Clear Creek Financial discloses $15M crypto ETF portfolio

The firm’s largest concentration sits in Bitcoin products, which account for roughly $10.4 million of the total crypto allocation. The Bitwise Bitcoin ETF (BITB) serves as the primary vehicle, representing 304,155 shares valued at $9.69 million. Smaller positions in BlackRock’s iShares Bitcoin Trust and the Grayscale Bitcoin Trust round out the BTC holdings. While these figures are significant, they represent a modest portion of Clear Creek’s broader $1.5 billion investment portfolio.

Beyond Bitcoin, the firm has allocated nearly $4.3 million to Ethereum. This is distributed across three distinct products: the Bitwise Ethereum ETF, the iShares Ethereum Trust, and the Grayscale Ethereum Staking ETF. The latter provides exposure to network rewards generated via proof-of-stake, reflecting a more nuanced approach to asset holding. The firm also signaled a move into alternative digital assets, reporting $135,501 in the Bitwise XRP ETF and a combined $268,329 in Solana-based staking funds from Bitwise and Grayscale.

These disclosures, mandated by Form 13F for institutional managers overseeing at least $100 million in qualifying US securities, offer a retrospective view of the firm’s strategy. Because these filings capture a specific quarter-end snapshot, they do not account for potential rebalancing, exits, or additions that may have occurred in the weeks since. Nevertheless, the move mirrors a broader trend among financial advisers who are increasingly utilizing regulated, issuer-diverse products to navigate the evolving digital asset landscape.