Q3 2026 13F · SEC CIK 1784235

Clear Creek Financial Management, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 617
Top holdings a year, 3 yrs: +15.3%
Assets under management: $1.9B

Clear Creek Financial Management, LLC is a wealth manager that reported 617 positions worth $1.3B in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Wisdomtree Tr (USFR, 3.1%), Ishares Tr (IVV, 3.0%), Spdr Series Trust (SPLG, 2.9%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Clear Creek Financial Management, LLC holdings largest 50 of 617 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clear Creek Financial Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
USFRWisdomtree Tr	3.1%	1.1%	806,407	+140.5%	$40.6M
IVVIshares Tr	3.0%	2.4%	51,213	+2.1%	$39.2M
SPLGSpdr Series Trust	2.9%	3.0%	423,872	-19.7%	$38.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	2.4%	2.4%	256,467	-19.4%	$31.6M
NVDANvidia Corporation	1.9%	1.4%	110,046	-1.7%	$25.1M
SPABSpdr Series Trust	1.8%	1.7%	982,067	-7.3%	$23.9M
EFAIshares Tr	1.6%	1.7%	199,572	-23.2%	$20.7M
MUMicron Technology Inc	1.5%	2.7%	18,785	-48.3%	$20.0M
AAPLApple Inc	1.4%	1.4%	54,725	-26.6%	$18.2M
MSFTMicrosoft Corp	1.3%	0.9%	34,408	-9.0%	$17.6M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.3%	1.2%	279,283	-11.5%	$17.1M
ACYNFirst Tr Exchange-Traded Fd	1.2%	0.8%	786,136	+32.3%	$16.4M
QQQInvesco Qqq Tr	1.2%	1.5%	22,026	-28.8%	$16.3M
SPMOInvesco Exch Traded Fd Tr II	1.1%	1.0%	99,186	+5.9%	$15.0M
SGVTSchwab Strategic Tr	1.1%	0.9%	147,089	+8.2%	$14.8M
SGOVIshares Tr	1.1%	0.6%	146,048	+55.2%	$14.7M
VBILVanguard Instl Index Fd	1.0%	0.9%	173,425	-10.1%	$13.1M
XLVSelect Sector Spdr Tr	1.0%	—	76,443	—	$12.9M
CGGRCapital Group Growth ETF	1.0%	0.8%	271,059	+9.8%	$12.9M
AMZNAmazon Com Inc	0.9%	1.0%	49,456	-27.6%	$12.3M
SCHMSchwab Strategic Tr	0.9%	1.0%	355,247	-17.7%	$12.1M
ACYSFirst Tr Exchange-Traded Fd	0.9%	0.6%	576,958	+25.5%	$11.9M
LMBSFirst Tr Exchange-Traded Fd	0.9%	1.0%	235,027	-25.0%	$11.4M
GOVTIshares Tr	0.8%	0.9%	503,625	-22.3%	$11.0M
STIPIshares Tr	0.7%	0.6%	96,462	-0.4%	$9.6M
VTVanguard Intl Equity Index F	0.7%	0.9%	58,289	-34.4%	$9.2M
VIGVanguard Specialized Funds	0.7%	0.6%	38,976	+3.9%	$9.1M
VOOVanguard Index Fds	0.7%	0.6%	12,603	-11.9%	$8.8M
CGUSCapital Group Core Equity Et	0.7%	—	198,062	—	$8.8M
FBCGFidelity Covington Trust	0.7%	0.5%	139,141	+15.6%	$8.8M
EEMIshares Tr	0.6%	0.9%	121,887	-37.5%	$8.1M
HYLSFirst Tr Exchange-Traded Fd	0.6%	0.6%	205,080	-3.9%	$8.1M
FTSMFirst Tr Exchange-Traded Fd	0.6%	0.7%	132,794	-25.3%	$7.9M
IEFAIshares Tr	0.6%	0.5%	80,524	-0.5%	$7.8M
RSPInvesco Exchange Traded Fd T	0.6%	—	37,321	—	$7.8M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.5%	10,124	-0.8%	$7.7M
XLESelect Sector Spdr Tr	0.5%	—	117,792	—	$7.2M
DGRWWisdomtree Tr	0.5%	—	74,132	—	$7.2M
IWMIshares Tr	0.5%	0.8%	25,833	-39.6%	$7.2M
GOOGLAlphabet Inc	0.5%	0.5%	20,655	-3.5%	$7.1M
VEAVanguard Ftse Developed Markets Index Fu	0.5%	—	100,280	—	$7.1M
CGBLCapital Group Core Balanced	0.5%	—	190,857	—	$7.0M
TBILRbb Fd Inc	0.5%	—	140,327	—	$7.0M
JEPQJ P Morgan Exchange Traded F	0.5%	—	112,018	—	$6.9M
SRLNSsga Active ETF Tr	0.5%	—	168,101	—	$6.8M
CGDVCapital Group Dividend Value	0.5%	—	137,950	—	$6.7M
AIRRFirst Tr Exchange Traded Fd	0.5%	0.5%	64,108	+2.2%	$6.6M
FLOTIshares Tr	0.5%	—	128,080	—	$6.5M
COSTCostco Wholesale Corporation	0.5%	—	7,172	—	$6.5M
FLTRVaneck ETF Trust	0.5%	—	253,157	—	$6.5M

What Clear Creek Financial Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

USFR Wisdomtree Tr+140.5% shares
SGOV Ishares Tr+55.2% shares
ACYN First Tr Exchange-Traded Fd+32.3% shares
ACYS First Tr Exchange-Traded Fd+25.5% shares
FBCG Fidelity Covington Trust+15.6% shares
CGGR Capital Group Growth ETF+9.8% shares
SGVT Schwab Strategic Tr+8.2% shares
SPMO Invesco Exch Traded Fd Tr II+5.9% shares

Reduced

MU Micron Technology Inc-48.3% shares
IWM Ishares Tr-39.6% shares
EEM Ishares Tr-37.5% shares
VT Vanguard Intl Equity Index F-34.4% shares
QQQ Invesco Qqq Tr-28.8% shares
AMZN Amazon Com Inc-27.6% shares
AAPL Apple Inc-26.6% shares
FTSM First Tr Exchange-Traded Fd-25.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.3B	617
Q2 2026	$1.6B	642
Q1 2026	$1.3B	608
Q4 2025	$1.2B	580
Q3 2025	$1.2B	560
Q2 2025	$1.1B	538
Q1 2025	$964.7M	519
Q4 2024	$925.2M	468
Q3 2024	$883.4M	458
Q2 2024	$825.2M	446
Q1 2024	$781.4M	420
Q4 2023	$629.8M	341

Questions about Clear Creek Financial Management, LLC's portfolio

What stocks does Clear Creek Financial Management, LLC own?

Clear Creek Financial Management, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 617 positions worth $1.3B. The largest are Wisdomtree Tr (USFR) at 3.1%, Ishares Tr (IVV) at 3.0%, Spdr Series Trust (SPLG) at 2.9%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 2.4% and Nvidia Corporation (NVDA) at 1.9%.

What did Clear Creek Financial Management, LLC buy last quarter?

In Q3 2026, Clear Creek Financial Management, LLC added Wisdomtree Tr (USFR) (+140.5% shares), Ishares Tr (SGOV) (+55.2% shares) and First Tr Exchange-Traded Fd (ACYN) (+32.3% shares), compared with its Q2 2026 filing.

What did Clear Creek Financial Management, LLC sell last quarter?

In Q3 2026, Clear Creek Financial Management, LLC cut from its top 50 Innovator Etfs Trust (BALT), cut from its top 50 Dimensional ETF Trust (DFAS), cut from its top 50 Vanguard Index Fds (VTV), cut from its top 50 American Centy ETF Tr (AVIV), cut from its top 50 Vaneck ETF Trust (SMH), Micron Technology Inc (MU) (-48.3% shares), Ishares Tr (IWM) (-39.6% shares) and Ishares Tr (EEM) (-37.5% shares), compared with its Q2 2026 filing.

How has Clear Creek Financial Management, LLC's portfolio performed?

A portfolio copying Clear Creek Financial Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is Clear Creek Financial Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clear Creek Financial Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Clear Creek Financial Management, LLC manage?

Clear Creek Financial Management, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.