Clay Northam Wealth Management, LLC Diversified Active

Location: Huntington Beach, CA

CIK: 0001915687 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 28, 2026

Total Value: $178M (100.0% shares, 0.0% debt)

Holdings (101)

COWZ PACER FDS TR 9.7%
Value $17.32M Shares 276,881 Est. Cost $49.97 Unrealized
SCHG SCHWAB STRATEGIC TR 7.9%
Value $14.1M Shares 483,898 Est. Cost $35.09 Unrealized
AAPL APPLE INC 7.4%
Value $13.1M Shares 51,603 Est. Cost $155.03 Unrealized +69.5%
SCHD SCHWAB STRATEGIC TR 6.7%
Value $11.85M Shares 386,220 Est. Cost $45.20 Unrealized
AMZN AMAZON COM INC 6.2%
Value $10.98M Shares 52,728 Est. Cost $128.26 Unrealized +76.8%
GOOG ALPHABET INC 6.0%
Value $10.7M Shares 37,314 Est. Cost $113.10 Unrealized +186.2%
NVDA NVIDIA CORPORATION 3.5%
Value $6.264M Shares 35,918 Est. Cost $104.72 Unrealized +78.2%
XLK SELECT SECTOR SPDR TR 3.2%
Value $5.761M Shares 43,345 Est. Cost $159.21 Unrealized
SCHZ SCHWAB STRATEGIC TR 3.1%
Value $5.473M Shares 235,682 Est. Cost $37.81 Unrealized
MSFT MICROSOFT CORP 2.9%
Value $5.135M Shares 13,873 Est. Cost $313.41 Unrealized +38.7%
TSLA TESLA INC 2.6%
Value $4.642M Shares 12,486 Est. Cost $280.50 Unrealized +51.9%
IJH ISHARES TR 2.2%
Value $3.85M Shares 57,005 Est. Cost $62.07 Unrealized
META META PLATFORMS INC 2.0%
Value $3.476M Shares 6,075 Est. Cost $321.80 Unrealized +103.7%
CALF PACER FDS TR 1.8%
Value $3.223M Shares 71,820 Est. Cost $45.82 Unrealized
CRWD CROWDSTRIKE HLDGS INC 1.8%
Value $3.21M Shares 8,223 Est. Cost $253.10 Unrealized +70.3%
GEM GOLDMAN SACHS ETF TR 1.5%
Value $2.701M Shares 62,517 Est. Cost $37.15 Unrealized
TLT ISHARES TR 1.4%
Value $2.502M Shares 28,865 Est. Cost $89.53 Unrealized
OUSM ALPS ETF TR 1.2%
Value $2.058M Shares 47,044 Est. Cost $39.43 Unrealized
ARDX ARDELYX INC 1.1%
Value $1.988M Shares 331,965 Est. Cost $6.29 Unrealized +12.5%
GLD SPDR GOLD TR 1.1%
Value $1.934M Shares 4,494 Est. Cost $272.62 Unrealized
DOCN DIGITALOCEAN HLDGS INC 1.0%
Value $1.852M Shares 21,589 Est. Cost $62.63 Unrealized -7.3%
GPIX GOLDMAN SACHS ETF TR 1.0%
Value $1.735M Shares 34,665 Est. Cost $49.13 Unrealized
RONB BARON ETF TR 0.9%
Value $1.684M Shares 73,618 Est. Cost $22.87 Unrealized
TMB THORNBURG ETF TR 0.9%
Value $1.615M Shares 63,300 Est. Cost $25.58 Unrealized
SCHE SCHWAB STRATEGIC TR 0.9%
Value $1.6M Shares 48,556 Est. Cost $29.68 Unrealized
PAUG INNOVATOR ETFS TRUST 0.9%
Value $1.596M Shares 37,370 Est. Cost $31.13 Unrealized
COWG PACER FDS TR 0.9%
Value $1.527M Shares 45,273 Est. Cost $35.63 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value $1.325M Shares 9,057 Est. Cost $59.72 Unrealized +158.1%
GOOGL ALPHABET INC 0.7%
Value $1.182M Shares 4,110 Est. Cost $110.93 Unrealized +191.4%
SCHF SCHWAB STRATEGIC TR 0.6%
Value $1.095M Shares 44,225 Est. Cost $28.91 Unrealized
PJAN INNOVATOR ETFS TRUST 0.6%
Value $1.039M Shares 22,529 Est. Cost $33.21 Unrealized
QDPL PACER FDS TR 0.6%
Value $1.022M Shares 25,456 Est. Cost $33.88 Unrealized
WMT WALMART INC 0.6%
Value $1.021M Shares 8,214 Est. Cost $52.41 Unrealized +132.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $917K Shares 1,914 Est. Cost $303.07 Unrealized +62.8%
MELI MERCADOLIBRE INC 0.5%
Value $911K Shares 527 Est. Cost $1976.44 Unrealized +4.6%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.5%
Value $909K Shares 13,283 Est. Cost $64.82 Unrealized
QQQI NEOS ETF TRUST 0.5%
Value $903K Shares 18,179 Est. Cost $49.69 Unrealized
SPYI NEOS ETF TRUST 0.5%
Value $862K Shares 17,461 Est. Cost $49.37 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value $800K Shares 14,405 Est. Cost $51.78 Unrealized
TXUE THORNBURG ETF TR 0.4%
Value $773K Shares 24,025 Est. Cost $31.40 Unrealized
GLBE GLOBAL E ONLINE LTD 0.4%
Value $739K Shares 23,940 Est. Cost $29.31 Unrealized +23.5%
SHOP SHOPIFY INC 0.4%
Value $733K Shares 6,181 Est. Cost $57.29 Unrealized +138.2%
JPM JPMORGAN CHASE & CO 0.4%
Value $720K Shares 2,447 Est. Cost $154.15 Unrealized +102.0%
XT ISHARES TR 0.4%
Value $676K Shares 9,913 Est. Cost $66.08 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value $670K Shares 1,959 Est. Cost $143.70 Unrealized +127.3%
FNDA SCHWAB STRATEGIC TR 0.4%
Value $627K Shares 19,320 Est. Cost $43.25 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $607K Shares 4,837 Est. Cost $90.52 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value $607K Shares 1,549 Est. Cost $102.43 Unrealized +267.5%
OGIG ALPS ETF TR 0.3%
Value $592K Shares 14,507 Est. Cost $29.81 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value $585K Shares 13,565 Est. Cost $30.65 Unrealized
HTEC EXCHANGE TRADED CONCEPTS TRU 0.3%
Value $578K Shares 17,500 Est. Cost $41.32 Unrealized
VRT VERTIV HOLDINGS CO 0.3%
Value $564K Shares 2,250 Est. Cost $141.45 Unrealized +41.3%
XLV SELECT SECTOR SPDR TR 0.3%
Value $562K Shares 3,831 Est. Cost $141.02 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $555K Shares 11,240 Est. Cost $39.08 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value $546K Shares 14,200 Est. Cost $42.39 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value $540K Shares 21,521 Est. Cost $43.17 Unrealized
IAU ISHARES GOLD TR 0.3%
Value $535K Shares 6,074 Est. Cost $39.03 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.3%
Value $505K Shares 507 Est. Cost $561.99 Unrealized +71.5%
HON HONEYWELL INTL INC 0.3%
Value $483K Shares 2,135 Est. Cost $185.07 Unrealized +22.1%
CAT CATERPILLAR INC 0.3%
Value $482K Shares 681 Est. Cost $313.07 Unrealized +118.6%
PDEC INNOVATOR ETFS TRUST 0.3%
Value $476K Shares 11,200 Est. Cost $36.35 Unrealized
ALAB ASTERA LABS INC 0.3%
Value $461K Shares 4,203 Est. Cost $111.57 Unrealized +41.3%
PAPR INNOVATOR ETFS TRUST 0.3%
Value $458K Shares 11,515 Est. Cost $27.36 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $433K Shares 4,663 Est. Cost $77.32 Unrealized +12.7%
NFLX NETFLIX INC. 0.2%
Value $395K Shares 4,110 Est. Cost $100.97 Unrealized -17.0%
PMAR INNOVATOR ETFS TRUST 0.2%
Value $364K Shares 8,165 Est. Cost $35.26 Unrealized
ROKU ROKU INC 0.2%
Value $359K Shares 3,791 Est. Cost $267.31 Unrealized -63.2%
XOM EXXON MOBIL CORP 0.2%
Value $352K Shares 2,075 Est. Cost $99.37 Unrealized +39.6%
SCHO SCHWAB STRATEGIC TR 0.2%
Value $347K Shares 14,300 Est. Cost $36.39 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.2%
Value $321K Shares 6,721 Est. Cost $47.72 Unrealized
BAC BANK AMERICA CORP 0.2%
Value $318K Shares 6,532 Est. Cost $34.19 Unrealized +56.9%
QQQ INVESCO QQQ TR 0.2%
Value $308K Shares 533 Est. Cost $486.24 Unrealized
INVESCO CALIF VALUE MUN INCO 0.2%
Value $303K Shares 29,066 Est. Cost $10.52 Unrealized
CSCO CISCO SYS INC 0.2%
Value $300K Shares 3,866 Est. Cost $73.79 Unrealized +5.6%
HD HOME DEPOT INC 0.2%
Value $297K Shares 903 Est. Cost $346.43 Unrealized +8.8%
BA BOEING CO 0.2%
Value $291K Shares 1,462 Est. Cost $164.13 Unrealized +45.3%
PJUN INNOVATOR ETFS TRUST 0.2%
Value $290K Shares 6,930 Est. Cost $29.49 Unrealized
PSEP INNOVATOR ETFS TRUST 0.2%
Value $276K Shares 6,400 Est. Cost $27.83 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $275K Shares 423 Est. Cost $485.56 Unrealized
LOW LOWES COS INC 0.2%
Value $269K Shares 1,140 Est. Cost $219.71 Unrealized +23.6%
BND VANGUARD BD INDEX FDS 0.2%
Value $268K Shares 3,637 Est. Cost $84.80 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $267K Shares 1,376 Est. Cost $193.30 Unrealized +6.7%
HR HEALTHCARE RLTY TR 0.1%
Value $267K Shares 15,717 Est. Cost $20.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $263K Shares 5,242 Est. Cost $35.93 Unrealized +22.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $256K Shares 1,049 Est. Cost $197.01 Unrealized +15.7%
AIQ GLOBAL X FDS 0.1%
Value $251K Shares 5,370 Est. Cost $50.86 Unrealized
MCD MCDONALDS CORP 0.1%
Value $250K Shares 803 Est. Cost $245.46 Unrealized +29.2%
PH PARKER-HANNIFIN CORP 0.1%
Value $248K Shares 277 Est. Cost $735.10 Unrealized +30.3%
PJUL INNOVATOR ETFS TRUST 0.1%
Value $244K Shares 5,310 Est. Cost $33.70 Unrealized
LLY ELI LILLY & CO 0.1%
Value $244K Shares 265 Est. Cost $957.97 Unrealized +9.3%
THNQ EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $243K Shares 4,125 Est. Cost $63.99 Unrealized
GSAT GLOBALSTAR INC 0.1%
Value $241K Shares 3,626 Est. Cost $55.50 Unrealized +10.8%
WM WASTE MGMT INC DEL 0.1%
Value $230K Shares 1,000 Est. Cost $191.03 Unrealized +18.3%
ED CONSOLIDATED EDISON INC 0.1%
Value $226K Shares 2,000 Est. Cost $105.35 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $216K Shares 1,063 Est. Cost $224.41 Unrealized -1.2%
PFEB INNOVATOR ETFS TRUST 0.1%
Value $215K Shares 5,350 Est. Cost $38.01 Unrealized
DXJ WISDOMTREE TR 0.1%
Value $214K Shares 1,350 Est. Cost $158.58 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value $203K Shares 853 Est. Cost $237.62 Unrealized
PGIM GLOBAL HIGH YIELD FD FO 0.1%
Value $124K Shares 10,661 Est. Cost $12.32 Unrealized
FFWM FIRST FNDTN INC 0.1%
Value $122K Shares 20,683 Est. Cost $6.23 Unrealized 0.0%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value $70,725 Shares 10,250 Est. Cost $6.90 Unrealized