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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.76B
$1.88 Million 0.2% of portfolio
14,790
Q2 2025 Added 3.04%
$6.34B
$1.34 Million 0.14% of portfolio
11,649
Q2 2025 Reduced 0.5%
$9.04B
$924,000 0.1% of portfolio
5,473
Q2 2025 Reduced 2.67%
$2.19B
$828,000 0.09% of portfolio
12,811
Q2 2025 New
$6.6B
$831,000 0.09% of portfolio
5,385
Q2 2025 Added 79.56%
$2.75B
$785,000 0.08% of portfolio
24,567
Q2 2025 Added 4.15%
$3.42B
$586,000 0.06% of portfolio
35,629
Q2 2025 Added 51.84%
$3.68B
$596,000 0.06% of portfolio
1,475
Q2 2025 Added 27.93%
$2.96B
$590,000 0.06% of portfolio
24,463
Q2 2025 New
$6.17B
$530,000 0.06% of portfolio
10,346
Q2 2025 Added 23.89%
$6.4B
$451,000 0.05% of portfolio
5,006
Q2 2025 Added 1,855.47%
$2.64B
$472,000 0.05% of portfolio
20,958
Q2 2025 Added 35.43%
$2.35B
$458,000 0.05% of portfolio
6,498
Q2 2025 Added 10.81%
$8.57B
$508,000 0.05% of portfolio
11,825
Q2 2025 Added 11.78%
$2.56B
$361,000 0.04% of portfolio
33,657
Q2 2025 Added 16.21%
$7.76B
$395,000 0.04% of portfolio
2,285
Q2 2025 Reduced 2.18%
$2.75B
$384,000 0.04% of portfolio
3,729
Q2 2025 New
$8.02B
$341,000 0.04% of portfolio
4,034
Q2 2025 Reduced 6.45%
$3.41B
$392,000 0.04% of portfolio
8,700
Q2 2025 New
$2.72B
$297,000 0.03% of portfolio
4,348
Q2 2025 Added 2.21%
$5.34B
$265,000 0.03% of portfolio
3,570
Q2 2025 Added 10.22%
$4.91B
$281,000 0.03% of portfolio
22,000
Q2 2025 Reduced 14.89%
$3.36B
$308,000 0.03% of portfolio
16,858
Q2 2025 Reduced 5.01%
$7.95B
$296,000 0.03% of portfolio
5,713
Q2 2025 Added 11.26%
$7.62B
$290,000 0.03% of portfolio
5,599
Q2 2025 Reduced 0.6%
$7.08B
$315,000 0.03% of portfolio
1,413
Q2 2025 Added 9.28%
$4.09B
$284,000 0.03% of portfolio
6,125
Q2 2025 Reduced 22.22%
$5.11B
$201,000 0.02% of portfolio
26,480
Q2 2025 Added 5.08%
$2.99B
$227,000 0.02% of portfolio
1,240
Q2 2025 New
$6.66B
$217,000 0.02% of portfolio
11,895
Q2 2025 Reduced 15.22%
$2.22B
$225,000 0.02% of portfolio
3,512
Q3 2024 New
$4.57B
$186,000 0.02% of portfolio
31,094
Q2 2025 Added 3.05%
$3.77B
$140,000 0.01% of portfolio
20,629
Q2 2025 Reduced 2.36%

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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