Clay Northam Wealth Management, LLC Diversified Active

Location: Huntington Beach, CA

CIK: 0001915687 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $180M (100.0% shares, 0.0% debt)

Holdings (100)

COWZ PACER FDS TR 9.1%
Value $16.46M Shares 273,476 Est. Cost $49.81 Unrealized
SCHG SCHWAB STRATEGIC TR 8.7%
Value $15.71M Shares 481,666 Est. Cost $35.09 Unrealized
AAPL APPLE INC 8.0%
Value $14.42M Shares 53,058 Est. Cost $155.03 Unrealized +73.1%
AMZN AMAZON COM INC 6.7%
Value $12.09M Shares 52,386 Est. Cost $128.26 Unrealized +78.4%
GOOG ALPHABET INC 6.6%
Value $11.95M Shares 38,086 Est. Cost $113.10 Unrealized +153.2%
SCHD SCHWAB STRATEGIC TR 5.8%
Value $10.5M Shares 382,942 Est. Cost $45.20 Unrealized
MSFT MICROSOFT CORP 3.8%
Value $6.775M Shares 14,010 Est. Cost $313.41 Unrealized +59.7%
XLK SELECT SECTOR SPDR TR 3.5%
Value $6.252M Shares 43,427 Est. Cost $159.21 Unrealized
NVDA NVIDIA CORPORATION 3.4%
Value $6.2M Shares 33,241 Est. Cost $98.12 Unrealized +89.7%
SCHZ SCHWAB STRATEGIC TR 3.1%
Value $5.659M Shares 242,146 Est. Cost $37.81 Unrealized
TSLA TESLA INC 3.1%
Value $5.551M Shares 12,343 Est. Cost $278.82 Unrealized +59.0%
META META PLATFORMS INC 2.2%
Value $3.992M Shares 6,048 Est. Cost $321.80 Unrealized +107.4%
CRWD CROWDSTRIKE HLDGS INC 2.1%
Value $3.74M Shares 7,978 Est. Cost $247.64 Unrealized +105.6%
IJH ISHARES TR 1.9%
Value $3.409M Shares 51,655 Est. Cost $61.50 Unrealized
CALF PACER FDS TR 1.8%
Value $3.294M Shares 74,245 Est. Cost $45.82 Unrealized
TLT ISHARES TR 1.4%
Value $2.569M Shares 29,474 Est. Cost $89.53 Unrealized
GEM GOLDMAN SACHS ETF TR 1.4%
Value $2.448M Shares 58,817 Est. Cost $36.77 Unrealized
ARDX ARDELYX INC 1.0%
Value $1.837M Shares 315,015 Est. Cost $6.25 Unrealized -10.8%
PAUG INNOVATOR ETFS TRUST 0.9%
Value $1.616M Shares 37,370 Est. Cost $31.13 Unrealized
COWG PACER FDS TR 0.9%
Value $1.602M Shares 45,498 Est. Cost $35.63 Unrealized
SCHE SCHWAB STRATEGIC TR 0.9%
Value $1.557M Shares 47,556 Est. Cost $29.61 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.9%
Value $1.55M Shares 29,365 Est. Cost $48.96 Unrealized
OUSM ALPS ETF TR 0.8%
Value $1.46M Shares 33,388 Est. Cost $37.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value $1.443M Shares 8,117 Est. Cost $48.79 Unrealized +271.1%
TMB THORNBURG ETF TR 0.8%
Value $1.411M Shares 55,150 Est. Cost $25.59 Unrealized
GOOGL ALPHABET INC 0.7%
Value $1.284M Shares 4,103 Est. Cost $110.93 Unrealized +157.5%
GLD SPDR GOLD TR 0.7%
Value $1.24M Shares 3,128 Est. Cost $203.77 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value $1.099M Shares 45,710 Est. Cost $28.91 Unrealized
PJAN INNOVATOR ETFS TRUST 0.6%
Value $1.059M Shares 22,529 Est. Cost $33.21 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.6%
Value $1.04M Shares 21,611 Est. Cost $62.63 Unrealized -29.7%
SHOP SHOPIFY INC 0.6%
Value $996K Shares 6,190 Est. Cost $57.29 Unrealized +180.2%
GLBE GLOBAL E ONLINE LTD 0.5%
Value $954K Shares 24,265 Est. Cost $29.31 Unrealized +26.6%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.5%
Value $929K Shares 13,408 Est. Cost $64.82 Unrealized
WMT WALMART INC 0.5%
Value $915K Shares 8,214 Est. Cost $52.41 Unrealized +104.6%
QDPL PACER FDS TR 0.5%
Value $911K Shares 21,456 Est. Cost $32.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $885K Shares 1,760 Est. Cost $286.41 Unrealized +73.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.5%
Value $844K Shares 14,515 Est. Cost $51.78 Unrealized
MELI MERCADOLIBRE INC 0.5%
Value $828K Shares 411 Est. Cost $1951.04 Unrealized +7.7%
JPM JPMORGAN CHASE & CO. 0.4%
Value $785K Shares 2,437 Est. Cost $154.15 Unrealized +100.8%
OGIG ALPS ETF TR 0.4%
Value $765K Shares 14,557 Est. Cost $29.81 Unrealized
TXUE THORNBURG ETF TR 0.4%
Value $705K Shares 22,500 Est. Cost $31.35 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value $705K Shares 4,812 Est. Cost $90.52 Unrealized
XT ISHARES TR 0.4%
Value $691K Shares 9,913 Est. Cost $66.08 Unrealized
ALAB ASTERA LABS INC 0.4%
Value $640K Shares 3,848 Est. Cost $107.32 Unrealized +55.9%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value $633K Shares 12,755 Est. Cost $42.84 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $615K Shares 11,230 Est. Cost $39.08 Unrealized
FNDA SCHWAB STRATEGIC TR 0.3%
Value $609K Shares 19,320 Est. Cost $43.25 Unrealized
HTEC EXCHANGE TRADED CONCEPTS TRU 0.3%
Value $604K Shares 17,100 Est. Cost $41.51 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $597K Shares 3,854 Est. Cost $141.02 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value $596K Shares 13,565 Est. Cost $30.65 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value $595K Shares 22,671 Est. Cost $43.17 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value $494K Shares 1,924 Est. Cost $140.38 Unrealized +70.6%
IAU ISHARES GOLD TR 0.3%
Value $492K Shares 6,063 Est. Cost $39.03 Unrealized
PDEC INNOVATOR ETFS TRUST 0.3%
Value $486K Shares 11,200 Est. Cost $36.35 Unrealized
CFLT CONFLUENT INC 0.3%
Value $457K Shares 15,100 Est. Cost $26.88 Unrealized -8.7%
PAPR INNOVATOR ETFS TRUST 0.3%
Value $450K Shares 11,515 Est. Cost $27.36 Unrealized
TQQQ PROSHARES TR 0.2%
Value $438K Shares 8,300 Est. Cost $78.43 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $437K Shares 507 Est. Cost $561.99 Unrealized +61.2%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value $427K Shares 1,549 Est. Cost $102.43 Unrealized +152.8%
ROKU ROKU INC 0.2%
Value $422K Shares 3,886 Est. Cost $267.31 Unrealized -62.0%
HON HONEYWELL INTL INC 0.2%
Value $419K Shares 2,146 Est. Cost $185.07 Unrealized +5.4%
TTD THE TRADE DESK INC 0.2%
Value $406K Shares 10,708 Est. Cost $83.00 Unrealized -46.6%
CAT CATERPILLAR INC 0.2%
Value $390K Shares 681 Est. Cost $313.07 Unrealized +77.4%
NEE NEXTERA ENERGY INC 0.2%
Value $375K Shares 4,668 Est. Cost $77.32 Unrealized +6.7%
VRT VERTIV HOLDINGS CO 0.2%
Value $365K Shares 2,250 Est. Cost $141.45 Unrealized +22.7%
BAC BANK AMERICA CORP 0.2%
Value $358K Shares 6,517 Est. Cost $34.19 Unrealized +54.0%
SCHO SCHWAB STRATEGIC TR 0.2%
Value $358K Shares 14,700 Est. Cost $36.39 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $327K Shares 533 Est. Cost $486.24 Unrealized
NFLX NETFLIX INC 0.2%
Value $325K Shares 3,470 Est. Cost $104.13 Unrealized +3.5%
INVESCO CALIF VALUE MUN INCO 0.2%
Value $322K Shares 28,927 Est. Cost $10.52 Unrealized
BA BOEING CO 0.2%
Value $317K Shares 1,462 Est. Cost $164.13 Unrealized +25.3%
HD HOME DEPOT INC 0.2%
Value $311K Shares 903 Est. Cost $346.43 Unrealized +5.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value $308K Shares 452 Est. Cost $485.56 Unrealized
CSCO CISCO SYS INC 0.2%
Value $296K Shares 3,842 Est. Cost $73.79 Unrealized 0.0%
PJUN INNOVATOR ETFS TRUST 0.2%
Value $291K Shares 6,940 Est. Cost $29.49 Unrealized
PSEP INNOVATOR ETFS TRUST 0.2%
Value $280K Shares 6,400 Est. Cost $27.83 Unrealized
LLY ELI LILLY & CO 0.2%
Value $277K Shares 258 Est. Cost $955.55 Unrealized 0.0%
PMAR INNOVATOR ETFS TRUST 0.2%
Value $276K Shares 6,140 Est. Cost $32.17 Unrealized
LOW LOWES COS INC 0.2%
Value $274K Shares 1,135 Est. Cost $219.71 Unrealized +9.2%
AIQ GLOBAL X FDS 0.2%
Value $273K Shares 5,370 Est. Cost $50.86 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $269K Shares 3,637 Est. Cost $84.80 Unrealized
HR HEALTHCARE RLTY TR 0.1%
Value $266K Shares 15,717 Est. Cost $20.85 Unrealized
THNQ EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $262K Shares 4,125 Est. Cost $63.99 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $250K Shares 2,080 Est. Cost $99.37 Unrealized +16.2%
PJUL INNOVATOR ETFS TRUST 0.1%
Value $247K Shares 5,310 Est. Cost $33.70 Unrealized
MCD MCDONALDS CORP 0.1%
Value $245K Shares 803 Est. Cost $245.46 Unrealized +24.3%
PH PARKER-HANNIFIN CORP 0.1%
Value $243K Shares 277 Est. Cost $735.10 Unrealized +11.2%
APP APPLOVIN CORP 0.1%
Value $241K Shares 358 Est. Cost $461.14 Unrealized +36.6%
TXN TEXAS INSTRS INC 0.1%
Value $239K Shares 1,376 Est. Cost $193.30 Unrealized -11.7%
BX BLACKSTONE INC 0.1%
Value $231K Shares 1,500 Est. Cost $133.67 Unrealized +13.3%
PRU PRUDENTIAL FINL INC 0.1%
Value $228K Shares 2,018 Est. Cost $86.63 Unrealized +23.0%
PFEB INNOVATOR ETFS TRUST 0.1%
Value $224K Shares 5,500 Est. Cost $38.01 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $220K Shares 1,000 Est. Cost $191.03 Unrealized +11.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $217K Shares 1,049 Est. Cost $197.01 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $215K Shares 5,289 Est. Cost $35.93 Unrealized +12.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $213K Shares 994 Est. Cost $224.60 Unrealized 0.0%
GSAT GLOBALSTAR INC 0.1%
Value $212K Shares 3,466 Est. Cost $55.22 Unrealized 0.0%
GGLL DIREXION SHS ETF TR 0.1%
Value $206K Shares 2,125 Est. Cost $96.88 Unrealized
PGIM GLOBAL HIGH YIELD FD FO 0.1%
Value $132K Shares 10,661 Est. Cost $12.32 Unrealized
ARDX ARDELYX INC 0.0%
Value $13,670 Shares 19,500 Est. Cost $6.25 Unrealized -10.8%