Investor
CATALYST PRIVATE WEALTH, LLC
CIK 0001831193 · filed 2026-01-14 · SEC filing
13F book
$229M
Positions
77
Largest name
17.0%
Atlassian Corp · TEAM
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Atlassian Corp | TEAM | 240K | $38.9M | 17.0% | — | Held |
| Ishares Tr | — | 42.8K | $29.3M | 12.8% | — | Held |
| Ishares Tr | — | 160.1K | $23.8M | 10.4% | — | Held |
| Ssga Active Tr | — | 570.3K | $15.7M | 6.8% | — | Held |
| Affirm Hldgs Inc | — | 126.2K | $9.39M | 4.1% | — | Held |
| Ishares Tr | — | 99.2K | $8.39M | 3.7% | — | Held |
| DoorDash, Inc. | DASH | 34.1K | $7.73M | 3.4% | — | Held |
| Meta Platforms, Inc. | META | 9.64K | $6.37M | 2.8% | — | Held |
| Vanguard Star Fds | — | 81.2K | $6.13M | 2.7% | — | Held |
| Vanguard Growth Etf | — | 10.9K | $5.3M | 2.3% | — | Held |
| Vanguard Index Fds | — | 26K | $4.96M | 2.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 7.26K | $4.95M | 2.2% | — | Held |
| Spdr Series Trust | — | 49.5K | $3.97M | 1.7% | — | Held |
| Samsara Inc. | IOT | 105.2K | $3.73M | 1.6% | — | Held |
| Ishares Tr | — | 25.2K | $3.57M | 1.6% | — | Held |
| Ishares Tr | — | 34.2K | $3.5M | 1.5% | — | Held |
| Apple Inc. | AAPL | 12.5K | $3.4M | 1.5% | — | Held |
| Dimensional Etf Trust | — | 71.5K | $3.35M | 1.5% | — | Held |
| Palantir Technologies Inc. | PLTR | 16.4K | $2.91M | 1.3% | — | Held |
| Microsoft Corp | MSFT | 4.91K | $2.37M | 1.0% | — | Held |
| Amazon Com Inc | AMZN | 9.37K | $2.16M | 0.9% | — | Held |
| Nvidia Corp | NVDA | 10.7K | $2M | 0.9% | — | Held |
| Vanguard Index Fds | — | 5.66K | $1.9M | 0.8% | — | Held |
| Vanguard Scottsdale Fds | — | 31.9K | $1.78M | 0.8% | — | Held |
| Alphabet Inc | — | 5.37K | $1.68M | 0.7% | — | Held |
| Berkshire Hathaway Inc Del | — | 3.13K | $1.57M | 0.7% | — | Held |
| Vanguard Index Fds | — | 2.47K | $1.55M | 0.7% | — | Held |
| Ishares Tr | — | 7.07K | $1.5M | 0.7% | — | Held |
| Broadcom Inc. | AVGO | 4.21K | $1.46M | 0.6% | — | Held |
| Invesco Qqq Tr | — | 2.26K | $1.39M | 0.6% | — | Held |
| Ishares Tr | — | 7.62K | $1.28M | 0.6% | — | Held |
| Alphabet Inc | — | 3.22K | $1.01M | 0.4% | — | Held |
| Vanguard Calif Tax Free Fds | — | 9.47K | $949.3K | 0.4% | — | Held |
| Ishares Tr | — | 9.95K | $889.7K | 0.4% | — | Held |
| Costco Whsl Corp New | — | 1K | $864.9K | 0.4% | — | Held |
| Invesco Actively Managed Exc | — | 16K | $804.2K | 0.4% | — | Held |
| Ishares Tr | — | 8.75K | $762.3K | 0.3% | — | Held |
| Ishares Tr | — | 6.95K | $744.8K | 0.3% | — | Held |
| Jpmorgan Chase & Co. | — | 2.3K | $742.1K | 0.3% | — | Held |
| Ishares Tr | — | 1.51K | $717K | 0.3% | — | Held |
| J P Morgan Exchange Traded F | — | 14.1K | $712.7K | 0.3% | — | Held |
| Spdr Gold Tr | — | 1.75K | $693.5K | 0.3% | — | Held |
| Pimco Etf Tr | — | 6.9K | $692.3K | 0.3% | — | Held |
| Salesforce, Inc. | CRM | 2.58K | $682.9K | 0.3% | — | Held |
| Vanguard Instl Index Fd | — | 8.79K | $662.7K | 0.3% | — | Held |
| Uber Technologies, Inc | UBER | 7.33K | $598.9K | 0.3% | — | Held |
| Mastercard Inc | MA | 1K | $573.2K | 0.3% | — | Held |
| Eli Lilly & Co | LLY | 512 | $550.2K | 0.2% | — | Held |
| Asana, Inc. | ASAN | 38.4K | $526K | 0.2% | — | Held |
| Intuit Inc. | INTU | 774 | $512.7K | 0.2% | — | Held |
| Snowflake Inc. | SNOW | 2.21K | $485.9K | 0.2% | — | Held |
| Johnson & Johnson | JNJ | 2.34K | $484.1K | 0.2% | — | Held |
| Lockheed Martin Corp | LMT | 971 | $469.5K | 0.2% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.5K | $455.6K | 0.2% | — | Held |
| Kkr & Co Inc | — | 3.55K | $452.9K | 0.2% | — | Held |
| Lyft, Inc. | LYFT | 23.2K | $448.8K | 0.2% | — | Held |
| Ishares Inc | — | 6.54K | $439.4K | 0.2% | — | Held |
| Schwab Charles Corp | — | 4.3K | $429.4K | 0.2% | — | Held |
| Vanguard Specialized Funds | — | 1.91K | $420.2K | 0.2% | — | Held |
| Ssga Active Etf Tr | — | 10K | $405.1K | 0.2% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 7.69K | $381.6K | 0.2% | — | Held |
| Mercadolibre Inc | MELI | 169 | $340.4K | 0.1% | — | Held |
| Coupang, Inc. | CPNG | 13.3K | $314K | 0.1% | — | Held |
| Spdr Series Trust | — | 1.8K | $313.9K | 0.1% | — | Held |
| Rapport Therapeutics, Inc. | RAPP | 10K | $303.4K | 0.1% | — | Held |
| Arista Networks, Inc. | ANET | 2.26K | $296.4K | 0.1% | — | Held |
| Goldman Sachs Etf Tr | — | 6K | $294.8K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 1.25K | $288K | 0.1% | — | Held |
| Vanguard Whitehall Fds | — | 2K | $287.3K | 0.1% | — | Held |
| Lam Research Corp | LRCX | 1.66K | $283.8K | 0.1% | — | Held |
| Asml Holding N V | — | 262 | $280.3K | 0.1% | — | Held |
| J P Morgan Exchange Traded F | — | 4.7K | $273K | 0.1% | — | Held |
| Procter And Gamble Co | PG | 1.87K | $268.6K | 0.1% | — | Held |
| Vanguard Mun Bd Fds | — | 5.24K | $263.6K | 0.1% | — | Held |
| Ishares Tr | — | 2.74K | $263.5K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 858 | $231K | 0.1% | — | Held |
| Opendoor Technologies Inc | — | 14.8K | $86K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.