Clear Creek Financial Management, LLC

CIK

1784235

Location

SILVERDALE, WA

Portfolio Value

Small $447,572,794

Diversification

Diversified

Filing Date

Global Rank

#3,042 / 8,700 ▼ 1074

Top Industry

Semiconductors 21.0%

Period ended 2 months ago

Filed Jul 28, 2026 · 47d

26 quarters · since Mar 2020

Portfolio Concentration

285 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

−7.0 pts

Top 5

27.9%

−8.2 pts

Top 10

39.1%

−7.6 pts

HHI

237

Diversified−216

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$163,237,364	61
Unclassified	14.0%	$62,723,629	18
Industrials	10.3%	$46,313,801	47
Consumer Cyclical	8.9%	$39,840,219	20
Financial Services	7.9%	$35,514,004	50
Healthcare	6.3%	$28,102,054	27
Communication Services	5.5%	$24,586,851	11
Consumer Defensive	4.0%	$17,850,165	9
Energy	2.2%	$9,930,857	10
Utilities	1.6%	$7,283,280	9
Basic Materials	1.4%	$6,349,418	11
Real Estate	1.3%	$5,841,152	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHW	Bitwise Ethereum ETF	+94,941	337,162	$3,803,187
BITB	Bitwise Bitcoin ETF	+55,195	304,155	$9,690,378
INFY	Infosys Ltd	+19,331	53,095	$556,966
BE	Bloom Energy Corp	+15,503	17,474	$5,289,379
NXT	Nextpower Inc.	+9,133	31,930	$3,804,140
EXLS	ExlService Holdings, Inc.	+7,180	22,980	$594,262
IAU	Ishares Gold Trust	+6,580	113,506	$8,570,838
AMZN	Amazon Com Inc	+5,694	68,288	$16,275,761
NVS	Novartis AG	+5,290	8,250	$1,292,940
SMR	NUSCALE POWER Corp	+5,182	75,475	$757,014
AMKR	Amkor Technology, Inc.	+4,946	24,304	$2,095,733
EVV	Eaton Vance Ltd Duration Income Fund	+4,699	139,244	$1,304,716
GSOL	Grayscale Solana Staking ETF	+4,377	28,144	$155,636
AAPL	Apple Inc.	+4,206	74,607	$21,588,281
ANET	Arista Networks, Inc.	+4,193	6,247	$1,061,240
PPTA	Perpetua Resources Corp.	+3,772	24,777	$514,370
INTC	Intel Corp	+3,599	22,191	$3,098,529
ZTS	Zoetis Inc.	+3,482	7,312	$525,440
GE	General Electric Co	+3,086	11,515	$4,303,500
KEY	Keycorp /New/	+3,039	15,223	$350,890
MP	MP Materials Corp. / DE	+2,895	8,852	$495,800
META	Meta Platforms, Inc.	+2,878	13,069	$7,361,637
TSLA	Tesla, Inc.	+2,768	24,025	$10,104,915
APLD	Applied Digital Corp.	+2,648	66,575	$2,483,247
MSFT	Microsoft Corp	+2,500	37,829	$14,110,973
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−10,651	21,403	$7,648,790
QQQ	Invesco Qqq Trust, Series 1	−10,187	30,919	$22,768,751
PLTR	Palantir Technologies Inc.	−9,693	18,519	$2,160,611
SLV	iShares Silver Trust	−9,574	25,603	$1,368,992
T	At&T Inc.	−8,598	38,822	$803,615
ARCC	Ares Capital Corp	−6,919	199,404	$3,694,956
DNP	Dnp Select Income Fund Inc	−6,710	51,624	$557,022
USA	Liberty All Star Equity Fund	−6,555	93,252	$541,794
STEW	SRH Total Return Fund, Inc.	−6,200	38,600	$690,940
DDOG	Datadog, Inc.	−5,671	3,334	$868,040
GLD	Spdr Gold Trust	−5,050	9,473	$3,489,663
NVDA	Nvidia Corp	−5,044	111,968	$22,403,677
CCL	Carnival Corp Ltd.	−4,709	84,930	$2,426,450
PMM	Franklin Managed Municipal Income Trust	−3,850	28,020	$183,250
HON	Honeywell International Inc	−3,362	4,192	$938,588
—		−3,222	12,534	$557,386
ETHA	iShares Ethereum Trust ETF	−2,940	14,336	$170,455
EPD	Enterprise Products Partners L.P.	−2,770	21,098	$775,562
NBIS	Nebius Group N.V.	−2,495	9,248	$2,554,020
PANW	Palo Alto Networks Inc	−2,376	1,430	$487,658
UNH	Unitedhealth Group Inc	−2,300	3,847	$1,598,928
NVO	Novo Nordisk A S	−2,075	28,506	$1,366,577
NAD	Nuveen Quality Municipal Income Fund	−1,966	17,132	$207,639
GLDM	World Gold Trust	−1,867	10,094	$801,665
RKLB	Rocket Lab Corp	−1,712	3,993	$405,888
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	6,930	$1,184,059
AZN	Astrazeneca PLC	6,227	$1,180,763
AGX	Argan Inc	1,405	$1,121,962
HONA	Honeywell Aerospace Inc.	4,333	$956,726
IBRX	ImmunityBio, Inc.	80,000	$700,400
URI	United Rentals, Inc.	473	$535,856
OUST	Ouster, Inc.	7,414	$463,523
GOF	Guggenheim Strategic Opportunities Fund	36,457	$398,110
COHR	Coherent Corp.	935	$368,829
ARMK	Aramark	5,752	$327,288
ETH	Grayscale Ethereum Staking Mini ETF	21,374	$321,251
TSM	Taiwan Semiconductor Manufacturing Co Ltd	634	$302,779
ENLT	Enlight Renewable Energy Ltd.	3,285	$292,430
ALLY	Ally Financial Inc.	6,364	$292,425
FLS	Flowserve Corp	3,778	$280,176
OKLO	Oklo Inc.	5,232	$273,790
TECK	Teck Resources Ltd	4,546	$270,305
AVAV	AeroVironment Inc	1,624	$268,073
ROK	Rockwell Automation, Inc	526	$260,412
HALO	Halozyme Therapeutics, Inc.	3,292	$257,664
STX	Seagate Technology Holdings plc	257	$248,005
BROS	Dutch Bros Inc.	3,431	$246,380
PLD	Prologis, Inc.	1,813	$245,607
Q	Qnity Electronics, Inc.	1,500	$244,965
SNOW	Snowflake Inc.	947	$241,011
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	2,318,335	$205,661,353
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,360,136	$123,499,267
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	871,613	$45,696,856
CAAA	First Trust AAA CMBS ETF	890,790	$42,069,825
AFGR	First Trust Active Factor Large Cap Growth ETF	1,063,981	$37,032,656
FNDA	Schwab Fundamental U.S. Small Company ETF	816,189	$29,516,124
VB	Vanguard Morningstar Small-Cap ETF	119,124	$29,399,287
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	932,992	$28,233,533
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	407,394	$22,506,267
DCOR	Dimensional US Core Equity 1 ETF	426,545	$20,977,725
EDV	Vanguard World Funds Extended Duration ETF	88,083	$19,764,302
VBIL	Vanguard 0-3 Month Treasury Bill ETF	243,010	$18,383,706
BKF	iShares MSCI BIC ETF	273,137	$16,671,241
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	254,569	$15,032,421
AGNG	Global X Funds Global X Aging Population ETF	245,372	$14,494,768
ABI	VictoryShares Pioneer Asset-Based Income ETF	149,786	$13,126,720
AAAP	Pacer Barings CLO Market Flex ETF	189,439	$11,080,391
—		205,800	$10,338,453
JA	Janus Henderson AA-A CLO ETF	191,057	$9,331,536
CGGR	Capital Group Growth ETF	230,770	$9,274,646
ACSG	American Century Small Cap Growth Insights ETF	89,881	$8,076,958
VIG	Vanguard Dividend Appreciation ETF	36,628	$7,877,217
FBCG	Fidelity Blue Chip Growth ETF	130,673	$7,508,724
IVZ	Invesco Ltd.	108,972	$7,248,917
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	110,371	$7,060,086
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

285 tracked positions · $447,572,794 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 285 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Reduced	36,300	-857	$41,900,727	+233.8%	9.36%
QQQ	Invesco Qqq Trust, Series 1	Reduced	30,919	-10,187	$22,768,751	−4.0%	5.09%
NVDA	Nvidia Corp Technology	Reduced	111,968	-5,044	$22,403,677	+9.8%	5.01%
AAPL	Apple Inc. Technology	Added	74,607	+4,206	$21,588,281	+20.8%	4.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	68,288	+5,694	$16,275,761	+24.8%	3.64%
MSFT	Microsoft Corp Technology	Added	37,829	+2,500	$14,110,973	+7.9%	3.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	24,025	+2,768	$10,104,915	+27.9%	2.26%
BITB	Bitwise Bitcoin ETF	Added	304,155	+55,195	$9,690,378	+5.7%	2.17%
IAU	Ishares Gold Trust	Added	113,506	+6,580	$8,570,838	−9.1%	1.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,403	-10,651	$7,648,790	−16.9%	1.71%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	10,210	-621	$7,624,521	+8.2%	1.70%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,945	-750	$7,589,427	+81.8%	1.70%
META	Meta Platforms, Inc. Communication Services	Added	13,069	+2,878	$7,361,637	+26.3%	1.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,044	-143	$6,589,450	−8.0%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,760	+282	$6,140,710	+13.0%	1.37%
BE	Bloom Energy Corp Industrials	Added	17,474	+15,503	$5,289,379	+1880.7%	1.18%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,026	-945	$5,243,293	+158.5%	1.17%
LLY	ELI LILLY & Co Healthcare	Reduced	4,281	-413	$5,134,760	+18.9%	1.15%
V	Visa Inc. Financial Services	Reduced	13,625	-148	$4,674,601	+12.3%	1.04%
AVGO	Broadcom Inc. Technology	Added	11,877	+360	$4,486,536	+25.9%	1.00%
GE	General Electric Co Industrials	Added	11,515	+3,086	$4,303,500	+79.9%	0.96%
NXT	Nextpower Inc. Technology	Added	31,930	+9,133	$3,804,140	+38.4%	0.85%
ETHW	Bitwise Ethereum ETF	Added	337,162	+94,941	$3,803,187	+4.7%	0.85%
ARCC	Ares Capital Corp Financial Services	Reduced	199,404	-6,919	$3,694,956	−0.6%	0.83%
GEV	GE Vernova Inc. Industrials	Added	2,984	+398	$3,505,782	+55.3%	0.78%
GLD	Spdr Gold Trust	Reduced	9,473	-5,050	$3,489,663	−44.2%	0.78%
AMAT	Applied Materials Inc /De Technology	Reduced	4,294	-193	$3,104,562	+102.4%	0.69%
INTC	Intel Corp Technology	Added	22,191	+3,599	$3,098,529	+277.7%	0.69%
PWR	Quanta Services, Inc. Industrials	Added	3,776	+71	$2,718,871	+33.7%	0.61%
JNJ	Johnson & Johnson Healthcare	Added	10,174	+447	$2,583,890	+8.7%	0.58%
ABBV	AbbVie Inc. Healthcare	Added	10,246	+306	$2,578,303	+19.3%	0.58%
NBIS	Nebius Group N.V. Communication Services	Reduced	9,248	-2,495	$2,554,020	+109.6%	0.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,141	-150	$2,518,487	+5.0%	0.56%
APLD	Applied Digital Corp. Technology	Added	66,575	+2,648	$2,483,247	+63.6%	0.55%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	84,930	-4,709	$2,426,450	+4.6%	0.54%
WMT	Walmart Inc. Consumer Defensive	Added	20,425	+618	$2,313,335	−6.0%	0.52%
ASML	Asml Holding NV Technology	Added	1,157	+188	$2,301,781	+79.8%	0.51%
LRCX	Lam Research Corp Technology	Reduced	5,046	-172	$2,186,583	+96.1%	0.49%
CVX	Chevron Corp Energy	Added	13,161	+198	$2,181,567	−18.7%	0.49%
PLTR	Palantir Technologies Inc. Technology	Reduced	18,519	-9,693	$2,160,611	−47.6%	0.48%
NEE	Nextera Energy Inc Utilities	Added	24,116	+1,400	$2,116,661	+0.3%	0.47%
VZ	Verizon Communications Inc Communication Services	Reduced	49,563	-222	$2,098,497	−16.0%	0.47%
AMKR	Amkor Technology, Inc. Technology	Added	24,304	+4,946	$2,095,733	+140.4%	0.47%
ECG	Everus Construction Group, Inc. Industrials	Added	12,530	+1,474	$2,079,353	+59.3%	0.46%
IDA	Idacorp Inc Utilities	Reduced	13,722	-4	$2,076,138	+5.8%	0.46%
CAT	Caterpillar Inc Industrials	Added	1,941	+68	$2,066,970	+55.8%	0.46%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	15,209	-6	$1,921,505	−9.4%	0.43%
UPS	United Parcel Service Inc Industrials	Added	17,654	+94	$1,897,805	+9.9%	0.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,476	-501	$1,739,355	−8.7%	0.39%
CVSA	Covista Inc. Consumer Defensive	Reduced	13,844	-215	$1,725,793	+6.5%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.