Clay Northam Wealth Management, LLC: 13F holdings
CIK 19156872026Q2
| Positions | 109 |
|---|
| Reported value | $203.3m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 109 (+8 vs prior quarter) |
|---|
| Reported value | $203.3m (+14.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| COWZ PACER FDS TR | 276,239 | $17.2m | 8.5% |
| SCHG SCHWAB STRATEGIC TR | 479,132 | $16.2m | 8.0% |
| AAPL APPLE INC | 51,234 | $14.8m | 7.3% |
| GOOG ALPHABET INC | 37,305 | $13.2m | 6.5% |
| AMZN AMAZON COM INC | 52,844 | $12.6m | 6.2% |
| SCHD SCHWAB STRATEGIC TR | 380,858 | $12.1m | 5.9% |
| XLK SELECT SECTOR SPDR TR | 43,256 | $8.2m | 4.1% |
| NVDA NVIDIA CORPORATION | 36,420 | $7.3m | 3.6% |
| CRWD CROWDSTRIKE HLDGS INC | 8,208 | $6.3m | 3.1% |
| MSFT MICROSOFT CORP | 14,203 | $5.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1915687")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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