Universe · entity

CATALYST PRIVATE WEALTH, LLC

Institutional manager (13F) · CIK 1831193
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $177M
#IssuerValueShares
1ISHARES TR$28M43,158
2ISHARES TR$24M168,802
3SSGA ACTIVE TR$17M572,811
4ISHARES TR$9M99,570
5ATLASSIAN CORPORATION$7M106,180
6VANGUARD STAR FDS$6M80,348
7AFFIRM HLDGS INC$6M124,897
8VANGUARD INDEX FDS$5M26,915
9DOORDASH INC$5M34,492
10STATE STR SPDR S&P 500 ETF T$5M7,237
11VANGUARD INDEX FDS$5M10,449
12META PLATFORMS INC$5M7,930
13SPDR SERIES TRUST$4M49,489
14ISHARES TR$3M25,043
15ISHARES TR$3M32,280
16SAMSARA INC$3M103,194
17APPLE INC$3M12,855
18DIMENSIONAL ETF TRUST$3M70,307
19PALANTIR TECHNOLOGIES INC$2M16,382
20MICROSOFT CORP$2M5,725
21AMAZON COM INC$2M9,776
22NVIDIA CORPORATION$2M11,550
23VANGUARD INDEX FDS$2M5,781
24VANGUARD SCOTTSDALE FDS$2M32,973
25ALPHABET INC$2M5,330
26ISHARES TR$2M9,776
27VANGUARD INDEX FDS$2M2,533
28ISHARES TR$1M7,030
29BROADCOM INC$1M4,397
30INVESCO QQQ TR$1M2,260
31BERKSHIRE HATHAWAY INC DEL$1M2,560
32ISHARES TR$1M12,211
33COSTCO WHOLESALE CORPORATION$1M1,047
34ALPHABET INC$957k3,327
35VANGUARD CALIF TAX FREE FDS$938k9,472
36INVESCO ACTIVELY MANAGED EXC$802k16,004
37ISHARES INC$765k10,966
38ISHARES TR$738k6,954
39ISHARES TR$726k8,369
40J P MORGAN EXCHANGE TRADED F$713k14,087
41JPMORGAN CHASE & CO$694k2,360
42PIMCO ETF TR$694k6,900
43ISHARES TR$646k1,515
44SPDR GOLD TR$624k1,450
45LOCKHEED MARTIN CORP$609k1,008
46JOHNSON & JOHNSON$583k2,384
47TAIWAN SEMICONDUCTOR MANUFAC$524k1,549
48ELI LILLY & CO$518k563
49UBER TECHNOLOGIES INC$513k7,126
50SALESFORCE INC$451k2,415
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.