Universe · entity
CATALYST PRIVATE WEALTH, LLC
Institutional manager (13F) · CIK 1831193
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $177M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $28M | 43,158 |
| 2 | ISHARES TR | $24M | 168,802 |
| 3 | SSGA ACTIVE TR | $17M | 572,811 |
| 4 | ISHARES TR | $9M | 99,570 |
| 5 | ATLASSIAN CORPORATION | $7M | 106,180 |
| 6 | VANGUARD STAR FDS | $6M | 80,348 |
| 7 | AFFIRM HLDGS INC | $6M | 124,897 |
| 8 | VANGUARD INDEX FDS | $5M | 26,915 |
| 9 | DOORDASH INC | $5M | 34,492 |
| 10 | STATE STR SPDR S&P 500 ETF T | $5M | 7,237 |
| 11 | VANGUARD INDEX FDS | $5M | 10,449 |
| 12 | META PLATFORMS INC | $5M | 7,930 |
| 13 | SPDR SERIES TRUST | $4M | 49,489 |
| 14 | ISHARES TR | $3M | 25,043 |
| 15 | ISHARES TR | $3M | 32,280 |
| 16 | SAMSARA INC | $3M | 103,194 |
| 17 | APPLE INC | $3M | 12,855 |
| 18 | DIMENSIONAL ETF TRUST | $3M | 70,307 |
| 19 | PALANTIR TECHNOLOGIES INC | $2M | 16,382 |
| 20 | MICROSOFT CORP | $2M | 5,725 |
| 21 | AMAZON COM INC | $2M | 9,776 |
| 22 | NVIDIA CORPORATION | $2M | 11,550 |
| 23 | VANGUARD INDEX FDS | $2M | 5,781 |
| 24 | VANGUARD SCOTTSDALE FDS | $2M | 32,973 |
| 25 | ALPHABET INC | $2M | 5,330 |
| 26 | ISHARES TR | $2M | 9,776 |
| 27 | VANGUARD INDEX FDS | $2M | 2,533 |
| 28 | ISHARES TR | $1M | 7,030 |
| 29 | BROADCOM INC | $1M | 4,397 |
| 30 | INVESCO QQQ TR | $1M | 2,260 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,560 |
| 32 | ISHARES TR | $1M | 12,211 |
| 33 | COSTCO WHOLESALE CORPORATION | $1M | 1,047 |
| 34 | ALPHABET INC | $957k | 3,327 |
| 35 | VANGUARD CALIF TAX FREE FDS | $938k | 9,472 |
| 36 | INVESCO ACTIVELY MANAGED EXC | $802k | 16,004 |
| 37 | ISHARES INC | $765k | 10,966 |
| 38 | ISHARES TR | $738k | 6,954 |
| 39 | ISHARES TR | $726k | 8,369 |
| 40 | J P MORGAN EXCHANGE TRADED F | $713k | 14,087 |
| 41 | JPMORGAN CHASE & CO | $694k | 2,360 |
| 42 | PIMCO ETF TR | $694k | 6,900 |
| 43 | ISHARES TR | $646k | 1,515 |
| 44 | SPDR GOLD TR | $624k | 1,450 |
| 45 | LOCKHEED MARTIN CORP | $609k | 1,008 |
| 46 | JOHNSON & JOHNSON | $583k | 2,384 |
| 47 | TAIWAN SEMICONDUCTOR MANUFAC | $524k | 1,549 |
| 48 | ELI LILLY & CO | $518k | 563 |
| 49 | UBER TECHNOLOGIES INC | $513k | 7,126 |
| 50 | SALESFORCE INC | $451k | 2,415 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.