Clear Creek Financial Management, LLC

Holdings as of 2026-06-30, filed 2026-07-28

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
643
Value reported by manager
$1.6B
Sum of our stored positions
$1.6B
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
14.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
SPDR SERIES TRUSTST STR P500ETF$46.4M527,66078464A854
MICRON TECHNOLOGY INCCOM$41.9M36,300595112103
SPDR SERIES TRUSTST STR P500GRW$37.9M318,09678464A409
ISHARES TRCORE S&P500 ETF$37.6M50,170464287200
SPDR SERIES TRUSTST STR AGGRE ETF$27M1,059,91678464A649
ISHARES TRMSCI EAFE ETF$27M260,004464287465
INNOVATOR ETFS TRUSTDEFINED WLT SHLD$22.9M669,13345783Y855
INVESCO QQQ TRUNIT SER 1$22.8M30,91946090E103
NVIDIA CORPORATIONCOM$22.4M111,96867066G104
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF$21.7M263,07125434V500
APPLE INCCOM$21.6M74,607037833100
SPDR SERIES TRUSTST STR P500VAL$19.2M315,73378464A508
VANGUARD INDEX FDSVALUE ETF$17.2M78,791922908744
WISDOMTREE TRFLOATNG RAT TREA$16.9M335,30397717Y527
AMAZON COM INCCOM$16.3M68,288023135106
SCHWAB STRATEGIC TRUS MID-CAP ETF$15.9M431,877808524508
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT$15.6M313,20633739Q200
AMERICAN CENTY ETF TRINTERNATIONAL LR$15.2M196,767025072364
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM$15.1M93,67146138E339
VANECK ETF TRUSTSEMICONDUCTR ETF$15M22,80692189F676
ISHARES TRUS TREAS BD ETF$14.8M647,84246429B267
VANGUARD WORLD FDMATERIALS ETF$14.6M63,99292204A801
VANGUARD INSTL INDEX FD0 3 MO TR BI ETF$14.6M192,880922040845
VANGUARD WORLD FDINDUSTRIAL ETF$14.3M39,80492204A603
MICROSOFT CORPCOM$14.1M37,829594918104
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF$14M88,898922042742
SCHWAB STRATEGIC TRGOVT MONE MA ETF$13.7M135,911808524581
ISHARES TRMSCI EMG MKT ETF$13.3M194,950464287234
ISHARES TRRUSSELL 2000 ETF$12.8M42,739464287655
FIRST TR EXCHANGE-TRADED FDVEST LADDERED$12.4M594,35833733E690
CAPITAL GROUP GROWTH ETFSHS CREAT UNIT$11.7M246,95314020G101
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW$10.6M177,71633739Q408
TESLA INCCOM$10.1M24,02588160R101
ISHARES TR0-5 YR TIPS ETF$9.9M96,85146429B747
VANGUARD INDEX FDSS&P 500 ETF SHS$9.8M14,306922908363
BITWISE BITCOIN ETF TRSHS BEN INT$9.7M304,15509174C104
ISHARES TR0-3 MTH TREASURY$9.5M94,12046436E718
FIRST TR EXCHANGE-TRADED FDVEST LAD AUT ETF$9.4M459,79133733E641
VANGUARD SPECIALIZED FUNDSDIV APP ETF$8.9M37,525921908844
FIRST TR EXCHANGE-TRADED FDFIRST TR TA HIYL$8.7M213,29733738D408
ISHARES GOLD TRISHARES NEW$8.6M113,506464285204
FIRST TR EXCHANGE TRADED FDRBA INDL ETF$8.4M62,72533738R704
FIRST TR EXCHANGE-TRADED FDSENIOR LN FD$8M179,52433738D309
ISHARES TRCORE MSCI EAFE$7.8M80,95746432F842
PACER FDS TRUS CASH COWS 100$7.7M123,79569374H881
ALPHABET INCCAP STK CL A$7.6M21,40302079K305
STATE STR SPDR S&P 500 ETF TTR UNIT$7.6M10,20278462F103
CROWDSTRIKE HLDGS INCCL A$7.6M9,94522788C105
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE$7.6M39,48933737A108
FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH$7.5M120,334316092352
META PLATFORMS INCCL A$7.4M13,06930303M102
CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT$7.3M165,19514020V108
RBB FD INCF/M US TREASURY$7.1M143,36874933W452
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT$6.8M95,467921943858
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT$6.7M135,21114020W106
CAPITAL GROUP CORE BALANCEDSHS$6.6M173,85414021D107
COSTCO WHOLESALE CORPORATIONCOM$6.6M7,04422160K105
COLLABORATIVE INVESTMNT SERRAREVIEW SYS EQT$6.6M166,37619423L540
WISDOMTREE TRUS QTLY DIV GRT$6.5M68,13297717X669
VANGUARD INDEX FDSTOTAL STK MKT$6.3M16,906922908769
JPMORGAN CHASE & COCOM$6.1M18,76046625H100
ISHARES TRJPMORGAN USD EMG$6.1M63,075464288281
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM$6.1M98,73746654Q203
VANGUARD INDEX FDSMID CAP ETF$5.8M71,734922908629
ISHARES TRTOP 20 U S ETF$5.7M174,11746438G570
ISHARES TRS&P 500 GRWT ETF$5.7M41,589464287309
FIRST TR EXCHANGE-TRADED FDSHS$5.7M118,11833734H106
ISHARES TRCORE UNIVRSL USD$5.5M119,62146434V613
ISHARES TRCORE S&P SCP ETF$5.5M36,914464287804
BLOOM ENERGY CORPCOM CL A$5.3M17,474093712107
VANGUARD BD INDEX FDSVANGUARD ULTRA$5.3M105,72092203C303
ADVANCED MICRO DEVICES INCCOM$5.2M9,026007903107
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY$5.2M57,70146137V241
ELI LILLY & COCOM$5.1M4,281532457108
INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM$5.1M30,11246137V464
BLACKROCK ETF TRUSTISHARES US EQUIT$4.8M71,01409290C103
VISA INCCOM CL A$4.7M13,62592826C839
ISHARES TRIBOXX HI YD ETF$4.5M56,807464288513
BROADCOM INCCOM$4.5M11,87711135F101
ISHARES INCCORE MSCI EMKT$4.5M53,93646434G103
AMERICAN CENTY ETF TRINTL EQT ETF$4.4M49,259025072703
SPDR SERIES TRUSTST STR BLO 1 ETF$4.4M47,50578468R663
GE AEROSPACECOM NEW$4.3M11,515369604301
FRANKLIN TEMPLETON ETF TRFTSE JAPAN ETF$4.3M107,05135473P744
VANGUARD INDEX FDSGROWTH ETF$4.2M49,156922908736
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$4.2M83,63946641Q837
SPDR SERIES TRUSTST LON TREAS ETF$4.2M160,92378464A664
ALPHABET INCCAP STK CL C$4.2M11,90602079K107
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF$4.2M44,45833733E104
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$4.1M69,460922042858
INNOVATOR ETFS TRUSTUS SMALL CAP 10$4.1M131,29245783Y228
ISHARES TRS&P 500 VAL ETF$4M17,824464287408
ISHARES TRMSCI USA QLT FCT$4M18,38546432F339
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT$3.9M89,24833740U737
SELECT SECTOR SPDR TRST STR CARE ETF$3.9M24,72181369Y209
PACER FDS TRCASH COWS ETF$3.9M81,99869374H659
ISHARES TRA RATE CP BD ETF$3.8M80,35546429B291
EXCHANGE TRADED CONCEPTS TRUETC 6 MEGA CAP$3.8M67,979301505681
NEXTPOWER INCCLASS A COM$3.8M31,93065290E101
BITWISE ETHEREUM ETFSHS$3.8M337,162091955104
SPDR INDEX SHS FDSST STR PO EX ETF$3.7M74,40578463X889
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$3.7M17,61746137V357
ARES CAPITAL CORPCOM$3.7M199,40404010L103
SIMPLIFY EXCHANGE TRADED FUNMANAGED FUTURES$3.6M140,43082889N699
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG$3.6M90,23525434V302
J P MORGAN EXCHANGE TRADED FBETABUILDRS US$3.6M26,53346641Q399
FIRST TR EXCHANGE-TRADED FDNASDAQ-100 SEL$3.5M22,197337344105
SPDR SERIES TRUSTST STR SP REGBNK$3.5M47,30978464A698
GE VERNOVA INCCOM$3.5M2,98436828A101
SPDR GOLD TRGOLD SHS$3.5M9,47378463V107
ISHARES TRCORE S&P MCP ETF$3.5M44,901464287507
SCHWAB STRATEGIC TRUS LCAP GR ETF$3.4M99,984808524300
ISHARES TRCORE INTL AGGR$3.4M66,76146435G672
INVESCO EXCHANGE TRADED FD TAI AND NEXT GEN$3.4M32,39846137V639
VANGUARD WORLD FDMEGA CAP INDEX$3.3M11,946921910873
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT$3.2M61,23133740F599
GLOBAL X FDSARTIFICIAL ETF$3.2M48,65537954Y632
APPLIED MATLS INCCOM$3.1M4,294038222105
ISHARES TREAFE VALUE ETF$3.1M40,525464288877
INTEL CORPCOM$3.1M22,191458140100
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF$3.1M34,43433734X846
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF$3M71,20625434V831
FRANKLIN TEMPLETON ETF TRHIGH YIELD CORP$3M122,32335473P629
SPDR SERIES TRUSTST INTER BD ETF$2.9M88,01878464A375
FIRST TR EXCHNG TRADED FD VIFT VEST US EQ MA$2.9M86,89733740U521
PROSHARES TRS&P MDCP 400 DIV$2.9M31,57274347B680
DIMENSIONAL ETF TRUSTUS LARG VALU ETF$2.9M72,31925434V666
VANGUARD INDEX FDSSMALL CP ETF$2.9M9,418922908751
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF$2.8M41,08346654Q724
AMERICAN CENTY ETF TRUS SML CP VALU$2.8M22,106025072877
QUANTA SVCS INCCOM$2.7M3,77674762E102
ISHARES TREAFE GRWTH ETF$2.7M21,729464288885
FIDELITY COVINGTON TRUSTMSCI INDL INDX$2.7M26,946316092709
ISHARES TRSP SMCP600VL ETF$2.6M19,317464287879
AMERICAN CENTY ETF TRAVANTIS EMGMKT$2.6M26,878025072604
JOHNSON & JOHNSONCOM$2.6M10,174478160104
CAPITAL GROUP NEW GEOGRAPHYSHS$2.6M68,88014021N105
ABBVIE INCCOM$2.6M10,24600287Y109
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV$2.6M31,64633738R506
ETFIS SER TR IVIRTUS REAVES UT$2.6M31,33926923G806
NEBIUS GROUP N.V.SHS CLASS A$2.6M9,248N97284108
HOME DEPOT INCCOM$2.5M7,141437076102
INVESCO EXCH TRADED FD TR IIS&P INTL MOMNT$2.5M41,50746138E222
ISHARES TRMSCI USA MMENTM$2.5M7,27246432F396
APPLIED DIGITAL CORPCOM NEW$2.5M66,575038169207
SCHWAB STRATEGIC TRUS LRG CAP ETF$2.5M83,893808524201
CARNIVAL CORP LTDCOMMON SHARES$2.4M84,930G2004J103
J P MORGAN EXCHANGE TRADED FSHORT DURA CORE$2.4M50,86246641Q274
INVESCO EXCH TRADED FD TR IICHINA TECHNLGY$2.4M41,32546138E800
WALMART INCCOM$2.3M20,425931142103
SCHWAB STRATEGIC TRUS AGGREGATE B$2.3M99,938808524839
GLOBAL X FDSGB MSCI AR ETF$2.3M25,26637950E259
ASML HLDG NVN Y REGISTRY SHS$2.3M1,157N07059210
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX$2.2M8,44433733E302
JANUS DETROIT STR TRHENDRSON AAA CL$2.2M44,22247103U845
LAM RESEARCH CORPCOM NEW$2.2M5,046512807306
CHEVRON CORPORATIONCOM$2.2M13,161166764100
PALANTIR TECHNOLOGIES INCCL A$2.2M18,51969608A108
PACER FDS TRLUNT MDCAP MLT$2.2M38,92469374H725
ISHARES TRRUS 2000 GRW ETF$2.1M5,427464287648
NEXTERA ENERGY INCCOM$2.1M24,11665339F101
VERIZON COMMUNICATIONS INCCOM$2.1M49,56392343V104
SPDR SERIES TRUSTST STR CONV ETF$2.1M19,46178464A359
AMKOR TECHNOLOGY INCCOM$2.1M24,304031652100
EVERUS CONSTR GROUPCOM$2.1M12,530300426103
IDACORP INCCOM$2.1M13,722451107106
CATERPILLAR INCCOM$2.1M1,941149123101
ISHARES TRNATIONAL MUN ETF$2M19,016464288414
J P MORGAN EXCHANGE TRADED FINFL MANA BD ETF$2M42,11946654Q104
ISHARES TRCORE DIV GRWTH$2M26,37546434V621
SCHWAB STRATEGIC TRUS DIVIDEND EQ$2M62,011808524797
DIMENSIONAL ETF TRUSTINTL SMALL CAP V$2M48,84925434V781
VANGUARD MALVERN FDSSTRM INFPROIDX$1.9M38,554922020805
GILEAD SCIENCES INCCOM$1.9M15,209375558103
ISHARES TRCORE US AGGBD ET$1.9M19,326464287226
UNITED PARCEL SVCS INCCL B$1.9M17,654911312106
DIMENSIONAL ETF TRUSTINTL CORE EQUITY$1.9M50,63225434V799
PACER FDS TRGLOBL CASH ETF$1.9M43,36069374H709
BLACKROCK ETF TRUSTISHA I IN TE ETF$1.8M35,07609290C780
INNOVATOR ETFS TRUSTGROWTH 100 DUAL$1.8M88,35245784N312
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF$1.8M5,96946138G649
EA SERIES TRUSTFREEDOM 100 EM$1.8M24,54302072L607
ISHARES TRU.S. TECH ETF$1.8M7,094464287721
ISHARES TRMSCI ACWI ETF$1.8M11,255464288257
VANGUARD INDEX FDSMCAP VL IDXVIP$1.7M8,824922908512
BERKSHIRE HATHAWAY INC DELCL B NEW$1.7M3,476084670702
ISHARES TRCORE MSCI TOTAL$1.7M18,20046432F834
COVISTA INCCOM$1.7M13,84400737L103
EATON CORP PLCSHS$1.7M4,029G29183103
VANGUARD STAR FDSVG TL INTL STK F$1.7M19,989921909768
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL$1.7M33,41946138E362
ALTRIA GROUP INCCOM$1.7M23,45602209S103
MASTERCARD INCORPORATEDCL A$1.7M3,28257636Q104
SPDR INDEX SHS FDSST PORT MARK ETF$1.7M32,28978463X509
GLOBAL X FDSINDIA ACTIVE ETF$1.7M61,21237960A552
PHILIP MORRIS INTL INCCOM$1.7M9,149718172109
BOEING COCOM$1.6M7,532097023105
INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50$1.6M26,60246137V233
ISHARES INCUS INTL HGH YLD$1.6M35,789464286178
STATE STR SPDR DOW JONES INDUT SER 1$1.6M3,08978467X109
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28

Clear Creek Financial Management, LLC — 643 positions reported for 2026Q2 — Tapewire