13F Insight
DOSSIER · 13F-HR · Q2 2026

Clear Creek Financial Management, LLC

$1.6B in tracked AUM across 643 positions as of Q2 2026.

CC
CIK 0001784235 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
643
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Clear Creek Financial Management 13F Filing
1. Portfolio Overview

Clear Creek Financial Management reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 76.9% quarter-over-quarter, rising from approximately $692.64 million to $1.23 billion. This substantial increase is driven by a combination of market performance and net capital inflows, evidenced by the large volume of new position initiations t...

The portfolio consists of 581 holdings, indicating a high level of diversification. The investment approach appears to be "Core-Satellite" or "ETF-Centric," relying heavily on exchange-traded funds (ETFs) to achieve broad market exposure while supplementing with specific large-cap technology equities. The turnover rate is notable, with 18 new positions and 18 exits, alongside 22 increased stakes and 10 reductions. This suggests a dynamic management style that actively rebalances asset allocation rather than adhering to a strictly passive buy-and-hold strategy.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$46M528K3.0%02
MU
MICRON TECHNOLOGY INC
$42M36K2.7%03
SPYG
SPDR SERIES TRUST
$38M318K2.4%04
IVV
ISHARES TR
$38M50K2.4%05
SPAB
SPDR SERIES TRUST
$27M1.1M1.7%06
EFA
ISHARES TR
$27M260K1.7%07
BALT
INNOVATOR ETFS TRUST
$23M669K1.5%08
QQQ
INVESCO QQQ TR
$23M31K1.5%09
NVDA
NVIDIA CORPORATION
$22M112K1.4%10
DFAS
DIMENSIONAL ETF TRUST
$22M263K1.4%

Filing history

2026Q2Jun 30
$1.6B▲ 19.2%
643 positionsView →2026Q1Mar 31
$1.3B▲ 6.5%
608 positionsView →2025Q4Dec 31
$1.2B▲ 6.2%
581 positionsView →2025Q3Sep 30
$1.2B▲ 9.9%
560 positionsView →2025Q2Jun 30
$1.1B▲ 8.9%
538 positionsLocked2025Q1Mar 31
$965M▲ 4.3%
519 positionsLocked2024Q4Dec 31
$925M▲ 4.7%
468 positionsLocked2024Q3Sep 30
$883M▲ 7.0%
458 positionsLocked2024Q2Jun 30
$825M▲ 5.6%
446 positionsLocked2024Q1Mar 31
$781M▲ 24.1%
420 positionsLocked2023Q4Dec 31
$630M▲ 10.5%
341 positionsLocked2023Q3Sep 30
$570M▼ 1.2%
322 positionsLocked
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