Clear Creek Financial Management, LLC holds a diversified book of 642 stocks worth $1.6B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Avantis Int LRG Cap Val ETF and trimmed Micron Technology Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 3% of the equity book. They also disclosed $5K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Clear Creek Financial Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +24.8%, a 2.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Clear Creek Financial Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clear Creek Financial Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 78 / 80 | $20.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $17.3B |
| Kestra Advisory Services, LLC | 78 / 80 | $9.4B |
| CWM, LLC | 77 / 80 | $10.9B |
| NewEdge Advisors, LLC | 77 / 80 | $8.8B |
| IFP Advisors, Inc | 77 / 80 | $1.6B |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 77 / 80 | $492.7M |
| JPMORGAN CHASE & CO | 76 / 80 | $432.6B |
Ranked by how many of Clear Creek Financial Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $46.4M | 527.7K | 3.0% | ▲+1.2% Added · +7K sh | |
| 2 | Micron Technology Inc COM | $41.9M | 36.3K | 2.7% | ▼−2.3% Reduced · −857 sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $37.9M | 318.1K | 2.4% | ▼−2.1% Reduced · −7K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $37.6M | 50.2K | 2.4% | ▼−6.5% Reduced · −4K sh | |
| 5 | SPDR Series Trust ST STR AGGRE ETF | $27.0M | 1.06M | 1.7% | ▲+12% Added · +110K sh | |
| 6 | Ishares TR MSCI EAFE ETF | $27.0M | 260.0K | 1.7% | ▲+3.1% Added · +8K sh | |
| 7 | Innovator Etfs Trust DEFINED WLT SHLD | $22.9M | 669.1K | 1.5% | ▲+9.1% Added · +56K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $22.8M | 30.9K | 1.5% | ▼−25% Reduced · −10K sh | |
| 9 | Nvidia Corporation COM | $22.4M | 112.0K | 1.4% | ▼−4.3% Reduced · −5K sh | |
| 10 | Dimensional ETF Trust US SMALL CAP ETF | $21.7M | 263.1K | 1.4% | ▲+85% Added · +121K sh | |
| 11 | Apple Inc COM | $21.6M | 74.6K | 1.4% | ▲+6.0% Added · +4K sh | |
| 12 | SPDR Series Trust ST STR P500VAL | $19.2M | 315.7K | 1.2% | ▼−4.0% Reduced · −13K sh | |
| 13 | Vanguard Index FDS VALUE ETF | $17.2M | 78.8K | 1.1% | ▲+49% Added · +26K sh | |
| 14 | Wisdomtree TR FLOATNG RAT TREA | $16.9M | 335.3K | 1.1% | ▼−57% Reduced · −438K sh | |
| 15 | Amazon Com Inc COM | $16.3M | 68.3K | 1.0% | ▲+9.1% Added · +6K sh | |
| 16 | Schwab Strategic TR US MID-CAP ETF | $15.9M | 431.9K | 1.0% | ▲+0.4% Added · +2K sh | |
| 17 | First TR Exchange-Traded FD FST LOW OPPT EFT | $15.6M | 313.2K | 1.0% | ▼−1.0% Reduced · −3K sh | |
| 18 | American Centy ETF TR INTERNATIONAL LR | $15.2M | 196.8K | 1.0% | ▲New New position | |
| 19 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $15.1M | 93.7K | 1.0% | ▲+0.7% Added · +663 sh | |
| 20 | Vaneck ETF Trust SEMICONDUCTR ETF | $15.0M | 22.8K | 1.0% | ▲+107% Added · +12K sh | |
| 21 | Ishares TR US TREAS BD ETF | $14.8M | 647.8K | 0.9% | ▲+39% Added · +182K sh | |
| 22 | Vanguard World FD MATERIALS ETF | $14.6M | 64.0K | 0.9% | ▲+71% Added · +27K sh | |
| 23 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $14.6M | 192.9K | 0.9% | ▼−21% Reduced · −50K sh | |
| 24 | Vanguard World FD INDUSTRIAL ETF | $14.3M | 39.8K | 0.9% | ▲+64% Added · +16K sh | |
| 25 | Microsoft Corp COM | $14.1M | 37.8K | 0.9% | ▲+7.1% Added · +3K sh | |
| 26 | Vanguard Intl Equity Index F TT WRLD ST ETF | $14.0M | 88.9K | 0.9% | ▲New New position | |
| 27 | Schwab Strategic TR GOVT MONE MA ETF | $13.7M | 135.9K | 0.9% | ▲+72% Added · +57K sh | |
| 28 | Ishares TR MSCI EMG MKT ETF | $13.3M | 194.9K | 0.9% | ▼−23% Reduced · −58K sh | |
| 29 | Ishares TR RUSSELL 2000 ETF | $12.8M | 42.7K | 0.8% | ▼−35% Reduced · −23K sh | |
| 30 | First TR Exchange-Traded FD VEST LADDERED | $12.4M | 594.4K | 0.8% | ▲+656% Added · +516K sh | |
| 31 | Capital Group Growth ETF SHS CREAT UNIT | $11.7M | 247.0K | 0.7% | ▲+7.0% Added · +16K sh | |
| 32 | First TR Exchange-Traded FD FIRST TR ENH NEW | $10.6M | 177.7K | 0.7% | ▲+11% Added · +18K sh | |
| 33 | Tesla Inc COM | $10.1M | 24.0K | 0.6% | ▲+13% Added · +3K sh | |
| 34 | Ishares TR 0-5 YR TIPS ETF | $9.9M | 96.9K | 0.6% | ▲+12% Added · +10K sh | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $9.8M | 14.3K | 0.6% | ▲+8.7% Added · +1K sh | |
| 36 | Bitwise Bitcoin ETF TR SHS BEN INT | $9.7M | 304.2K | 0.6% | ▲+22% Added · +55K sh | |
| 37 | Ishares TR 0-3 MTH TREASURY | $9.5M | 94.1K | 0.6% | ▲+17% Added · +14K sh | |
| 38 | First TR Exchange-Traded FD VEST LAD AUT ETF | $9.4M | 459.8K | 0.6% | ▲New New position | |
| 39 | Vanguard Specialized Funds DIV APP ETF | $8.9M | 37.5K | 0.6% | ▲+2.4% Added · +897 sh | |
| 40 | First TR Exchange-Traded FD FIRST TR TA HIYL | $8.7M | 213.3K | 0.6% | ▼−2.4% Reduced · −5K sh | |
| 41 | Ishares Gold TR ISHARES NEW | $8.6M | 113.5K | 0.6% | ▲+6.2% Added · +7K sh | |
| 42 | First TR Exchange Traded FD RBA INDL ETF | $8.4M | 62.7K | 0.5% | ▼−19% Reduced · −14K sh | |
| 43 | First TR Exchange-Traded FD SENIOR LN FD | $8.0M | 179.5K | 0.5% | ▲+18% Added · +27K sh | |
| 44 | Ishares TR CORE MSCI EAFE | $7.8M | 81.0K | 0.5% | ▲+64% Added · +31K sh | |
| 45 | Pacer FDS TR US CASH COWS 100 | $7.7M | 123.8K | 0.5% | ▲+4.2% Added · +5K sh | |
| 46 | Alphabet Inc CAP STK CL A | $7.6M | 21.4K | 0.5% | ▲+2.8% Added · +590 sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $7.6M | 10.2K | 0.5% | ▼−5.8% Reduced · −629 sh | |
| 48 | Crowdstrike Hldgs Inc CL A | $7.6M | 9.9K | 0.5% | ▼−7.0% Reduced · −750 sh | |
| 49 | First TR Exchange-Traded FD NASDQ CLN EDGE | $7.6M | 39.5K | 0.5% | ▲+102% Added · +20K sh | |
| 50 | Fidelity Covington Trust BLUE CHIP GRWTH | $7.5M | 120.3K | 0.5% | ▲+15% Added · +16K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $5K | 8 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 643 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 608 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 581 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 560 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 538 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 519 | $964.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 468 | $925.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 458 | $883.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.