Clear Creek Financial Management, LLC
Annual return '25
+22.4%
SPY '25
+17.7%
Alpha
+4.7ptsvs SPY
Invested
$1.3B
Holdings
607
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Increased +23.0% (6.5k → 8.1k shares)
3.1%
02
$USFR
WISDOMTREE TR
Q2 2025: Exited (was 26.5k shares)
3.0%
03
$IVV
ISHARES TR
Q1 2026: Sold 6.8% (5.0k → 4.7k shares)
2.7%
04
$SPYG
SPDR SERIES TRUST
Q1 2026: Sold 1.5% (18.7k → 18.4k shares)
2.4%
05
$EFA
ISHARES TR
Q4 2025: Exited (was 266.6k shares)
1.9%
06
$SPAB
SPDR SERIES TRUST
Q1 2026: Increased +1.2% (214.1k → 216.8k shares)
1.9%
07
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 4.9% (56.5k → 53.8k shares)
1.8%
08
$BALT
INNOVATOR ETFS TRUST
Q1 2026: Increased +9.0% (74.1k → 80.8k shares)
1.6%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +4.0% (51.1k → 53.1k shares)
1.6%
10
$SPYV
SPDR SERIES TRUST
Q4 2025: Sold 96.7% (348.0k → 11.6k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.