Catalyst Private Wealth, LLC

Catalyst Private Wealth, LLC reported 82 holdings worth US$207M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Catalyst Private Wealth, LLC reported 82 holdings worth US$207M as of Jun 30, 2026. Largest: Affirm Holdings, Inc., Atlassian Corporation and Doordash, Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
82
Value as reported
US$207M

The filing in full

CompanySharesValue as reported% of portfolio
Affirm Holdings, Inc.125KUS$10.2M4.9%
Atlassian Corporation106KUS$8.25M4.0%
Doordash, Inc.34,871US$6.43M3.1%
Meta Platforms, Inc.8,013US$4.51M2.2%
Apple Inc12,846US$3.72M1.8%
Samsara Inc.100KUS$3.25M1.6%
Alphabet Inc (google) Class C8,724US$3.12M1.5%
Amazon.com, Inc.9,815US$2.34M1.1%
Nvidia Corporation11,201US$2.24M1.1%
Microsoft Corp.5,745US$2.14M1.0%
Palantir Technologies Inc.16,037US$1.87M0.90%
Broadcom Inc.4,382US$1.66M0.80%
Berkshire Hathaway Inc.2,594US$1.3M0.63%
Costco Wholesale Corporation991US$927K0.45%
Jp Morgan Chase & Co.2,407US$788K0.38%
Taiwan Semiconductor Manufacturing Co., Ltd.1,573US$751K0.36%
Lam Research Corporation1,688US$731K0.35%
Eli Lilly And Company601US$721K0.35%
Johnson & Johnson2,353US$598K0.29%
Asml Holding Nv266US$529K0.26%
Lockheed Martin Corporation985US$502K0.24%
Uber Technologies, Inc.6,647US$480K0.23%
Rapport Therapeutics, Inc.10,000US$417K0.20%
Charles Schwab Corporation (the)4,274US$394K0.19%
Salesforce, Inc.2,511US$393K0.19%
Mastercard Incorporated753US$387K0.19%
Merck & Company, Inc.2,825US$363K0.18%
Arista Networks, Inc.2,127US$361K0.17%
Lyft, Inc.23,190US$339K0.16%
Kkr & Co. Inc.3,668US$337K0.16%
Snowflake Inc.1,086US$276K0.13%
Micron Technology, Inc.229US$264K0.13%
Procter & Gamble Company (the)1,661US$244K0.12%
Block, Inc.2,959US$225K0.11%
Coreweave, Inc.2,179US$217K0.10%
Abbvie Inc.849US$214K0.10%
Coupang, Inc.12,204US$212K0.10%
Asana, Inc.13,793US$96,5510.05%
Intuit Inc.0US$00.00%
Opendoor Technologies Inc0US$00.00%

Source

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