Clay Northam Wealth Management, LLC
All 13F Filings
- Location
- Huntington Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 203,276
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 109 | 203,276 | 13F-HR | Clay Northam Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 101 | 178,092 | 13F-HR | Clay Northam Wealth Management, LLC |
| Q4 2025 | 2/17/2026 | 100 | 180,055 | 13F-HR | Clay Northam Wealth Management, LLC |
| Q3 2025 | 10/21/2025 | 99 | 175,074 | 13F-HR | Clay Northam Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 92 | 156,447 | 13F-HR | Clay Northam Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 123 K | 60.5% | 14.55 K | 0 | 14.55 K |
| ETFs | 80.24 K | 39.5% | 10.63 K | 0 | 10.63 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
203,276
Holdings
109
QoQ value change ($000)
25,184
(14.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.