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Portfolio (Quarterly) Guide ↗

CATALYST PRIVATE WEALTH, LLC

· CIK 0001831193
13F Portfolio $207M AUM 82 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 18 Added 27 Reduced 3 Exited
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MA MASTERCARD INCORPORATED Financial Services 753.0 $387K 0.19% -49.0 -6.1% $513.60 +14.8%
62 MRK MERCK & CO INC Healthcare 2,825.0 $363K 0.17% NEW $128.50 +17.0%
63 ANET ARISTA NETWORKS INC Technology 2,127.0 $361K 0.17% -79.0 -3.6% $169.88 +9.5%
64 LYFT LYFT INC Technology 23,190.0 $339K 0.16% $14.61 +17.4%
65 QUS SPDR SERIES TRUST 1,802.0 $337K 0.16% $186.86 +3.9%
66 KKR KKR & CO INC 3,668.0 $337K 0.16% $91.78
67 VYM VANGUARD WHITEHALL FDS 2,002.0 $316K 0.15% $158.03 +4.1%
68 GTIP GOLDMAN SACHS ETF TR 6,000.0 $293K 0.14% $48.85 -2.7%
69 JEPQ J P MORGAN EXCHANGE TRADED F 4,698.0 $289K 0.14% $61.46 -3.9%
70 SNOW SNOWFLAKE INC Technology 1,086.0 $276K 0.13% -996.0 -47.8% $254.50 +23.0%
71 MU MICRON TECHNOLOGY INC Technology 229.0 $264K 0.13% NEW $1154.29 -18.8%
72 PG PROCTER & GAMBLE CO Consumer Defensive 1,661.0 $244K 0.12% -310.0 -15.7% $146.64 +0.4%
73 TDIV FIRST TR EXCHANGE TRADED FD 2,000.0 $230K 0.11% NEW $114.88 -0.4%
74 FDN FIRST TR EXCHANGE-TRADED FD 858.0 $227K 0.11% $264.72 +8.7%
75 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,777.0 $226K 0.11% -670.0 -9.0% $33.29 +31.0%
76 BLOCK INC 2,959.0 $225K 0.11% NEW $76.00
77 VO VANGUARD INDEX FDS 2,712.0 $219K 0.11% NEW $80.57 +1.3%
78 CRWV COREWEAVE INC Technology 2,179.0 $217K 0.10% NEW $99.54 -19.3%
79 ABBV ABBVIE INC Healthcare 849.0 $214K 0.10% NEW $251.64 +2.9%
80 CPNG COUPANG INC Consumer Cyclical 12,204.0 $212K 0.10% -2K -12.8% $17.37 -7.4%
Page 4 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 57.4%
Communication Services 18.5%
Financial Services 14.1%
Consumer Cyclical 3.9%
Healthcare 3.5%
Consumer Defensive 1.8%
Industrials 0.8%