Clear Creek Financial Management, LLC

CIK

1784235

Location

SILVERDALE, WA

Portfolio Value

Mid $1,259,800,571

Diversification

Diversified

Filing Date

Global Rank

#1,914 / 8,827 ▲ 48 · as of Jun 2026

Top Industry

Semiconductors 18.7%

Period ended 37 days ago

Filed Oct 28, 2026 · 9d

27 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, the newest measured quarter, 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 60.2% 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

614 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.0%

+0.9 pts

Top 5

35.9%

+3.6 pts

Top 10

47.9%

+3.4 pts

HHI

427

Diversified+42

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.7%	$928,547,032	343
Technology	10.9%	$136,929,709	65
Industrials	2.9%	$36,161,443	47
Financial Services	2.6%	$32,520,353	53
Healthcare	2.4%	$29,628,338	26
Consumer Cyclical	2.2%	$27,960,092	19
Communication Services	2.0%	$24,791,927	14
Consumer Defensive	1.4%	$17,696,254	9
Energy	0.8%	$10,146,901	10
Real Estate	0.4%	$5,354,017	11
Basic Materials	0.4%	$5,315,441	10
Utilities	0.4%	$4,749,064	7

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USFR	WisdomTree Floating Rate Treasury Fund	+471,104	806,407	$40,634,848
ACYN	First Trust Exchange-Traded Fund	+191,778	786,136	$16,398,796
SRLN	State Street(R) Blackstone Senior Loan ETF	+162,719	168,101	$6,789,599
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	+117,167	576,958	$11,873,795
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+102,170	117,792	$7,244,208
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+75,871	163,889	$5,290,336
SGOV	iShares 0-3 Month Treasury Bond ETF	+51,928	146,048	$14,704,112
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+51,722	76,443	$12,874,530
CGUS	Capital Group Core Equity ETF	+32,867	198,062	$8,813,759
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+31,749	39,927	$6,196,670
OWL	Blue Owl Capital Inc.	+29,394	44,449	$404,041
PAMC	Pacer Lunt Midcap Multi-Factor Alternator ETF	+25,961	64,885	$3,344,237
VXUS	Vanguard Total International Stock ETF	+25,707	45,696	$3,882,332
CGGR	Capital Group Growth ETF	+24,106	271,059	$12,856,328
CCL	Carnival Corp Ltd.	+22,271	107,201	$2,630,712
KAZR	Skyline Builders Group Holding Ltd	+20,000	50,000	$143,000
ZENA	ZenaTech, Inc.	+20,000	40,000	$52,400
RSP	Victory Portfolios II	+19,704	37,321	$0
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+19,304	32,087	$724,845
FBCG	Fidelity Covington Trust	+18,807	139,141	$8,795,102
ACWX	iShares MSCI ACWI ex U.S. ETF	+18,323	27,319	$2,065,862
CGBL	Capital Group Core Balanced ETF	+17,003	190,857	$7,013,994
NAD	Nuveen Quality Municipal Income Fund	+14,892	32,024	$324,082
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	+14,502	42,026	$1,845,618
RDVY	First Trust Rising Dividend Achievers ETF	+14,001	45,647	$3,573,703
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BALT		−654,601	14,532	$507,893
ETHW	Bitwise Ethereum ETF	−324,058	13,104	$249,762
DFAS	Dimensional U.S. Small Cap ETF	−253,504	9,567	$740,677
BITB	Bitwise Bitcoin ETF	−233,277	70,878	$3,215,026
GOVT	iShares U.S. Treasury Bond ETF	−144,217	503,625	$11,014,278
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−103,788	423,872	$38,046,750
IAU	Ishares Gold Trust	−100,319	13,187	$1,029,904
COWZ	Pacer US Cash Cows 100 ETF	−85,488	38,307	$2,557,375
DFAE	Dimensional Emerging Core Equity Market ETF	−83,600	6,635	$260,821
LMBS	First Trust Low Duration Opportunities ETF	−78,179	235,027	$11,389,408
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−77,849	982,067	$23,923,152
SCHM	Schwab U.S. Mid-Cap ETF	−76,630	355,247	$12,085,502
EEM	iShares MSCI Emerging Markets ETF	−73,063	121,887	$8,140,832
VTV	VANGUARD VALUE INDEX FUND	−70,899	7,892	$1,705,303
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−64,918	9,487	$476,342
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−61,629	256,467	$31,565,958
FTSL	First Trust Senior Loan Fund	−61,003	118,521	$5,282,480
EFA	iShares MSCI EAFE ETF	−60,432	199,572	$20,733,535
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−48,915	7,892	$609,341
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	−46,235	16,840	$1,529,745
FTSM	First Trust Enhanced Short Maturity ETF	−44,922	132,794	$7,902,570
IAGG	iShares Core International Aggregate Bond ETF	−40,552	26,209	$1,289,482
VO	VANGUARD MID-CAP INDEX FUND	−40,479	31,255	$2,451,017
VIS	VANGUARD INDUSTRIALS INDEX FUND	−37,887	1,917	$614,417
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−36,450	279,283	$17,072,569
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FLOT	iShares Floating Rate Bond ETF	128,080	$6,538,484
FLTR	VanEck IG Floating Rate ETF	253,157	$6,478,287
EWT	iShares MSCI Taiwan ETF	15,622	$1,763,723
QQWZ	Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF	34,868	$961,659
HL	Hecla Mining Co	54,607	$929,957
TBT	ProShares UltraShort 20+ Year Treasury	19,648	$834,843
WTV	WisdomTree U.S. Value Fund	6,673	$683,582
TFLO	iShares Treasury Floating Rate Bond ETF	13,149	$666,259
DOW	Dow Inc.	24,163	$665,449
ACYQ	FT Vest Autocallable Barrier & High Income ETF	31,100	$659,942
AEHR	Aehr Test Systems	6,382	$635,774
APP	AppLovin Corp	2,002	$581,440
PSA	Public Storage	1,928	$545,315
AMPX	Amprius Technologies, Inc.	55,010	$532,496
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	21,616	$435,130
MSTR	Strategy Inc	2,801	$428,805
IWMI	NEOS Russell 2000(R) High Income ETF	8,730	$427,508
IGF	iShares Global Infrastructure ETF	6,345	$390,598
AMSC	American Superconductor Corp	12,900	$375,519
QQQI	NEOS Nasdaq-100(R) High Income ETF	6,532	$362,852
ONDS	Ondas Inc.	49,135	$360,159
KRYS	Krystal Biotech, Inc.	1,047	$348,190
FALN	iShares Fallen Angels USD Bond ETF	12,905	$334,626
AAAP	Pacer Funds Trust	12,325	$312,192
SOUN	Soundhound Ai, Inc.	47,934	$288,562
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AVIV	Avantis International Large Cap Value ETF	196,767	$15,233,701
VAW	VANGUARD MATERIALS INDEX FUND	63,992	$14,640,729
RSEE	Rareview Systematic Equity ETF	166,376	$6,580,170
—		47,505	$4,353,358
NXT	Nextpower Inc.	31,930	$3,804,140
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	47,309	$3,541,078
DUHP	Dimensional US High Profitability ETF	71,206	$2,971,426
IJS	iShares S&P Small-Cap 600 Value ETF	19,317	$2,640,247
IWO	iShares Russell 2000 Growth ETF	5,427	$2,138,020
SPHD	Invesco Ltd.	33,419	$1,699,021
IJJ	iShares S&P Mid-Cap 400 Value ETF	10,032	$1,482,027
EVV	Eaton Vance Ltd Duration Income Fund	139,244	$1,304,716
SHW	Sherwin Williams Co	3,170	$1,091,494
LONZ		21,574	$1,063,813
IJK	iShares S&P Mid-Cap 400 Growth ETF	9,049	$1,063,257
HONA	Honeywell Aerospace Inc.	4,333	$957,939
IWB	iShares Russell 1000 ETF	2,195	$898,852
—		7,427	$738,095
—		25,057	$726,903
QBF		48,861	$717,914
IBRX	ImmunityBio, Inc.	80,000	$700,400
FLBL	Franklin Senior Loan ETF	30,259	$693,536
TFLR	T. Rowe Price Floating Rate ETF	12,881	$649,331
IYZ	iShares U.S. Telecommunications ETF	15,307	$647,639
POWR	iShares U.S. Power Infrastructure ETF	23,108	$646,099
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

614 tracked positions · $1,259,800,571 total · filing declares 617 positions · $1,325,295,863 · as of Sep 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 614 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
USFR	WisdomTree Floating Rate Treasury Fund	Added	806,407	+471,104	$40,634,848	+140.7%	3.23%
IVV	iShares Core S&P 500 ETF	Added	51,213	+1,043	$39,221,476	+4.4%	3.11%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	423,872	-103,788	$38,046,750	−18.0%	3.02%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	256,467	-61,629	$31,565,958	−16.6%	2.51%
NVDA	Nvidia Corp Technology	Reduced	110,046	-1,922	$25,132,305	+12.2%	1.99%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	982,067	-77,849	$23,923,152	−11.6%	1.90%
EFA	iShares MSCI EAFE ETF	Reduced	199,572	-60,432	$20,733,535	−23.2%	1.65%
MU	Micron Technology Inc Technology	Reduced	18,785	-17,515	$20,008,091	−52.2%	1.59%
AAPL	Apple Inc. Technology	Reduced	54,725	-19,882	$18,224,519	−15.6%	1.45%
MSFT	Microsoft Corp Technology	Reduced	34,408	-3,421	$17,647,863	+25.1%	1.40%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	279,283	-36,450	$17,072,569	−11.0%	1.36%
ACYN	First Trust Exchange-Traded Fund	Added	786,136	+191,778	$16,398,796	+32.7%	1.30%
QQQ	Invesco Qqq Trust, Series 1	Reduced	22,026	-8,893	$16,294,174	−28.4%	1.29%
SGVT		Added	147,089	+11,178	$14,822,158	+8.3%	1.18%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	146,048	+51,928	$14,704,112	+55.2%	1.17%
VBIL	Vanguard Institutional Index Funds	Reduced	173,425	-19,455	$13,131,741	−10.0%	1.04%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	76,443	+51,722	$12,874,530	+228.2%	1.02%
CGGR	Capital Group Growth ETF	Added	271,059	+24,106	$12,856,328	+10.3%	1.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,456	-18,832	$12,321,962	−24.3%	0.98%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	355,247	-76,630	$12,085,502	−24.1%	0.96%
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	Added	576,958	+117,167	$11,873,795	+25.7%	0.94%
LMBS	First Trust Low Duration Opportunities ETF	Reduced	235,027	-78,179	$11,389,408	−27.0%	0.90%
GOVT	iShares U.S. Treasury Bond ETF	Reduced	503,625	-144,217	$11,014,278	−25.4%	0.87%
STIP	iShares 0-5 Year TIPS Bond ETF	Reduced	96,462	-389	$9,617,261	−2.8%	0.76%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	58,289	-30,609	$9,200,918	−34.1%	0.73%
VIG	Vanguard Specialized Funds	Added	38,976	+1,451	$9,093,490	+2.4%	0.72%
VOO	VANGUARD 500 INDEX FUND	Reduced	12,603	-1,703	$8,832,938	−10.1%	0.70%
CGUS	Capital Group Core Equity ETF	Added	198,062	+32,867	$8,813,759	+19.9%	0.70%
FBCG	Fidelity Covington Trust	Added	139,141	+18,807	$8,795,102	+17.7%	0.70%
EEM	iShares MSCI Emerging Markets ETF	Reduced	121,887	-73,063	$8,140,832	−39.0%	0.65%
HYLS	First Trust Tactical High Yield ETF	Reduced	205,080	-8,217	$8,055,542	−7.1%	0.64%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	132,794	-44,922	$7,902,570	−25.6%	0.63%
IEFA	iShares Core MSCI EAFE ETF	Reduced	80,524	-433	$7,801,165	−0.2%	0.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,124	-86	$7,720,866	+1.3%	0.61%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	117,792	+102,170	$7,244,208	+773.1%	0.58%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	74,132	+6,000	$7,208,595	+10.6%	0.57%
IWM	iShares Russell 2000 ETF	Reduced	25,833	-16,906	$7,178,732	−44.1%	0.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,655	-748	$7,106,972	−7.1%	0.56%
VEA	Vanguard FTSE Developed Markets ETF	Added	100,280	+4,813	$7,080,770	+4.1%	0.56%
CGBL	Capital Group Core Balanced ETF	Added	190,857	+17,003	$7,013,994	+6.3%	0.56%
TBIL	F/m US Treasury 3 Month Bill Fund	Reduced	140,327	-3,041	$6,995,300	−2.1%	0.56%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	112,018	+13,281	$6,862,222	+13.1%	0.54%
SRLN	State Street(R) Blackstone Senior Loan ETF	Added	168,101	+162,719	$6,789,599	+3031.2%	0.54%
CGDV	Capital Group Dividend Value ETF	Added	137,950	+2,739	$6,738,857	+1.1%	0.53%
AIRR	First Trust Exchange-Traded Fund VI	Added	64,108	+1,383	$6,618,509	−20.8%	0.53%
FLOT	iShares Floating Rate Bond ETF	NEW	128,080	NEW	$6,538,484	NEW	0.52%
COST	Costco Wholesale Corp Consumer Defensive	Added	7,172	+128	$6,528,958	−0.9%	0.52%
FLTR	VanEck IG Floating Rate ETF	NEW	253,157	NEW	$6,478,287	NEW	0.51%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	39,927	+31,749	$6,196,670	+379.5%	0.49%
IVW	iShares S&P 500 Growth ETF	Added	43,395	+1,806	$6,173,372	+7.9%	0.49%

Showing the top 50 of 614 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.