Latest Clear Creek Financial Management, LLC Stock Portfolio

Clear Creek Financial Management, LLC Performance:

2026 Q1: -1.68%YTD: -1.68%2025: 11.69%

Performance for 2026 Q1 is -1.68%, and YTD is -1.68%, and 2025 is 11.69%.

About Clear Creek Financial Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clear Creek Financial Management, LLC reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026.

The top stock holdings of Clear Creek Financial Management, LLC are BIL, DWMF, IJR. The fund has invested 3.1% of it's portfolio in SPDR SERIES TRUST and 3% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off GLOBAL X FDS (AGNG), SELECT SECTOR SPDR TR (XLB) and DIMENSIONAL ETF TRUST (DFAC) stocks. They significantly reduced their stock positions in SSGA ACTIVE ETF TR (GAL), PROSHARES TR (BIB) and INVESCO EXCH TRADED FD TR II (BAB). Clear Creek Financial Management, LLC opened new stock positions in ISHARES TR (IJR), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to WISDOMTREE TR (DWMF), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR).

Clear Creek Financial Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clear Creek Financial Management, LLC made a return of -1.68% in the last quarter. In trailing 12 months, it's portfolio return was 12.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	8,205,080
schwab strategic tr	7,941,070
ishares tr	4,477,810
abrdn etfs	4,459,130
spdr series trust	2,590,780
ishares tr	2,455,750
innovator etfs trust	2,434,790
proshares tr	2,364,220

New stocks bought by Clear Creek Financial Management, LLC

Additions

Ticker	% Inc.
wisdomtree tr	856
select sector spdr tr	581
ishares tr	379
blackrock etf trust ii	281
vaneck etf trust	281
lockheed martin corp	264
crowdstrike hldgs inc	221
oracle corp	169

Additions to existing portfolio by Clear Creek Financial Management, LLC

Reductions

Ticker	% Reduced
spdr index shs fds	-85.29
vanguard world fd	-72.19
first tr exchng traded fd vi	-67.47
first tr exchng traded fd vi	-67.01
first tr exchng traded fd vi	-64.26
first tr exchng traded fd vi	-62.7
spdr gold tr	-59.36
first tr exchng traded fd vi	-59.07

Clear Creek Financial Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Clear Creek Financial Management, LLC

Sector Distribution

Clear Creek Financial Management, LLC has about 76.9% of it's holdings in Others sector.

Sector	%
Others	76.9
Technology	8.2
Consumer Cyclical	2.6
Utilities	2.3
Industrials	2.2
Communication Services	1.8
Healthcare	1.7
Financial Services	1.5
Consumer Defensive	1.4

Market Cap. Distribution

Clear Creek Financial Management, LLC has about 19.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	76.9
MEGA-CAP	13.5
LARGE-CAP	5.9
MID-CAP	3

Stocks belong to which Index?

About 20.9% of the stocks held by Clear Creek Financial Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	79
S&P 500	17.7
RUSSELL 2000	3.2

Top 5 Winners (%)		%
VRT	vertiv holdings co	52.0 %
GLW	corning inc	51.5 %
MPC	marathon pete corp	48.3 %
XOM	exxon mobil corp	39.2 %
	totalenergies se	38.6 %

Top 5 Winners ($)		$
MU	micron technology inc	1.9 M
COST	costco wholesale corporation	0.9 M
	nextpower inc	0.9 M
GLD	spdr gold tr	0.9 M
FTGC	first tr exchange trad fd vi	0.8 M

Top 5 Losers (%)		%
NUTX	nutex health inc	-41.9 %
GTLB	gitlab inc	-39.5 %
HOOD	robinhood mkts inc	-37.6 %
IT	gartner inc	-36.4 %
CLF	cleveland-cliffs inc new	-35.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.7 M
BIL	spdr series trust	-2.6 M
	bitwise bitcoin etf tr	-2.4 M
BIL	spdr series trust	-2.2 M
IJR	ishares tr	-1.7 M

Clear Creek Financial Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clear Creek Financial Management, LLC

Clear Creek Financial Management, LLC has 607 stocks in it's portfolio. About 21.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Clear Creek Financial Management, LLC last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.37	70,401	17,867,100	added	0.36

AAXJ	ishares tr	0.25	34,725	3,261,680	added	5.04

AAXJ	ishares tr	0.25	14,843	3,246,910	added	73.08

AAXJ	ishares tr	0.23	41,148	3,059,350	added	10.1

AAXJ	ishares tr	0.17	20,512	2,284,420	reduced	-1.72

AAXJ	ishares tr	0.14	22,703	1,806,250	reduced	-7.69

AAXJ	ishares tr	0.10	14,103	1,339,080	added	148

AAXJ	ishares tr	0.07	9,092	965,116	added	61.26

AAXJ	ishares tr	0.06	7,028	775,821	reduced	-30.14

AAXJ	ishares tr	0.05	4,272	681,854	reduced	-1.43

AAXJ	ishares tr	0.05	5,969	635,699	added	6.21

AAXJ	ishares tr	0.04	9,160	488,689	reduced	-11.72

AAXJ	ishares tr	0.03	6,285	330,340	added	28.11

ABBV	abbvie inc	0.17	9,940	2,161,780	added	80.37

ABT	abbott laboratories	0.04	5,645	579,550	added	9.97

ACN	accenture plc ireland	0.04	2,760	547,268	added	9.13

ACSG	dbx etf tr	0.06	13,723	818,989	reduced	-11.13

ACSI	tidal trust i	0.10	54,044	1,290,030	added	7.66

ACVF	etf opportunities trust	0.04	11,923	567,680	added	0.57

ACWF	ishares tr	0.39	110,028	5,082,190	added	36.62