Clear Creek Financial Management, LLC Portfolio Holdings

Clear Creek Financial Management, LLC

  • $1.05 Billion
  • Q3 2025

Clear Creek Financial Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 560 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 $47M, Ishares Core S&P 500 ETF with a value of $38.7M, Spdr Portfolio Aggregate Bond with a value of $30.9M, Invesco Qqq Trust, Series 1 with a value of $30.1M, and Spdr Portfolio with a value of $27.8M.

Examining the 13F form we can see an increase of $89.5M in the current position value, from $962M to 1.05B.

Below you can find more details about Clear Creek Financial Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Billion
ETFs: $744 Million
Technology: $97.6 Million
Financial Services: $33.2 Million
Consumer Cyclical: $33.1 Million
Communication Services: $22.9 Million
Industrials: $22.8 Million
Healthcare: $18.3 Million
Consumer Defensive: $18 Million
Other: $25.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.38B
$2.21 Million 0.21% of portfolio
14,295
Q3 2025 Reduced 3.35%
$6.49B
$1.52 Million 0.14% of portfolio
11,501
Q3 2025 Reduced 1.27%
$2.23B
$1.37 Million 0.13% of portfolio
59,638
Q3 2025 Reduced 23.91%
$9.4B
$796,000 0.08% of portfolio
12,944
Q3 2025 Added 9.46%
$2.7B
$761,000 0.07% of portfolio
25,212
Q3 2025 Added 2.63%
$5.52B
$772,000 0.07% of portfolio
5,379
Q3 2025 Reduced 0.11%
$8.47B
$784,000 0.07% of portfolio
5,418
Q3 2025 Reduced 1.0%
$8.69B
$726,000 0.07% of portfolio
60,011
Q3 2025 Added 93.0%
$2.64B
$626,000 0.06% of portfolio
27,789
Q3 2025 Added 32.59%
$9.97B
$605,000 0.06% of portfolio
2,910
Q3 2025 Added 130.95%
$6.2B
$572,000 0.05% of portfolio
5,312
Q3 2025 Added 6.11%
$6.02B
$481,000 0.05% of portfolio
11,446
Q3 2025 Added 10.63%
$4.19B
$487,000 0.05% of portfolio
27,346
Q3 2025 New
$3.44B
$544,000 0.05% of portfolio
1,755
Q3 2025 Added 41.53%
$2.69B
$523,000 0.05% of portfolio
8,348
Q3 2025 Added 28.47%
$7.07B
$444,000 0.04% of portfolio
2,247
Q3 2025 Reduced 1.66%
$3.86B
$401,000 0.04% of portfolio
8,901
Q3 2025 Added 2.31%
$2.2B
$407,000 0.04% of portfolio
4,016
Q3 2025 Added 7.7%
$4.55B
$393,000 0.04% of portfolio
6,382
Q3 2025 Added 5.51%
$5.45B
$281,000 0.03% of portfolio
3,597
Q3 2025 Added 0.76%
$3.19B
$328,000 0.03% of portfolio
39,519
Q3 2025 Added 10.92%
$8.09B
$275,000 0.03% of portfolio
11,356
Q3 2025 Reduced 4.53%
$2.76B
$368,000 0.03% of portfolio
5,027
Q3 2025 New
$9.48B
$352,000 0.03% of portfolio
4,292
Q3 2025 Added 29.63%
$5.53B
$323,000 0.03% of portfolio
26,480
Q2 2025 Added 5.08%
$6.55B
$280,000 0.03% of portfolio
21,000
Q3 2025 Reduced 4.55%
$7.63B
$319,000 0.03% of portfolio
5,643
Q3 2025 Reduced 1.23%
$8.76B
$190,000 0.02% of portfolio
11,804
Q3 2025 New
$5.38B
$213,000 0.02% of portfolio
7,553
Q3 2025 New
$6.59B
$242,000 0.02% of portfolio
1,394
Q3 2025 Reduced 1.34%
$3.45B
$255,000 0.02% of portfolio
14,503
Q3 2025 Reduced 13.97%
$8.04B
$261,000 0.02% of portfolio
826
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 560
  • Current Value $1.05 Billion
  • Prior Value $962 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 58 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 236 stocks
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