Clear Creek Financial Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis International Large Cap Value ETF
AVIV
|
+$15.4M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$13.6M |
| 3 |
ACYN
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
|
+$10.7M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$9.38M |
| 5 |
ACYS
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
|
+$9.35M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$22.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$7.01M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$6.49M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$6.46M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$6.44M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.5% |
| 2 | Industrials | 2.98% |
| 3 | Consumer Discretionary | 2.56% |
| 4 | Communication Services | 1.85% |
| 5 | Financials | 1.83% |
Similar funds
Clear Creek Financial Management's Q2 2026 Portfolio in Review
As of Q2 2026, Clear Creek Financial Management held 690 positions worth $1.56B, up 19% from $1.3B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Clear Creek Financial Management deployed $83.6M of net new capital in Q2 2026, opening 82 new positions and adding to 292 existing holdings. Its largest new stake was Avantis International Large Cap Value ETF: 196,767 shares worth $15.2M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 8.3% a quarter earlier, followed by Industrials and Consumer Discretionary.
On the sell side, the largest reduction was WisdomTree Floating Rate Treasury Fund, an estimated $22.1M trimmed.
- Clear Creek Financial Management's largest Q2 2026 buy was Avantis International Large Cap Value ETF: 196,767 shares worth $15.2M.
- Clear Creek Financial Management added most to FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026, an estimated $10.7M increase.
- Clear Creek Financial Management's biggest Q2 2026 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $22.1M.
- Clear Creek Financial Management fully exited First Trust Global Tactical Commodity Strategy Fund in Q2 2026, selling an estimated $4.64M.
- Clear Creek Financial Management's ten largest holdings make up 20% of its $1.56B portfolio in Q2 2026.
- Clear Creek Financial Management opened 82 new positions and closed 47 in Q2 2026.
- Clear Creek Financial Management's portfolio value rose 19% quarter-over-quarter to $1.56B.
Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.