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Manager record

Clay Northam Wealth Management, LLC

Huntington Beach, CA · CIK 1915687 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$214.26MReported 13F valueQ3 2026 · as filed
109Holdings listed
+5.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $156.4M$156.4MQ2 202592 holdingsQ3 2025: $175.1M$175.1MQ3 202599 holdingsQ4 2025: $180.1M$180.1MQ4 2025100 holdingsQ1 2026: $178.1M$178.1MQ1 2026101 holdingsQ2 2026: $203.3M$203.3MQ2 2026109 holdingsQ3 2026: $214.3M$214.3MQ3 2026109 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$214.26M · 109 holdings listed · View original SEC filing ↗
Aug 11 2026 13F-HR · period Q2 2026

$203.28M · 109 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$178.09M · 101 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$180.06M · 100 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$175.07M · 99 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$156.45M · 92 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology