Clay Northam Wealth Management, LLC - Portfolio overview

Clay Northam Wealth Management, LLC has 114 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. COWZ - PACER FDS TR, 9.52%
2. SCHG - SCHWAB STRATEGIC TR, 7.74%
3. AAPL - APPLE INC, 7.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.