Catalyst Private Wealth, LLC

Catalyst Private Wealth, LLC reported 106 holdings worth US$239M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Catalyst Private Wealth, LLC reported 106 holdings worth US$239M as of Sep 30, 2026. Largest: Atlassian Corporation, Affirm Holdings, Inc. and Meta Platforms, Inc. Filed Oct 13, 2026 (Form 13F).

Holdings
106
Value as reported
US$239M

The filing in full

CompanySharesValue as reported% of portfolio
Atlassian Corporation106KUS$19.1M8.0%
Affirm Holdings, Inc.125KUS$8.67M3.6%
Meta Platforms, Inc.8,868US$6.43M2.7%
Doordash, Inc.30,083US$5.52M2.3%
Apple Inc14,024US$4.67M2.0%
Samsara Inc.99,561US$3.8M1.6%
Alphabet Inc (google) Class C10,679US$3.65M1.5%
Microsoft Corp.6,042US$3.1M1.3%
Palantir Technologies Inc.16,335US$3.06M1.3%
Nvidia Corporation12,548US$2.87M1.2%
Amazon.com, Inc.10,370US$2.58M1.1%
Space Exploration Technologies Corp14,040US$2.12M0.88%
Broadcom Inc.4,605US$1.62M0.68%
Berkshire Hathaway Inc.2,719US$1.35M0.57%
Costco Wholesale Corporation1,257US$1.14M0.48%
Jp Morgan Chase & Co.2,535US$839K0.35%
Taiwan Semiconductor Manufacturing Co., Ltd.1,609US$734K0.31%
Eli Lilly And Company628US$727K0.30%
Johnson & Johnson2,437US$645K0.27%
Lockheed Martin Corporation1,216US$619K0.26%
Lam Research Corporation1,846US$606K0.25%
Salesforce, Inc.2,535US$582K0.24%
Uber Technologies, Inc.8,012US$549K0.23%
Asml Holding Nv270US$489K0.20%
Arista Networks, Inc.2,218US$452K0.19%
Mastercard Incorporated803US$443K0.18%
Merck & Company, Inc.2,966US$431K0.18%
Charles Schwab Corporation (the)4,367US$427K0.18%
Chevron Corporation1,906US$389K0.16%
Bank Of America Corporation7,129US$388K0.16%
Kkr & Co. Inc.3,909US$357K0.15%
Lyft, Inc.23,190US$348K0.15%
Walmart Inc.3,340US$347K0.14%
Planet Labs Pbc20,892US$342K0.14%
Rapport Therapeutics, Inc.10,046US$338K0.14%
Motorola Solutions, Inc.711US$317K0.13%
Procter & Gamble Company (the)2,133US$310K0.13%
Micron Technology, Inc.286US$305K0.13%
Goldman Sachs Group, Inc. (the)316US$285K0.12%
Snowflake Inc.818US$278K0.12%
Everpure, Inc.2,084US$273K0.11%
Qualcomm Incorporated1,478US$272K0.11%
Pfizer, Inc.9,112US$260K0.11%
Visa Inc.684US$246K0.10%
Netapp, Inc.1,159US$243K0.10%
Abbvie Inc.921US$241K0.10%
Netflix, Inc.3,455US$240K0.10%
Advanced Micro Devices Inc385US$236K0.10%
Marsh1,370US$234K0.10%
Lowe's Companies, Inc.1,261US$232K0.10%
Oracle Corporation1,683US$231K0.10%
Tesla, Inc.647US$230K0.10%
Pnc Financial Services Group, Inc. (the)993US$221K0.09%
Block, Inc.2,983US$219K0.09%
At&t Inc.8,704US$212K0.09%
Coupang, Inc.15,301US$212K0.09%
Parker-hannifin Corporation218US$208K0.09%
Coreweave, Inc.2,304US$201K0.08%
Rivian Automotive, Inc.12,829US$192K0.08%
Huntington Bancshares Incorporated10,903US$166K0.07%
Asana, Inc.0US$00.00%

Source

View original at SEC

Related