CLEAR CREEK FINANCIAL MANAGEMENT LLC
Q2 2026 Form 13-F
SILVERDALE, WASHINGTON
CIK 0001784235
· CRD 170602
· SEC-registered investment adviser
Holdings reported by
Advyzon Investment Management LLC since Q2 2025
$1.6B Reported Value Total
CLEAR CREEK FINANCIAL MANAGEMENT, LLC reports 9,428 total accounts under management (AUM). There are 9,418 discretionary accounts valued at $1,854,435,685, and 10 non-discretionary accounts valued at $4,881,683.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-11-05
Reported value
$1.6B
Quarter over quarter
+12.9%
Holdings
642
Top-10 concentration
19.8%
Filing Structure
Holdings reported by
- Advyzon Investment Management LLC · since Q2 2025 · declared by one filing
Key People
Form ADV owners & control persons
Brian Sumner Deely
MANAGING MEMBER
Benjamin James Warren
MANAGING MEMBER
Joseph John Gates
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 28, 2026 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 642 |
| Change in reported value | +19.2% |
| New positions | 83 |
| Exited positions | 49 |
| Position turnover | 19.1% |
| Top-10 concentration | 19.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 28, 2026
|
617 | $1.3B |
|
Q2 2026 13F
Filed Jul 28, 2026
|
642 | $1.6B |
|
Q1 2026 13F
Filed Apr 23, 2026
|
608 | $1.3B |
|
Q4 2025 13F
Filed Jan 23, 2026
|
580 | $1.2B |
|
Q3 2025 13F
Filed Nov 10, 2025
|
560 | $1.2B |
|
Q2 2025 13F
Filed Jul 23, 2025
|
538 | $1.1B |
|
Q1 2025 13F
Filed Apr 28, 2025
|
519 | $964.7M |
|
Q4 2024 13F
Filed Jan 24, 2025
|
468 | $925.2M |
|
Q3 2024 13F
Filed Oct 29, 2024
|
458 | $883.4M |
|
Q2 2024 13F
Filed Jul 25, 2024
|
446 | $825.2M |
|
Q1 2024 13F
Filed Apr 26, 2024
|
420 | $781.4M |
|
Q4 2023 13F
Filed Jan 24, 2024
|
341 | $629.8M |
|
Q3 2023 13F
Filed Oct 24, 2023
|
322 | $570.1M |
|
Q2 2023 13F
Filed Jul 17, 2023
|
328 | $577.3M |
|
Q1 2023 13F
Filed Apr 20, 2023
|
306 | $526.6M |
|
Q4 2022 13F
Filed Jan 24, 2023
|
294 | $455.1M |
|
Q3 2022 13F
Filed Oct 24, 2022
|
284 | $453.6M |
|
Q2 2022 13F
Filed Jul 27, 2022
|
305 | $477.5M |
|
Q1 2022 13F
Filed May 2, 2022
|
341 | $637.6M |
|
Q4 2021 13F
Filed Jan 21, 2022
|
353 | $665.0M |
10 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPYM SPDR SERIES TRUST | $46.4M | 2.98% |
| 2 | MU MICRON TECHNOLOGY INC | $41.9M | 2.69% |
| 3 | SPYG SPDR SERIES TRUST | $37.9M | 2.43% |
| 4 | IVV ISHARES TR | $37.6M | 2.42% |
| 5 | SPAB SPDR SERIES TRUST | $27.0M | 1.74% |
| 6 | EFA ISHARES TR | $27.0M | 1.74% |
| 7 | BALT INNOVATOR ETFS TRUST | $22.9M | 1.47% |
| 8 | QQQ INVESCO QQQ TR | $22.8M | 1.46% |
| 9 | NVDA NVIDIA CORPORATION | $22.4M | 1.44% |
| 10 | DFAS DIMENSIONAL ETF TRUST | $21.7M | 1.39% |
| 11 | AAPL APPLE INC | $21.6M | 1.39% |
| 12 | SPYV SPDR SERIES TRUST | $19.2M | 1.23% |
| 13 | VTV VANGUARD INDEX FDS | $17.2M | 1.1% |
| 14 | USFR WISDOMTREE TR | $16.9M | 1.09% |
| 15 | AMZN AMAZON COM INC | $16.3M | 1.05% |
| 16 | SCHM SCHWAB STRATEGIC TR | $15.9M | 1.02% |
| 17 | LMBS FIRST TR EXCHANGE-TRADED FD | $15.6M | 1.0% |
| 18 | AVIV AMERICAN CENTY ETF TR | $15.2M | 0.98% |
| 19 | SPMO INVESCO EXCH TRADED FD TR II | $15.1M | 0.97% |
| 20 | SMH VANECK ETF TRUST | $15.0M | 0.96% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.