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Latest Catalytic Wealth RIA, LLC Stock Portfolio

$2.42Billion– No. of Holdings #506

Catalytic Wealth RIA, LLC Performance:
2026 Q1: -11.02%YTD: -11.02%2025: 6.44%
Performance for 2026 Q1 is -11.02%, and YTD is -11.02%, and 2025 is 6.44%.

About Catalytic Wealth RIA, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, GC Wealth Management RIA, LLC reported an equity portfolio of $2.4 Billions as of 31 Mar, 2026.

The top stock holdings of GC Wealth Management RIA, LLC are , META, GOOG. The fund has invested 12.4% of it's portfolio in TEMPUS AI INC and 8.5% of portfolio in META PLATFORMS INC.

The fund managers got completely rid off ISHARES TR (ACWF), DIMENSIONAL ETF TRUST (DFAC) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in AIRBNB INC (ABNB), ASANA INC (ASAN) and J P MORGAN EXCHANGE TRADED F. GC Wealth Management RIA, LLC opened new stock positions in PORCH GROUP INC (PRCH), ASTRAZENECA PLC and PAGERDUTY INC (PD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR).
Catalytic Wealth RIA, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

Catalytic Wealth RIA, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that GC Wealth Management RIA, LLC made a return of -11.02% in the last quarter. In trailing 12 months, it's portfolio return was 0.21%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
porch group inc29,230,300
astrazeneca plc4,048,530
pagerduty inc2,551,880
ishares tr1,532,740
teleflex incorporated1,492,140
skyline bldrs group hldg ltd1,266,900
ishares tr1,214,320
figma inc1,138,010
New stocks bought by Catalytic Wealth RIA, LLC

Additions

Ticker% Inc.
ishares inc1,343
select sector spdr tr746
ishares tr738
regeneron pharmaceuticals510
bristol-myers squibb co388
ishares tr221
ubs group ag162
natwest group plc135
Additions to existing portfolio by Catalytic Wealth RIA, LLC

Reductions

Ticker% Reduced
airbnb inc-89.82
asana inc-87.81
j p morgan exchange traded f-73.94
circle internet group inc-73.33
vanguard index fds-55.88
alkermes plc-54.62
moodys corp-51.93
kla corp-45.42
Catalytic Wealth RIA, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Catalytic Wealth RIA, LLC

Sector Distribution

GC Wealth Management RIA, LLC has about 33.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others33.5
Technology24.7
Communication Services20.2
Consumer Cyclical5.8
Financial Services4.8
Healthcare4
Industrials3.2
Consumer Defensive1.6

Market Cap. Distribution

GC Wealth Management RIA, LLC has about 63.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
MEGA-CAP45.7
UNALLOCATED33.5
LARGE-CAP17.7
SMALL-CAP1.9
MID-CAP1.1

Stocks belong to which Index?

About 60.6% of the stocks held by GC Wealth Management RIA, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50059.1
Others39.5
RUSSELL 20001.5
Top 5 Winners (%)%
VRT
vertiv holdings co
52.4 %
MPC
marathon pete corp
48.2 %
WDC
western digital corp
47.2 %
UI
ubiquiti inc
42.8 %
hafnia ltd
42.6 %
Top 5 Winners ($)$
PWR
quanta svcs inc
2.5 M
circle internet group inc
2.3 M
XOM
exxon mobil corp
2.2 M
CVX
chevron corporation
1.9 M
GLD
spdr gold tr
1.8 M
Top 5 Losers (%)%
TEAM
atlassian corporation
-56.8 %
MDB
mongodb inc
-41.1 %
DUOL
duolingo inc
-39.9 %
grail inc
-39.1 %
HUBS
hubspot inc
-38.7 %
Top 5 Losers ($)$
tempus ai inc
-92.5 M
TEAM
atlassian corporation
-32.0 M
META
meta platforms inc
-30.2 M
CRM
salesforce inc
-21.9 M
MSFT
microsoft corp
-19.5 M

Catalytic Wealth RIA, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Catalytic Wealth RIA, LLC

GC Wealth Management RIA, LLC has 506 stocks in it's portfolio. About 49.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for GC Wealth Management RIA, LLC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions