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Latest Catalytic Wealth RIA, LLC Stock Portfolio

$1.73Billion | No. of Holdings #483

Catalytic Wealth RIA, LLC Performance

2026 Q2+8.67%
YTD-3.31%
2025+6.44%

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

On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, GC Wealth Management RIA, LLC reported an equity portfolio of $1.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of GC Wealth Management RIA, LLC are , NVDA, AAPL. The fund has invested 8.1% of it's portfolio in TEMPUS AI INC and 6.2% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off PORCH GROUP INC (PRCH), ATLASSIAN CORPORATION (TEAM) and TIDAL TRUST III (NACP) stocks. They significantly reduced their stock positions in SYNOPSYS INC (SNPS), CIRCLE INTERNET GROUP INC and META PLATFORMS INC (META). GC Wealth Management RIA, LLC opened new stock positions in WORLD GOLD TR (GLDM), ISHARES TR (IJR) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (ACWF) and VANGUARD WORLD FD (VAW).
Catalytic Wealth RIA, LLC Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$1.73Billion
  as of Jul 16, 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 8.67% in the last quarter. In trailing 12 months, it's portfolio return was 2.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
world gold tr4,556,720
ishares tr2,755,850
ishares tr2,402,790
graniteshares gold tr2,130,390
vanguard intl equity index f1,864,610
carnival corp ltd1,528,440
stmicroelectronics n v1,416,260
global x fds1,175,320
New stocks bought by Catalytic Wealth RIA, LLC

Additions

Ticker% Inc.
vanguard scottsdale fds763
ishares tr692
vanguard world fd437
ishares tr434
vanguard index fds416
ishares tr409
mongodb inc350
united parcel svcs inc341
Additions to existing portfolio by Catalytic Wealth RIA, LLC

Reductions

Ticker% Reduced
synopsys inc-96.16
circle internet group inc-86.25
meta platforms inc-86.15
bristol-myers squibb co-84.61
tesla inc-84.36
illumina inc-82.38
block inc-80.44
alphabet inc-79.94
Catalytic Wealth RIA, LLC reduced stake in above stock

Sold off

Ticker$ Sold
porch group inc-29,230,300
skyline bldrs group hldg ltd-1,266,900
upstart hldgs inc-8,840,170
sunrun inc-2,021,660
roblox corp-1,285,950
soleno therapeutics inc-670,504
alkermes plc-600,413
schwab strategic tr-416,513
Catalytic Wealth RIA, LLC got rid off the above stocks

Sector Distribution

GC Wealth Management RIA, LLC has about 39.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others39.3
Technology26.6
Communication Services8.3
Financial Services6
Consumer Cyclical5.5
Healthcare5.1
Industrials4.9
Consumer Defensive1.8

Market Cap. Distribution

GC Wealth Management RIA, LLC has about 59.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP39.7
UNALLOCATED39.3
LARGE-CAP19.9

Stocks belong to which Index?

About 55.1% of the stocks held by GC Wealth Management RIA, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50055.1
Others44.3
Top 5 Winners (%)%
MU
micron technology inc
228.1 %
AMD
advanced micro devices inc
183.2 %
INTC
intel corp
173.8 %
MRVL
marvell technology inc
152.5 %
DELL
dell technologies inc
145.3 %
Top 5 Winners ($)$
tempus ai inc
57.3 M
GOOG
alphabet inc
24.6 M
NVDA
nvidia corporation
16.7 M
GOOG
alphabet inc
14.8 M
AAPL
apple inc
10.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-74.2 %
AMPS
ishares tr
-73.6 %
VB
vanguard index fds
-70.8 %
VB
vanguard index fds
-61.3 %
IJR
ishares tr
-59.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-26.3 M
IJR
ishares tr
-17.9 M
VAW
vanguard world fd
-7.0 M
VB
vanguard index fds
-6.0 M
CRM
salesforce inc
-5.5 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 483 stocks in it's portfolio. About 37.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. was the most profitable stock for GC Wealth Management RIA, LLC last quarter.

$1.73BTotal Value
500Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Catalytic Wealth RIA, LLC, last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.14%20,458
$2.40M
0.14%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.12%20,013
$2.15M
0.12%
increased 38.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.07%8,248
$1.29M
0.07%
decreased 15.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.07%22,177
$1.16M
0.07%
increased 7.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.05%14,650
$844.4K
0.05%
increased 21.28 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.02%2,548
$362.8K
0.02%
decreased 6.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.01%1,999
$220.6K
0.01%
decreased 5.13 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Catalytic Wealth RIA, LLC's holding in Etf Ser Solutions over time
0.01%1,427
$235.9K
0.01%
new position
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Catalytic Wealth RIA, LLC's holding in Advisorshares Tr over time
0.04%10,692
$729.1K
0.04%
decreased 40.99 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.54%123,600
$9.37M
0.54%
increased 47.69 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.14%31,667
$2.38M
0.14%
increased 692.27 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.04%13,649
$629.9K
0.04%
decreased 11.76 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.02%8,719
$409.1K
0.02%
decreased 2.01 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Catalytic Wealth RIA, LLC's holding in Ishares Tr over time
0.01%4,929
$249.6K
0.01%
decreased 10.02 percentreduced