Catalytic Wealth RIA, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Catalytic Wealth RIA, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | TEM | TEMPUS AI INC | 12.37% | 298.959 M $ | 6611211 | 2025/12/31 | -93.512 M $ | -23.42 % |
| 2026/03/31 | META | META PLATFORMS INC | 8.50% | 205.409 M $ | 359025 | 2023/12/31 | -28.738 M $ | -13.33 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 6.10% | 147.332 M $ | 512353 | 2023/12/31 | -12.825 M $ | -8.13 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 5.52% | 133.330 M $ | 764509 | 2023/12/31 | -9.240 M $ | -6.49 % |
| 2026/03/31 | GOOG | ALPHABET INC | 4.39% | 106.060 M $ | 369728 | 2023/12/31 | -10.078 M $ | -8.59 % |
| 2026/03/31 | AAPL | APPLE INC | 3.73% | 90.167 M $ | 355283 | 2023/12/31 | -6.284 M $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.69% | 64.999 M $ | 175592 | 2023/12/31 | -19.142 M $ | -23.46 % |
| 2026/03/31 | CRM | SALESFORCE INC | 2.18% | 52.581 M $ | 281677 | 2023/12/31 | -21.789 M $ | -29.53 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.14% | 51.660 M $ | 248043 | 2023/12/31 | -5.360 M $ | -9.77 % |
| 2026/03/31 | TSLA | TESLA INC | 1.70% | 41.045 M $ | 110410 | 2024/03/31 | -8.343 M $ | -17.34 % |
| 2026/03/31 | IVV | ISHARES TR | 1.59% | 38.498 M $ | 58936 | 2023/12/31 | -1.154 M $ | -4.63 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 1.38% | 33.416 M $ | 51382 | 2023/12/31 | -1.426 M $ | -4.63 % |
| 2026/03/31 | PRCH | PORCH GROUP INC | 1.21% | 29.230 M $ | 4076745 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVGO | BROADCOM INC | 1.16% | 27.916 M $ | 90194 | 2024/03/31 | -3.083 M $ | -10.57 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 1.15% | 27.667 M $ | 47935 | 2023/12/31 | -1.492 M $ | -6.04 % |
| 2026/03/31 | IOT | SAMSARA INC | 1.05% | 25.327 M $ | 799203 | 2025/06/30 | -4.105 M $ | -10.61 % |
| 2026/03/31 | TEAM | ATLASSIAN CORPORATION | 0.94% | 22.776 M $ | 333712 | 2025/09/30 | -32.624 M $ | -57.91 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.82% | 19.849 M $ | 46130 | 2023/12/31 | 2.088 M $ | 8.57 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.78% | 18.822 M $ | 39279 | 2023/12/31 | -938.468 K $ | -4.67 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.76% | 18.245 M $ | 19837 | 2023/12/31 | -3.043 M $ | -14.41 % |
| 2026/03/31 | V | VISA INC | 0.73% | 17.550 M $ | 58066 | 2023/12/31 | -2.856 M $ | -13.82 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.63% | 15.220 M $ | 51740 | 2023/12/31 | -1.406 M $ | -8.71 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.61% | 14.655 M $ | 24525 | 2023/12/31 | -1.644 M $ | -4.72 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 0.59% | 14.143 M $ | 115193 | 2024/12/31 | -746.509 K $ | -6.30 % |
| 2026/03/31 | RGEF | TIDAL TRUST III | 0.51% | 12.224 M $ | 406769 | 2025/09/30 | -248.129 K $ | -1.99 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.50% | 12.020 M $ | 12063 | 2023/12/31 | 1.598 M $ | 15.55 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.49% | 11.919 M $ | 35269 | 2023/12/31 | 1.085 M $ | 11.21 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.48% | 11.677 M $ | 73116 | 2023/12/31 | 468.296 K $ | 3.96 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.48% | 11.670 M $ | 111620 | 2023/12/31 | -5.148 M $ | -31.75 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.46% | 11.056 M $ | 34463 | 2023/12/31 | -484.713 K $ | -4.31 % |
| 2026/03/31 | PWR | QUANTA SVCS INC | 0.46% | 11.014 M $ | 20062 | 2024/09/30 | 2.450 M $ | 30.08 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.44% | 10.618 M $ | 24308 | 2024/03/31 | -1.209 M $ | -10.47 % |
| 2026/03/31 | WMT | WALMART INC | 0.43% | 10.380 M $ | 83521 | 2023/12/31 | 1.015 M $ | 11.55 % |
| 2026/03/31 | PH | PARKER-HANNIFIN CORP | 0.39% | 9.524 M $ | 10638 | 2023/12/31 | 184.826 K $ | 1.85 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.39% | 9.455 M $ | 43966 | 2023/12/31 | -188.752 K $ | -2.15 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.38% | 9.195 M $ | 95628 | 2023/12/31 | 220.790 K $ | 2.55 % |
| 2026/03/31 | UPST | UPSTART HLDGS INC | 0.37% | 8.840 M $ | 344646 | 2025/06/30 | -4.510 M $ | -41.34 % |
| 2026/03/31 | DASH | DOORDASH INC | 0.37% | 8.835 M $ | 58839 | 2025/06/30 | -6.234 M $ | -33.70 % |
| 2026/03/31 | IVW | ISHARES TR | 0.36% | 8.745 M $ | 77313 | 2023/12/31 | -783.336 K $ | -8.23 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.36% | 8.618 M $ | 12 | 2024/12/31 | -366.600 K $ | -4.86 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.36% | 8.591 M $ | 39501 | 2023/12/31 | -469.480 K $ | -4.81 % |
| 2026/03/31 | IJH | ISHARES TR | 0.35% | 8.460 M $ | 125283 | 2023/12/31 | 191.364 K $ | 2.32 % |
| 2026/03/31 | IWB | ISHARES TR | 0.35% | 8.430 M $ | 23643 | 2025/09/30 | -442.559 K $ | -4.52 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 0.34% | 8.310 M $ | 16907 | 2023/12/31 | -1.436 M $ | -15.17 % |
| 2026/03/31 | IWF | ISHARES TR | 0.33% | 7.937 M $ | 18614 | 2023/12/31 | -653.129 K $ | -9.91 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.32% | 7.808 M $ | 15626 | 2023/12/31 | -1.152 M $ | -12.48 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 0.32% | 7.738 M $ | 16786 | 2023/12/31 | -1.843 M $ | -18.60 % |
| 2026/03/31 | EAGL | 2023 ETF SERIES TRUST | 0.31% | 7.593 M $ | 249622 | 2025/09/30 | -436.674 K $ | -6.28 % |
| 2026/03/31 | CB | CHUBB LTD SWITZ | 0.31% | 7.448 M $ | 22852 | 2023/12/31 | 323.816 K $ | 4.42 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.31% | 7.437 M $ | 34807 | 2025/03/31 | 1.539 M $ | 24.82 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.31% | 7.381 M $ | 43507 | 2024/03/31 | 2.192 M $ | 40.98 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.30% | 7.151 M $ | 34564 | 2023/12/31 | 1.984 M $ | 35.75 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.29% | 7.003 M $ | 19580 | 2023/12/31 | 704.997 K $ | 12.29 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.28% | 6.751 M $ | 87010 | 2023/12/31 | 46.325 K $ | 0.73 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.28% | 6.727 M $ | 93519 | 2025/03/31 | -730.213 K $ | -11.97 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.28% | 6.710 M $ | 137644 | 2023/12/31 | -732.875 K $ | -11.36 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.26% | 6.334 M $ | 98844 | 2023/12/31 | 99.541 K $ | 2.58 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.26% | 6.315 M $ | 39393 | 2023/12/31 | -874.509 K $ | -12.96 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 0.26% | 6.294 M $ | 32419 | 2024/12/31 | 697.680 K $ | 11.90 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.26% | 6.278 M $ | 19090 | 2023/12/31 | -293.309 K $ | -4.42 % |
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.26% | 6.188 M $ | 39343 | 2025/06/30 | -191.472 K $ | -2.89 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.25% | 5.950 M $ | 18702 | 2023/12/31 | 892.704 K $ | 17.31 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.25% | 5.922 M $ | 35982 | 2025/06/30 | -463.631 K $ | -7.30 % |
| 2026/03/31 | DGRO | ISHARES TR | 0.24% | 5.873 M $ | 83691 | 2023/12/31 | 32.828 K $ | 1.09 % |
| 2026/03/31 | CRCL | CIRCLE INTERNET GROUP INC | 0.24% | 5.829 M $ | 61091 | 2025/12/31 | 3.690 M $ | 20.32 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.24% | 5.794 M $ | 37312 | 2023/12/31 | 447.636 K $ | 8.20 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.24% | 5.751 M $ | 39092 | 2023/12/31 | -1.791 M $ | -24.52 % |
| 2026/03/31 | HOOD | ROBINHOOD MKTS INC | 0.24% | 5.696 M $ | 82190 | 2025/06/30 | -3.534 M $ | -38.73 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.23% | 5.511 M $ | 6369 | 2023/12/31 | 289.935 K $ | 5.49 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 0.22% | 5.430 M $ | 1290 | 2023/12/31 | -7.039 M $ | -96.85 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.22% | 5.279 M $ | 19508 | 2023/12/31 | -1.253 M $ | -18.03 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.22% | 5.278 M $ | 21594 | 2023/12/31 | 869.955 K $ | 18.12 % |
| 2026/03/31 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.21% | 5.139 M $ | 297079 | 2025/06/30 | 855.616 K $ | 19.97 % |
| 2026/03/31 | SNPS | SYNOPSYS INC | 0.21% | 5.075 M $ | 12800 | 2025/06/30 | -945.455 K $ | -15.59 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.21% | 4.996 M $ | 41537 | 2023/12/31 | 662.477 K $ | 14.28 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.21% | 4.982 M $ | 12761 | 2025/06/30 | -1.013 M $ | -16.71 % |
| 2026/03/31 | INTU | INTUIT | 0.20% | 4.925 M $ | 11391 | 2023/12/31 | -2.214 M $ | -34.73 % |
| 2026/03/31 | CTVA | CORTEVA INC | 0.20% | 4.878 M $ | 58274 | 2025/06/30 | 1.032 M $ | 24.88 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 0.20% | 4.824 M $ | 43671 | 2024/09/30 | 354.601 K $ | 8.33 % |
| 2026/03/31 | LIN | LINDE PLC | 0.20% | 4.795 M $ | 9673 | 2023/12/31 | 708.961 K $ | 16.27 % |
| 2026/03/31 | WISDOMTREE TR | 0.19% | 4.611 M $ | 85851 | 2025/06/30 | 655.143 K $ | 14.70 % | |
| 2026/03/31 | IEMG | ISHARES INC | 0.19% | 4.564 M $ | 65440 | 2025/09/30 | 11.468 K $ | 3.76 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.19% | 4.477 M $ | 56241 | 2024/03/31 | -798.480 K $ | -14.58 % |
| 2026/03/31 | COF | CAPITAL ONE FINL CORP | 0.18% | 4.463 M $ | 24462 | 2025/06/30 | -1.525 M $ | -24.73 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.18% | 4.446 M $ | 30022 | 2023/12/31 | 135.197 K $ | 3.19 % |
| 2026/03/31 | RDDT | REDDIT INC | 0.18% | 4.323 M $ | 32102 | 2025/06/30 | -3.676 M $ | -41.42 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.18% | 4.308 M $ | 22332 | 2023/12/31 | 212.857 K $ | 5.18 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.18% | 4.266 M $ | 17581 | 2023/12/31 | 209.422 K $ | 4.89 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.17% | 4.135 M $ | 21546 | 2023/12/31 | 6.696 K $ | 0.19 % |
| 2026/03/31 | CTAS | CINTAS CORP | 0.17% | 4.123 M $ | 24375 | 2025/06/30 | -468.366 K $ | -10.07 % |
| 2026/03/31 | IWM | ISHARES TR | 0.17% | 4.072 M $ | 16421 | 2024/03/31 | 29.796 K $ | 0.75 % |
| 2026/03/31 | AZN | ASTRAZENECA PLC | 0.17% | 4.049 M $ | 20528 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.16% | 3.937 M $ | 4654 | 2024/03/31 | -155.279 K $ | -3.76 % |
| 2026/03/31 | SNOW | SNOWFLAKE INC | 0.16% | 3.888 M $ | 25777 | 2025/06/30 | -1.754 M $ | -31.25 % |
| 2026/03/31 | RSMC | TIDAL TRUST III | 0.16% | 3.847 M $ | 154865 | 2025/09/30 | -63.494 K $ | -1.62 % |
| 2026/03/31 | SHOP | SHOPIFY INC | 0.16% | 3.798 M $ | 32015 | 2024/06/30 | -1.877 M $ | -26.31 % |
| 2026/03/31 | MDT | MEDTRONIC PLC | 0.15% | 3.725 M $ | 42988 | 2023/12/31 | -399.228 K $ | -9.80 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.15% | 3.696 M $ | 18836 | 2024/03/31 | 90.237 K $ | 2.73 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.15% | 3.678 M $ | 68056 | 2024/03/31 | 14.201 K $ | 0.54 % |
| 2026/03/31 | SPOT | SPOTIFY TECHNOLOGY S A | 0.15% | 3.504 M $ | 7226 | 2025/06/30 | -758.927 K $ | -16.50 % |