Clay Northam Wealth Management, LLC Diversified Active

Location: Huntington Beach, CA

CIK: 0001915687 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 11, 2026

Total Value: $203M (100.0% shares, 0.0% debt)

Holdings (109)

New Positions (13)

Increased Positions (16)

NVDA NVIDIA CORPORATION 3.6%
Value $7.287M (+16.3%) Shares 36,420 (+1.4%) Est. Cost $106.03 Unrealized
GEM GOLDMAN SACHS ETF TR 1.7%
Value $3.355M (+24.2%) Shares 64,517 (+3.2%) Est. Cost $37.61 Unrealized
IJH ISHARES TR 2.2%
Value $4.452M (+15.6%) Shares 57,730 (+1.3%) Est. Cost $62.26 Unrealized
VRT VERTIV HOLDINGS CO 0.4%
Value $822K (+45.8%) Shares 2,455 (+9.1%) Est. Cost $157.60 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value $1.077M (-18.7%) Shares 9,235 (+2.0%) Est. Cost $60.82 Unrealized
MELI MERCADOLIBRE INC 0.6%
Value $1.147M (+25.9%) Shares 676 (+28.3%) Est. Cost $1914.94 Unrealized
TXUE THORNBURG ETF TR 0.5%
Value $988K (+27.8%) Shares 28,625 (+19.1%) Est. Cost $31.90 Unrealized
QQQI NEOS ETF TRUST 0.5%
Value $1.114M (+23.3%) Shares 19,617 (+7.9%) Est. Cost $50.21 Unrealized
MSFT MICROSOFT CORP 2.6%
Value $5.298M (+3.2%) Shares 14,203 (+2.4%) Est. Cost $314.79 Unrealized
SPYI NEOS ETF TRUST 0.5%
Value $1M (+16.0%) Shares 18,843 (+7.9%) Est. Cost $49.64 Unrealized
AIQ GLOBAL X FDS 0.2%
Value $382K (+52.6%) Shares 5,829 (+8.5%) Est. Cost $52.02 Unrealized
TMB THORNBURG ETF TR 0.8%
Value $1.709M (+5.8%) Shares 67,400 (+6.5%) Est. Cost $25.57 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $322K (+17.0%) Shares 431 (+1.9%) Est. Cost $490.41 Unrealized
PJUN INNOVATOR ETFS TRUST 0.2%
Value $326K (+12.3%) Shares 7,530 (+8.7%) Est. Cost $30.59 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value $93,413 (+32.1%) Shares 13,250 (+29.3%) Est. Cost $6.93 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $484K (-4.3%) Shares 517 (+2.0%) Est. Cost $569.22 Unrealized

Decreased Positions (21)

ALAB ASTERA LABS INC 0.9%
Value $1.861M (+304.0%) Shares 3,853 (-8.3%) Est. Cost $111.57 Unrealized
GLD SPDR GOLD TR 0.6%
Value $1.232M (-36.3%) Shares 3,345 (-25.6%) Est. Cost $272.62 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.6%
Value $1.221M (+101.2%) Shares 1,265 (-18.3%) Est. Cost $102.43 Unrealized
SCHZ SCHWAB STRATEGIC TR 2.5%
Value $5.148M (-5.9%) Shares 222,565 (-5.6%) Est. Cost $37.81 Unrealized
CALF PACER FDS TR 1.7%
Value $3.511M (+8.9%) Shares 69,365 (-3.4%) Est. Cost $45.82 Unrealized
SCHD SCHWAB STRATEGIC TR 5.9%
Value $12.08M (+1.9%) Shares 380,858 (-1.4%) Est. Cost $45.20 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.9%
Value $1.907M (+9.9%) Shares 34,315 (-1.0%) Est. Cost $49.13 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.5%
Value $1.069M (+17.6%) Shares 12,483 (-6.0%) Est. Cost $64.82 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $449K (-26.0%) Shares 4,677 (-3.3%) Est. Cost $90.52 Unrealized
OGIG ALPS ETF TR 0.2%
Value $439K (-25.8%) Shares 9,869 (-32.0%) Est. Cost $29.81 Unrealized
OUSM ALPS ETF TR 1.1%
Value $2.199M (+6.8%) Shares 46,268 (-1.6%) Est. Cost $39.43 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $429K (-21.3%) Shares 12,900 (-9.2%) Est. Cost $42.39 Unrealized
SHOP SHOPIFY INC 0.3%
Value $662K (-9.7%) Shares 5,796 (-6.2%) Est. Cost $57.29 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value $606K (+12.1%) Shares 20,916 (-2.8%) Est. Cost $43.17 Unrealized
PAUG INNOVATOR ETFS TRUST 0.8%
Value $1.66M (+4.0%) Shares 36,370 (-2.7%) Est. Cost $31.13 Unrealized
TLT ISHARES TR 1.2%
Value $2.461M (-1.7%) Shares 28,475 (-1.4%) Est. Cost $89.53 Unrealized
COWG PACER FDS TR 0.8%
Value $1.559M (+2.1%) Shares 38,843 (-14.2%) Est. Cost $35.63 Unrealized
PJAN INNOVATOR ETFS TRUST 0.5%
Value $1.07M (+3.0%) Shares 21,629 (-4.0%) Est. Cost $33.21 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value $606K (+3.7%) Shares 13,065 (-3.7%) Est. Cost $30.65 Unrealized
HTEC EXCHANGE TRADED CONCEPTS TRU 0.3%
Value $597K (+3.3%) Shares 16,000 (-8.6%) Est. Cost $41.32 Unrealized
GLBE GLOBAL E ONLINE LTD 0.4%
Value $749K (+1.4%) Shares 21,555 (-10.0%) Est. Cost $29.31 Unrealized

Unchanged Positions (59)

CRWD CROWDSTRIKE HLDGS INC 3.1%
Value $6.264M Shares 8,208 Est. Cost $253.10 Unrealized
XLK SELECT SECTOR SPDR TR 4.1%
Value $8.241M Shares 43,256 Est. Cost $159.21 Unrealized
GOOG ALPHABET INC 6.5%
Value $13.18M Shares 37,305 Est. Cost $113.10 Unrealized
SCHG SCHWAB STRATEGIC TR 8.0%
Value $16.21M Shares 479,132 Est. Cost $35.09 Unrealized
AAPL APPLE INC 7.3%
Value $14.83M Shares 51,234 Est. Cost $155.03 Unrealized
AMZN AMAZON COM INC 6.2%
Value $12.59M Shares 52,844 Est. Cost $128.26 Unrealized
DOCN DIGITALOCEAN HLDGS INC 1.7%
Value $3.378M Shares 21,511 Est. Cost $62.63 Unrealized
AMAT APPLIED MATLS INC 0.7%
Value $1.416M Shares 1,959 Est. Cost $143.70 Unrealized
TSLA TESLA INC 2.6%
Value $5.224M Shares 12,420 Est. Cost $280.50 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $623K Shares 1,072 Est. Cost $224.41 Unrealized
GOOGL ALPHABET INC 0.7%
Value $1.473M Shares 4,122 Est. Cost $110.93 Unrealized
ARDX ARDELYX INC 0.8%
Value $1.704M Shares 334,115 Est. Cost $6.29 Unrealized
CAT CATERPILLAR INC 0.4%
Value $725K Shares 681 Est. Cost $313.07 Unrealized
ROKU ROKU INC 0.3%
Value $520K Shares 3,766 Est. Cost $267.31 Unrealized
SCHE SCHWAB STRATEGIC TR 0.9%
Value $1.761M Shares 48,556 Est. Cost $29.68 Unrealized
CSCO CISCO SYS INC 0.2%
Value $454K Shares 3,866 Est. Cost $73.79 Unrealized
XT ISHARES TR 0.4%
Value $819K Shares 9,914 Est. Cost $66.08 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $410K Shares 1,376 Est. Cost $193.30 Unrealized
COWZ PACER FDS TR 8.5%
Value $17.18M Shares 276,239 Est. Cost $49.97 Unrealized
THNQ EXCHANGE TRADED CONCEPTS TRU 0.2%
Value $376K Shares 4,125 Est. Cost $63.99 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value $1.225M Shares 44,225 Est. Cost $28.91 Unrealized
QDPL PACER FDS TR 0.6%
Value $1.138M Shares 25,256 Est. Cost $33.88 Unrealized
FNDA SCHWAB STRATEGIC TR 0.4%
Value $735K Shares 19,320 Est. Cost $43.25 Unrealized
NFLX NETFLIX INC. 0.1%
Value $293K Shares 4,108 Est. Cost $100.97 Unrealized
WMT WALMART INC 0.5%
Value $930K Shares 8,214 Est. Cost $52.41 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value $885K Shares 14,405 Est. Cost $51.78 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $393K Shares 533 Est. Cost $486.24 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $801K Shares 2,447 Est. Cost $154.15 Unrealized
IAU ISHARES GOLD TR 0.2%
Value $459K Shares 6,074 Est. Cost $39.03 Unrealized
LLY ELI LILLY & CO 0.2%
Value $318K Shares 265 Est. Cost $957.97 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $283K Shares 2,072 Est. Cost $99.37 Unrealized
GSAT GLOBALSTAR INC 0.1%
Value $295K Shares 3,626 Est. Cost $55.50 Unrealized
BAC BANK OF AMER CORP 0.2%
Value $372K Shares 6,532 Est. Cost $34.19 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $603K Shares 11,240 Est. Cost $39.08 Unrealized
HR HEALTHCARE RLTY TR 0.2%
Value $314K Shares 15,581 Est. Cost $20.85 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $608K Shares 3,831 Est. Cost $141.02 Unrealized
META META PLATFORMS INC 1.7%
Value $3.431M Shares 6,090 Est. Cost $321.80 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $222K Shares 5,242 Est. Cost $35.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $958K Shares 1,914 Est. Cost $303.07 Unrealized
PDEC INNOVATOR ETFS TRUST 0.3%
Value $509K Shares 11,100 Est. Cost $36.35 Unrealized
MCD MCDONALDS CORP 0.1%
Value $217K Shares 803 Est. Cost $245.46 Unrealized
PAPR INNOVATOR ETFS TRUST 0.2%
Value $486K Shares 11,515 Est. Cost $27.36 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $406K Shares 4,630 Est. Cost $77.32 Unrealized
PMAR INNOVATOR ETFS TRUST 0.2%
Value $390K Shares 8,165 Est. Cost $35.26 Unrealized
BA BOEING CO 0.2%
Value $316K Shares 1,462 Est. Cost $164.13 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value $271K Shares 277 Est. Cost $735.10 Unrealized
HD HOME DEPOT INC 0.2%
Value $319K Shares 904 Est. Cost $346.43 Unrealized
LOW LOWES COS INC 0.1%
Value $249K Shares 1,130 Est. Cost $219.71 Unrealized
DXJ WISDOMTREE TR 0.1%
Value $234K Shares 1,350 Est. Cost $158.58 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value $295K Shares 6,400 Est. Cost $27.83 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value $230K Shares 5,350 Est. Cost $38.01 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value $259K Shares 5,310 Est. Cost $33.70 Unrealized
INVESCO CALIF VALUE MUN INCO 0.2%
Value $315K Shares 29,211 Est. Cost $10.52 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $266K Shares 1,049 Est. Cost $197.01 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $223K Shares 1,000 Est. Cost $191.03 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $221K Shares 2,000 Est. Cost $105.35 Unrealized
PGIM GLOBAL HIGH YIELD FD FO 0.1%
Value $129K Shares 10,661 Est. Cost $12.32 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value $345K Shares 14,300 Est. Cost $36.39 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $267K Shares 3,637 Est. Cost $84.80 Unrealized