Clear Creek Financial Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Clear Creek Financial Management, LLC reported 468 stock positions worth $925.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 4.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.6%) and iShares S&P 500 Growth ETF (IVW, 3.1%). Compared with Q3 2024, it opened 59 new positions, sold out of 49, added to 217 and reduced 170. The biggest buy was SS SPDR Dow Jones Indus Avg (DIA, shares +1056%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- SILVERDALE, WA
- CIK
- 0001784235
- Portfolio Value
- $925.2M (Q4 2024)
- SEC Filing
- 0001085146-25-000456 ↗ filed Jan 24, 2025
Holdings Value
Holdings 468 stocks · $925.2M
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.51% | 605,774 | $41.8M | Reduce -3.7% |
| IVV iShares Core S&P 500 ETF | 3.61% | 56,688 | $33.4M | Reduce -18.1% |
| IVW iShares S&P 500 Growth ETF | 3.09% | 281,842 | $28.6M | Add +56.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.49% | 262,317 | $23.1M | Reduce -1.4% |
| SPAB SS SPDR P Agg Bond ETF | 2.36% | 872,180 | $21.8M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.99% | 36,002 | $18.4M | Reduce -45.1% |
| IWM iShares Russell 2000 ETF | 1.81% | 75,893 | $16.8M | Add +163.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.71% | 37,264 | $15.9M | Add +1056.2% |
| IVE iShares S&P 500 Value ETF | 1.71% | 82,826 | $15.8M | Add +1104.2% |
| NVDA Nvidia Corp. | 1.63% | 112,042 | $15.0M | Add +5.5% |
| AAPL Apple Inc. | 1.61% | 59,332 | $14.9M | Add +26.7% |
| IYR iShares US Real Estate ETF | 1.56% | 155,568 | $14.5M | Add +756.2% |
| LMBS First Trust Low Duration Opp | 1.46% | 277,779 | $13.5M | Add +11.7% |
| MSFT Microsoft Corp. | 1.29% | 28,316 | $11.9M | Add +3.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.24% | 224,224 | $11.5M | Add +13.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.22% | 103,875 | $11.3M | Add +1294.3% |
| GOVT iShares US Treasury Bond ETF | 1.13% | 456,672 | $10.5M | Reduce -7.3% |
| COWZ Pacer US Cash Cows 100 ETF | 1.07% | 175,992 | $9.9M | Add +37.2% |
| AMZN Amazon.com Inc. | 1.05% | 44,251 | $9.7M | Reduce -0.3% |
| CTA Simplify Managed Futures St | 1.00% | 331,621 | $9.2M | Add +0.1% |
| QVMT Invesco S&P 500 Concentrated | 0.99% | 185,525 | $9.1M | Add +7.5% |
| SCHM Schwab US Mid Cap ETF | 0.97% | 322,319 | $8.9M | Add +0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.97% | 97,661 | $8.9M | Reduce -78.0% |
| RSEE Rareview Systematic Equity filed as COLLABORATIVE INVESTMNT SER | 0.94% | 304,301 | $8.7M | Add +7.3% |
| EEM iShares MSCI Emerging Market | 0.92% | 202,528 | $8.5M | Add +15.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 86,884 | $8.4M | Add +8.9% |
| BITB Bitwise Bitcoin ETF | 0.89% | 162,390 | $8.3M | Add +28.5% |
| IXUS iShares Core Intl Stock ETF | 0.88% | 122,577 | $8.1M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.88% | 13,813 | $8.1M | Add +7.1% |
| HYLS FT Tactical High Yield ETF | 0.87% | 195,711 | $8.1M | Add +4.0% |
| SGOV iShares 0-3 Month Treasury B | 0.83% | 76,555 | $7.7M | Reduce -15.3% |
| FVD First Trust Value Line DVD | 0.82% | 174,286 | $7.6M | Add +0.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.74% | 71,934 | $6.8M | Add +28.9% |
| VIG Vanguard Dividend Apprec ETF | 0.71% | 33,696 | $6.6M | Add +5.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.66% | 28,898 | $6.1M | Add +16.4% |
| FTSL First Trust Senior Loan ETF | 0.66% | 131,080 | $6.1M | Add +0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.64% | 87,903 | $5.9M | Add +17.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.57% | 104,275 | $5.3M | Add +19.7% |
| FNOV FT Vest US Equity Buffer ETF | 0.56% | 109,072 | $5.2M | New |
| TSLA Tesla Inc. | 0.54% | 12,371 | $5.0M | Add +1.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.52% | 44,094 | $4.9M | Add +119.2% |
| COST Costco Wholesale Corp. | 0.51% | 5,194 | $4.8M | Reduce -0.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.50% | 43,016 | $4.6M | Add +2.3% |
| CGGR Cap Group Growth Equity | 0.46% | 115,209 | $4.3M | Add +7.7% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 83,053 | $4.2M | Add +17.9% |
| VOO Vanguard S&P 500 ETF | 0.44% | 7,583 | $4.1M | Reduce -6.2% |
| RSP Invesco S&P 500 Equal Weight | 0.44% | 23,151 | $4.1M | Reduce -56.6% |
| ARCC Ares Capital Corp. | 0.43% | 182,389 | $4.0M | Add +3.8% |
| LLY Eli Lilly & Co. | 0.40% | 4,798 | $3.7M | Add +38.1% |
| GOOGL Alphabet Inc. Class A | 0.40% | 19,459 | $3.7M | Add +7.7% |
| EDV Vanguard Extended Dur Treas | 0.39% | 53,318 | $3.6M | Reduce -2.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.38% | 77,478 | $3.5M | Add +17.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.37% | 98,111 | $3.4M | Add +11.3% |
| VGLT Vanguard Long-Term Treasury | 0.37% | 61,736 | $3.4M | Reduce -1.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.36% | 74,025 | $3.4M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 11,544 | $3.3M | Add +1.7% |
| V Visa Inc. Class A | 0.36% | 10,494 | $3.3M | Add +40.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 19,027 | $3.2M | Add +10.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 7,841 | $3.2M | Add +5.0% |
| ANGL Vaneck Fallen Angel High YLD | 0.34% | 111,307 | $3.2M | Add +3.0% |
| FTGC First Trust Global Tactical | 0.34% | 132,981 | $3.2M | New |
| TLT iShares 20+ Year Treasury BD | 0.34% | 36,188 | $3.2M | Reduce -14.3% |
| FTCS First Trust Capital Strength | 0.34% | 35,918 | $3.2M | Reduce -0.7% |
| EMB iShares JP Morgan Usd Emergi | 0.34% | 35,233 | $3.1M | Add +54.4% |
| JPM JPMorgan Chase & Co. | 0.34% | 13,099 | $3.1M | Reduce -10.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.33% | 86,540 | $3.1M | Add +8.7% |
| NOVM FT Vest US Eq Max Buf Nov | 0.33% | 98,664 | $3.0M | New |
| GOOG Alphabet Inc. Class C | 0.32% | 15,409 | $2.9M | Reduce -8.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.32% | 70,825 | $2.9M | New |
| SPLV Invesco S&P 500 Low Volatili | 0.32% | 41,729 | $2.9M | Add +10.7% |
| GLD SPDR Gold Shares | 0.31% | 12,020 | $2.9M | Add +19.2% |
| LDUR PIMCO Enhanced Low Duration | 0.31% | 30,375 | $2.9M | Reduce -4.6% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 0.31% | 132,748 | $2.9M | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.30% | 34,866 | $2.8M | Add +9.0% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.29% | 21,811 | $2.7M | Add +20.8% |
| RSPN Invesco S&P 500 Equal Weight | 0.29% | 52,669 | $2.6M | New |
| HELO JPMorgan Hedged Equity ETF | 0.28% | 41,442 | $2.6M | Add +105.8% |
| OEF iShares S&P 100 ETF | 0.28% | 8,901 | $2.6M | New |
| CVX Chevron Corp. | 0.28% | 17,719 | $2.6M | Reduce -0.5% |
| BA The Boeing Co. | 0.28% | 14,374 | $2.5M | Add +43.3% |
| XLV SS Health Care Select Sector | 0.27% | 18,165 | $2.5M | Reduce -4.1% |
| SH Proshares Short S&P500 | 0.27% | 58,810 | $2.5M | Reduce -2.1% |
| VFMO Vanguard US Momentum Factor | 0.27% | 15,100 | $2.5M | Add +536.9% |
| MU Micron Technology Inc. | 0.27% | 29,162 | $2.5M | Add +11.6% |
| UTES Virtus Reaves Utilities ETF | 0.26% | 38,395 | $2.4M | Reduce -13.2% |
| IWF iShares Russell 1000 Growth | 0.26% | 5,942 | $2.4M | Reduce -10.3% |
| SCHQ Schwab Long-Term US Treasury | 0.26% | 75,098 | $2.4M | Reduce -5.7% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 13,070 | $2.3M | Add +8.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.25% | 44,764 | $2.3M | Add +7.0% |
| SSO Proshares Ultra S&P500 | 0.24% | 24,435 | $2.3M | Add +40.6% |
| TLH iShares 10-20 Year Treasury | 0.24% | 22,622 | $2.3M | Reduce -3.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.24% | 10,563 | $2.2M | Reduce -15.8% |
| META Meta Platforms Inc. Class A | 0.24% | 3,833 | $2.2M | Add +5.5% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.24% | 71,709 | $2.2M | Add +23.6% |
| FBCG Fidelity Blue Chip Grow ETF | 0.24% | 47,478 | $2.2M | Add +1.9% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.24% | 55,696 | $2.2M | Reduce -25.6% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 37,552 | $2.2M | Reduce -17.9% |
| PTNQ Pacer Trendpilot 100 ETF | 0.23% | 29,009 | $2.1M | Add +141.4% |
| FDN First Trust DJ Internet Ind | 0.23% | 8,737 | $2.1M | Add +123.9% |
| HD Home Depot Inc. | 0.23% | 5,410 | $2.1M | Add +23.1% |
Portfolio Sells Q3 2024 → Q4 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -78.0% | 0.97% | −3.64 |
| EFA iShares MSCI Eafe ETF | Reduce -93.2% | 0.11% | −1.82 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -45.1% | 1.99% | −1.64 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −1.64 |
| IVV iShares Core S&P 500 ETF | Reduce -18.1% | 3.61% | −0.91 |
| RSP Invesco S&P 500 Equal Weight | Reduce -56.6% | 0.44% | −0.64 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -90.2% | 0.06% | −0.53 |
| FLNA Filana Therapeutics Inc. | Reduce -81.1% | 0.01% | −0.50 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.47 |
| IYW iShares Ustechnology ETF | Reduce -63.1% | 0.22% | −0.37 |
| FICS FT International Dev Cap STR | Sold out | 0.00% | −0.33 |
| IAGG iShares Intl Aggregate Bond | Reduce -88.6% | 0.04% | −0.30 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.7% | 4.51% | −0.29 |
| SGOV iShares 0-3 Month Treasury B | Reduce -15.3% | 0.83% | −0.20 |
| GOVT iShares US Treasury Bond ETF | Reduce -7.3% | 1.13% | −0.17 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -34.7% | 0.22% | −0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.14 |
| MARM Ftvestus Max Buff ETF March | Reduce -54.4% | 0.11% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Reduce -14.3% | 0.34% | −0.13 |
| SMH Vaneck Semiconductor ETF | Reduce -48.1% | 0.11% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -35.3% | 0.17% | −0.11 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -65.4% | 0.05% | −0.11 |
| EDV Vanguard Extended Dur Treas | Reduce -2.1% | 0.39% | −0.10 |
| VNLA Janus Henderson Short Durati | Reduce -36.8% | 0.15% | −0.10 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.10 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.10 |
| DJAN FT Vest U.S. Equity Deep Buf | Reduce -25.6% | 0.24% | −0.09 |
| DAPR FT Vest U.S. Equity Deep Buf | Reduce -48.3% | 0.08% | −0.08 |
| PFE Pfizer Inc. | Reduce -52.9% | 0.06% | −0.08 |
| SPEM State Street SP PTF Em ETF | Reduce -31.1% | 0.12% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -17.9% | 0.23% | −0.07 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.07 |
| VGLT Vanguard Long-Term Treasury | Reduce -1.8% | 0.37% | −0.07 |
| SCHQ Schwab Long-Term US Treasury | Reduce -5.7% | 0.26% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -4.1% | 0.27% | −0.06 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.06 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -14.0% | 0.23% | −0.06 |
| UTES Virtus Reaves Utilities ETF | Reduce -13.2% | 0.26% | −0.06 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -15.8% | 0.24% | −0.05 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -41.3% | 0.07% | −0.05 |
| ISHARES 25+ YR TREAS STRIPS | Reduce -59.7% | 0.02% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -17.5% | 0.20% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -3.1% | 0.36% | −0.05 |
| TLH iShares 10-20 Year Treasury | Reduce -3.1% | 0.24% | −0.05 |
| CSX CSX Corp. | Sold out | 0.00% | −0.04 |
| IMNM Immunome Inc. | Sold out | 0.00% | −0.04 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -6.2% | 0.44% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -20.4% | 0.14% | −0.04 |
| GM General Motors Co. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| DIA SS SPDR Dow Jones Indus Avg | Add +1056.2% | 1.71% | +1.56 |
| IVE iShares S&P 500 Value ETF | Add +1104.2% | 1.71% | +1.56 |
| IYR iShares US Real Estate ETF | Add +756.2% | 1.56% | +1.36 |
| IVW iShares S&P 500 Growth ETF | Add +56.0% | 3.09% | +1.14 |
| IJS iShares S&P Small-Cap 600 Va | Add +1294.3% | 1.22% | +1.13 |
| IWM iShares Russell 2000 ETF | Add +163.3% | 1.81% | +1.09 |
| FNOV FT Vest US Equity Buffer ETF | New | 0.56% | +0.56 |
| BITB Bitwise Bitcoin ETF | Add +28.5% | 0.89% | +0.40 |
| AAPL Apple Inc. | Add +26.7% | 1.61% | +0.37 |
| FTGC First Trust Global Tactical | New | 0.34% | +0.34 |
| NOVM FT Vest US Eq Max Buf Nov | New | 0.33% | +0.33 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.32% | +0.32 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | New | 0.31% | +0.31 |
| RSPN Invesco S&P 500 Equal Weight | New | 0.29% | +0.29 |
| OEF iShares S&P 100 ETF | New | 0.28% | +0.28 |
| SHV iShares 0-1 Year Treasury Bo | Add +119.2% | 0.52% | +0.27 |
| COWZ Pacer US Cash Cows 100 ETF | Add +37.2% | 1.07% | +0.23 |
| VFMO Vanguard US Momentum Factor | Add +536.9% | 0.27% | +0.23 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.21% | +0.21 |
| XLE SS Energy Select Sector | New | 0.20% | +0.20 |
| TSLA Tesla Inc. | Add +1.9% | 0.54% | +0.18 |
| QJUN FT Vest Nasdaq-100 Buffer Et | New | 0.18% | +0.18 |
| IYZ iShares US Telecommunication | New | 0.17% | +0.17 |
| SPMO Invesco S&P 500 Momentum ETF | Add +28.9% | 0.74% | +0.17 |
| NVDA Nvidia Corp. | Add +5.5% | 1.63% | +0.17 |
| IYC iShares US Consumer Discreti | New | 0.16% | +0.16 |
| IFRA iShares US Infrastructure | Add +569.7% | 0.19% | +0.16 |
| HELO JPMorgan Hedged Equity ETF | Add +105.8% | 0.28% | +0.14 |
| FDN First Trust DJ Internet Ind | Add +123.9% | 0.23% | +0.14 |
| PTNQ Pacer Trendpilot 100 ETF | Add +141.4% | 0.23% | +0.13 |
| DFLV Dim US Large Cap Value ETF | New | 0.13% | +0.13 |
| JCPI JP Morgan Inflation MGD Bond | New | 0.13% | +0.13 |
| GILD Gilead Sciences Inc. | New | 0.13% | +0.13 |
| V Visa Inc. Class A | Add +40.7% | 0.36% | +0.13 |
| FLJH Franklin Ftse JPN Hedged ETF | New | 0.12% | +0.12 |
| MA Mastercard Inc. Class A | Add +127.0% | 0.19% | +0.11 |
| BA The Boeing Co. | Add +43.3% | 0.28% | +0.10 |
| EMB iShares JP Morgan Usd Emergi | Add +54.4% | 0.34% | +0.10 |
| DSEP FT Vest U.S. Equity Deep Buf | New | 0.09% | +0.09 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.09% | +0.09 |
| QQQM Invesco Nasdaq 100 ETF | Add +16.4% | 0.66% | +0.09 |
| DOCT FT Vest U.S. Equity Deep Buf | Add +389.9% | 0.11% | +0.09 |
| MINT PIMCO Enhanced Short Maturit | Add +287.0% | 0.11% | +0.08 |
| FENY Fidelity MSCI Energy Index | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | Add +85.2% | 0.14% | +0.07 |
| INDY iShares India 50 ETF | New | 0.07% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +211.7% | 0.12% | +0.07 |
| LMBS First Trust Low Duration Opp | Add +11.7% | 1.46% | +0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Add +19.7% | 0.57% | +0.07 |
| INCO Columbia India Consumer ETF | New | 0.07% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 642 | $1.6B | SPYM, MU, SPYG, IVV, SPAB |
| Q1 2026 | 608 | $1.3B | SPYM, USFR, IVV, SPYG, EFA |
| Q4 2025 | 580 | $1.2B | SPYM, IVV, EFA, QQQ, SPYG |
| Q3 2025 | 560 | $1.2B | SPYM, IVV, SPAB, QQQ, SPYG |
| Q2 2025 | 538 | $1.1B | SPYM, IVV, QQQ, EFA, SPAB |
| Q1 2025 | 519 | $964.7M | SPYM, IVW, SPAB, IVV, DIA |
| Q4 2024 | 468 | $925.2M | SPYM, IVV, IVW, SPYG, SPAB |
| Q3 2024 | 458 | $883.4M | SPYM, BIL, IVV, QQQ, SPAB |
| Q2 2024 | 446 | $825.2M | SPYM, QQQ, IVV, IVW, SPYG |
| Q1 2024 | 420 | $781.4M | SPYM, IVV, QQQ, IVW, SPAB |