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 Market Cap. of $10 Billions to $200 Billions
