Clear Creek Financial Management, LLC

Q3 2025 13F-HR Holdings

Location
Silverdale, WA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
560
Total value ($000)
$1,154,506
Net value change ($000)
+103,761 (9.9%)
New positions
58
Sold out positions
36
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STIP 6,098 338.8%
GLD 5,442 112.7%
SPYG 5,399 24.1%
TBIL 4,641 400.4%
AAPL 4,164 29.7%
BIL 4,049 70.1%
DFAS 3,879 78.6%
QLTA 3,633 NEW
NVDA 3,447 19.0%
TSLA 3,369 62.1%
Top Reduces (Value $000, Stocks/ETFs)
EFA -3,795 -13.2%
SPLV -3,737 -100.0%
RSPN -3,708 -59.3%
DIA -3,295 -72.2%
IYR -3,141 -84.4%
SHV -2,941 -60.3%
IXUS -2,856 -100.0%
SGOV -2,830 -28.7%
EDV -2,009 -57.1%
VGLT -1,785 -53.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type