Clear Creek Financial Management, LLC

Q2 2026 13F-HR Holdings

Location
Silverdale, WA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
643
Total value ($000)
$1,555,059
Net value change ($000)
+250,237 (19.2%)
New positions
83
Sold out positions
49
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 29,348 233.8%
AVIV 15,234 NEW
VT 13,953 NEW
DFAS 11,564 114.5%
FIRST TRUST EXCHANGE-TRADED FUND 10,755 671.3%
SMH 10,724 253.3%
FIRST TR EXCHANGE-TRADED FD 9,444 NEW
VIS 6,789 89.8%
VTV 6,766 65.0%
SPYM 6,482 16.3%
Top Reduces (Value $000, Stocks/ETFs)
USFR -22,026 -56.6%
IJS -5,565 -67.8%
FTGC -4,641 -100.0%
IVW -4,544 -44.3%
BCI -4,459 -100.0%
SHLD -4,238 -75.8%
VBIL -3,787 -20.6%
IWM -3,474 -21.3%
XLE -2,878 -77.6%
GLD -2,759 -44.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5 (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