Top 50 Clear Creek Financial Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 3.07% | 806.4K | $40.6M | +140.50%(+471.10K) | $50.35(+0.04%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.96% | 51.2K | $39.2M | +2.08%(+1.04K) | $431.80(+79.08%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.87% | 423.9K | $38.0M | -19.67%(-103.79K) | $59.41(+52.51%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 2.38% | 256.5K | $31.6M | -19.37%(-61.63K) | $71.25(+69.21%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.9% | 110.0K | $25.1M | -1.72%(-1.92K) | $55.01(+296.18%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 1.81% | 982.1K | $23.9M | -7.34%(-77.85K) | $26.39(-6.17%) | 2026-09-30 | |
| EFA | ISHARES TR | 1.56% | 199.6K | $20.7M | -23.24%(-60.43K) | $84.63(+22.40%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.51% | 18.8K | $20.0M | -48.25%(-17.52K) | $121.52(+664.31%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.38% | 54.7K | $18.2M | -26.65%(-19.88K) | $176.88(+96.23%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.33% | 34.4K | $17.6M | -9.04%(-3.42K) | $297.11(+78.84%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.97% | +60.02% | +7.58% | +44.11% |
| Top 20 Holdings Unweighted | +18.19% | +65.12% | +8.50% | +50.33% |
Clear Creek Financial Management LLC reports $1.33B in US-listed equity holdings across 617 positions in its most recent 13F filing. Its largest disclosed positions are USFR (3.1%), IVV (3.0%) and SPYM (2.9%). The top 20 holdings account for 31.75% of reported assets. Its disclosed equity book has returned +60.02% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clear Creek Financial Management LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1784235). View Clear Creek Financial Management LLCโs 13F filings on SEC