Clear Creek Financial Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Clear Creek Financial Management, LLC reported 519 stock positions worth $964.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 5.7% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 3.5%) and SS SPDR P Agg Bond ETF (SPAB, 3.2%). Compared with Q4 2024, it opened 80 new positions, sold out of 29, added to 250 and reduced 165. The biggest buy was SS SPDR Dow Jones Indus Avg (DIA, shares +90%) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- SILVERDALE, WA
- CIK
- 0001784235
- Portfolio Value
- $964.7M (Q1 2025)
- SEC Filing
- 0001085146-25-002379 ↗ filed Apr 28, 2025
Holdings Value
Holdings 519 stocks · $964.7M
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.69% | 834,875 | $54.9M | Add +37.8% |
| IVW iShares S&P 500 Growth ETF | 3.48% | 362,022 | $33.6M | Add +28.4% |
| SPAB SS SPDR P Agg Bond ETF | 3.22% | 1,216,728 | $31.1M | Add +39.5% |
| IVV iShares Core S&P 500 ETF | 3.09% | 53,040 | $29.8M | Reduce -6.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 3.07% | 70,619 | $29.7M | Add +89.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.22% | 266,823 | $21.4M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 2.18% | 44,870 | $21.0M | Add +24.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.17% | 227,933 | $20.9M | Add +133.4% |
| AAPL Apple Inc. | 1.46% | 63,529 | $14.1M | Add +7.1% |
| EFA iShares MSCI Eafe ETF | 1.41% | 165,863 | $13.6M | Add +1092.7% |
| NVDA Nvidia Corp. | 1.38% | 122,900 | $13.3M | Add +9.7% |
| GOVT iShares US Treasury Bond ETF | 1.37% | 575,478 | $13.2M | Add +26.0% |
| MSFT Microsoft Corp. | 1.15% | 29,546 | $11.1M | Add +4.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.14% | 216,162 | $11.0M | Reduce -3.6% |
| CTA Simplify Managed Futures St | 1.03% | 334,813 | $9.9M | Add +1.0% |
| COWZ Pacer US Cash Cows 100 ETF | 1.02% | 178,878 | $9.8M | Add +1.6% |
| SGOV iShares 0-3 Month Treasury B | 0.99% | 95,089 | $9.6M | Add +24.2% |
| LMBS First Trust Low Duration Opp | 0.99% | 194,589 | $9.6M | Reduce -29.9% |
| RSEE Rareview Systematic Equity filed as COLLABORATIVE INVESTMNT SER | 0.97% | 338,270 | $9.3M | Add +11.2% |
| AMZN Amazon.com Inc. | 0.90% | 45,610 | $8.7M | Add +3.1% |
| HYLS FT Tactical High Yield ETF | 0.90% | 211,275 | $8.7M | Add +8.0% |
| EEM iShares MSCI Emerging Market | 0.84% | 186,036 | $8.1M | Reduce -8.1% |
| SCHM Schwab US Mid Cap ETF | 0.75% | 277,248 | $7.3M | Reduce -14.0% |
| FVD First Trust Value Line DVD | 0.74% | 159,875 | $7.1M | Reduce -8.3% |
| FTSL First Trust Senior Loan ETF | 0.73% | 155,066 | $7.1M | Add +18.3% |
| BITB Bitwise Bitcoin ETF | 0.73% | 155,882 | $7.0M | Reduce -4.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.72% | 75,391 | $7.0M | Add +4.8% |
| SPTS SS SPDR P St Term TSY ETF | 0.69% | 227,612 | $6.7M | Add +529.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 11,698 | $6.5M | Reduce -15.3% |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 32,937 | $6.4M | Reduce -2.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.65% | 123,961 | $6.3M | Add +18.9% |
| IWM iShares Russell 2000 ETF | 0.65% | 31,440 | $6.3M | Reduce -58.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.64% | 93,102 | $6.2M | Add +5.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.58% | 50,758 | $5.6M | Add +15.1% |
| COST Costco Wholesale Corp. | 0.56% | 5,737 | $5.4M | Add +10.4% |
| GFEB FT Vest US Equity Moderate B | 0.56% | 147,444 | $5.4M | New |
| QQQM Invesco Nasdaq 100 ETF | 0.56% | 27,971 | $5.4M | Reduce -3.2% |
| SIXA Etc 6 Meridian Mega Cap Equi filed as EXCHANGE TRADED CONCEPTS TRU | 0.52% | 108,473 | $5.0M | New |
| JPST JPMorgan Ultra-Short Income | 0.51% | 96,381 | $4.9M | Add +16.1% |
| IUS Invesco Rafi Strategic US Et | 0.50% | 97,638 | $4.8M | New |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 27,817 | $4.8M | Add +20.1% |
| RSPN Invesco S&P 500 Equal Weight | 0.49% | 95,644 | $4.7M | Add +81.6% |
| CGGR Cap Group Growth Equity | 0.47% | 131,932 | $4.5M | Add +14.5% |
| GLD SPDR Gold Shares | 0.46% | 15,287 | $4.4M | Add +27.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.44% | 91,375 | $4.2M | Add +17.9% |
| ARCC Ares Capital Corp. | 0.42% | 185,015 | $4.1M | Add +1.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.42% | 41,996 | $4.1M | Reduce -59.6% |
| LLY Eli Lilly & Co. | 0.42% | 4,895 | $4.0M | Add +2.0% |
| V Visa Inc. Class A | 0.42% | 11,500 | $4.0M | Add +9.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.41% | 32,785 | $3.9M | New |
| HELO JPMorgan Hedged Equity ETF | 0.40% | 65,315 | $3.9M | Add +57.6% |
| VOO Vanguard S&P 500 ETF | 0.40% | 7,443 | $3.8M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.39% | 15,391 | $3.8M | Add +17.5% |
| EDV Vanguard Extended Dur Treas | 0.39% | 52,557 | $3.7M | Reduce -1.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.39% | 111,232 | $3.7M | Add +13.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.37% | 100,496 | $3.6M | Add +16.1% |
| EMB iShares JP Morgan Usd Emergi | 0.36% | 38,732 | $3.5M | Add +9.9% |
| VGLT Vanguard Long-Term Treasury | 0.36% | 60,768 | $3.5M | Reduce -1.6% |
| TSLA Tesla Inc. | 0.36% | 13,440 | $3.5M | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 0.36% | 22,314 | $3.5M | Add +14.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 12,554 | $3.5M | Add +8.8% |
| FTGC First Trust Global Tactical | 0.36% | 134,454 | $3.4M | Add +1.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.35% | 45,774 | $3.4M | Add +9.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.35% | 73,765 | $3.4M | Reduce -0.3% |
| CVX Chevron Corp. | 0.33% | 19,057 | $3.2M | Add +7.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.33% | 18,220 | $3.1M | Reduce -4.2% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.32% | 71,749 | $3.1M | Add +1.3% |
| IXUS iShares Core Intl Stock ETF | 0.32% | 43,727 | $3.1M | Reduce -64.3% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 0.32% | 133,833 | $3.0M | Add +0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.31% | 37,578 | $3.0M | Add +7.8% |
| NOVM FT Vest US Eq Max Buf Nov | 0.31% | 97,673 | $3.0M | Reduce -1.0% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 58,194 | $3.0M | Add +117.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.29% | 84,553 | $2.8M | Add +32.4% |
| FTCS First Trust Capital Strength | 0.28% | 30,640 | $2.7M | Reduce -14.7% |
| GOOG Alphabet Inc. Class C | 0.28% | 17,548 | $2.7M | Add +13.9% |
| LDUR PIMCO Enhanced Low Duration | 0.28% | 28,447 | $2.7M | Reduce -6.3% |
| META Meta Platforms Inc. Class A | 0.28% | 4,616 | $2.7M | Add +20.4% |
| SH Proshares Short S&P500 | 0.27% | 59,243 | $2.6M | Add +0.7% |
| MU Micron Technology Inc. | 0.27% | 30,287 | $2.6M | Add +3.9% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.27% | 84,483 | $2.6M | Add +17.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 7,049 | $2.6M | Reduce -10.1% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.27% | 21,544 | $2.6M | Reduce -1.2% |
| BA The Boeing Co. | 0.27% | 15,052 | $2.6M | Add +4.7% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 14,581 | $2.5M | Add +11.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 9,598 | $2.5M | Add +106.4% |
| UTES Virtus Reaves Utilities ETF | 0.25% | 38,047 | $2.5M | Reduce -0.9% |
| TLT iShares 20+ Year Treasury BD | 0.25% | 26,764 | $2.4M | Reduce -26.0% |
| SCHQ Schwab Long-Term US Treasury | 0.25% | 73,656 | $2.4M | Reduce -1.9% |
| XLV SS Health Care Select Sector | 0.25% | 16,444 | $2.4M | Reduce -9.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.24% | 11,276 | $2.3M | Add +6.8% |
| HD Home Depot Inc. | 0.23% | 6,045 | $2.2M | Add +11.7% |
| TLH iShares 10-20 Year Treasury | 0.23% | 21,321 | $2.2M | Reduce -5.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.23% | 44,668 | $2.2M | Reduce -0.2% |
| PTNQ Pacer Trendpilot 100 ETF | 0.23% | 30,598 | $2.2M | Add +5.5% |
| AIQ Global X Art Intel & Tech | 0.22% | 59,027 | $2.1M | Add +9.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.22% | 60,584 | $2.1M | Reduce -0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 37,276 | $2.1M | Reduce -0.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 21,228 | $2.1M | Reduce -75.6% |
| XLE SS Energy Select Sector | 0.22% | 22,381 | $2.1M | Add +2.2% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.21% | 54,494 | $2.1M | Reduce -2.2% |
Portfolio Sells Q4 2024 → Q1 2025
| IVE iShares S&P 500 Value ETF | Reduce -87.5% | 0.20% | −1.51 |
| IYR iShares US Real Estate ETF | Reduce -95.2% | 0.07% | −1.49 |
| IWM iShares Russell 2000 ETF | Reduce -58.6% | 0.65% | −1.16 |
| QVMT Invesco S&P 500 Concentrated | Sold out | 0.00% | −0.99 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -59.6% | 0.42% | −0.80 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -75.6% | 0.22% | −0.69 |
| FNOV FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.56 |
| IXUS iShares Core Intl Stock ETF | Reduce -64.3% | 0.32% | −0.56 |
| IVV iShares Core S&P 500 ETF | Reduce -6.4% | 3.09% | −0.52 |
| LMBS First Trust Low Duration Opp | Reduce -29.9% | 0.99% | −0.47 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -63.8% | 0.18% | −0.32 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -92.7% | 0.02% | −0.32 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.24 |
| SCHM Schwab US Mid Cap ETF | Reduce -14.0% | 0.75% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.3% | 0.68% | −0.20 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.20 |
| IYZ iShares US Telecommunication | Sold out | 0.00% | −0.17 |
| BITB Bitwise Bitcoin ETF | Reduce -4.0% | 0.73% | −0.17 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.16 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.16 |
| SOUN Soundhound AI Inc. Class A | Reduce -58.0% | 0.02% | −0.12 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -77.0% | 0.03% | −0.12 |
| ITOT iShares Core S&P Total U.S. | Reduce -79.2% | 0.03% | −0.12 |
| OEF iShares S&P 100 ETF | Reduce -30.4% | 0.17% | −0.10 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.2% | 0.56% | −0.10 |
| VFMO Vanguard US Momentum Factor | Reduce -27.9% | 0.17% | −0.10 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.6% | 1.14% | −0.10 |
| IYW iShares Ustechnology ETF | Reduce -32.0% | 0.13% | −0.09 |
| TLT iShares 20+ Year Treasury BD | Reduce -26.0% | 0.25% | −0.09 |
| FVD First Trust Value Line DVD | Reduce -8.3% | 0.74% | −0.08 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -71.6% | 0.03% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.1% | 0.27% | −0.08 |
| DDOG Datadog Inc. Class A | Reduce -44.4% | 0.05% | −0.08 |
| EEM iShares MSCI Emerging Market | Reduce -8.1% | 0.84% | −0.07 |
| INDY iShares India 50 ETF | Sold out | 0.00% | −0.07 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -66.1% | 0.03% | −0.07 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.07 |
| BND Vanguard Total Bond Market | Reduce -36.9% | 0.10% | −0.06 |
| BSVO EA Bridgeway Omni Sm-Cp Val | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| SMH Vaneck Semiconductor ETF | Reduce -42.8% | 0.05% | −0.06 |
| FTCS First Trust Capital Strength | Reduce -14.7% | 0.28% | −0.06 |
| PAVE Global X US Infrastructure | Reduce -24.3% | 0.11% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 0.66% | −0.05 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -5.9% | 0.21% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.05 |
| MARM Ftvestus Max Buff ETF March | Reduce -42.2% | 0.06% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -45.1% | 0.05% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| DIA SS SPDR Dow Jones Indus Avg | Add +89.5% | 3.07% | +1.36 |
| EFA iShares MSCI Eafe ETF | Add +1092.7% | 1.41% | +1.29 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +133.4% | 2.17% | +1.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +37.8% | 5.69% | +1.18 |
| SPAB SS SPDR P Agg Bond ETF | Add +39.5% | 3.22% | +0.87 |
| SPTS SS SPDR P St Term TSY ETF | Add +529.2% | 0.69% | +0.58 |
| GFEB FT Vest US Equity Moderate B | New | 0.56% | +0.56 |
| SIXA Etc 6 Meridian Mega Cap Equi | New | 0.52% | +0.52 |
| IUS Invesco Rafi Strategic US Et | New | 0.50% | +0.50 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.41% | +0.41 |
| IVW iShares S&P 500 Growth ETF | Add +28.4% | 3.48% | +0.39 |
| GOVT iShares US Treasury Bond ETF | Add +26.0% | 1.37% | +0.24 |
| RSPN Invesco S&P 500 Equal Weight | Add +81.6% | 0.49% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +24.6% | 2.18% | +0.19 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.18% | +0.18 |
| VEA Vanguard Ftse Developed ETF | Add +117.9% | 0.31% | +0.17 |
| DDEC FT Vest U.S. Equity Deep Buf | New | 0.16% | +0.16 |
| FISV Fiserv Inc. | New | 0.16% | +0.16 |
| SGOV iShares 0-3 Month Treasury B | Add +24.2% | 0.99% | +0.16 |
| GLD SPDR Gold Shares | Add +27.2% | 0.46% | +0.14 |
| USFR Wisdomtree Floating Rate Tre | New | 0.14% | +0.14 |
| HELO JPMorgan Hedged Equity ETF | Add +57.6% | 0.40% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +106.4% | 0.26% | +0.12 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.12% | +0.12 |
| HON Honeywell International Inc. | New | 0.09% | +0.09 |
| IWL iShares Russell Top 200 ETF | New | 0.09% | +0.09 |
| JAVA JPMorgan Active Value ETF | New | 0.09% | +0.09 |
| VTIP Vanguard Short-Term Tips | Add +141.5% | 0.15% | +0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Add +18.9% | 0.65% | +0.08 |
| FTSL First Trust Senior Loan ETF | Add +18.3% | 0.73% | +0.08 |
| JGRO JPMorgan Active Growth ETF | Add +302.2% | 0.10% | +0.07 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.07% | +0.07 |
| DECM FT Vest US Eq Max Buf Dec | New | 0.07% | +0.07 |
| DUHP Dimensional US High Profi Et | New | 0.07% | +0.07 |
| SPIB SS SPDR P Int C Corp. ETF | Add +32.4% | 0.29% | +0.07 |
| JMOM JPMorgan US Momentum Factor | New | 0.06% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +20.1% | 0.50% | +0.06 |
| DFAS Dimensional US Small Cap ETF | New | 0.06% | +0.06 |
| AVUV Avantis US Small Cap Value | New | 0.06% | +0.06 |
| ELV Elevance Health Inc. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +9.6% | 0.42% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +17.9% | 0.44% | +0.06 |
| AMD Advanced Micro Devices | Add +82.2% | 0.17% | +0.06 |
| SHV iShares 0-1 Year Treasury Bo | Add +15.1% | 0.58% | +0.06 |
| NFTY First Trust India Nifty 50 E | Add +91.5% | 0.12% | +0.06 |
| DFIC Dimensional International Co. | New | 0.06% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.05% | +0.05 |
| JPST JPMorgan Ultra-Short Income | Add +16.1% | 0.51% | +0.05 |
| CVX Chevron Corp. | Add +7.5% | 0.33% | +0.05 |
| SDVY First Trust Smid Cap Rising | Add +143.7% | 0.10% | +0.05 |
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 |