CLAY NORTHAM WEALTH MANAGEMENT, LLC

PrivateCIK: 1915687
Location

HUNTINGTON BEACH, CA

101
Positions
$178.09M
Total AUM (reported)
3.18M
Total Shares

Allocation by class

TOTAL AUM$178.09M101 positions
COM$54.62M30.7%
US CASH COWS 100$17.32M9.7%
US LCAP GR ETF$14.10M7.9%
US DIVIDEND EQ$11.85M6.7%
CAP STK CL C$10.70M6.0%
CL A$8.01M4.5%
STATE STREET TEC$5.76M3.2%

Portfolio Concentration

Top 325.0%4–1031.5%11–2521.4%Rest22.1%TOP 1056.5%0%100%
Top 3$44.51M25.0%
4–10$56.17M31.5%
11–25$38.07M21.4%
Rest$39.34M22.1%

Top 3 weight

25.0%

Top 10 weight

56.5%

Voting Authority Distribution

Total shares with voting rights: 3.18M

Sole

Full voting authority

3.18M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:

PACER FDS TR

SOLE
US CASH COWS 100
Shares276.88K
TypeSH
Market value$17.32M
9.73%
Sole
276.88K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares483.90K
TypeSH
Market value$14.10M
7.92%
Sole
483.90K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares51.60K
TypeSH
Market value$13.10M
7.35%
Sole
51.60K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares386.22K
TypeSH
Market value$11.85M
6.65%
Sole
386.22K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares52.73K
TypeSH
Market value$10.98M
6.17%
Sole
52.73K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares37.31K
TypeSH
Market value$10.70M
6.01%
Sole
37.31K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares35.92K
TypeSH
Market value$6.26M
3.52%
Sole
35.92K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares43.34K
TypeSH
Market value$5.76M
3.23%
Sole
43.34K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US AGGREGATE B
Shares235.68K
TypeSH
Market value$5.47M
3.07%
Sole
235.68K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares13.87K
TypeSH
Market value$5.14M
2.88%
Sole
13.87K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares12.49K
TypeSH
Market value$4.64M
2.61%
Sole
12.49K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares57.01K
TypeSH
Market value$3.85M
2.16%
Sole
57.01K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares6.08K
TypeSH
Market value$3.48M
1.95%
Sole
6.08K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
US SMALL CAP CAS
Shares71.82K
TypeSH
Market value$3.22M
1.81%
Sole
71.82K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares8.22K
TypeSH
Market value$3.21M
1.80%
Sole
8.22K
Shared
0.00
None
0.00

GOLDMAN SACHS ETF TR

SOLE
ACTIVEBETA EME
Shares62.52K
TypeSH
Market value$2.70M
1.52%
Sole
62.52K
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares28.86K
TypeSH
Market value$2.50M
1.41%
Sole
28.86K
Shared
0.00
None
0.00

ALPS ETF TR

SOLE
OSHARES US SMLCP
Shares47.04K
TypeSH
Market value$2.06M
1.16%
Sole
47.04K
Shared
0.00
None
0.00

ARDELYX INC

SOLE
COM
Shares331.96K
TypeSH
Market value$1.99M
1.12%
Sole
331.96K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares4.49K
TypeSH
Market value$1.93M
1.09%
Sole
4.49K
Shared
0.00
None
0.00

DIGITALOCEAN HLDGS INC

SOLE
COM
Shares21.59K
TypeSH
Market value$1.85M
1.04%
Sole
21.59K
Shared
0.00
None
0.00

GOLDMAN SACHS ETF TR

SOLE
S&P 500 PREMIUM
Shares34.66K
TypeSH
Market value$1.73M
0.97%
Sole
34.66K
Shared
0.00
None
0.00

BARON ETF TR

SOLE
FIRST PRINCIPLES
Shares73.62K
TypeSH
Market value$1.68M
0.95%
Sole
73.62K
Shared
0.00
None
0.00

THORNBURG ETF TR

SOLE
MULTI SECTOR BD
Shares63.30K
TypeSH
Market value$1.61M
0.91%
Sole
63.30K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
EMRG MKTEQ ETF
Shares48.56K
TypeSH
Market value$1.60M
0.90%
Sole
48.56K
Shared
0.00
None
0.00
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