Fund HoldingsClay Northam Wealth Management, LLC

Total Portfolio Value
$178.09M
Total Bought
$15.67M
Total Sold
$9.34M
Net Transaction
+$6.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BARON ETF TR
FIRST PRINC ETF
073,618+73,61801,6840.95%+1,684
SCHWAB STRATEGIC TR382,942386,220+3,27810,50411,8496.65%+1,345
NEOS ETF TRUST
NASDAQ 100 HIGH
018,179+18,17909030.51%+903
PACER FDS TR
US CASH COWS 100
273,476276,881+3,40516,45517,3229.73%+867
NEOS ETF TRUST
NEOS S&P 500 HI
017,461+17,46108620.48%+862
DIGITALOCEAN HLDGS INC(DOCN)21,61121,589-221,0401,8521.04%+812
SPDR GOLD TR(GLD)3,1284,494+1,3661,2401,9341.09%+694
ALPS ETF TR
OSHARES US SMLCP
33,38847,044+13,6561,4602,0581.16%+597
ISHARES TR51,65557,005+5,3503,4093,8502.16%+440
SPROTT ASSET MANAGEMENT LP(CEF)06,721+6,72103210.18%+321
GOLDMAN SACHS ETF TR58,81762,517+3,7002,4482,7011.52%+253
CONSOLIDATED EDISON INC(ED)02,000+2,00002260.13%+226
WISDOMTREE TR(WT)01,350+1,35002140.12%+214
THORNBURG ETF TR
MULTI SECTOR BD
55,15063,300+8,1501,4111,6150.91%+204
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0853+85302030.11%+203
VERTIV HOLDINGS CO(VRT)2,2502,25003655640.32%+199
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
29,36534,665+5,3001,5501,7350.97%+184
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,5491,54904276070.34%+180
APPLIED MATLS INC1,9241,959+354946700.38%+175
ARDELYX INC315,015331,965+16,9501,8371,9881.12%+152
FIRST FNDTN INC
COM
020,683+20,68301220.07%+122
PACER FDS TR
METAURUS CAP 400
21,45625,456+4,0009111,0220.57%+110
WALMART INC(WMT)8,2148,21409151,0210.57%+106
EXXON MOBIL CORP2,0802,075-52503520.20%+102
CATERPILLAR INC(CAT)68168103904820.27%+92
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,1408,165+2,0252763640.20%+88
MERCADOLIBRE INC(MELI)411527+1168289110.51%+83
JUMIA TECHNOLOGIES AG010,250+10,2500710.04%+71
NETFLIX INC.(NFLX)3,4704,110+6403253950.22%+70
COSTCO WHOLESALE CORPORATION(COST)50750704375050.28%+68
THORNBURG ETF TR
INTL EQUITY ETF
22,50024,025+1,5257057730.43%+68
NVIDIA CORPORATION(NVDA)33,24135,918+2,6776,2006,2643.52%+65
HONEYWELL INTL INC(HON)2,1462,135-114194830.27%+64
NEXTERA ENERGY INC(NEE)4,6684,663-53754330.24%+58
VERIZON COMMUNICATIONS INC(VZ)5,2895,242-472152630.15%+48
ISHARES GOLD TR(IAU)6,0636,074+114925350.30%+43
SCHWAB STRATEGIC TR47,55648,556+1,0001,5571,6000.90%+42
JOHNSON & JOHNSON(JNJ)1,0491,04902172560.14%+39
BERKSHIRE HATHAWAY INC DEL1,7601,914+1548859170.52%+33
GLOBALSTAR INC(GSAT)3,4663,626+1602122410.14%+29
TEXAS INSTRS INC(TXN)1,3761,37602392670.15%+28
SCHWAB STRATEGIC TR19,32019,32006096270.35%+18
WASTE MGMT INC DEL(WM)1,0001,00002202300.13%+10
INNOVATOR ETFS TRUST
US EQT PWR BUF
11,51511,51504504580.26%+8
PARKER-HANNIFIN CORP(PH)27727702432480.14%+5
MCDONALDS CORP(MCD)80380302452500.14%+4
CISCO SYS INC(CSCO)3,8423,866+242963000.17%+4
ADVANCED MICRO DEVICES INC(AMD)9941,063+692132160.12%+3
HEALTHCARE RLTY TR(HR)15,71715,71702662670.15%+1
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,9406,930-102912900.16%-1
VANGUARD BD INDEX FDS3,6373,63702692680.15%-2
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,3105,31002472440.14%-2
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,4006,40002802760.15%-4
SCHWAB STRATEGIC TR45,71044,225-1,4851,0991,0950.61%-4
LOWES COS INC(LOW)1,1351,140+52742690.15%-4
PGIM GLOBAL HIGH YIELD FD FO10,66110,66101321240.07%-7
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,5005,350-1502242150.12%-9
INNOVATOR ETFS TRUST
US EQTY PWR BUF
11,20011,20004864760.27%-10
INNOVATOR ETFS TRUST
US EQTY PWR BUF
13,56513,56505965850.33%-11
SCHWAB STRATEGIC TR14,70014,300-4003583470.19%-11
HOME DEPOT INC(HD)90390303112970.17%-14
ARDELYX INC(Call)19,5000-19,500140-14
ISHARES TR
FUTU EXPO TE ETF
9,9139,91306916760.38%-16
EXCHANGE TRADED CONCEPTS TRU4,1254,12502622430.14%-18
INVESCO CALIF VALUE MUN INCO28,92729,066+1393223030.17%-19
INVESCO QQQ TR53353303273080.17%-20
INNOVATOR ETFS TRUST
US EQTY PWR BF
37,37037,37001,6161,5960.90%-20
INNOVATOR ETFS TRUST
US EQTY PWR BUF
22,52922,52901,0591,0390.58%-20
EXCHANGE TRADED CONCEPTS TRU13,40813,283-1259299090.51%-20
GLOBAL X FDS
ARTIFICIAL ETF
5,3705,37002732510.14%-22
EXCHANGE TRADED CONCEPTS TRU17,10017,500+4006045780.32%-26
BOEING CO(BA)1,4621,46203172910.16%-26
STATE STR SPDR S&P 500 ETF T(SPY)452423-293082750.15%-33
ELI LILLY & CO(LLY)258265+72772440.14%-34
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,8543,831-235975620.32%-35
BANK AMERICA CORP6,5176,532+153583180.18%-40
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
14,51514,405-1108448000.45%-44
SCHWAB STRATEGIC TR22,67121,521-1,1505955400.30%-54
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,23011,240+106155550.31%-60
ROKU INC(ROKU)3,8863,791-954223590.20%-63
JPMORGAN CHASE & CO(JPM)2,4372,447+107857200.40%-65
ISHARES TR028,865+28,86502,5021.41%+2,502
PACER FDS TR
US SM CAP CA ETF
071,820+71,82003,2231.81%+3,223
PACER FDS TR
US LRG CP CASH
45,49845,273-2251,6021,5270.86%-75
ISHARES BITCOIN TRUST ETF(IBIT)12,75514,200+1,4456335460.31%-88
ALIBABA GROUP HLDG LTD(BABA)4,8124,837+257056070.34%-98
ALPHABET INC(GOOG)4,1034,110+71,2841,1820.66%-102
PALANTIR TECHNOLOGIES INC(PLTR)09,057+9,05701,3250.74%+1,325
ALPS ETF TR
OSHS GBL INTER
14,55714,507-507655920.33%-173
ASTERA LABS INC(ALAB)3,8484,203+3556404610.26%-180
SCHWAB STRATEGIC TR0235,682+235,68205,4733.07%+5,473
DIREXION SHS ETF TR
DLY GOOGL BUL 2X
2,1250-2,1252060-206
GLOBAL E ONLINE LTD
SHS
24,26523,940-3259547390.41%-215
PRUDENTIAL FINL INC(PFH)2,0180-2,0182280-228
BLACKSTONE INC(BX)1,5000-1,5002310-231
APPLOVIN CORP(APP)3580-3582410-241
SHOPIFY INC(SHOP)6,1906,181-99967330.41%-263
THE TRADE DESK INC(TTD)10,7080-10,7084060-406
PROSHARES TR
ULTRAPRO QQQ
8,3000-8,3004380-438
CONFLUENT INC15,1000-15,1004570-457
Page 1 of 1