CATALYST PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, CATALYST PRIVATE WEALTH, LLC held in its portfolio 76 assets valued at $228,960,175 (i.e. $228.96M).
The most valuable assets in the portfolio included: ATLASSIAN CORPORATION ($38.92M), ISHARES TR ($29.33M), and ISHARES TR ($23.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CATALYST PRIVATE WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ATLASSIAN CORPORATION | 240021 | 38917005 | CL A |
| ISHARES TR | 42825 | 29332566 | CORE S&P500 ETF |
| ISHARES TR | 160091 | 23803913 | CORE S&P TTL STK |
| SSGA ACTIVE TR | 570311 | 15677846 | SPDR BRIDGEWATER |
| AFFIRM HLDGS INC | 126211 | 9393885 | COM CL A |
| ISHARES TR | 99161 | 8392988 | CORE MSCI TOTAL |
| DOORDASH INC | 34109 | 7725006 | CL A |
| META PLATFORMS INC | 9645 | 6366568 | CL A |
| VANGUARD STAR FDS | 81194 | 6125282 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 10854 | 5295319 | GROWTH ETF |
| VANGUARD INDEX FDS | 25986 | 4963066 | VALUE ETF |
| SPDR S&P 500 ETF TR | 7265 | 4954149 | TR UNIT |
| SPDR SERIES TRUST | 51291 | 4283917 | STATE STREET SPD |
| SAMSARA INC | 105153 | 3727674 | COM CL A |
| ISHARES TR | 25199 | 3565407 | MSCI ACWI ETF |
| ISHARES TR | 34165 | 3503279 | CORE S&P US VLU |
| APPLE INC | 12517 | 3402847 | COM |
| DIMENSIONAL ETF TRUST | 71531 | 3347651 | US CORE EQT MKT |
| PALANTIR TECHNOLOGIES INC | 16382 | 2911901 | CL A |
| MICROSOFT CORP | 4906 | 2372870 | COM |
| AMAZON COM INC | 9372 | 2163245 | COM |
| NVIDIA CORPORATION | 10705 | 1996438 | COM |
| VANGUARD INDEX FDS | 5658 | 1896955 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 31893 | 1779629 | LONG TERM TREAS |
| ALPHABET INC | 5368 | 1684460 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 3125 | 1570781 | CL B NEW |
| VANGUARD INDEX FDS | 2468 | 1547757 | S&P 500 ETF SHS |
| ISHARES TR | 7074 | 1500183 | S&P 500 VAL ETF |
| BROADCOM INC | 4209 | 1456735 | COM |
| INVESCO QQQ TR | 2260 | 1388041 | UNIT SER 1 |
| ISHARES TR | 7617 | 1279199 | CORE S&P US GWT |
| ALPHABET INC | 3219 | 1007547 | CAP STK CL A |
| VANGUARD CALIF TAX FREE FDS | 9468 | 949262 | TAX EXEMPT BD FD |
| ISHARES TR | 9945 | 889680 | CORE MSCI EAFE |
| COSTCO WHSL CORP NEW | 1003 | 864927 | COM |
| INVESCO ACTIVELY MANAGED EXC | 16004 | 804201 | ULTRA SHRT DUR |
| ISHARES TR | 8746 | 762301 | 20 YR TR BD ETF |
| ISHARES TR | 6954 | 744843 | NATIONAL MUN ETF |
| JPMORGAN CHASE & CO. | 2303 | 742073 | COM |
| ISHARES TR | 1515 | 717050 | RUS 1000 GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 14087 | 712661 | ULTRA SHRT ETF |
| SPDR GOLD TR | 1750 | 693543 | GOLD SHS |
| PIMCO ETF TR | 6900 | 692346 | ENHAN SHRT MA AC |
| SALESFORCE INC | 2578 | 682938 | COM |
| VANGUARD INSTL INDEX FD | 8786 | 662728 | 0-3 MO TREAS BIL |
| UBER TECHNOLOGIES INC | 7330 | 598934 | COM |
| MASTERCARD INCORPORATED | 1004 | 573164 | CL A |
| ELI LILLY & CO | 512 | 550236 | COM |
| ASANA INC | 38364 | 525970 | CL A |
| INTUIT | 774 | 512713 | COM |
| SNOWFLAKE INC | 2215 | 485882 | COM SHS |
| JOHNSON & JOHNSON | 2339 | 484056 | COM |
| LOCKHEED MARTIN CORP | 971 | 469543 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1499 | 455613 | SPONSORED ADS |
| KKR & CO INC | 3553 | 452936 | COM |
| LYFT INC | 23169 | 448784 | CL A COM |
| ISHARES INC | 6536 | 439350 | CORE MSCI EMKT |
| SCHWAB CHARLES CORP | 4298 | 429413 | COM |
| VANGUARD SPECIALIZED FUNDS | 1912 | 420170 | DIV APP ETF |
| SSGA ACTIVE ETF TR | 10000 | 405050 | STATE STREET ULT |
| ISHARES BITCOIN TRUST ETF | 7686 | 381610 | SHS BEN INT |
| MERCADOLIBRE INC | 169 | 340410 | COM |
| COUPANG INC | 13309 | 313959 | CL A |
| RAPPORT THERAPEUTICS INC | 10000 | 303400 | COM |
| ARISTA NETWORKS INC | 2262 | 296390 | COM SHS |
| GOLDMAN SACHS ETF TR | 6000 | 294780 | ACCESS INFLATI |
| FIRST TR EXCHANGE-TRADED FD | 1251 | 287993 | SHS |
| VANGUARD WHITEHALL FDS | 2002 | 287327 | HIGH DIV YLD |
| LAM RESEARCH CORP | 1658 | 283816 | COM NEW |
| ASML HOLDING N V | 262 | 280303 | N Y REGISTRY SHS |
| J P MORGAN EXCHANGE TRADED F | 4698 | 273048 | NASDAQ EQT PREM |
| PROCTER AND GAMBLE CO | 1874 | 268563 | COM |
| VANGUARD MUN BD FDS | 5242 | 263620 | TAX EXEMPT BD |
| ISHARES TR | 2740 | 263491 | 7-10 YR TRSY BD |
| FIRST TR EXCHANGE-TRADED FD | 858 | 230956 | DJ INTERNT IDX |
| OPENDOOR TECHNOLOGIES INC | 14757 | 86033 | COM |
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