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
$2.2 Million 0.23% of portfolio
54,639
Q2 2025 Added 0.27%
$0
$2.24 Million 0.23% of portfolio
44,685
Q2 2025 New
$0
$2.08 Million 0.22% of portfolio
25,508
Q2 2025 Added 4.76%
$0
$2.14 Million 0.22% of portfolio
21,020
Q2 2025 Reduced 1.41%
$0
$2.15 Million 0.22% of portfolio
41,280
Q2 2025 Reduced 1.15%
$0
$2.12 Million 0.22% of portfolio
18,938
Q2 2025 Added 12.93%
$139B
$2.09 Million 0.22% of portfolio
9,989
Q2 2025 Reduced 33.64%
$0
$2.03 Million 0.21% of portfolio
32,011
Q2 2025 Added 4.25%
$0
$2.01 Million 0.21% of portfolio
35,333
Q2 2025 Reduced 5.21%
$621B
$1.98 Million 0.21% of portfolio
4,085
Q2 2025 Added 33.45%
$5.76B
$1.88 Million 0.2% of portfolio
14,790
Q2 2025 Added 3.04%
$548B
$1.91 Million 0.2% of portfolio
3,394
Q2 2025 Reduced 0.12%
$282B
$1.96 Million 0.2% of portfolio
13,817
Q2 2025 Reduced 15.11%
$0
$1.93 Million 0.2% of portfolio
92,048
Q2 2025 Added 18.24%
$0
$1.92 Million 0.2% of portfolio
21,784
Q2 2025 Reduced 18.61%
$0
$1.9 Million 0.2% of portfolio
19,410
Q2 2025 New
$0
$1.87 Million 0.19% of portfolio
45,009
Q2 2025 Added 14.45%
$0
$1.87 Million 0.19% of portfolio
44,687
Q2 2025 Added 10.82%
$95.5B
$1.83 Million 0.19% of portfolio
19,507
Q2 2025 New
$0
$1.79 Million 0.19% of portfolio
13,245
Q2 2025 Reduced 5.4%
$0
$1.8 Million 0.19% of portfolio
17,488
Q2 2025 Added 247.6%
$0
$1.77 Million 0.18% of portfolio
23,447
Q2 2025 Reduced 0.6%
$45.7B
$1.69 Million 0.18% of portfolio
4,817
Q2 2025 New
$0
$1.69 Million 0.18% of portfolio
69,157
Q2 2025 New
$0
$1.78 Million 0.18% of portfolio
23,379
Q2 2025 Reduced 5.45%
$0
$1.7 Million 0.18% of portfolio
173,155
Q2 2025 Added 20.43%
$0
$1.72 Million 0.18% of portfolio
34,538
Q2 2025 Reduced 10.95%
$0
$1.76 Million 0.18% of portfolio
55,315
Q2 2025 Reduced 24.9%
$93.6B
$1.69 Million 0.18% of portfolio
3,319
Q2 2025 Reduced 2.53%
$0
$1.64 Million 0.17% of portfolio
33,449
Q2 2025 Added 7.91%
$203B
$1.63 Million 0.17% of portfolio
56,291
Q2 2025 Reduced 11.65%
$150B
$1.62 Million 0.17% of portfolio
14,623
Q2 2025 Added 10.77%
$0
$1.65 Million 0.17% of portfolio
19,453
Q2 2025 Added 15.46%
$261B
$1.68 Million 0.17% of portfolio
9,235
Q2 2025 Reduced 1.43%
$33B
$1.51 Million 0.16% of portfolio
53,532
Q2 2025 Added 3.64%
$0
$1.53 Million 0.16% of portfolio
23,884
Q2 2025 Reduced 11.96%
$0
$1.5 Million 0.16% of portfolio
44,781
Q2 2025 Reduced 47.04%
$63.8B
$1.49 Million 0.16% of portfolio
14,805
Q2 2025 Added 64.66%
$0
$1.55 Million 0.16% of portfolio
8,960
Q2 2025 Added 4.03%
$95.6B
$1.59 Million 0.16% of portfolio
6,933
Q2 2025 Added 3.05%
$0
$1.56 Million 0.16% of portfolio
19,398
Q2 2025 Added 2.28%
$0
$1.53 Million 0.16% of portfolio
13,914
Q2 2025 Reduced 10.58%
$295B
$1.52 Million 0.16% of portfolio
1,891
Q2 2025 Added 8.8%
$0
$1.41 Million 0.15% of portfolio
5,962
Q2 2025 Reduced 4.68%
$0
$1.46 Million 0.15% of portfolio
44,381
Q2 2025 Reduced 3.52%
$452B
$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%
$442B
$1.49 Million 0.15% of portfolio
13,807
Q2 2025 Added 17.47%
$0
$1.43 Million 0.15% of portfolio
10,252
Q2 2025 Added 22.53%

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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