Catalyst Private Wealth, LLC Top Holdings and 13F Report (2026) About Catalyst Private Wealth, LLCInvestment ActivityCatalyst Private Wealth, LLC has $184.62 million in total holdings as of March 31, 2026.Catalyst Private Wealth, LLC owns shares of 76 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 6.63% of the portfolio was sold this quarter.This quarter, Catalyst Private Wealth, LLC has purchased 77 new stocks and bought additional shares in 33 stocks.Catalyst Private Wealth, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $28,191,509iShares Core S&P Total U.S. Stock Market ETF $24,042,451SSGA ACTIVE TR $16,525,594iShares Core MSCI Total International Stock ETF $8,626,705Atlassian $7,246,785 Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 8,711 shares (about $1.24M)iShares Core S&P U.S. Growth ETF 2,159 shares (about $334.88K)iShares Core MSCI Emerging Markets ETF 4,430 shares (about $308.99K)Microsoft 819 shares (about $303.20K)iShares Core S&P 500 ETF 333 shares (about $217.52K) Largest Sales this Quarter Atlassian 133,841 shares (about $9.13M)Meta Platforms 1,715 shares (about $981.20K)VANGUARD INSTL INDEX FD 4,230 shares (about $320.00K)Berkshire Hathaway 565 shares (about $270.75K)iShares Core S&P U.S. Value ETF 1,885 shares (about $192.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCatalyst Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$28,191,509$217,521 ▲0.8%43,15815.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$24,042,451$1,240,707 ▲5.4%168,80213.0%ETFSSGA ACTIVE TR$16,525,594$72,125 ▲0.4%572,8119.0%SST BRIDGEWATERIXUSiShares Core MSCI Total International Stock ETF$8,626,705$35,436 ▲0.4%99,5704.7%ManufacturingTEAMAtlassian$7,246,785$9,134,648 ▼-55.8%106,1803.9%Computer and TechnologyVXUSVanguard Total International Stock ETF$6,195,641$65,235 ▼-1.0%80,3483.4%ETFAFRMAffirm$5,722,781$60,207 ▼-1.0%124,8973.1%Computer and TechnologyVTVVanguard Value ETF$5,280,723$182,270 ▲3.6%26,9152.9%ETFDOORDASH INC$5,178,974$57,507 ▲1.1%34,4922.8%CL ASPYSPDR S&P 500 ETF Trust$4,706,511$18,210 ▼-0.4%7,2372.5%FinanceVUGVanguard Growth ETF$4,564,039$176,901 ▼-3.7%10,4492.5%ETFMETAMeta Platforms$4,536,991$981,203 ▼-17.8%7,9302.5%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$3,787,9150.0%49,4892.1%ETFACWIiShares MSCI ACWI ETF$3,465,200$21,586 ▼-0.6%25,0431.9%ManufacturingIUSViShares Core S&P U.S. Value ETF$3,300,630$192,741 ▼-5.5%32,2801.8%ManufacturingIOTSamsara$3,270,218$62,081 ▼-1.9%103,1941.8%Computer and TechnologyAAPLApple$3,262,467$85,781 ▲2.7%12,8551.8%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$3,172,252$55,227 ▼-1.7%70,3071.7%ETFPALANTIR TECHNOLOGIES INC$2,396,3590.0%16,3821.3%CL AMSFTMicrosoft$2,119,408$303,196 ▲16.7%5,7251.1%Computer and TechnologyAMZNAmazon.com$2,036,048$84,141 ▲4.3%9,7761.1%Retail/WholesaleNVDANVIDIA$2,014,278$147,365 ▲7.9%11,5501.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,854,721$39,462 ▲2.2%5,7811.0%ETFVGLTVanguard Long-Term Treasury ETF$1,825,221$59,783 ▲3.4%32,9731.0%ETFGOOGAlphabet$1,528,911$10,900 ▼-0.7%5,3300.8%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,516,355$334,882 ▲28.3%9,7760.8%ManufacturingVOOVanguard S&P 500 ETF$1,513,594$38,841 ▲2.6%2,5330.8%ETFIVEiShares S&P 500 Value ETF$1,484,385$9,291 ▼-0.6%7,0300.8%ETFAVGOBroadcom$1,360,915$58,188 ▲4.5%4,3970.7%Computer and TechnologyQQQInvesco QQQ$1,304,2560.0%2,2600.7%FinanceBRK.BBerkshire Hathaway$1,226,752$270,748 ▼-18.1%2,5600.7%FinanceIEFAiShares Core MSCI EAFE ETF$1,105,462$205,141 ▲22.8%12,2110.6%ETFCOSTCostco Wholesale$1,043,262$43,843 ▲4.4%1,0470.6%Retail/WholesaleGOOGLAlphabet$956,712$31,056 ▲3.4%3,3270.5%Computer and TechnologyVANGUARD CALIF TAX FREE FDS$938,486$396 ▲0.0%9,4720.5%TAX EXEMPT BD FDGSYInvesco Ultra Short Duration ETF$802,1200.0%16,0040.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$764,879$308,993 ▲67.8%10,9660.4%ETFMUBiShares National Muni Bond ETF$738,1670.0%6,9540.4%ETFTLTiShares 20+ Year Treasury Bond ETF$725,509$32,682 ▼-4.3%8,3690.4%ETFJPSTJPMorgan Ultra-Short Income ETF$712,9430.0%14,0870.4%ETFJPMJPMorgan Chase & Co.$694,218$16,767 ▲2.5%2,3600.4%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$693,9330.0%6,9000.4%ETFIWFiShares Russell 1000 Growth ETF$645,9960.0%1,5150.3%ETFGLDSPDR Gold Shares$623,921$129,087 ▼-17.1%1,4500.3%FinanceLMTLockheed Martin$609,100$22,358 ▲3.8%1,0080.3%AerospaceJNJJohnson & Johnson$582,745$11,000 ▲1.9%2,3840.3%MedicalTSMTaiwan Semiconductor Manufacturing$523,576$16,900 ▲3.3%1,5490.3%Computer and TechnologyLLYEli Lilly and Company$517,831$46,908 ▲10.0%5630.3%MedicalUBERUber Technologies$512,573$14,674 ▼-2.8%7,1260.3%Computer and TechnologyCRMSalesforce$450,808$30,427 ▼-6.3%2,4150.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$411,2710.0%1,9120.2%ETFSCHWCharles Schwab$406,276$2,350 ▲0.6%4,3230.2%FinanceULSTSPDR SSgA Ultra Short Term Bond ETF$405,0000.0%10,0000.2%ETFMAMastercard$400,727$100,931 ▼-20.1%8020.2%Business ServicesLAM RESEARCH CORP$358,521$4,273 ▲1.2%1,6780.2%COM NEWASMLASML$350,020$3,962 ▲1.1%2650.2%Computer and TechnologyVANGUARD INSTL INDEX FD$344,661$319,999 ▼-48.1%4,5560.2%0-3 MO TREAS BILKKRKKR & Co. Inc.$339,845$11,193 ▲3.4%3,6740.2%FinanceSNOWSnowflake$314,007$20,059 ▼-6.0%2,0820.2%Computer and TechnologyRAPPORT THERAPEUTICS INC$312,9000.0%10,0000.2%COMQUSSPDR MSCI USA StrategicFactors ETF$309,2950.0%1,8020.2%ETFLYFTLyft$308,427$279 ▲0.1%23,1900.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$296,4960.0%2,0020.2%ETFGTIPGoldman Sachs Access Inflation Protected USD Bond ETF$296,2200.0%6,0000.2%ETFISHARES BITCOIN TRUST ETF$286,114$9,182 ▼-3.1%7,4470.2%SHS BEN INTVTEBVanguard Tax-Exempt Bond ETF$285,969$24,446 ▲9.3%5,7320.2%ETFPGProcter & Gamble$284,691$14,011 ▲5.2%1,9710.2%Consumer StaplesARISTA NETWORKS INC$270,853$6,876 ▼-2.5%2,2060.1%COM SHSQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$270,1910.0%1,2510.1%ManufacturingCPNGCoupang$264,263$12,989 ▲5.2%13,9970.1%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$260,8330.0%4,6980.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$259,800$1,718 ▼-0.7%2,7220.1%ETFINTUIntuit$222,676$111,987 ▼-33.5%5150.1%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$200,7980.0%8580.1%ETFASANAsana$188,493$57,037 ▼-23.2%29,4520.1%Computer and TechnologyOPENOpendoor Technologies$69,0630.0%14,7570.0%Computer and TechnologyMELIMercadoLibre$0$340,410 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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