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Portfolio (Quarterly) Guide ↗

Clear Creek Financial Management, LLC

· CIK 0001784235
13F Portfolio $1.6B AUM 643 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 84 New 281 Added 220 Reduced 49 Exited
Page 1 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 36,300.0 $41.9M 2.69% -857.0 -2.3% $1154.30 -18.9%
2 SPYG SPDR SERIES TRUST 318,096.0 $37.9M 2.43% -7K -2.1% $118.99 +1.7%
3 IVV ISHARES TR 50,170.0 $37.6M 2.42% -4K -6.5% $748.89 +3.4%
4 QQQ INVESCO QQQ TR Financial Services 30,919.0 $22.8M 1.46% -10K -24.8% $736.41 -2.4%
5 NVDA NVIDIA CORPORATION Technology 111,968.0 $22.4M 1.44% -5K -4.3% $200.09 +9.6%
6 SPYV SPDR SERIES TRUST 315,733.0 $19.2M 1.23% -13K -4.0% $60.79 +5.2%
7 USFR WISDOMTREE TR 335,303.0 $16.9M 1.09% -438K -56.6% $50.35 +0.3%
8 LMBS FIRST TR EXCHANGE-TRADED FD 313,206.0 $15.6M 1.00% -3K -1.0% $49.78 -0.1%
9 VBIL VANGUARD INSTL INDEX FD 192,880.0 $14.6M 0.94% -50K -20.6% $75.68 -0.1%
10 EEM ISHARES TR 194,950.0 $13.3M 0.86% -58K -22.9% $68.38 -3.2%
11 IWM ISHARES TR 42,739.0 $12.8M 0.82% -23K -35.0% $300.20 +0.7%
12 HYLS FIRST TR EXCHANGE-TRADED FD 213,297.0 $8.7M 0.56% -5K -2.4% $40.65 +0.3%
13 AIRR FIRST TR EXCHANGE TRADED FD 62,725.0 $8.4M 0.54% -14K -18.6% $133.25 -11.0%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,202.0 $7.6M 0.49% -629.0 -5.8% $746.99 +3.2%
15 CRWD CROWDSTRIKE HLDGS INC Technology 9,945.0 $7.6M 0.49% -750.0 -7.0% $190.78 +4.7%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,044.0 $6.6M 0.42% -143.0 -2.0% $935.46 +3.3%
17 RSEE COLLABORATIVE INVESTMNT SER 166,376.0 $6.6M 0.42% -29K -15.0% $39.55 +0.1%
18 VTI VANGUARD INDEX FDS 16,906.0 $6.3M 0.40% -725.0 -4.1% $370.04 +2.9%
19 IVW ISHARES TR 41,589.0 $5.7M 0.37% -49K -54.2% $137.53 +1.6%
20 FVD FIRST TR EXCHANGE-TRADED FD 118,118.0 $5.7M 0.37% -6K -5.0% $48.18 +5.6%
Page 1 of 11  ·  220 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 21.9%
Industrials 9.3%
Consumer Cyclical 8.9%
Healthcare 6.3%
Communication Services 6.1%
Consumer Defensive 3.7%
Utilities 2.4%
Energy 2.2%
Basic Materials 1.5%