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Brian Clay

Clay Northam Wealth Management, Llc

Assets Managed
$178.092M
Holdings
101
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-1.09%(2Q avg: 0.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clay Northam Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Clay Northam Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 178.092M in assets, with a quarterly growth rate of -1.09% and a 2-quarter average growth rate of 0.88%. The portfolio is managed by Brian Clay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 1.25%
9.73%
$17.322M
276,881 shares@ $62.57 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.47%
7.92%
$14.096M
483,898 shares@ $29.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.74%
7.36%
$13.096M
51,603 shares@ $253.8 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.86%
6.66%
$11.849M
386,220 shares@ $30.69 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.66%
6.17%
$10.982M
52,728 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.02%
6.02%
$10.704M
37,314 shares@ $286.86 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.06%
3.52%
$6.264M
35,918 shares@ $174.41 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.18%
3.24%
$5.761M
43,345 shares@ $132.91 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Decreased -2.66%
3.08%
$5.473M
235,682 shares@ $23.22 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.97%
2.89%
$5.135M
13,873 shares@ $370.18 avg price

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