Clear Creek Financial Management, LLC

Q1 2026 13F-HR Holdings

Location
Silverdale, WA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
608
Total value ($000)
$1,304,822
Net value change ($000)
+79,286 (6.5%)
New positions
76
Sold out positions
49
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
USFR 34,842 856.7%
IJS 8,205 NEW
SGVT 7,941 NEW
IWM 7,276 80.6%
VBIL 5,465 42.3%
AIRR 4,818 129.7%
IEFA 4,478 NEW
BCI 4,459 NEW
FTSM 3,544 58.8%
XLE 3,311 834.0%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -15,004 -27.3%
GLD -7,915 -55.9%
EEM -7,481 -34.2%
QQQ -6,394 -21.2%
EFA -5,901 -19.4%
SIL -3,822 -100.0%
MGC -3,571 -73.8%
XLI -3,397 -100.0%
IVW -3,256 -24.1%
IVV -3,159 -8.3%
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