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 ETFs Only

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%
$0
$17.7 Million 1.84% of portfolio
338,386
Q2 2025 Added 56.54%
$0
$14.1 Million 1.46% of portfolio
127,678
Q2 2025 Reduced 64.73%
$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
$9.86 Million 1.02% of portfolio
97,927
Q2 2025 Added 2.98%
$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
$7.39 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%
$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%
$58.3B
$5.53 Million 0.57% of portfolio
88,640
Q2 2025 Added 546.68%
$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%
$116B
$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%
$0
$4.56 Million 0.47% of portfolio
10,351
Q2 2025 Reduced 85.34%
$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
$4.08 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%
$0
$3.72 Million 0.39% of portfolio
39,279
Q2 2025 Added 425.12%
$0
$3.74 Million 0.39% of portfolio
51,317
Q2 2025 Added 12.11%
$0
$3.79 Million 0.39% of portfolio
84,496
Q2 2025 Added 569.17%
$0
$3.58 Million 0.37% of portfolio
19,711
Q2 2025 Reduced 29.14%
$0
$3.52 Million 0.37% of portfolio
52,274
Q2 2025 Reduced 0.54%
$0
$3.49 Million 0.36% of portfolio
61,174
Q2 2025 Added 5.12%
$0
$3.49 Million 0.36% of portfolio
141,380
Q2 2025 Added 5.15%
$0
$3.5 Million 0.36% of portfolio
75,812
Q2 2025 Reduced 17.03%
$0
$3.37 Million 0.35% of portfolio
125,998
Q2 2025 Reduced 62.37%
$0
$3.34 Million 0.35% of portfolio
18,246
Q2 2025 Added 25.14%

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
Track This Portfolio

Track Clear Creek Financial Management, LLC Portfolio

Follow Clear Creek Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Creek Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Creek Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email