Clear Creek Financial Management, LLC

CIK 0001784235 · Q1 2026

13F Equity AUM

$1.3B

+6.5% QoQ

Positions

608

+28 QoQ

AUM Rank

#2,386

Top 19%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,923 · Top 60%

vs S&P -8.1%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 13.0%Top 10: 21.3%Top 20: 32.4%

SPYM3.1%

USFR3.0%

IVV2.7%

SPYG2.4%

EFA1.9%

SPAB1.9%

NDQ1.8%

BALT1.6%

NVDA1.6%

SPYV1.4%

Others (598)78.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services77.1%

Technology8.2%

Consumer Cyclical2.8%

Industrials2.3%

Other9.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 608Median: 0.06%Avg: 0.16%

0–0.5%

564(51.9%)

0.5–1%

27(18.4%)

1–3%

16(26.6%)

3–5%

1(3.1%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 526Unique: 82vs 20 funds

7.1%Low

608

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

9.5%

BANK OF AMERICA CORP /DE/

10.3%

9.2%

11.5%

7.9%

6.7%

VANGUARD CAPITAL MANAGEMENT LLC

5.8%

GEODE CAPITAL MANAGEMENT, LLC

5.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New77Increased335Decreased171Exited49

New Positions

IJS0.6%

+69K

SGVT0.6%

+79K

BCI0.3%

+184K

IEFA0.3%

+49K

SJNK0.2%

+104K

RBUF0.2%

+83K

USHY0.2%

+67K

SH0.2%

+62K

SPHY0.2%

+93K

FIDU0.2%

+26K

Increased

USFR3.0%

+692K(+856%)

ETHW0.3%

+94K(+63%)

GOVT0.8%

+73K(+19%)

VBIL1.4%

+72K(+42%)

SCHM1.0%

+62K(+17%)

FTSM0.7%

+60K(+59%)

CGGR0.7%

+59K(+34%)

CGBL0.4%

+59K(+56%)

SPYG2.4%

+57K(+21%)

BITB0.7%

+55K(+29%)

Decreased

SPYM3.1%

-163,129(-24%)

EEM1.1%

-146,432(-37%)

BKLN0.0%

-118,629(-90%)

YSEP0.1%

-78,336(-59%)

QMMY0.1%

-75,430(-67%)

EFA1.9%

-64,373(-20%)

FTSL0.5%

-59,287(-28%)

SRLN0.0%

-58,103(-92%)

QMFE0.1%

-50,335(-63%)

SPDW0.0%

-45,331(-85%)

Exited

-45,758

-21,897

-34,871

-68,283

-60,034

-74,450

-12,029

-14,288

-9,681

-6,760

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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