.9 Million
Other: $23.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.9 Million 4.56% of portfolio
603,304
Q2 2025 Reduced 27.74%
$0
$36 Million 3.74% of portfolio
57,910
Q2 2025 Added 9.18%
$0
$30.8 Million 3.2% of portfolio
55,847
Q2 2025 Added 24.46%
$0
$28.7 Million 2.98% of portfolio
320,943
Q2 2025 Added 93.5%
$0
$28.1 Million 2.92% of portfolio
1,097,517
Q2 2025 Reduced 9.8%
$0
$22.4 Million 2.32% of portfolio
234,575
Q2 2025 Reduced 12.09%
$0
$22.2 Million 2.31% of portfolio
460,553
Q2 2025 Added 147.56%
$0
$18.9 Million 1.96% of portfolio
588,185
Q2 2025 Added 5,521.03%
$456B
$18.1 Million 1.89% of portfolio
114,811
Q2 2025 Reduced 6.58%
$0
$17.7 Million 1.84% of portfolio
338,386
Q2 2025 Added 56.54%
$3.95T
$14.8 Million 1.53% of portfolio
29,672
Q2 2025 Added 0.43%
$3.69T
$14 Million 1.46% of portfolio
68,391
Q2 2025 Added 7.65%
$0
$14.1 Million 1.46% of portfolio
127,678
Q2 2025 Reduced 64.73%
$2.26T
$11.9 Million 1.24% of portfolio
54,166
Q2 2025 Added 18.76%
$0
$10.5 Million 1.09% of portfolio
374,178
Q2 2025 Added 34.96%
$0
$9.99 Million 1.04% of portfolio
434,605
Q2 2025 Reduced 24.48%
$0
$9.03 Million 0.94% of portfolio
80,248
Q2 2025 Added 6.44%
$0
$8.58 Million 0.89% of portfolio
13,889
Q2 2025 Added 18.73%
$0
$7.83 Million 0.81% of portfolio
187,181
Q2 2025 Reduced 11.4%
$0
$7.59 Million 0.79% of portfolio
165,377
Q2 2025 Added 6.65%
$0
$7.39 Million 0.77% of portfolio
41,811
Q2 2025 Added 129.48%
$0
$7.4 Million 0.77% of portfolio
134,329
Q2 2025 Reduced 24.9%
$0
$6.69 Million 0.69% of portfolio
149,603
Q2 2025 Reduced 6.43%
$0
$6.49 Million 0.67% of portfolio
91,084
Q2 2025 Reduced 2.17%
$0
$6.41 Million 0.67% of portfolio
29,718
Q2 2025 Reduced 5.48%
$0
$6.14 Million 0.64% of portfolio
121,033
Q2 2025 Reduced 2.36%
$0
$6.07 Million 0.63% of portfolio
123,211
Q2 2025 Reduced 36.68%
$0
$5.94 Million 0.62% of portfolio
146,160
Q2 2025 Added 10.78%
$439B
$5.85 Million 0.61% of portfolio
5,907
Q2 2025 Added 2.96%
$0
$5.8 Million 0.6% of portfolio
10,204
Q2 2025 Added 37.1%
$0
$5.78 Million 0.6% of portfolio
63,014
Q2 2025 Reduced 72.35%
$0
$5.51 Million 0.57% of portfolio
30,268
Q2 2025 Reduced 8.1%
$53.5B
$5.53 Million 0.57% of portfolio
88,640
Q2 2025 Added 546.68%
$1.08T
$5.43 Million 0.56% of portfolio
17,085
Q2 2025 Added 27.12%
$0
$5.17 Million 0.54% of portfolio
106,613
Q2 2025 Reduced 1.71%
$0
$4.96 Million 0.52% of portfolio
97,882
Q2 2025 Added 1.56%
$0
$4.88 Million 0.51% of portfolio
44,169
Q2 2025 Reduced 12.98%
$0
$4.94 Million 0.51% of portfolio
77,501
Q2 2025 Added 699.14%
$106B
$4.83 Million 0.5% of portfolio
15,836
Q2 2025 Added 3.59%
$0
$4.73 Million 0.49% of portfolio
88,111
Q2 2025 Added 512.61%
$1.78T
$4.72 Million 0.49% of portfolio
6,394
Q2 2025 Added 38.52%
$0
$4.56 Million 0.47% of portfolio
10,351
Q2 2025 Reduced 85.34%
$859B
$4.55 Million 0.47% of portfolio
15,691
Q2 2025 Added 1.95%
$0
$4.39 Million 0.46% of portfolio
118,786
Q2 2025 Added 6.79%
$0
$4.35 Million 0.45% of portfolio
85,200
Q2 2025 Added 840.19%
$0
$4.21 Million 0.44% of portfolio
191,504
Q2 2025 Added 3.51%
$551B
$4.05 Million 0.42% of portfolio
11,403
Q2 2025 Reduced 0.84%
$0
$4.08 Million 0.42% of portfolio
103,312
Q2 2025 Added 2.8%
$0
$3.94 Million 0.41% of portfolio
12,979
Q2 2025 Added 3.39%

Summary

  • Portfolio
  • No. of Stocks 538
  • Current Value $962 Million
  • Prior Value $903 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 66 stocks
  • Additional Purchases 244 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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