Clear Creek Financial Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Clear Creek Financial Management, Llc disclosed 609 stock positions valued at approximately $1.33B as of quarter-end September 30, 2026. The largest holdings include WISDOMTREE TR, ISHARES TR, and SPDR SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 609
- Portfolio Value
- $1.33B
Holdings by Sector
Clear Creek Financial Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 3.07% | 806,407 | +471,104 | +140.50% | $40,634,862 |
| ISHARES TR | IVV | Other | 2.96% | 51,213 | +1,043 | +2.08% | $39,221,135 |
| SPDR SERIES TRUST | SPLG | Other | 2.87% | 423,872 | -103,788 | -19.67% | $38,046,780 |
| SPDR SERIES TRUST | SPYG | Other | 2.38% | 256,467 | -61,629 | -19.37% | $31,566,007 |
| NVIDIA CORPORATION | NVDA | Technology | 1.90% | 110,046 | -1,922 | -1.72% | $25,132,483 |
| SPDR SERIES TRUST | SPAB | Other | 1.81% | 982,067 | -77,849 | -7.34% | $23,923,154 |
| ISHARES TR | EFA | Other | 1.56% | 199,572 | -60,432 | -23.24% | $20,733,587 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.51% | 18,785 | -17,515 | -48.25% | $20,008,101 |
| APPLE INC | AAPL | Technology | 1.38% | 54,725 | -19,882 | -26.65% | $18,224,650 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 34,408 | -3,421 | -9.04% | $17,647,913 |
| SPDR SERIES TRUST | SPYV | Other | 1.29% | 279,283 | -36,450 | -11.54% | $17,072,588 |
| FIRST TR EXCHANGE-TRADED FD | ACYN | Other | 1.24% | 786,136 | +191,778 | +32.27% | $16,398,802 |
| INVESCO QQQ TR | QQQ | Other | 1.23% | 22,026 | -8,893 | -28.76% | $16,294,173 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.13% | 99,186 | +5,515 | +5.89% | $15,034,567 |
| SCHWAB STRATEGIC TR | SGVT | Other | 1.12% | 147,089 | +11,178 | +8.22% | $14,822,159 |
| ISHARES TR | SGOV | Other | 1.11% | 146,048 | +51,928 | +55.17% | $14,704,117 |
| VANGUARD INSTL INDEX FD | VBIL | Other | 0.99% | 173,425 | -19,455 | -10.09% | $13,131,741 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.97% | 76,443 | +51,722 | +209.22% | $12,874,521 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.97% | 271,059 | +24,106 | +9.76% | $12,856,338 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.93% | 49,456 | -18,832 | -27.58% | $12,321,948 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.91% | 355,247 | -76,630 | -17.74% | $12,085,517 |
| FIRST TR EXCHANGE-TRADED FD | ACYS | Other | 0.90% | 576,958 | +117,167 | +25.48% | $11,873,793 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.86% | 235,027 | -78,179 | -24.96% | $11,389,422 |
| ISHARES TR | GOVT | Other | 0.83% | 503,625 | -144,217 | -22.26% | $11,014,285 |
| ISHARES TR | STIP | Other | 0.73% | 96,462 | -389 | -0.40% | $9,617,248 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.69% | 58,289 | -30,609 | -34.43% | $9,200,894 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.69% | 38,976 | +1,451 | +3.87% | $9,093,546 |
| VANGUARD INDEX FDS | VOO | Other | 0.67% | 12,603 | -1,703 | -11.90% | $8,833,063 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.67% | 198,062 | +32,867 | +19.90% | $8,813,771 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.66% | 139,141 | +18,807 | +15.63% | $8,795,123 |
Showing 30 of 609 holdings in the latest reporting period.