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Asset Manager ← All Institutions

Clear Creek Financial Management, LLC

9361 BAYSHORE DRIVE NW, SILVERDALE, WA 98383 • 360-308-8239

Q4 2025 · Filed 2026-01-23
Market Value
$1.2B
+6.5%
Holdings
602
+27
New Purchases
61
Added To
284
Closed
38
Reduced
191
Top 10 Concentration
23.9%
Turnover
16.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VBIL 1.07% 0.26% +0.81% $13M
LMBS 1.21% 0.61% +0.60% $15M
SPLG 4.53% 4.13% +0.40% $55M
MU 0.80% 0.41% +0.39% $10M
USFR 0.34% 0.00% +0.34% $4M
EFA 2.51% 2.19% +0.32% $30M
SIL 0.32% 0.00% +0.32% $4M
VWO 0.31% 0.00% +0.31% $4M
GLD 1.17% 0.90% +0.27% $14M
NXT 0.22% 0.00% +0.22% $3M
COPX 0.21% 0.00% +0.21% $3M
SHLD 0.19% 0.00% +0.19% $2M
JSCP 0.18% 0.00% +0.18% $2M
AKRE 0.18% 0.00% +0.18% $2M
SPMO 0.98% 0.81% +0.17% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPAB 2.10% 2.71% -0.62% $25M
BIL 0.42% 0.86% -0.44% $5M
BITB 0.76% 1.16% -0.40% $9M
SPY 0.59% 0.97% -0.38% $7M
PXI 0.02% 0.35% -0.34% $221K
EEM 1.80% 2.09% -0.29% $22M
SPYV 1.44% 1.69% -0.25% $17M
IVV 3.16% 3.40% -0.24% $38M
SCHM 0.91% 1.14% -0.23% $11M
HOOD 0.04% 0.27% -0.23% $524K
MSFT 1.23% 1.40% -0.18% $15M
PHD 0.00% 0.17% -0.17% $0
COIN 0.04% 0.21% -0.17% $506K
NVDA 1.73% 1.90% -0.16% $21M
QQQ 2.49% 2.65% -0.16% $30M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 79.1%
Technology 8.3%
Consumer Cyclical 2.8%
Industrials 2.4%
Communication Services 1.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $288M 23.8%
Large Cap 268 $557M 46.0%
Mid Cap 132 $237M 19.6%
Small Cap 97 $89M 7.3%
Micro Cap 38 $39M 3.2%

Portfolio Analytics

Avg Market Cap
$121.9B
Median Market Cap
$13.3B
Avg P/E
32.8
Median P/E
23.3
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
251
# ETFs / Funds
351

Top Holdings (602 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 4.53% 684,287 $55M $80.22 $8M +84,890 +14.2%
2 IVV 3.16% 55,808 $38M $684.94 -$426K -1,940 -3.4%
3 EFA 2.51% 316,469 $30M $96.03 $5M +49,850 +18.7%
4 QQQ 2.49% 49,031 $30M $614.30 -$7K -1,149 -2.3%
5 SPYG 2.36% 268,270 $29M $106.70 $865K +2,655 +1.0%
6 SPAB 2.10% 986,054 $25M $25.75 -$5M -207,730 -17.4%
7 EEM 1.80% 399,405 $22M $54.71 -$2M -45,536 -10.2%
8 NVDA 1.73% 112,608 $21M $186.50 -$585K -3,084 -2.7%
9 BALT 1.68% 605,866 $20M $33.51 $2M +44,623 +8.0%
10 AAPL 1.58% 70,151 $19M $271.86 $875K -1,310 -1.8%
11 SPYV 1.44% 307,571 $17M $56.81 -$2M -40,434 -11.6%
12 MSFT 1.23% 30,741 $15M $483.62 -$1M -97 -0.3%
13 LMBS 1.21% 293,949 $15M $49.99 $8M +153,558 +109.4%
14 AMZN 1.20% 62,889 $15M $230.82 $2M +3,863 +6.5%
15 GLD 1.17% 35,740 $14M $396.31 $4M +6,851 +23.7%
16 IVW 1.12% 109,758 $14M $123.18 $777K +4,141 +3.9%
17 VBIL 1.07% 171,265 $13M $75.43 $10M +132,025 +336.5%
18 SPMO 0.98% 99,195 $12M $119.32 $3M +23,554 +31.1%
19 DFAS 0.92% 160,312 $11M $69.67 $2M +31,527 +24.5%
20 SCHM 0.91% 367,646 $11M $30.07 -$2M -70,660 -16.1%
21 FTSL 0.80% 211,871 $10M $45.88 $209K +4,377 +2.1%
22 MU 0.80% 33,985 $10M $285.41 $5M +6,199 +22.3%
23 VOO 0.79% 15,157 $10M $627.12 $2M +2,897 +23.6%
24 IAU 0.78% 116,192 $9M $81.17 $1M +3,924 +3.5%
25 STIP 0.76% 90,106 $9M $102.39 $1M +13,694 +17.9%
26 BITB 0.76% 193,511 $9M $47.56 -$4M -18,689 -8.8%
27 VTV 0.76% 48,071 $9M $190.99 -$71K -1,533 -3.1%
28 TSLA 0.76% 20,398 $9M $449.72 $378K +620 +3.1%
29 HYLS 0.75% 217,909 $9M $41.86 $410K +10,726 +5.2%
30 GOVT 0.75% 393,318 $9M $23.02 -$519K -20,840 -5.0%
31 IWM 0.75% 36,675 $9M $246.16 $1M +5,425 +17.4%
32 SGOV 0.68% 82,357 $8M $100.38 $1M +12,546 +18.0%
33 CGGR 0.63% 171,937 $8M $44.47 $651K +12,677 +8.0%
34 COWZ 0.60% 120,682 $7M $60.17 -$242K -9,877 -7.6%
35 SPY 0.59% 10,444 $7M $682.22 -$4M -6,071 -36.8%
36 TBIL 0.59% 142,242 $7M $49.88 $1M +26,236 +22.6%
37 IEMG 0.59% 105,425 $7M $67.22 $858K +10,933 +11.6%
38 VIG 0.58% 31,778 $7M $219.78 $438K +1,443 +4.8%
39 RSEE 0.56% 197,314 $7M $34.25 $110K -3,665 -1.8%
40 VIS 0.53% 21,396 $6M $298.38 $1M +3,376 +18.7%
41 JAAA 0.51% 121,346 $6M $50.58 $134K +3,115 +2.6%
42 VAW 0.50% 29,193 $6M $207.55 $1M +6,203 +27.0%
43 FTSM 0.50% 100,576 $6M $59.93 $2M +35,921 +55.6%
44 COST 0.49% 6,909 $6M $862.33 -$230K +224 +3.4%
45 META 0.49% 8,944 $6M $660.06 $303K +1,318 +17.3%
46 SPHQ 0.47% 76,228 $6M $75.05 -$98K -3,165 -4.0%
47 FVD 0.46% 120,885 $6M $46.08 -$788K -16,628 -12.1%
48 VTI 0.44% 15,971 $5M $335.26 $1M +2,845 +21.7%
49 GOOGL 0.44% 16,889 $5M $313.00 $1M +475 +2.9%
50 VFH 0.43% 39,434 $5M $133.49 $869K +5,943 +17.8%
51 CGUS 0.43% 128,681 $5M $40.23 $414K +8,222 +6.8%
52 BIL 0.42% 55,999 $5M $91.38 -$5M -51,124 -47.7%
53 VEA 0.42% 80,938 $5M $62.47 $392K +3,094 +4.0%
54 JPM 0.41% 15,554 $5M $322.22 $80K -80 -0.5%
55 LLY 0.40% 4,545 $5M $1,074.71 $1M +78 +1.8%
56 MGC 0.40% 19,256 $5M $251.17 $1M +3,708 +23.9%
57 CGDV 0.40% 110,827 $5M $43.64 $330K +3,597 +3.4%
58 VO 0.37% 15,365 $4M $290.22 $1M +5,263 +52.1%
59 GFEB 0.36% 105,019 $4M $41.53 -$806K -22,358 -17.6%
60 DGRW 0.35% 46,853 $4M $89.43 $436K +4,656 +11.0%
61 IAGG 0.34% 82,985 $4M $50.01 -$261K -3,120 -3.6%
62 V 0.34% 11,697 $4M $350.72 $218K +317 +2.8%
63 USFR 0.34% 80,820 $4M $50.32 +80,820 NEW
64 GOOG 0.33% 12,762 $4M $313.80 $297K -2,462 -16.2%
65 IJR 0.32% 32,672 $4M $120.18 $158K +959 +3.0%
66 ARCC 0.32% 193,377 $4M $20.23 $18K +2,608 +1.4%
67 SIL 0.32% 45,758 $4M $83.52 +45,758 NEW
68 QUAL 0.31% 19,105 $4M $198.62 $17K -319 -1.6%
69 IUSB 0.31% 80,533 $4M $46.54 $8K +475 +0.6%
70 AIRR 0.31% 37,795 $4M $98.32 $550K +5,047 +15.4%
71 CGBL 0.31% 104,846 $4M $35.33 $375K +8,966 +9.3%
72 VWO 0.31% 68,866 $4M $53.76 +68,866 NEW
73 VUG 0.30% 7,535 $4M $487.85 $257K +406 +5.7%
74 FBCG 0.30% 65,598 $4M $54.84 $392K +5,860 +9.8%
75 AVGO 0.29% 10,064 $3M $346.10 $485K +975 +10.7%
76 JPST 0.29% 68,512 $3M $50.59 -$1M -28,119 -29.1%
77 YSEP 0.28% 132,617 $3M $26.01 $123K +2,136 +1.6%
78 SIXA 0.28% 69,085 $3M $49.93 -$412K -8,652 -11.1%
79 RSP 0.28% 17,931 $3M $191.56 -$262K -1,557 -8.0%
80 XLI 0.28% 21,897 $3M $155.12 $593K +3,720 +20.5%
81 CTA 0.28% 124,028 $3M $27.26 -$30K +2,070 +1.7%
82 TOPT 0.28% 107,486 $3M $31.23 $1M +44,318 +70.2%
83 AVDE 0.28% 40,564 $3M $82.32 $303K +2,084 +5.4%
84 FTGC 0.27% 142,477 $3M $23.23 -$320K +2,345 +1.7%
85 BBUS 0.27% 26,742 $3M $123.31 $1M +7,823 +41.4%
86 DYNF 0.27% 54,120 $3M $60.81 $111K +410 +0.8%
87 PLTR 0.27% 18,483 $3M $177.75 -$140K -297 -1.6%
88 AIQ 0.27% 64,267 $3M $50.86 -$175K -5,456 -7.8%
89 FTCS 0.27% 35,228 $3M $92.51 $144K +1,958 +5.9%
90 FMAR 0.26% 67,292 $3M $47.47 -$253K -7,010 -9.4%
91 HERD 0.26% 73,490 $3M $43.46 $180K +2,347 +3.3%
92 EMB 0.26% 33,059 $3M $96.28 -$247K -2,976 -8.3%
93 QLTA 0.26% 66,015 $3M $48.09 -$458K -8,929 -11.9%
94 ETHW 0.26% 148,540 $3M $21.27 -$246K +34,338 +30.1%
95 HELO 0.25% 45,422 $3M $66.43 -$1M -21,852 -32.5%
96 FRDM 0.25% 58,372 $3M $51.27 $376K -679 -1.1%
97 UTES 0.25% 37,730 $3M $78.95 -$114K +659 +1.8%
98 XLG 0.25% 50,080 $3M $59.28 $479K +6,803 +15.7%
99 QQEW 0.24% 20,500 $3M $142.13 -$82K -732 -3.5%
100 BKLN 0.23% 132,160 $3M $21.00 -$341K -16,742 -11.2%

New Positions

SymbolValue% Port
USFR $4M 0.34%
SIL $4M 0.32%
VWO $4M 0.31%
NXT $3M 0.22%
COPX $3M 0.21%
SHLD $2M 0.19%
JSCP $2M 0.18%
AKRE $2M 0.18%
IXUS $2M 0.13%
GRNY $1M 0.10%
SHW $1M 0.08%
SNTH $989K 0.08%
UNG $913K 0.08%
NVO $821K 0.07%
FLBL $761K 0.06%

Sold Out Positions

SymbolValue% Port
ACHR —%
APD —%
AJG —%
AWF —%
PATH —%
CCI —%
S —%
COP —%
GD —%
PFN —%
MDT —%
TTE —%
UMH —%
MGNI —%
MRVL —%
View SEC EDGAR Filings for Clear Creek Financial Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms