Clear Creek Financial Management, LLC

CIK: 0001784235SEC EDGAR →

Portfolio Value

$962K

Holdings

580

As of

Q4 2025

New Positions

57

Closed Positions

35

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SPYM

SPDR SERIES TRUST

684,287$54K
5.61%
2
IVV

ISHARES TR

55,808$38K
3.95%
3
EFA

ISHARES TR

316,469$30K
3.12%
4
NDQ

INVESCO QQQ TR

49,031$30K
3.12%
5
SPYG

SPDR SERIES TRUST

268,270$28K
2.91%
6
SPAB

SPDR SERIES TRUST

986,054$25K
2.60%
7
NVDA

NVIDIA CORPORATION

112,608$21K
2.18%
8
EEM

ISHARES TR

399,405$21K
2.18%
9
DDTO

INNOVATOR ETFS TRUST

605,866$20K
2.08%
10
AAPL

APPLE INC

70,151$19K
1.98%

Quarterly Changes

Top Buys

VBIL↑ Increased
$10K
VOO↑ Increased
$9K
SPYM↑ Increased
$8K
LMBS↑ Increased
$8K
EFA↑ Increased
$6K

Top Sells

FEMY↓ Decreased
$48K
IVV↓ Decreased
$38K
NDQ↓ Decreased
$30K
MSFT↓ Decreased
$14K
SPY↓ Decreased
$7K

New Positions (62)

USFR
$4K · 81K shares
SIL
$3K · 46K shares
VWO
$3K · 69K shares
AKRE
$2K · 33K shares
SHLD
$2K · 36K shares
JSCP
$2K · 46K shares
NXT
$2K · 31K shares
COPX
$2K · 35K shares
SHW
$1K · 3K shares
GRNY
$1K · 50K shares
IXUS
$1K · 18K shares
IBIT
$1K · 43K shares
MPC
$0 · 2K shares
SYM
$0 · 10K shares
BINC
$0 · 4K shares
GSK
$0 · 5K shares
MORT
$0 · 10K shares
DHR
$0 · 995 shares
ZTS
$0 · 3K shares
TTE
$0 · 6K shares
SNTH
$0 · 36K shares
CRWV
$0 · 4K shares
ATR
$0 · 3K shares
TRVC
$0 · 5K shares
BALI
$0 · 6K shares
QLD
$0 · 3K shares
BUFZ
$0 · 8K shares
XMHQ
$0 · 4K shares
TTEK
$0 · 12K shares
NAD
$0 · 19K shares
TTD
$0 · 8K shares
THRO
$0 · 9K shares
HYTI
$0 · 26K shares
OMC
$0 · 4K shares
OKLO
$0 · 3K shares
GOCT
$0 · 14K shares
FOCT
$0 · 12K shares
SPBU
$0 · 14K shares
AXP
$0 · 704 shares
ALLE
$0 · 2K shares
CLIP
$0 · 7K shares
LEGN
$0 · 10K shares
UNG
$0 · 74K shares
LTTI
$0 · 10K shares
DVLT
$0 · 68K shares
KBWB
$0 · 5K shares
BROS
$0 · 3K shares
FTHI
$0 · 11K shares
JRI
$0 · 14K shares
SOXX
$0 · 787 shares
DAL
$0 · 3K shares
PYLD
$0 · 11K shares
EMR
$0 · 2K shares
NVO
$0 · 16K shares
WWJD
$0 · 6K shares
FLHY
$0 · 24K shares
SMMV
$0 · 6K shares
TWLO
$0 · 2K shares
CRCL
$0 · 3K shares
FLBL
$0 · 33K shares
AMKR
$0 · 13K shares
CAIE
$0 · 25K shares

Closed Positions (42)

IDYN
$2K · 28K shares
VGLT
$1K · 27K shares
XPHDX
$1K · 196K shares
EDV
$1K · 22K shares
LQD
$1K · 9K shares
TLH
$1K · 10K shares
IBIT
$1K · 23K shares
VWOB
$0 · 8K shares
8CW
$0 · 2K shares
EM
$0 · 15K shares
S
$0 · 15K shares
SH
$0 · 19K shares
APTV
$0 · 2K shares
PATH
$0 · 21K shares
IUSG
$0 · 1K shares
MKTX
$0 · 1K shares
GD
$0 · 660 shares
ACHR
$0 · 44K shares
MGNI
$0 · 30K shares
PMBS
$0 · 5K shares
APD
$0 · 856 shares
MRVL
$0 · 5K shares
PFN
$0 · 48K shares
NURE
$0 · 9K shares
COP
$0 · 2K shares
PYPL
$0 · 5K shares
TTEK 2.25 08/15/28
$0 · 13K shares
VPU
$0 · 2K shares
UMH
$0 · 36K shares
FISV
$0 · 4K shares
EUAD
$0 · 5K shares
XAWFX
$0 · 11K shares
BALL
$0 · 5K shares
MDT
$0 · 2K shares
XEADX
$0 · 13K shares
QYLD
$0 · 37K shares
VGSH
$0 · 6K shares
DBND
$0 · 7K shares
CIT
$0 · 1K shares
AJG
$0 · 971 shares
SCHQ
$0 · 28K shares
TTEN
$0 · 6K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services326$677K70.4%
Unknown44$111K11.5%
Technology65$93K9.7%
Consumer Cyclical18$27K2.8%
Communication Services12$17K1.8%
Healthcare24$10K1.0%
Industrials35$9K0.9%
Consumer Defensive11$8K0.8%
Energy13$5K0.5%
Basic Materials8$3K0.3%
Utilities12$2K0.2%
Real Estate12$00.0%