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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$18.1 Million 1.89% of portfolio
114,811
Q2 2025 Reduced 6.58%
$3.8T
$14.8 Million 1.53% of portfolio
29,672
Q2 2025 Added 0.43%
$3.76T
$14 Million 1.46% of portfolio
68,391
Q2 2025 Added 7.65%
$2.32T
$11.9 Million 1.24% of portfolio
54,166
Q2 2025 Added 18.76%
$428B
$5.85 Million 0.61% of portfolio
5,907
Q2 2025 Added 2.96%
$1.25T
$5.43 Million 0.56% of portfolio
17,085
Q2 2025 Added 27.12%
$1.69T
$4.72 Million 0.49% of portfolio
6,394
Q2 2025 Added 38.52%
$900B
$4.55 Million 0.47% of portfolio
15,691
Q2 2025 Added 1.95%
$0
$4.21 Million 0.44% of portfolio
191,504
Q2 2025 Added 3.51%
$555B
$4.05 Million 0.42% of portfolio
11,403
Q2 2025 Reduced 0.84%
$171B
$3.74 Million 0.39% of portfolio
30,323
Q2 2025 Added 0.12%
$718B
$3.62 Million 0.38% of portfolio
4,644
Q2 2025 Reduced 5.13%
$1.47T
$3.19 Million 0.33% of portfolio
17,993
Q2 2025 Added 2.54%
$308B
$2.9 Million 0.3% of portfolio
20,256
Q2 2025 Added 6.29%
$1.44T
$2.83 Million 0.29% of portfolio
16,077
Q2 2025 Reduced 27.95%
$529B
$2.71 Million 0.28% of portfolio
2,026
Q2 2025 Added 13.63%
$146B
$2.31 Million 0.24% of portfolio
8,366
Q2 2025 Reduced 2.24%
$433B
$2.32 Million 0.24% of portfolio
6,327
Q2 2025 Added 4.67%
$185B
$2.17 Million 0.23% of portfolio
50,230
Q2 2025 Added 13.32%
$129B
$2.09 Million 0.22% of portfolio
9,989
Q2 2025 Reduced 33.64%
$644B
$1.98 Million 0.21% of portfolio
4,085
Q2 2025 Added 33.45%
$6.23B
$1.88 Million 0.2% of portfolio
14,790
Q2 2025 Added 3.04%
$554B
$1.91 Million 0.2% of portfolio
3,394
Q2 2025 Reduced 0.12%
$256B
$1.96 Million 0.2% of portfolio
13,817
Q2 2025 Reduced 15.11%
$96.1B
$1.83 Million 0.19% of portfolio
19,507
Q2 2025 New
$45.8B
$1.69 Million 0.18% of portfolio
4,817
Q2 2025 New
$0
$1.7 Million 0.18% of portfolio
173,155
Q2 2025 Added 20.43%
$93.7B
$1.69 Million 0.18% of portfolio
3,319
Q2 2025 Reduced 2.53%
$211B
$1.63 Million 0.17% of portfolio
56,291
Q2 2025 Reduced 11.65%
$144B
$1.62 Million 0.17% of portfolio
14,623
Q2 2025 Added 10.77%
$257B
$1.68 Million 0.17% of portfolio
9,235
Q2 2025 Reduced 1.43%
$35.1B
$1.51 Million 0.16% of portfolio
53,532
Q2 2025 Added 3.64%
$61.5B
$1.49 Million 0.16% of portfolio
14,805
Q2 2025 Added 64.66%
$89.5B
$1.59 Million 0.16% of portfolio
6,933
Q2 2025 Added 3.05%
$323B
$1.52 Million 0.16% of portfolio
1,891
Q2 2025 Added 8.8%
$466B
$1.48 Million 0.15% of portfolio
9,681
Q2 2025 Added 1.98%
$141B
$1.44 Million 0.15% of portfolio
20,680
Q2 2025 Added 7.59%
$467B
$1.49 Million 0.15% of portfolio
13,807
Q2 2025 Added 17.47%
$1.54B
$1.4 Million 0.15% of portfolio
35,294
Q2 2025 Added 31.74%
$119B
$1.47 Million 0.15% of portfolio
25,106
Q2 2025 Reduced 0.27%
$145B
$1.33 Million 0.14% of portfolio
3,359
Q2 2025 Reduced 0.5%
$0
$1.36 Million 0.14% of portfolio
132,937
Q2 2025 Added 3.38%
$142B
$1.3 Million 0.14% of portfolio
5,596
Q2 2025 Added 29.78%
$54.7B
$1.34 Million 0.14% of portfolio
3,552
Q2 2025 Added 2.6%
$6.34B
$1.34 Million 0.14% of portfolio
11,649
Q2 2025 Reduced 0.5%
$374B
$1.27 Million 0.13% of portfolio
7,998
Q2 2025 Added 14.7%
$162B
$1.27 Million 0.13% of portfolio
3,270
Q2 2025 Added 33.58%
$281B
$1.25 Million 0.13% of portfolio
12,743
Q2 2025 Added 0.71%
$144B
$1.12 Million 0.12% of portfolio
6,144
Q2 2025 Added 45.21%

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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