Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clear Creek Financial Management, LLC (CIK 1784235) reported $1.30B across 603 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($39.9M, 3.06%), USFR ($38.9M, 2.98%), IVV ($35.1M, 2.69%), SPYG ($31.8M, 2.44%), EFA ($24.5M, 1.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $39.9M | 3.06% | 521,158 | Trimmed |
| 2 | USFR | WISDOMTREE TR | $38.9M | 2.98% | 772,932 | Added |
| 3 | IVV | ISHARES TR | $35.1M | 2.69% | 53,682 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $31.8M | 2.44% | 325,038 | Added |
| 5 | EFA | ISHARES TR | $24.5M | 1.88% | 252,096 | Trimmed |
| 6 | SPAB | SPDR SERIES TRUST | $24.3M | 1.87% | 950,229 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $23.7M | 1.82% | 41,106 | Trimmed |
| 8 | BALT | INNOVATOR ETFS TRUST | $20.5M | 1.57% | 613,106 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $20.4M | 1.56% | 117,012 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $18.6M | 1.43% | 328,746 | Added |
| 11 | VBIL | VANGUARD INSTL INDEX FD | $18.4M | 1.41% | 243,010 | Added |
| 12 | AAPL | APPLE INC | $17.9M | 1.37% | 70,401 | Added |
| 13 | IWM | ISHARES TR | $16.3M | 1.25% | 65,726 | Added |
| 14 | LMBS | FIRST TR EXCHANGE-TRADED FD | $15.8M | 1.21% | 316,302 | Added |
| 15 | EEM | ISHARES TR | $14.4M | 1.10% | 252,973 | Trimmed |
| 16 | SCHM | SCHWAB STRATEGIC TR | $13.3M | 1.02% | 430,017 | Added |
| 17 | MSFT | MICROSOFT CORP | $13.1M | 1.00% | 35,329 | Added |
| 18 | AMZN | AMAZON COM INC | $13.0M | 1.00% | 62,594 | Trimmed |
| 19 | MU | MICRON TECHNOLOGY INC | $12.6M | 0.96% | 37,157 | Added |
| 20 | GOVT | ISHARES TR | $10.7M | 0.82% | 466,217 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $10.4M | 0.80% | 53,033 | Added |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | $10.4M | 0.80% | 93,008 | Trimmed |
| 23 | IVW | ISHARES TR | $10.3M | 0.79% | 90,740 | Trimmed |
| 24 | DFAS | DIMENSIONAL ETF TRUST | $10.1M | 0.77% | 141,955 | Trimmed |
| 25 | FTSM | FIRST TR EXCHANGE-TRADED FD | $9.6M | 0.73% | 160,114 | Added |
Source: SEC Form 13F filings · as of 2026-03-31