Clay Northam Wealth Management, LLC — 13F holdings

Clay Northam Wealth Management, LLC reported 109 holdings worth $214M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. COWZ PACER FDS TR — $18.6M (8.7%)
2. SCHG SCHWAB STRATEGIC TR — $17.4M (8.1%)
3. AAPL APPLE INC — $17.0M (7.9%)
4. AMZN AMAZON COM INC — $13.1M (6.1%)
5. SCHD SCHWAB STRATEGIC TR — $12.7M (5.9%)
6. GOOG ALPHABET INC — $12.7M (5.9%)
7. CRWD CROWDSTRIKE HLDGS INC — $8.61M (4.0%)
8. XLK SELECT SECTOR SPDR TR — $8.54M (4.0%)
9. NVDA NVIDIA CORPORATION — $8.37M (3.9%)
10. MSFT MICROSOFT CORP — $7.20M (3.4%)