1y return+15.9%S&P 500 +20.9%
3y return+43.8%S&P 500 +68.5%
5y return+31.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $164 against $255 in the S&P 500.2
Clear Creek Financial Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $46.4M | 3.0% | +1.2% |
| MUMicron Technology Inc | $41.9M | 2.7% | −2.3% |
| SPYGSpdr Series Trust | $37.9M | 2.4% | −2.1% |
| IVVIshares Tr | $37.6M | 2.4% | −6.5% |
| SPABSpdr Series Trust | $27.0M | 1.7% | +11.5% |
| EFAIshares Tr | $27.0M | 1.7% | +3.1% |
| BALTInnovator Etfs Trust | $22.9M | 1.5% | +9.1% |
| QQQInvesco Qqq Tr | $22.8M | 1.5% | −24.8% |
| NVDANvidia Corporation | $22.4M | 1.4% | −4.3% |
| Dimensional Etf TrustCUSIP 25434V500 | $21.7M | 1.4% | +85.3% |
| AAPLApple Inc | $21.6M | 1.4% | +6.0% |
| SPYVSpdr Series Trust | $19.2M | 1.2% | −4.0% |
| VTVVanguard Index Fds | $17.2M | 1.1% | +48.6% |
| USFRWisdomtree Tr | $16.9M | 1.1% | −56.6% |
| AMZNAmazon Com Inc | $16.3M | 1.0% | +9.1% |
| SCHMSchwab Strategic Tr | $15.9M | 1.0% | |
| LMBSFirst Tr Exchange-traded Fd | $15.6M | 1.0% | |
| AVIVAmerican Centy Etf Tr | $15.2M | 1.0% | New |
| SPMOInvesco Exch Traded Fd Tr II | $15.1M | 1.0% | |
| SMHVaneck Etf Trust | $15.0M | 1.0% | +106.5% |
| GOVTIshares Tr | $14.8M | 0.9% | +39.0% |
| VAWVanguard World Fd | $14.6M | 0.9% | +71.0% |
| VBILVanguard Instl Index Fd | $14.6M | 0.9% | −20.6% |
| VISVanguard World Fd | $14.3M | 0.9% | +64.5% |
| MSFTMicrosoft Corp | $14.1M | 0.9% | +7.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $22.4M |
| SMHVaneck Etf Trust | June 30, 2023 | +330.8% | $15.0M |
| SPMOInvesco Exch Traded Fd Tr II | December 31, 2023 | +146.6% | $15.1M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $37.6M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $21.6M |
| QQQInvesco Qqq Tr | June 30, 2021 | +107.8% | $22.8M |
| SPYMSpdr Series Trust | December 31, 2020 | +99.9% | $46.4M |
| SPYGSpdr Series Trust | June 30, 2021 | +89.0% | $37.9M |
| TSLATesla Inc | June 30, 2021 | +85.6% | $10.1M |
| VOOVanguard Index Fds | June 30, 2021 | +74.5% | $9.8M |
Sold off last quarter
- FTGCFirst Tr Exchange Trad Fd Vi was $4.6M
- BCIAbrdn Etfs was $4.5M
- VNLAJanus Detroit Str Tr was $2.6M
- USHYIshares Tr was $2.5M
- SHProshares Tr was $2.4M
- Carnival CorpCUSIP 143658300 was $2.3M
- VFHVanguard World Fd was $2.1M
- JMBSJanus Detroit Str Tr was $1.8M
- Honeywell Intl IncCUSIP 438516106 was $1.7M
- YSEPFirst Tr Exchng Traded Fd Vi was $1.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +7.2% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
| December 31, 2022 | +3.4% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
| December 31, 2021 | +4.7% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clear Creek Financial Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1784235&type=13F-HR&dateb=&owner=include&count=40CIK 1784235
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1784235/000178423526000004/Filed July 28, 2026 · accession 0001784235-26-000004