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
$726,000 0.08% of portfolio
11,648
Q2 2025 Reduced 2.68%
$79.5B
$629,000 0.07% of portfolio
5,027
Q2 2025 Reduced 29.53%
$0
$719,000 0.07% of portfolio
7,249
Q2 2025 Reduced 27.94%
$0
$629,000 0.07% of portfolio
14,836
Q2 2025 Reduced 24.02%
$10.2B
$683,000 0.07% of portfolio
5,631
Q2 2025 Added 1.04%
$66.3B
$663,000 0.07% of portfolio
8,573
Q2 2025 New
$95.3B
$649,000 0.07% of portfolio
2,939
Q2 2025 Reduced 5.38%
$0
$671,000 0.07% of portfolio
15,044
Q2 2025 Reduced 10.37%
$0
$631,000 0.07% of portfolio
4,124
Q2 2025 Reduced 36.89%
$0
$662,000 0.07% of portfolio
6,587
Q2 2025 Reduced 25.45%
$182B
$680,000 0.07% of portfolio
7,298
Q2 2025 Added 45.23%
$0
$663,000 0.07% of portfolio
4,980
Q2 2025 Reduced 6.55%
$229B
$681,000 0.07% of portfolio
5,009
Q2 2025 Added 10.94%
$94.4B
$713,000 0.07% of portfolio
10,043
Q2 2025 Added 3.92%
$0
$702,000 0.07% of portfolio
2,518
Q2 2025 Added 4.31%
$0
$684,000 0.07% of portfolio
13,148
Q2 2025 Added 76.18%
$23.6B
$719,000 0.07% of portfolio
3,028
Q2 2025 Added 290.21%
$245B
$705,000 0.07% of portfolio
2,260
Q2 2025 Added 30.11%
$0
$678,000 0.07% of portfolio
17,859
Q2 2025 Reduced 7.34%
$0
$714,000 0.07% of portfolio
104,857
Q4 2024 Reduced 1.83%
$0
$699,000 0.07% of portfolio
9,953
Q2 2025 Reduced 0.6%
$222B
$720,000 0.07% of portfolio
2,465
Q2 2025 Added 12.56%
$108B
$711,000 0.07% of portfolio
7,765
Q2 2025 Reduced 3.5%
$0
$693,000 0.07% of portfolio
21,797
Q2 2025 Reduced 29.99%
$0
$684,000 0.07% of portfolio
22,014
Q2 2025 Added 14.94%
$78.6B
$539,000 0.06% of portfolio
7,265
Q2 2025 Added 11.99%
$152B
$571,000 0.06% of portfolio
2,048
Q2 2025 Reduced 5.1%
$203B
$597,000 0.06% of portfolio
7,546
Q2 2025 Added 14.93%
$3.42B
$586,000 0.06% of portfolio
35,629
Q2 2025 Added 51.84%
$12.7B
$575,000 0.06% of portfolio
6,145
Q2 2025 New
$0
$575,000 0.06% of portfolio
8,402
Q2 2025 Added 79.95%
$684B
$575,000 0.06% of portfolio
2,633
Q2 2025 Added 43.8%
$3.68B
$596,000 0.06% of portfolio
1,475
Q2 2025 Added 27.93%
$59.7B
$624,000 0.06% of portfolio
21,240
Q2 2025 Added 0.03%
$2.96B
$590,000 0.06% of portfolio
24,463
Q2 2025 New
$0
$610,000 0.06% of portfolio
12,442
Q2 2025 Added 0.06%
$0
$592,000 0.06% of portfolio
23,200
Q2 2025 Reduced 0.85%
$155B
$573,000 0.06% of portfolio
4,647
Q2 2025 Reduced 3.41%
$0
$609,000 0.06% of portfolio
13,248
Q2 2025 Reduced 4.18%
$0
$615,000 0.06% of portfolio
62,834
Q2 2025 Reduced 6.76%
$89.6B
$587,000 0.06% of portfolio
26,238
Q2 2025 Reduced 4.35%
$201B
$623,000 0.06% of portfolio
792
Q2 2025 Reduced 3.65%
$23.9B
$536,000 0.06% of portfolio
17,658
Q2 2025 Reduced 5.86%
$1.68B
$603,000 0.06% of portfolio
58,335
Q2 2025 Added 17.22%
$23.7B
$581,000 0.06% of portfolio
8,074
Q2 2025 Added 32.25%
$0
$550,000 0.06% of portfolio
11,683
Q2 2025 Added 1.46%
$0
$594,000 0.06% of portfolio
4,656
Q2 2025 Reduced 14.41%
$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%

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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