account_balance

Investment manager · 13F filer · SEC CIK 1915687

Clay Northam Wealth Management, LLC

Reported value$214Mas of Sep 30, 2026
Positions109 5 new, 5 sold out
Top 10 weight58.0%COWZ alone is 9%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
COWZ Pacer FDS Tr 8.7% Held
SCHG Schwab Strategic Tr 8.1% Held
AAPL Apple Inc. 7.9% HeldAMZN Amazon.com Inc 6.1% Held
SCHD Schwab Strategic Tr 5.9% Added +2%
GOOG Alphabet Inc. 5.9% HeldCRWD CrowdStrike Holdings, Inc. 4.0% Held
XLK Select Sector SPDR Tr 4.0% Held
NVDA NVIDIA Corp 3.9% HeldMSFT Microsoft Corp 3.4% Held
SCHZ Schwab Strategic Tr 2.2% Trimmed −2%
TSLA Tesla, Inc. 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • AMAT −9%
  • ARDX −6%
  • SCHB −4%
  • QDPL −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist