Q2 2026 13F · SEC CIK 1784235

Clear Creek Financial Management, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 642
Top holdings a year, 3 yrs: +15.3%
Assets under management: $1.9B

Clear Creek Financial Management, LLC is a wealth manager that reported 642 positions worth $1.6B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Spdr Series Trust (SPLG, 3.0%), Micron Technology Inc (MU, 2.7%), Spdr Series Trust (SPYG, 2.4%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Clear Creek Financial Management, LLC holdings largest 50 of 642 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clear Creek Financial Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	3.0%	3.1%	527,660	+1.2%	$46.4M
MUMicron Technology Inc	2.7%	1.0%	36,300	-2.3%	$41.9M
SPYGSpdr Series Trust	2.4%	2.4%	318,096	-2.1%	$37.9M
IVVIshares Core S&p 500 ETF	2.4%	2.7%	50,170	-6.5%	$37.6M
SPABSpdr Series Trust	1.7%	1.9%	1,059,916	+11.5%	$27.0M
EFAiShs MSCI EAFE	1.7%	1.9%	260,004	+3.1%	$27.0M
BALTInnovator Etfs Trust	1.5%	1.6%	669,133	+9.1%	$22.9M
QQQInvesco Qqq Tr	1.5%	1.8%	30,919	-24.8%	$22.8M
NVDANvidia Corporation Com	1.4%	1.6%	111,968	-4.3%	$22.4M
DFASDimensional ETF Trust	1.4%	0.8%	263,071	+85.3%	$21.7M
AAPLApple Inc	1.4%	1.4%	74,607	+6.0%	$21.6M
SPYVSpdr Series Trust	1.2%	1.4%	315,733	-4.0%	$19.2M
VTVVanguard Value ETF	1.1%	0.8%	78,791	+48.6%	$17.2M
USFRWisdomtree Tr	1.1%	3.0%	335,303	-56.6%	$16.9M
AMZNAmazon Com Inc Com	1.0%	1.0%	68,288	+9.1%	$16.3M
SCHMSchwab Strategic Tr	1.0%	1.0%	431,877	+0.4%	$15.9M
LMBSFirst Tr Exchange-Traded Fd	1.0%	1.2%	313,206	-1.0%	$15.6M
AVIVAmerican Centy ETF Tr	1.0%	—	196,767	—	$15.2M
SPMOInvesco Exch Traded Fd Tr II	1.0%	0.8%	93,671	+0.7%	$15.1M
SMHVaneck Semiconductor ETF	1.0%	—	22,806	—	$15.0M
GOVTIshares Tr	0.9%	0.8%	647,842	+39.0%	$14.8M
VAWVanguard World Fd	0.9%	0.6%	63,992	+71.0%	$14.6M
VBILVanguard Instl Index Fd	0.9%	1.4%	192,880	-20.6%	$14.6M
VISVanguard World Fd	0.9%	0.6%	39,804	+64.5%	$14.3M
MSFTMicrosoft Corp	0.9%	1.0%	37,829	+7.1%	$14.1M
VTVanguard Total World Stock Index Fund Et	0.9%	—	88,898	—	$14.0M
SGVTSchwab Strategic Tr	0.9%	0.6%	135,911	+72.4%	$13.7M
EEMIshares	0.9%	1.1%	194,950	-22.9%	$13.3M
IWMIshares	0.8%	1.3%	42,739	-35.0%	$12.8M
ACYNFirst Tr Exchange-Traded Fd	0.8%	—	594,358	—	$12.4M
CGGRCapital Group Growth ETF	0.8%	0.7%	246,953	+7.0%	$11.7M
FTSMFirst Tr Exchange-Traded Fd	0.7%	0.7%	177,716	+11.0%	$10.6M
TSLATesla Inc Com	0.7%	0.6%	24,025	+13.0%	$10.1M
STIPIshares Tr	0.6%	0.7%	96,851	+12.1%	$9.9M
VOOVanguard S&p 500 ETF	0.6%	0.6%	14,306	+8.7%	$9.8M
BITBBitwise Bitcoin ETF TR SHS Ben Int	0.6%	0.7%	304,155	+22.2%	$9.7M
SGOViShares 0-3 Month Treasury Bon	0.6%	0.6%	94,120	+17.0%	$9.5M
ACYSFirst Tr Exchange-Traded Fd	0.6%	—	459,791	—	$9.4M
VIGVanguard Dividend Appreciation ETF	0.6%	0.6%	37,525	+2.4%	$8.9M
HYLSFirst Tr Exchange-Traded Fd	0.6%	0.7%	213,297	-2.4%	$8.7M
IAUIshares Gold Trust	0.6%	0.7%	113,506	+6.2%	$8.6M
AIRRFirst Tr Exchange Traded Fd	0.5%	0.7%	62,725	-18.6%	$8.4M
FTSLFirst Tr Exchange-Traded Fd	0.5%	0.5%	179,524	+17.7%	$8.0M
IEFAIshares Core Msci Eafe ETF	0.5%	—	80,957	—	$7.8M
COWZPacer Fds Tr	0.5%	0.6%	123,795	+4.2%	$7.7M
GOOGLAlphabet Inc	0.5%	0.5%	21,403	+2.8%	$7.6M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	10,202	-5.8%	$7.6M
CRWDCrowdstrike Hldgs Inc Class A	0.5%	—	9,945	—	$7.6M
GRIDFirst Tr Exchange-Traded Fd	0.5%	—	39,489	—	$7.6M
FBCGFidelity Blue Chip Growth ETF	0.5%	—	120,334	—	$7.5M

What Clear Creek Financial Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	642
Q1 2026	$1.3B	608
Q4 2025	$1.2B	580
Q3 2025	$1.2B	560
Q2 2025	$1.1B	538
Q1 2025	$964.7M	519
Q4 2024	$925.2M	468
Q3 2024	$883.4M	458
Q2 2024	$825.2M	446
Q1 2024	$781.4M	420
Q4 2023	$629.8M	341
Q3 2023	$570.1M	322

Questions about Clear Creek Financial Management, LLC's portfolio

What stocks does Clear Creek Financial Management, LLC own?

Clear Creek Financial Management, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 642 positions worth $1.6B. The largest are Spdr Series Trust (SPLG) at 3.0%, Micron Technology Inc (MU) at 2.7%, Spdr Series Trust (SPYG) at 2.4%, Ishares Core S&p 500 ETF (IVV) at 2.4% and Spdr Series Trust (SPAB) at 1.7%.

What did Clear Creek Financial Management, LLC buy last quarter?

In Q2 2026, Clear Creek Financial Management, LLC added Dimensional ETF Trust (DFAS) (+85.3% shares), Schwab Strategic Tr (SGVT) (+72.4% shares) and Vanguard World Fd (VAW) (+71.0% shares), compared with its Q1 2026 filing.

What did Clear Creek Financial Management, LLC sell last quarter?

In Q2 2026, Clear Creek Financial Management, LLC cut from its top 50 Ishares (IVW), cut from its top 50 IShares S&P Small Cap 600 Value (IJS), cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Rbb Fd Inc (TBIL), cut from its top 50 Collaborative Investmnt Ser (RSEE), Wisdomtree Tr (USFR) (-56.6% shares), Ishares (IWM) (-35.0% shares) and Invesco Qqq Tr (QQQ) (-24.8% shares), compared with its Q1 2026 filing.

How has Clear Creek Financial Management, LLC's portfolio performed?

A portfolio copying Clear Creek Financial Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is Clear Creek Financial Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clear Creek Financial Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Clear Creek Financial Management, LLC manage?

Clear Creek Financial Management, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.