13F Insight
DOSSIER · 13F-HR · Q2 2026

Clay Northam Wealth Management, LLC

$203M in tracked AUM across 109 positions as of Q2 2026.

CN
CIK 0001915687 · last filed Jun 30, 2026
Total AUM
$203M
as of Q2 2026
Holdings
109
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Clay Northam Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
COWZ
PACER FDS TR
$17M276K8.5%02
SCHG
SCHWAB STRATEGIC TR
$16M479K8.0%03
AAPL
APPLE INC
$15M51K7.3%04
GOOG
ALPHABET INC
$13M37K6.5%05
AMZN
AMAZON COM INC
$13M53K6.2%06
SCHD
SCHWAB STRATEGIC TR
$12M381K5.9%07
XLK
SELECT SECTOR SPDR TR
$8M43K4.1%08
NVDA
NVIDIA CORPORATION
$7M36K3.6%09
CRWD
CROWDSTRIKE HLDGS INC
$6M8K3.1%10
MSFT
MICROSOFT CORP
$5M14K2.6%

Filing history

2026Q2Jun 30
$203M▲ 14.1%
109 positionsView →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 positionsLocked
Showing 12 of 19