Clear Creek Financial Management, LLC

RIA/Wealth

Clear Creek Financial Management, LLC is a RIA/Wealth based in Denver, CO led by Erik Lawrence Krom, managing $1.1B across 544 long positions as of Q3 2025 with 69% ETF concentration.

CEOErik Lawrence Krom

Portfolio Value: $1.1B
Positions: 544
Top Holding: SPLG at 4.13%
Last Reported: Q3 2025

Address7900 E Union Ave, Suite 150, Denver, CO, 80237, United States

Top Holdings

Largest long holdings in Clear Creek Financial Management, LLC's portfolio (24.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$47.0M	4.13%	-$306.1K Sold	— 599.4K shares	Q2 2019 Held for 6y 5m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$38.7M	3.40%	-$108.4K Sold	— 57.7K shares	Q2 2019 Held for 6y 5m
3 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$30.9M	2.71%	+$2.5M Bought	— 1.2M shares	Q2 2019 Held for 6y 5m
4 Invesco QQQ Trust QQQ	ETF ETF	$30.1M	2.65%	-$3.4M Sold	— 50.2K shares	Q2 2019 Held for 6y 5m
5 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$27.8M	2.44%	+$3.2M Bought	— 265.6K shares	Q2 2019 Held for 6y 5m
6 iShares MSCI EAFE EFA	ETF ETF	$24.9M	2.19%	-$5.1M Sold	— 266.6K shares	Q3 2019 Held for 6y 2m
7 iShares MSCI Emerging Markets EEM	ETF ETF	$23.8M	2.09%	-$833.7K Sold	— 444.9K shares	Q4 2020 Held for 4y 11m
8 Nvidia NVDA	Semiconductors Technology	$21.6M	1.90%	+$164.4K Bought	0.00% 115.7K shares	Q2 2019 Held for 6y 5m
9 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$19.3M	1.69%	+$532.2K Bought	— 348.0K shares	Q1 2024 Held for 1y 8m
10 BALT Innovator Defined Wealth Shield BALT	Unknown Unknown	$18.4M	1.62%	-$884.2K Sold	— 561.2K shares	Q1 2025 Held for 8 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clear Creek Financial Management, LLC's latest filing

See all changes

GthenC

Market Value

$1.1B

Prior: $1.0B

Q/Q Change

+9.48%

+$98.5M

Net Flows % of MV

+2.02%

Turnover Ratio

9.23%

New Purchases

33 stocks

$18.0M

Added To

239 stocks

+$93.4M

Sold Out Of

35 stocks

$16.8M

Reduced Holdings

230 stocks

-$71.6M

Increased Positions

Position	Shares Δ	Change
1 iShares Aaa - A Rated Corporate Bond QLTA	New	0 → 74.9K +$3.6M
2 DFAE Dimensional Emerging Core Equity Market DFAE	New	0 → 40.9K +$1.3M
3 Nebius Group N.V. NBIS	New	0 → 11.4K +$1.3M
4 iShares U.S. Aerospace & Defense ITA	New	0 → 5.6K +$1.2M
5 Everus Construction Group ECG	New	0 → 10.7K +$915.9K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Low Volatility SPLV	Sold	51.3K → 0 −$3.7M
2 iShares Core MSCI Total International Stock IXUS	Sold	36.9K → 0 −$2.9M
3 iShares Russell 2000 Growth IWO	Sold	3.9K → 0 −$1.1M
4 The Trade Desk TTD	Sold	8.1K → 0 −$581.2K
5 STMicroelectronics STM	Sold	17.7K → 0 −$537.0K