Clear Creek Financial Management, LLC

CIK

1784235

Location

SILVERDALE, WA

Portfolio Value

Mid $1,553,857,095

Diversification

Diversified

Filing Date

Global Rank

#1,912 / 8,818 ▲ 55

Top Industry

Semiconductors 19.4%

Period ended 4 months ago

Filed Jul 28, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 44.5%, 26.0 effective positions, active share 68.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

36.9% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.7 quarters (12+), a floor since 3.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 68.5%; sector active share 60.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

14.1%

−1.5 pts

Top 5

32.3%

−2.9 pts

Top 10

44.5%

−1.5 pts

HHI

385

Diversified−45

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.1%	$1,136,534,021	364
Technology	10.5%	$163,237,364	61
Financial Services	3.9%	$60,137,189	57
Industrials	3.0%	$46,434,714	48
Consumer Cyclical	2.6%	$39,720,519	19
Communication Services	1.9%	$28,793,597	12
Healthcare	1.8%	$28,102,054	27
Consumer Defensive	1.1%	$17,850,165	9
Basic Materials	0.6%	$9,992,172	12
Energy	0.6%	$9,930,857	10
Utilities	0.5%	$7,283,280	9
Real Estate	0.4%	$5,841,163	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
ACYN	First Trust Exchange-Traded Fund	+515,737	594,358	$12,356,702
GOVT	iShares U.S. Treasury Bond ETF	+181,625	647,842	$14,757,840
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	+138,729	160,923	$4,221,010
DFAS	Dimensional U.S. Small Cap ETF	+121,116	263,071	$21,661,266
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+109,687	1,059,916	$27,049,056
ETHW	Bitwise Ethereum ETF	+94,941	337,162	$3,803,187
TOPT	iShares Top 20 U.S. Stocks ETF	+70,197	174,117	$5,731,931
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+66,589	74,405	$3,749,267
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+65,209	98,737	$6,068,376
VO	VANGUARD MID-CAP INDEX FUND	+63,869	71,734	$5,779,608
FLHY	Franklin High Yield Corporate ETF	+61,656	122,323	$2,971,225
SGVT		+57,068	135,911	$13,691,674
BALT		+56,027	669,133	$22,931,187
BITB	Bitwise Bitcoin ETF	+55,195	304,155	$9,690,378
RBUF		+48,165	131,292	$4,080,555
VUG	VANGUARD GROWTH INDEX FUND	+41,163	49,156	$4,234,297
WCMI	First Trust WCM International Equity ETF	+39,936	53,920	$1,055,214
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+34,104	56,807	$4,542,855
IEFA	iShares Core MSCI EAFE ETF	+31,495	80,957	$7,818,827
FLJP	Franklin FTSE Japan ETF	+28,463	107,051	$4,255,277
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	+28,350	63,075	$6,082,953
FTSL	First Trust Senior Loan Fund	+26,940	179,524	$8,033,699
VAW	VANGUARD MATERIALS INDEX FUND	+26,561	63,992	$14,640,729
VTV	VANGUARD VALUE INDEX FUND	+25,758	78,791	$17,170,922
ELD	WisdomTree Emerging Markets Local Debt Fund	+25,728	55,326	$1,587,856
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
USFR	WisdomTree Floating Rate Treasury Fund	−437,629	335,303	$16,882,506
—		−88,093	15,621	$390,993
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	−79,995	12,783	$299,633
EEM	iShares MSCI Emerging Markets ETF	−58,023	194,950	$13,336,529
SHLD	Global X Defense Tech ETF	−56,261	22,660	$1,353,028
JAAA	Janus Henderson AAA CLO ETF	−52,430	44,222	$2,232,768
VBIL	Vanguard Institutional Index Funds	−50,130	192,880	$14,597,158
IJS	iShares S&P Small-Cap 600 Value ETF	−49,953	19,317	$2,640,247
IVW	iShares S&P 500 Growth ETF	−49,151	41,589	$5,719,735
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−44,906	15,622	$829,684
IEMG	iShares Trust	−29,351	53,936	$4,468,058
RSEE	Rareview Systematic Equity ETF	−29,299	166,376	$6,580,170
IWM	iShares Russell 2000 ETF	−22,987	42,739	$12,840,932
XLG	Victory Portfolios II	−22,611	26,602	$1,628,840
SPHQ	Invesco S&P 500 Quality ETF	−21,479	57,701	$5,198,860
—		−20,181	47,505	$4,353,358
IAGG	iShares Core International Aggregate Bond ETF	−19,327	66,761	$3,378,106
MISL	First Trust Indxx Aerospace & Defense ETF	−16,067	6,548	$299,701
AIRR	First Trust Exchange-Traded Fund VI	−14,310	62,725	$8,358,106
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−13,013	315,733	$19,193,409
CRPT	First Trust SkyBridge Crypto Industry and Digital Economy ETF	−12,569	17,777	$201,946
BUFR	FT Vest Laddered Buffer ETF	−12,211	24,758	$904,409
GOCT	FT Vest U.S. Equity Moderate Buffer ETF - October	−11,698	6,245	$259,448
AKRE	Professionally Managed Portfolios	−11,181	18,314	$974,121
ITA	iShares U.S. Aerospace & Defense ETF	−10,199	4,644	$1,125,798
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AVIV	Avantis International Large Cap Value ETF	196,767	$15,233,701
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	88,898	$13,952,541
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	459,791	$9,444,107
VUSB	VANGUARD ULTRA-SHORT BOND ETF	105,720	$5,262,741
DFAE	Dimensional Emerging Core Equity Market ETF	90,235	$3,628,349
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	47,309	$3,541,078
IWO	iShares Russell 2000 Growth ETF	5,427	$2,138,020
ACWI	iShares MSCI ACWI ETF	11,255	$1,766,697
SPHD	Invesco Ltd.	33,419	$1,699,021
IJJ	iShares S&P Mid-Cap 400 Value ETF	10,032	$1,482,027
FLRT	Pacer Aristotle Pacific Floating Rate High Income ETF	30,926	$1,442,079
FLIN	Franklin FTSE India ETF	34,910	$1,241,748
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	$957,939
PTF	Victory Portfolios II	5,787	$788,825
AIS	VistaShares Artificial Intelligence Supercycle ETF	9,147	$780,330
IBRX	ImmunityBio, Inc.	80,000	$700,400
ACWX	iShares MSCI ACWI ex U.S. ETF	8,996	$684,685
POWR	iShares U.S. Power Infrastructure ETF	23,108	$646,099
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	5,968	$638,158
URI	United Rentals, Inc.	473	$535,856
ZJUN		19,537	$535,216
CORO		13,990	$512,034
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FTGC	First Trust Global Tactical Commodity Strategy Fund	161,648	$4,640,914
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	183,579	$4,459,133
VNLA	Janus Henderson Short Duration Income ETF	53,793	$2,628,325
USHY	iShares Broad USD High Yield Corporate Bond ETF	66,660	$2,455,754
SH	ProShares Short S&P500	62,331	$2,364,214
JMBS	Janus Henderson Mortgage-Backed Securities ETF	40,612	$1,834,850
YSEP	FT Vest International Equity Moderate Buffer ETF - September	54,281	$1,420,533
SNPS	Synopsys Inc	2,943	$1,166,840
PSIX	Power Solutions International, Inc.	15,681	$954,659
QMMY	FT Vest Nasdaq-100 Moderate Buffer ETF - May	36,371	$903,201
YJUN	FT Vest International Equity Moderate Buffer ETF - June	32,628	$840,171
TFLO	iShares Treasury Floating Rate Bond ETF	16,004	$810,282
ATKR	Atkore Inc.	12,299	$724,534
YDEC	FT Vest International Equity Moderate Buffer ETF - December	26,868	$706,628
IWC	iShares Micro-Cap ETF	4,272	$681,853
QMFE	FT Vest Nasdaq-100 Moderate Buffer ETF - February	29,945	$664,180
XMAY	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May	18,826	$658,100
SYM	Symbotic Inc.	11,652	$619,886
FTNT	Fortinet, Inc.	6,349	$518,840
BABA	Alibaba Group Holding Ltd	3,686	$462,445
NFTY	First Trust India NIFTY 50 Equal Weight ETF	8,746	$450,419
SOUN	Soundhound Ai, Inc.	60,622	$416,473
LEU	Centrus Energy Corp	2,326	$403,770
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	11,380	$383,949
MSTR	Strategy Inc	2,611	$325,852
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

640 tracked positions · $1,553,857,095 total · filing declares 643 positions · $1,555,059,402 · 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 640 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	527,660	+6,502	$46,370,760	+16.2%	23	unpriced	2.98%
MU	Micron Technology Inc Technology	Reduced	36,300	-857	$41,900,727	+233.8%	21	$134.52	2.70%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	318,096	-6,942	$37,850,243	+18.9%	21	unpriced	2.44%
IVV	iShares Core S&P 500 ETF	Reduced	50,170	-3,512	$37,571,811	+7.1%	26+	before history	2.42%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	1,059,916	+109,687	$27,049,056	+11.1%	23	unpriced	1.74%
EFA	iShares MSCI EAFE ETF	Added	260,004	+7,908	$27,009,215	+10.3%	21	unpriced	1.74%
BALT		Added	669,133	+56,027	$22,931,187	+11.8%	6	$31.91	1.48%
QQQ	Invesco Qqq Trust, Series 1	Reduced	30,919	-10,187	$22,768,751	−4.0%	21	$406.52	1.47%
NVDA	Nvidia Corp Technology	Reduced	111,968	-5,044	$22,403,677	+9.8%	21	unpriced	1.44%
DFAS	Dimensional U.S. Small Cap ETF	Added	263,071	+121,116	$21,661,266	+114.5%	6	$70.29	1.39%
AAPL	Apple Inc. Technology	Added	74,607	+4,206	$21,588,281	+20.8%	23	$178.63	1.39%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	315,733	-13,013	$19,193,409	+3.2%	10	$49.64	1.24%
VTV	VANGUARD VALUE INDEX FUND	Added	78,791	+25,758	$17,170,922	+65.0%	21	unpriced	1.11%
USFR	WisdomTree Floating Rate Treasury Fund	Reduced	335,303	-437,629	$16,882,506	−56.6%	3	unpriced	1.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	68,288	+5,694	$16,275,761	+24.8%	23	$185.50	1.05%
SCHM	Schwab U.S. Mid-Cap ETF	Added	431,877	+1,860	$15,923,304	+19.6%	23	unpriced	1.02%
LMBS	First Trust Low Duration Opportunities ETF	Reduced	313,206	-3,096	$15,591,394	−1.0%	23	$49.58	1.00%
AVIV	Avantis International Large Cap Value ETF	NEW	196,767	NEW	$15,233,701	NEW	1	$78.24	0.98%
SPMO	Invesco Ltd. Financial Services	Added	93,671	+663	$15,131,613	+45.1%	11	$86.42	0.97%
SMH	VanEck Semiconductor ETF	Added	22,806	+11,762	$14,958,227	+253.3%	13	unpriced	0.96%
GOVT	iShares U.S. Treasury Bond ETF	Added	647,842	+181,625	$14,757,840	+38.2%	23	unpriced	0.95%
VAW	VANGUARD MATERIALS INDEX FUND	Added	63,992	+26,561	$14,640,729	—	5	unpriced	0.94%
VBIL	Vanguard Institutional Index Funds	Reduced	192,880	-50,130	$14,597,158	−20.6%	5	$75.49	0.94%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Added	39,804	+15,602	$14,344,565	—	5	unpriced	0.92%
MSFT	Microsoft Corp Technology	Added	37,829	+2,500	$14,110,973	+7.9%	23	$305.42	0.91%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	NEW	88,898	NEW	$13,952,541	NEW	1	$152.57	0.90%
SGVT		Added	135,911	+57,068	$13,691,674	+72.4%	2	$100.61	0.88%
EEM	iShares MSCI Emerging Markets ETF	Reduced	194,950	-58,023	$13,336,529	−7.2%	21	$43.56	0.86%
IWM	iShares Russell 2000 ETF	Reduced	42,739	-22,987	$12,840,932	−21.2%	21	unpriced	0.83%
ACYN	First Trust Exchange-Traded Fund	Added	594,358	+515,737	$12,356,702	+671.2%	2	$20.66	0.80%
CGGR	Capital Group Growth ETF	Added	246,953	+16,183	$11,656,181	+25.7%	10	$37.09	0.75%
FTSM	First Trust Enhanced Short Maturity ETF	Added	177,716	+17,602	$10,614,976	+10.9%	16	$59.90	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	24,025	+2,768	$10,104,915	+27.9%	21	unpriced	0.65%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	96,851	+10,419	$9,894,298	+10.7%	6	unpriced	0.64%
VOO	VANGUARD 500 INDEX FUND	Added	14,306	+1,149	$9,825,503	+25.0%	21	unpriced	0.63%
BITB	Bitwise Bitcoin ETF	Added	304,155	+55,195	$9,690,378	+5.7%	10	$41.04	0.62%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	94,120	+13,658	$9,475,060	+17.0%	17	unpriced	0.61%
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	NEW	459,791	NEW	$9,444,107	NEW	1	$20.35	0.61%
VIG	Vanguard Specialized Funds	Added	37,525	+897	$8,879,165	+12.7%	21	$180.92	0.57%
HYLS	First Trust Tactical High Yield ETF	Reduced	213,297	-5,225	$8,670,523	−2.2%	23	$41.00	0.56%
IAU	Ishares Gold Trust	Added	113,506	+6,580	$8,570,838	−9.1%	11	$61.83	0.55%
AIRR	First Trust Exchange-Traded Fund VI	Reduced	62,725	-14,310	$8,358,106	−2.1%	9	$97.18	0.54%
FTSL	First Trust Senior Loan Fund	Added	179,524	+26,940	$8,033,699	+17.5%	21	$46.10	0.52%
IEFA	iShares Core MSCI EAFE ETF	Added	80,957	+31,495	$7,818,827	+74.6%	2	unpriced	0.50%
COWZ	Pacer US Cash Cows 100 ETF	Added	123,795	+4,947	$7,700,049	+3.6%	17	$51.46	0.50%
GOOGL	Alphabet Inc. Communication Services	Added	21,403	+590	$7,648,790	+27.8%	21	$182.69	0.49%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	10,210	-621	$7,624,521	+8.2%	21	$506.72	0.49%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,945	-750	$7,589,427	+81.8%	10	$393.69	0.49%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Added	39,489	+19,912	$7,572,015	+136.4%	10	$163.51	0.49%
FBCG	Fidelity Covington Trust	Added	120,334	+16,018	$7,473,944	+43.0%	10	$46.85	0.48%

Showing the top 50 of 640 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.