
CLAY NORTHAM WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ARDX | 323K | $1.78M |
![]() | AAPL | 54K | $13.75M |
![]() | AMZN | 53K | $11.70M |
![]() | GOOG | 39K | $9.40M |
![]() | NVDA | 34K | $6.29M |
![]() | INVZ | 28K | $56.12K |
![]() | GLBE | 25K | $884.70K |
![]() | DOCN | 22K | $744.72K |
![]() | CFLT | 20K | $397.98K |
![]() | HR | 20K | $356.15K |
![]() | SOFI | 17K | $440.29K |
![]() | ACHR | 16K | $156.39K |
![]() | MSFT | 14K | $7.31M |
![]() | TTD | 14K | $666.73K |
![]() | TSLA | 12K | $5.55M |
![]() | PLTR | 10K | $1.86M |
![]() | WMT | 8K | $846.53K |
![]() | CRWD | 8K | $3.96M |
![]() | BAC | 7K | $338.28K |
![]() | SHOP | 6K | $925.25K |

Ardelyx, Inc.
ARDX
Shares Held
323K
Value
$1.78M

Apple Inc.
AAPL
Shares Held
54K
Value
$13.75M

Amazon.com, Inc.
AMZN
Shares Held
53K
Value
$11.70M

Alphabet Inc.
GOOG
Shares Held
39K
Value
$9.40M

NVIDIA Corporation
NVDA
Shares Held
34K
Value
$6.29M

Innoviz Technologies Ltd.
INVZ
Shares Held
28K
Value
$56.12K

Global-e Online Ltd.
GLBE
Shares Held
25K
Value
$884.70K

DigitalOcean Holdings, Inc.
DOCN
Shares Held
22K
Value
$744.72K

Confluent, Inc.
CFLT
Shares Held
20K
Value
$397.98K

Healthcare Realty Trust Incorporated
HR
Shares Held
20K
Value
$356.15K

SoFi Technologies, Inc.
SOFI
Shares Held
17K
Value
$440.29K

Archer Aviation Inc.
ACHR
Shares Held
16K
Value
$156.39K

Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.31M

The Trade Desk, Inc.
TTD
Shares Held
14K
Value
$666.73K

Tesla, Inc.
TSLA
Shares Held
12K
Value
$5.55M

Palantir Technologies Inc.
PLTR
Shares Held
10K
Value
$1.86M

Walmart Inc.
WMT
Shares Held
8K
Value
$846.53K

CrowdStrike Holdings, Inc.
CRWD
Shares Held
8K
Value
$3.96M

Bank of America Corporation
BAC
Shares Held
7K
Value
$338.28K

Shopify Inc.
SHOP
Shares Held
6K
Value
$925.25K
