Catalytic Wealth Ria, LLC Top Holdings and 13F Report (2026)

About Catalytic Wealth Ria, LLC

Investment Activity

Catalytic Wealth Ria, LLC has $2.08 billion in total holdings as of September 30, 2026.
Catalytic Wealth Ria, LLC owns shares of 512 different stocks, but just 93 companies or ETFs make up 80% of its holdings.
Approximately 13.29% of the portfolio was purchased this quarter.
About 2.12% of the portfolio was sold this quarter.
This quarter, Catalytic Wealth Ria, LLC has purchased 483 new stocks and bought additional shares in 257 stocks.
Catalytic Wealth Ria, LLC sold shares of 175 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

TEMPUS AI INC: $197,475,478
NVIDIA: $129,448,085
Meta Platforms: $96,973,300
Apple: $83,197,522
Microsoft: $77,051,880

Largest New Holdings this Quarter

15675D103 - CEREBRAS SYSTEMS INC: $55,354,852 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $20,656,238 Holding
45259A886 - TIDAL TRUST III: $6,459,087 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $6,361,333 Holding
771049103 - Roblox: $3,087,502 Holding

Largest Purchases this Quarter

Meta Platforms: 83,988 shares (about $60.91M)
CEREBRAS SYSTEMS INC: 311,595 shares (about $55.35M)
SPACE EXPLORATION TECHN CORP: 136,923 shares (about $20.66M)
Uber Technologies: 154,257 shares (about $10.57M)
CrowdStrike: 35,710 shares (about $9.45M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 5,534 shares (about $4.22M)
PepsiCo: 18,730 shares (about $2.37M)
Airbnb: 9,658 shares (about $1.55M)
Barclays: 51,668 shares (about $1.25M)
Micron Technology: 1,168 shares (about $1.24M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TEMPUS AI INC	$197,475,478	$15,561 ▼	0.0%	2,411,178	9.5%	CL A
NVDA NVIDIA	$129,448,085	$6,416,794 ▲	5.2%	566,810	6.2%	Technology
META Meta Platforms	$96,973,300	$60,906,452 ▲	168.9%	133,723	4.7%	Communication Services
AAPL Apple	$83,197,522	$1,908,541 ▲	2.3%	249,827	4.0%	Technology
MSFT Microsoft	$77,051,880	$1,852,093 ▲	2.5%	150,227	3.7%	Technology
GOOGL Alphabet	$68,739,999	$2,595,053 ▲	3.9%	199,779	3.3%	Communication Services
IVV iShares Core S&P 500 ETF	$68,695,470	$6,652,198 ▲	10.7%	89,698	3.3%	ETF
AMZN Amazon.com	$56,991,171	$4,973,292 ▲	9.6%	228,742	2.7%	Consumer Discretionary
CEREBRAS SYSTEMS INC	$55,354,852	$55,354,852 ▲	New Holding	311,595	2.7%	COM CL A
QQQ Invesco QQQ	$44,658,480	$6,564,726 ▲	17.2%	60,368	2.1%	ETF
AVGO Broadcom	$33,441,867	$4,685,247 ▲	16.3%	95,224	1.6%	Technology
IOT Samsara	$30,240,789	$180,431 ▲	0.6%	793,097	1.5%	Technology
GOOG Alphabet	$26,453,619	$1,176,246 ▲	4.7%	77,635	1.3%	Communication Services
SPY SPDR S&P 500 ETF Trust	$25,063,770	$4,220,512 ▼	-14.4%	32,864	1.2%	ETF
VOO Vanguard S&P 500 ETF	$22,267,413	$1,670,179 ▲	8.1%	31,771	1.1%	ETF
LLY Eli Lilly and Company	$21,625,247	$417,717 ▲	2.0%	18,689	1.0%	Healthcare
SPACE EXPLORATION TECHN CORP	$20,656,238	$20,656,238 ▲	New Holding	136,923	1.0%	CLASS A COM STK
CRM Salesforce	$19,899,587	$363,409 ▲	1.9%	86,682	1.0%	Technology
V Visa	$19,219,484	$297,525 ▲	1.6%	53,487	0.9%	Finance
GLD SPDR Gold Shares	$17,602,998	$318,005 ▲	1.8%	46,221	0.8%	ETF
NOW ServiceNow	$15,285,851	$3,082 ▼	0.0%	114,065	0.7%	Technology
PANW Palo Alto Networks	$14,799,202	$324,209 ▲	2.2%	37,248	0.7%	Technology
UBER Uber Technologies	$14,653,138	$10,568,157 ▲	258.7%	213,883	0.7%	Industrials
JPM JPMorgan Chase & Co.	$12,961,258	$21,504 ▼	-0.2%	39,178	0.6%	Finance
IWF iShares Russell 1000 Growth ETF	$12,918,036	$448,309 ▲	3.6%	103,129	0.6%	ETF
PWR Quanta Services	$12,842,490	$117,579 ▲	0.9%	19,988	0.6%	Industrials
CRWD CrowdStrike	$12,345,293	$9,454,223 ▲	327.0%	46,630	0.6%	Technology
LAM RESEARCH CORP	$12,174,909	$796,308 ▲	7.0%	37,061	0.6%	COM NEW
VTI Vanguard Total Stock Market ETF	$12,110,196	$997,363 ▲	9.0%	32,359	0.6%	ETF
TSM Taiwan Semiconductor Manufacturing	$10,947,723	$269,610 ▲	2.5%	23,998	0.5%	Technology
IWB iShares Russell 1000 ETF	$10,869,460	$529,741 ▲	5.1%	26,120	0.5%	ETF
DGRO iShares Core Dividend Growth ETF	$10,444,757	$1,126,553 ▲	12.1%	138,543	0.5%	ETF
AMD Advanced Micro Devices	$10,344,862	$675,995 ▲	7.0%	16,910	0.5%	Technology
VUG Vanguard Growth ETF	$10,142,516	$1,176,477 ▼	-10.4%	112,557	0.5%	ETF
PH Parker-Hannifin	$10,074,904	$93,631 ▼	-0.9%	10,545	0.5%	Industrials
IVW iShares S&P 500 Growth ETF	$10,066,887	$36,419 ▲	0.4%	70,764	0.5%	ETF
COST Costco Wholesale	$10,014,734	$23,669 ▼	-0.2%	11,001	0.5%	Consumer Staples
DOORDASH INC	$9,997,785	$355,720 ▲	3.7%	54,469	0.5%	CL A
ABBV AbbVie	$9,616,310	$89,202 ▼	-0.9%	36,761	0.5%	Healthcare
ARISTA NETWORKS INC	$9,606,394	$638,662 ▲	7.1%	47,185	0.5%	COM SHS
VIG Vanguard Dividend Appreciation ETF	$9,393,061	$257,574 ▼	-2.7%	40,260	0.5%	ETF
SNOW Snowflake	$9,346,389	$67,572 ▲	0.7%	27,525	0.4%	Technology
TJX TJX Companies	$9,228,887	$250,992 ▲	2.8%	69,752	0.4%	Consumer Discretionary
TMO Thermo Fisher Scientific	$8,508,330	$459,709 ▼	-5.1%	12,604	0.4%	Healthcare
MU Micron Technology	$8,334,821	$1,244,099 ▼	-13.0%	7,825	0.4%	Technology
ETN Eaton	$8,318,326	$473,540 ▲	6.0%	19,358	0.4%	Industrials
BRK.B Berkshire Hathaway	$8,035,419	$63,240 ▲	0.8%	16,137	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$7,710,103	$344,932 ▲	4.7%	109,192	0.4%	ETF
BRK.A Berkshire Hathaway	$7,470,050	$747,005 ▼	-9.1%	10	0.4%	Finance
ADI Analog Devices	$7,418,080	$110,285 ▲	1.5%	18,699	0.4%	Technology
2023 ETF SERIES TRUST	$7,380,445	$28,858 ▼	-0.4%	216,880	0.4%	EAGL CAP SEL ETF
MA Mastercard	$7,307,253	$180,889 ▼	-2.4%	13,250	0.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$7,236,659	$191,315 ▼	-2.6%	100,579	0.3%	ETF
TSLA Tesla	$7,093,838	$968,648 ▲	15.8%	19,993	0.3%	Consumer Discretionary
COF Capital One Financial	$6,880,049	$89,005 ▲	1.3%	35,635	0.3%	Finance
LINDE PLC	$6,784,172	$2,188,136 ▲	47.6%	14,293	0.3%	SHS
TXN Texas Instruments	$6,758,572	$995,720 ▼	-12.8%	24,130	0.3%	Technology
CVX Chevron	$6,670,724	$32,878 ▼	-0.5%	32,666	0.3%	Energy
TIDAL TRUST III	$6,459,087	$6,459,087 ▲	New Holding	184,177	0.3%	ROCK GL EQUI ETF
ISRG Intuitive Surgical	$6,430,650	$152,084 ▼	-2.3%	15,814	0.3%	Healthcare
CB Chubb	$6,374,900	$107,658 ▼	-1.7%	19,600	0.3%	Finance
EXXONMOBIL HOLDINGS CORP	$6,361,333	$6,361,333 ▲	New Holding	39,086	0.3%	COM SHS
HOOD Robinhood Markets	$6,340,725	$73,238 ▲	1.2%	56,362	0.3%	Finance
BAC Bank of America	$6,269,737	$22,534 ▼	-0.4%	115,189	0.3%	Finance
MRK Merck & Co., Inc.	$6,074,830	$394,807 ▲	7.0%	41,806	0.3%	Healthcare
IEMG iShares Core MSCI Emerging Markets ETF	$6,066,548	$327,399 ▲	5.7%	74,748	0.3%	ETF
MS Morgan Stanley	$5,943,525	$187,328 ▲	3.3%	31,601	0.3%	Finance
ICE Intercontinental Exchange	$5,638,793	$202,656 ▲	3.7%	37,090	0.3%	Finance
SMH VanEck Semiconductor ETF	$5,615,589	$300,237 ▲	5.6%	9,221	0.3%	ETF
UNH UnitedHealth Group	$5,585,489	$231,627 ▼	-4.0%	15,216	0.3%	Healthcare
MCK McKesson	$5,297,037	$190,400 ▼	-3.5%	6,204	0.3%	Healthcare
CSCO Cisco Systems	$5,187,981	$277,255 ▲	5.6%	48,202	0.2%	Technology
BKNG Booking	$5,088,412	$140,756 ▼	-2.7%	31,234	0.2%	Consumer Discretionary
WALMART INC	$5,060,199	$153,075 ▼	-2.9%	48,693	0.2%	COM
NFLX Netflix	$4,946,512	$53,298 ▲	1.1%	71,091	0.2%	Communication Services
CTAS Cintas	$4,900,883	$141,809 ▲	3.0%	25,125	0.2%	Industrials
PSX Phillips 66	$4,849,869	$49,785 ▲	1.0%	18,996	0.2%	Energy
AMAT Applied Materials	$4,748,163	$127,845 ▲	2.8%	9,285	0.2%	Technology
GLDM SPDR Gold MiniShares Trust	$4,736,855	$21,778 ▲	0.5%	57,640	0.2%	ETF
JNJ Johnson & Johnson	$4,719,785	$250,179 ▼	-5.0%	17,828	0.2%	Healthcare
ORCL Oracle	$4,568,658	$214,600 ▼	-4.5%	33,275	0.2%	Technology
CTVA Corteva	$4,554,250	$45,348 ▲	1.0%	58,651	0.2%	Materials
HD Home Depot	$4,424,738	$188,620 ▼	-4.1%	15,553	0.2%	Consumer Discretionary
UNP Union Pacific	$4,403,336	$74,564 ▼	-1.7%	16,181	0.2%	Industrials
WFC Wells Fargo & Company	$4,372,651	$17,531 ▲	0.4%	54,624	0.2%	Finance
SHOPIFY INC	$4,271,633	$129,021 ▲	3.1%	28,804	0.2%	CL A SUB VTG SHS
VWO Vanguard FTSE Emerging Markets ETF	$4,260,359	$107,470 ▲	2.6%	71,832	0.2%	ETF
CAT Caterpillar	$4,076,652	$653,497 ▲	19.1%	5,028	0.2%	Industrials
VTV Vanguard Value ETF	$3,987,108	$112,578 ▼	-2.7%	18,452	0.2%	ETF
ASML ASML	$3,946,169	$106,898 ▼	-2.6%	2,178	0.2%	Technology
GS The Goldman Sachs Group	$3,923,769	$317,827 ▲	8.8%	4,358	0.2%	Finance
IWM iShares Russell 2000 ETF	$3,892,035	$294,300 ▼	-7.0%	14,005	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$3,827,696	$182,831 ▼	-4.6%	19,554	0.2%	ETF
RTX RTX	$3,771,108	$262,880 ▲	7.5%	20,313	0.2%	Industrials
VYM Vanguard High Dividend Yield ETF	$3,737,992	$13,347 ▲	0.4%	24,085	0.2%	ETF
VO Vanguard Mid-Cap ETF	$3,705,110	$25,722 ▲	0.7%	47,247	0.2%	ETF
BLACKROCK INC	$3,532,572	$60,323 ▲	1.7%	3,338	0.2%	COM
KO Coca-Cola	$3,526,870	$66,626 ▲	1.9%	40,972	0.2%	Consumer Staples
MDT Medtronic	$3,518,647	$526,196 ▲	17.6%	40,777	0.2%	Healthcare
BLACKROCK ETF TRUST II	$3,508,039	$459,135 ▲	15.1%	76,795	0.2%	ISH HIG MUN ETF

Showing largest 100 holdings. View all holdings.

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Catalytic Wealth Ria, LLC Top Holdings and 13F Report (2026)

About Catalytic Wealth Ria, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Catalytic Wealth Ria, LLC Top Holdings and 13F Report (2026)

About Catalytic Wealth Ria, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCatalytic Wealth Ria, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools