Key Takeaways
- • Clear Creek Financial Management disclosed a $15.1 million crypto ETF portfolio across Bitcoin, Ethereum, XRP, and Solana in its latest SEC Form 13F filing, representing a modest allocation relative to the firm's $1.5 billion in assets under management.
- • Bitcoin ETFs dominate the allocation at $10.4 million, with Bitwise's BITB fund comprising 93% of crypto holdings at $9.69 million across 304,155 shares, followed by smaller positions in BlackRock's iShares Bitcoin Trust ($477,412) and Grayscale Bitcoin Trust ($248,539).
- • Ethereum ETFs constitute the second-largest digital asset exposure at $4.3 million, primarily through 337,162 shares of Bitwise's Ethereum ETF valued at approximately $3.8 million.
- • The Form 13F disclosure provides a quarter-end snapshot and does not capture subsequent position changes, short positions, or cash holdings, limiting the filing's real-time utility for assessing current portfolio composition.
Summary
Clear Creek Financial Management has disclosed approximately $15.1 million in cryptocurrency exchange-traded fund holdings across multiple digital assets in its latest US regulatory filing. The portfolio reflects the investment adviser's measured exposure to digital assets, with the crypto allocation representing a relatively small fraction of the firm's $1.5 billion in total assets under management.
Bitcoin ETFs anchor the portfolio at $10.4 million across three separate products. The dominant position is Bitwise's Bitcoin ETF (BITB), in which Clear Creek holds 304,155 shares valued at approximately $9.69 million—accounting for nearly 93% of its disclosed Bitcoin ETF allocation. The firm maintains supplementary Bitcoin exposure through BlackRock's iShares Bitcoin Trust at $477,412 and the Grayscale Bitcoin Trust at $248,539, diversifying its BTC exposure across multiple fund structures and issuers.
Ethereum represents the second-largest digital asset allocation, totaling nearly $4.3 million. Clear Creek's primary Ethereum position consists of 337,162 shares in the Bitwise Ethereum ETF, valued at approximately $3.8 million. The firm's crypto portfolio extends beyond the two largest digital assets to include positions in XRP and Solana ETFs, though the specific values of these holdings were not detailed in the available filing summary.
Institutional investors should note that Form 13F filings are backward-looking regulatory disclosures required of investment managers overseeing at least $100 million in qualifying US securities. The filing represents positions at quarter-end and excludes cash, short positions, and certain asset classes. Clear Creek may have materially altered or exited positions after the reporting period, making the disclosure a historical snapshot rather than a current portfolio indicator.
Bitcoin ETFs anchor the portfolio at $10.4 million across three separate products. The dominant position is Bitwise's Bitcoin ETF (BITB), in which Clear Creek holds 304,155 shares valued at approximately $9.69 million—accounting for nearly 93% of its disclosed Bitcoin ETF allocation. The firm maintains supplementary Bitcoin exposure through BlackRock's iShares Bitcoin Trust at $477,412 and the Grayscale Bitcoin Trust at $248,539, diversifying its BTC exposure across multiple fund structures and issuers.
Ethereum represents the second-largest digital asset allocation, totaling nearly $4.3 million. Clear Creek's primary Ethereum position consists of 337,162 shares in the Bitwise Ethereum ETF, valued at approximately $3.8 million. The firm's crypto portfolio extends beyond the two largest digital assets to include positions in XRP and Solana ETFs, though the specific values of these holdings were not detailed in the available filing summary.
Institutional investors should note that Form 13F filings are backward-looking regulatory disclosures required of investment managers overseeing at least $100 million in qualifying US securities. The filing represents positions at quarter-end and excludes cash, short positions, and certain asset classes. Clear Creek may have materially altered or exited positions after the reporting period, making the disclosure a historical snapshot rather than a current portfolio indicator.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.