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Filers›Holding Co.›Clear Creek Financial Management, LLC
DOSSIER · 13F-HR · Q1 2026

Clear Creek Financial Management, LLC

Clear Creek Financial's holding co. based in Stamford, CT — $1.3B in tracked AUM across 608 positions as of Q1 2026.

CC
Clear Creek Financial·Stamford, CT·Holding Co.
CIK 0001784235 · last filed Mar 31, 2026
Total AUM
$1.3B
▼ 13.7%
vs prior
Holdings
608
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$40M521K3.1%
02
USFR
WISDOMTREE TR
$39M773K3.0%
03
IVV
ISHARES TR
$35M54K2.7%
04
SPYG
SPDR SERIES TRUST
$32M325K2.4%
05
EFA
ISHARES TR
$24M252K1.9%
06
SPAB
SPDR SERIES TRUST
$24M950K1.9%
07
QQQ
INVESCO QQQ TR
$24M41K1.8%
08
BALT
INNOVATOR ETFS TRUST
$21M613K1.6%
09
NVDA
NVIDIA CORPORATION
$20M117K1.6%
10
SPYV
SPDR SERIES TRUST
$19M329K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Clear
haiku-4-5 · 608 positions indexed
Sector mix
  • Tech50%
  • Health Care24%
  • Cons. Disc.14%
  • Communications11%
  • Energy7%
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