13F Insight
DOSSIER · 13F-HR · Q1 2026

Clay Northam Wealth Management, LLC

$178M in tracked AUM across 101 positions as of Q1 2026.

CN
CIK 0001915687 · last filed Mar 31, 2026
Total AUM
$178M
as of Q1 2026
Holdings
101
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Clay Northam Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
COWZ
PACER FDS TR
$17M277K9.7%02
SCHG
SCHWAB STRATEGIC TR
$14M484K7.9%03
AAPL
APPLE INC
$13M52K7.4%04
SCHD
SCHWAB STRATEGIC TR
$12M386K6.7%05
AMZN
AMAZON COM INC
$11M53K6.2%06
GOOG
ALPHABET INC
$11M37K6.0%07
NVDA
NVIDIA CORPORATION
$6M36K3.5%08
XLK
SELECT SECTOR SPDR TR
$6M43K3.2%09
SCHZ
SCHWAB STRATEGIC TR
$5M236K3.1%10
MSFT
MICROSOFT CORP
$5M14K2.9%

Filing history

2026Q1Mar 31
$178M▼ 1.1%
101 positionsView →2025Q4Dec 31
$180M▲ 107.6%
100 positionsView →2025Q3Sep 30
$87M▼ 44.6%
64 positionsView →2025Q2Jun 30
$156M▲ 9.4%
92 positionsLocked2025Q1Mar 31
$143M▼ 7.7%
90 positionsLocked2024Q4Dec 31
$155M▲ 6.6%
92 positionsLocked2024Q3Sep 30
$145M▲ 10.2%
92 positionsLocked2024Q2Jun 30
$132M▲ 6.2%
87 positionsLocked2024Q1Mar 31
$124M▲ 10.5%
89 positionsLocked2023Q4Dec 31
$112M▲ 11.6%
80 positionsLocked2023Q3Sep 30
$101M▼ 4.2%
78 positionsLocked2023Q2Jun 30
$105M▲ 8.1%
78 positionsLocked
Showing 12 of 18