StockDriftsStockDriftsTop 50 Clay Northam Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COWZ | PACER FDS TR | 8.45% | 276.2K | $17.2M | -0.23%(-642) | $48.62(+43.82%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 7.98% | 479.1K | $16.2M | -0.98%(-4.77K) | $14.32(+148.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.29% | 51.2K | $14.8M | -0.72%(-369) | $159.80(+91.10%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.48% | 37.3K | $13.2M | -0.02%(-9) | $138.54(+147.33%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.2% | 52.8K | $12.6M | +0.22%(+116) | $165.82(+58.33%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.94% | 380.9K | $12.1M | -1.39%(-5.36K) | $25.82(+33.08%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.05% | 43.3K | $8.2M | -0.21%(-89) | $81.84(+133.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.58% | 36.4K | $7.3M | +1.40%(+502) | $53.16(+325.28%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 3.08% | 8.2K | $6.3M | -0.18%(-15) | $238.26(-9.32%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.61% | 14.2K | $5.3M | +2.38%(+330) | $311.31(+56.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.24% | +61.14% | — | — | +29.94% |
| Top 20 Holdings Unweighted | +17.27% | +61.27% | — | — | +22.18% |
Clay Northam Wealth Management, LLC reports $203.28M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are COWZ (8.4%), SCHG (8.0%) and AAPL (7.3%). The top 20 holdings account for 72.91% of reported assets. Its disclosed equity book has returned +61.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clay Northam Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915687). View Clay Northam Wealth Management, LLC’s 13F filings on SEC