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
$1.58B
$1.4 Million 0.15% of portfolio
35,294
Q2 2025 Added 31.74%
$118B
$1.47 Million 0.15% of portfolio
25,106
Q2 2025 Reduced 0.27%
$0
$1.41 Million 0.15% of portfolio
27,976
Q2 2025 Reduced 0.33%
$0
$1.34 Million 0.14% of portfolio
16,204
Q2 2025 Reduced 13.68%
$0
$1.38 Million 0.14% of portfolio
5,761
Q2 2025 Reduced 3.21%
$0
$1.33 Million 0.14% of portfolio
41,405
Q2 2025 New
$142B
$1.33 Million 0.14% of portfolio
3,359
Q2 2025 Reduced 0.5%
$0
$1.39 Million 0.14% of portfolio
8,471
Q2 2025 Reduced 10.48%
$0
$1.36 Million 0.14% of portfolio
132,937
Q2 2025 Added 3.38%
$146B
$1.3 Million 0.14% of portfolio
5,596
Q2 2025 Added 29.78%
$56B
$1.34 Million 0.14% of portfolio
3,552
Q2 2025 Added 2.6%
$0
$1.37 Million 0.14% of portfolio
56,039
Q2 2025 Reduced 2.5%
$6.34B
$1.34 Million 0.14% of portfolio
11,649
Q2 2025 Reduced 0.5%
$368B
$1.27 Million 0.13% of portfolio
7,998
Q2 2025 Added 14.7%
$157B
$1.27 Million 0.13% of portfolio
3,270
Q2 2025 Added 33.58%
$0
$1.22 Million 0.13% of portfolio
26,298
Q2 2025 Reduced 6.34%
$0
$1.21 Million 0.13% of portfolio
26,806
Q2 2025 Added 13.77%
$0
$1.24 Million 0.13% of portfolio
15,213
Q2 2025 Reduced 10.94%
$0
$1.24 Million 0.13% of portfolio
2,910
Q2 2025 Reduced 47.93%
$0
$1.22 Million 0.13% of portfolio
46,195
Q2 2025 Reduced 0.93%
$0
$1.22 Million 0.13% of portfolio
41,701
Q2 2025 Added 349.46%
$18B
$1.13 Million 0.12% of portfolio
34,526
Q2 2025 New
$0
$1.12 Million 0.12% of portfolio
3,930
Q2 2025 Reduced 5.66%
$0
$1.2 Million 0.12% of portfolio
7,624
Q2 2025 Reduced 8.61%
$0
$1.11 Million 0.12% of portfolio
26,540
Q2 2025 Added 8.67%
$0
$1.16 Million 0.12% of portfolio
32,557
Q2 2025 Added 56.46%
$162B
$1.12 Million 0.12% of portfolio
6,144
Q2 2025 Added 45.21%
$145B
$1.18 Million 0.12% of portfolio
3,292
Q2 2025 Added 5.18%
$0
$1.02 Million 0.11% of portfolio
41,119
Q2 2025 Reduced 6.31%
$0
$1.05 Million 0.11% of portfolio
62,526
Q2 2025 Added 5.6%
$0
$1.04 Million 0.11% of portfolio
16,782
Q2 2025 Added 82.47%
$202B
$1.04 Million 0.11% of portfolio
7,871
Q2 2025 Added 8.9%
$0
$1.04 Million 0.11% of portfolio
16,795
Q2 2025 Reduced 19.5%
$0
$1.06 Million 0.11% of portfolio
21,879
Q2 2025 Reduced 15.67%
$0
$1.08 Million 0.11% of portfolio
25,217
Q2 2025 Reduced 5.41%
$0
$1.09 Million 0.11% of portfolio
35,084
Q2 2025 Added 366.85%
$33.1B
$1.07 Million 0.11% of portfolio
13,115
Q2 2025 Added 123.84%
$0
$1.07 Million 0.11% of portfolio
9,870
Q2 2025 Added 1.97%
$0
$986,000 0.1% of portfolio
33,365
Q2 2025 Reduced 0.39%
$0
$997,000 0.1% of portfolio
15,805
Q2 2025 Added 3.68%
$0
$995,000 0.1% of portfolio
28,224
Q2 2025 Added 1.4%
$0
$976,000 0.1% of portfolio
33,342
Q2 2025 Reduced 85.35%
$187B
$922,000 0.1% of portfolio
2,275
Q2 2025 Reduced 3.93%
$0
$915,000 0.1% of portfolio
16,962
Q2 2025 Reduced 9.11%
$207B
$983,000 0.1% of portfolio
7,930
Q2 2025 Added 5.93%
$0
$1 Million 0.1% of portfolio
13,566
Q2 2025 Added 217.78%
$0
$915,000 0.1% of portfolio
10,051
Q2 2025 Added 51.67%
$95.8B
$1.01 Million 0.1% of portfolio
22,268
Q2 2025 Reduced 22.28%
$0
$985,000 0.1% of portfolio
22,450
Q2 2025 Added 4.49%

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