CLAY NORTHAM WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARDX | 315K | $1.84M |
 | AAPL | 53K | $14.42M |
 | AMZN | 52K | $12.09M |
 | GOOG | 38K | $11.95M |
 | NVDA | 33K | $6.20M |
 | GLBE | 24K | $953.86K |
 | DOCN | 22K | $1.04M |
 | HR | 16K | $266.40K |
 | CFLT | 15K | $456.62K |
 | MSFT | 14K | $6.78M |
 | TSLA | 12K | $5.55M |
 | TTD | 11K | $406.48K |
 | WMT | 8K | $915.12K |
 | PLTR | 8K | $1.44M |
 | CRWD | 8K | $3.74M |
 | BAC | 7K | $358.44K |
 | SHOP | 6K | $996.40K |
 | META | 6K | $3.99M |
 | VZ | 5K | $215.42K |
 | BABA | 5K | $705.34K |
Ardelyx, Inc.
ARDX
Shares Held
315K
Value
$1.84M
Apple Inc.
AAPL
Shares Held
53K
Value
$14.42M
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$12.09M
Alphabet Inc.
GOOG
Shares Held
38K
Value
$11.95M
NVIDIA Corporation
NVDA
Shares Held
33K
Value
$6.20M
Global-e Online Ltd.
GLBE
Shares Held
24K
Value
$953.86K
DigitalOcean Holdings, Inc.
DOCN
Shares Held
22K
Value
$1.04M
Healthcare Realty Trust Incorporated
HR
Shares Held
16K
Value
$266.40K
Confluent, Inc.
CFLT
Shares Held
15K
Value
$456.62K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$6.78M
Tesla, Inc.
TSLA
Shares Held
12K
Value
$5.55M
The Trade Desk, Inc.
TTD
Shares Held
11K
Value
$406.48K
Walmart Inc.
WMT
Shares Held
8K
Value
$915.12K
Palantir Technologies Inc.
PLTR
Shares Held
8K
Value
$1.44M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
8K
Value
$3.74M
Bank of America Corporation
BAC
Shares Held
7K
Value
$358.44K
Shopify Inc.
SHOP
Shares Held
6K
Value
$996.40K
Meta Platforms, Inc.
META
Shares Held
6K
Value
$3.99M
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$215.42K
Alibaba Group Holding Limited
BABA
Shares Held
5K
Value
$705.34K