Clear Creek Financial Management, LLC

Q4 2025 13F-HR Holdings

Location
Silverdale, WA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
581
Total value ($000)
$1,225,536
Net value change ($000)
+71,030 (6.2%)
New positions
60
Sold out positions
41
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VBIL 9,952 335.4%
SPYM 7,936 16.9%
LMBS 7,704 110.2%
EFA 5,497 22.1%
MU 5,051 108.6%
USFR 4,067 NEW
GLD 3,895 37.9%
SIL 3,822 NEW
VWO 3,702 NEW
NXT 2,686 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPAB -5,468 -17.7%
BIL -4,712 -47.9%
BITB -4,000 -30.3%
SPY -3,880 -35.3%
PXI -3,795 -94.5%
HOOD -2,538 -82.9%
IDYN -2,321 -100.0%
PHD -1,956 -100.0%
SCHM -1,936 -14.9%
EEM -1,909 -8.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11 (0.0% of total reported value)
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