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

About Catalytic Wealth Ria, LLC

Investment Activity

Catalytic Wealth Ria, LLC has $2.42 billion in total holdings as of March 31, 2026.
Catalytic Wealth Ria, LLC owns shares of 506 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
Approximately 7.23% of the portfolio was purchased this quarter.
About 6.95% of the portfolio was sold this quarter.
This quarter, Catalytic Wealth Ria, LLC has purchased 526 new stocks and bought additional shares in 219 stocks.
Catalytic Wealth Ria, LLC sold shares of 213 stocks and completely divested from 63 stocks this quarter.

Largest Holdings

TEMPUS AI INC: $298,958,961
Meta Platforms: $205,409,075
Alphabet: $147,332,153
NVIDIA: $133,330,393
Alphabet: $106,060,075

Largest New Holdings this Quarter

733245104 - Porch Group: $29,230,262 Holding
G0593M107 - AstraZeneca: $4,048,532 Holding
69553P100 - PagerDuty: $2,551,882 Holding
464288414 - iShares National Muni Bond ETF: $1,532,737 Holding
879369106 - Teleflex: $1,492,135 Holding

Largest Purchases this Quarter

Porch Group: 4,076,745 shares (about $29.23M)
Meta Platforms: 32,310 shares (about $18.49M)
iShares Core S&P 500 ETF: 22,564 shares (about $14.74M)
Invesco QQQ: 7,753 shares (about $4.47M)
iShares Core MSCI Emerging Markets ETF: 60,907 shares (about $4.25M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 31,059 shares (about $18.56M)
CIRCLE INTERNET GROUP INC: 167,980 shares (about $16.03M)
Airbnb: 115,358 shares (about $14.57M)
Samsara: 292,673 shares (about $9.27M)
TEMPUS AI INC: 150,296 shares (about $6.80M)

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	$298,958,961	$6,796,385 â–¼	-2.2%	6,611,211	12.4%	CL A
META Meta Platforms	$205,409,075	$18,485,529 â–²	9.9%	359,025	8.5%	Computer and Technology
GOOGL Alphabet	$147,332,153	$2,364,317 â–²	1.6%	512,353	6.1%	Computer and Technology
NVDA NVIDIA	$133,330,393	$148,763 â–²	0.1%	764,509	5.5%	Computer and Technology
GOOG Alphabet	$106,060,075	$1,250,422 â–¼	-1.2%	369,728	4.4%	Computer and Technology
AAPL Apple	$90,167,343	$1,910,786 â–²	2.2%	355,283	3.7%	Computer and Technology
MSFT Microsoft	$64,999,063	$2,540,113 â–²	4.1%	175,592	2.7%	Computer and Technology
CRM Salesforce	$52,580,646	$596,224 â–²	1.1%	281,677	2.2%	Computer and Technology
AMZN Amazon.com	$51,659,966	$2,153,514 â–²	4.3%	248,043	2.1%	Retail/Wholesale
TSLA Tesla	$41,044,941	$1,267,668 â–²	3.2%	110,410	1.7%	Auto/Tires/Trucks
IVV iShares Core S&P 500 ETF	$38,497,857	$14,739,135 â–²	62.0%	58,936	1.6%	ETF
SPY SPDR S&P 500 ETF Trust	$33,415,754	$4,059,420 â–²	13.8%	51,382	1.4%	Finance
PRCH Porch Group	$29,230,262	$29,230,262 â–²	New Holding	4,076,745	1.2%	Computer and Technology
AVGO Broadcom	$27,915,997	$1,834,779 â–²	7.0%	90,194	1.2%	Computer and Technology
QQQ Invesco QQQ	$27,667,141	$4,474,879 â–²	19.3%	47,935	1.1%	Finance
IOT Samsara	$25,326,743	$9,274,807 â–¼	-26.8%	799,203	1.0%	Computer and Technology
TEAM Atlassian	$22,775,844	$938,779 â–¼	-4.0%	333,712	0.9%	Computer and Technology
GLD SPDR Gold Shares	$19,849,423	$6,595,103 â–¼	-24.9%	46,130	0.8%	Finance
BRK.B Berkshire Hathaway	$18,822,497	$355,087 â–¼	-1.9%	39,279	0.8%	Finance
LLY Eli Lilly and Company	$18,245,477	$176,596 â–²	1.0%	19,837	0.8%	Medical
V Visa	$17,549,877	$258,113 â–¼	-1.4%	58,066	0.7%	Business Services
JPM JPMorgan Chase & Co.	$15,219,838	$480,363 â–²	3.3%	51,740	0.6%	Finance
VOO Vanguard S&P 500 ETF	$14,654,700	$18,559,035 â–¼	-55.9%	24,525	0.6%	ETF
ARISTA NETWORKS INC	$14,143,397	$3,033,526 â–²	27.3%	115,193	0.6%	COM SHS
TIDAL TRUST III	$12,224,425		0.0%	406,769	0.5%	ROCKEFELLER GLOB
COST Costco Wholesale	$12,019,994	$143,487 â–²	1.2%	12,063	0.5%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$11,919,159	$1,154,099 â–²	10.7%	35,269	0.5%	Computer and Technology
TJX TJX Companies	$11,676,625	$603,666 â–¼	-4.9%	73,116	0.5%	Retail/Wholesale
NOW ServiceNow	$11,669,819	$603,355 â–²	5.5%	111,620	0.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$11,055,957	$302,200 â–²	2.8%	34,463	0.5%	ETF
PWR Quanta Services	$11,014,439	$420,549 â–²	4.0%	20,062	0.5%	Construction
VUG Vanguard Growth ETF	$10,617,690	$278,677 â–²	2.7%	24,308	0.4%	ETF
WALMART INC	$10,379,957	$574,917 â–²	5.9%	83,521	0.4%	COM
PH Parker-Hannifin	$9,523,563	$640,097 â–¼	-6.3%	10,638	0.4%	Industrials
VIG Vanguard Dividend Appreciation ETF	$9,455,328	$855,079 â–²	9.9%	43,966	0.4%	ETF
NFLX Netflix	$9,194,632	$312,199 â–²	3.5%	95,628	0.4%	Consumer Discretionary
UPST Upstart	$8,840,170	$2,441,162 â–²	38.1%	344,646	0.4%	Finance
DOORDASH INC	$8,834,676	$3,428,525 â–¼	-28.0%	58,839	0.4%	CL A
IVW iShares S&P 500 Growth ETF	$8,744,873	$15,496 â–²	0.2%	77,313	0.4%	ETF
BRK.A Berkshire Hathaway	$8,617,680	$1,436,280 â–²	20.0%	12	0.4%	Finance
ABBV AbbVie	$8,591,072	$691,401 â–¼	-7.4%	39,501	0.4%	Medical
IJH iShares Core S&P Mid-Cap ETF	$8,460,361	$14,046 â–²	0.2%	125,283	0.4%	ETF
IWB iShares Russell 1000 ETF	$8,430,148	$918,142 â–¼	-9.8%	23,643	0.3%	ETF
TMO Thermo Fisher Scientific	$8,310,298	$281,647 â–²	3.5%	16,907	0.3%	Medical
IWF iShares Russell 1000 Growth ETF	$7,936,913	$1,998,939 â–²	33.7%	18,614	0.3%	ETF
MA Mastercard	$7,807,705	$271,316 â–¼	-3.4%	15,626	0.3%	Business Services
ISRG Intuitive Surgical	$7,737,948	$324,988 â–¼	-4.0%	16,786	0.3%	Medical
2023 ETF SERIES TRUST	$7,593,494	$1,081,917 â–²	16.6%	249,622	0.3%	EAGLE CAPITAL SE
CB Chubb	$7,448,152	$194,254 â–¼	-2.5%	22,852	0.3%	Finance
LAM RESEARCH CORP	$7,436,864	$301,902 â–¼	-3.9%	34,807	0.3%	COM NEW
XOM ExxonMobil	$7,381,365	$160,498 â–¼	-2.1%	43,507	0.3%	Energy
CVX Chevron	$7,151,292	$381,524 â–¼	-5.1%	34,564	0.3%	Energy
ETN Eaton	$7,003,179	$564,046 â–²	8.8%	19,580	0.3%	Industrials
CSCO Cisco Systems	$6,751,133	$332,552 â–²	5.2%	87,010	0.3%	Computer and Technology
UBER Uber Technologies	$6,726,822	$1,356,240 â–²	25.3%	93,519	0.3%	Computer and Technology
BAC Bank of America	$6,710,145	$993,720 â–²	17.4%	137,644	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$6,333,955	$2,372,061 â–²	59.9%	98,844	0.3%	ETF
PANW Palo Alto Networks	$6,315,406	$444,401 â–²	7.6%	39,393	0.3%	Computer and Technology
TXN Texas Instruments	$6,293,825	$265,389 â–¼	-4.0%	32,419	0.3%	Computer and Technology
HD Home Depot	$6,278,457	$63,804 â–¼	-1.0%	19,090	0.3%	Retail/Wholesale
ICE Intercontinental Exchange	$6,187,867	$246,930 â–¼	-3.8%	39,343	0.3%	Finance
ADI Analog Devices	$5,949,854	$100,532 â–¼	-1.7%	18,702	0.2%	Computer and Technology
MS Morgan Stanley	$5,921,618	$34,231 â–²	0.6%	35,982	0.2%	Finance
DGRO iShares Core Dividend Growth ETF	$5,873,453	$2,841,948 â–²	93.7%	83,691	0.2%	ETF
CIRCLE INTERNET GROUP INC	$5,828,692	$16,026,971 â–¼	-73.3%	61,091	0.2%	COM CL A
PEP PepsiCo	$5,794,180	$111,809 â–¼	-1.9%	37,312	0.2%	Consumer Staples
ORCL Oracle	$5,750,824	$239,348 â–²	4.3%	39,092	0.2%	Computer and Technology
HOOD Robinhood Markets	$5,695,767	$103,673 â–²	1.9%	82,190	0.2%	Finance
MCK McKesson	$5,511,478	$55,383 â–¼	-1.0%	6,369	0.2%	Medical
BKNG Booking	$5,429,662	$282,006 â–¼	-4.9%	1,290	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$5,278,670	$419,415 â–¼	-7.4%	19,508	0.2%	Medical
JNJ Johnson & Johnson	$5,278,437	$393,793 â–¼	-6.9%	21,594	0.2%	Medical
LIND Lindblad Expeditions	$5,139,467	$173 â–¼	0.0%	297,079	0.2%	Consumer Discretionary
SNPS Synopsys	$5,074,944	$43,216 â–¼	-0.8%	12,800	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$4,996,462	$305,535 â–¼	-5.8%	41,537	0.2%	Medical
CRWD CrowdStrike	$4,982,022	$67,151 â–¼	-1.3%	12,761	0.2%	Computer and Technology
INTU Intuit	$4,925,241	$763,151 â–²	18.3%	11,391	0.2%	Computer and Technology
CTVA Corteva	$4,878,117	$301,775 â–¼	-5.8%	58,274	0.2%	Consumer Staples
AVUV Avantis U.S. Small Cap Value ETF	$4,824,364	$210,336 â–²	4.6%	43,671	0.2%	ETF
LINDE PLC	$4,795,486	$271,181 â–¼	-5.4%	9,673	0.2%	SHS
EUSC WisdomTree Europe Hedged SmallCap Equity Fund	$4,611,057	$49,574 â–¼	-1.1%	85,851	0.2%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$4,564,440	$4,248,263 â–²	1,343.6%	65,440	0.2%	ETF
WFC Wells Fargo & Company	$4,477,346	$200,140 â–¼	-4.3%	56,241	0.2%	Finance
COF Capital One Financial	$4,462,603	$180,423 â–¼	-3.9%	24,462	0.2%	Finance
VYM Vanguard High Dividend Yield ETF	$4,446,258	$74,494 â–²	1.7%	30,022	0.2%	Financial Services
REDDIT INC	$4,322,534	$875,225 â–¼	-16.8%	32,102	0.2%	CL A
RTX RTX	$4,307,843	$14,275 â–¼	-0.3%	22,332	0.2%	Aerospace
UNP Union Pacific	$4,265,502	$230,974 â–¼	-5.1%	17,581	0.2%	Transportation
RSP Invesco S&P 500 Equal Weight ETF	$4,135,108	$565,012 â–²	15.8%	21,546	0.2%	ETF
CTAS Cintas	$4,122,788	$62,074 â–¼	-1.5%	24,375	0.2%	Business Services
IWM iShares Russell 2000 ETF	$4,072,296	$56,294 â–²	1.4%	16,421	0.2%	Finance
AZNCF AstraZeneca	$4,048,532	$4,048,532 â–²	New Holding	20,528	0.2%	Medical
GS The Goldman Sachs Group	$3,937,237	$42,299 â–¼	-1.1%	4,654	0.2%	Finance
SNOW Snowflake	$3,887,687	$26,997 â–²	0.7%	25,777	0.2%	Computer and Technology
TIDAL TRUST III	$3,846,847		0.0%	154,865	0.2%	ROCKEFELLER US S
SHOPIFY INC	$3,797,619	$1,460,924 â–¼	-27.8%	32,015	0.2%	CL A SUB VTG SHS
MDT Medtronic	$3,724,910	$48,697 â–²	1.3%	42,988	0.2%	Medical
VTV Vanguard Value ETF	$3,695,655	$297,442 â–²	8.8%	18,836	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,678,442	$1,031,494 â–²	39.0%	68,056	0.2%	ETF
SPOT Spotify Technology	$3,503,960	$337,497 â–¼	-8.8%	7,226	0.1%	Computer and Technology

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

Advanced Stock Screeners and Research Tools

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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