Catalytic Wealth Ria, LLC Portfolio Holdings
Catalytic Wealth Ria, LLC
- $2.72 Trillion
- Q4 2025
Catalytic Wealth Ria, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.72 Trillion distributed in 649 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tempus Ai Inc with a value of $399B, Meta Platforms, Inc. with a value of $216B, Alphabet Inc. with a value of $158B, Nvidia Corp with a value of $142B, and Alphabet Inc. with a value of $117B.
Examining the 13F form we can see an decrease of $316B in the current position value, from $3.04T to 2.72T.
Catalytic Wealth Ria, LLC is based out at Cambridge, MA
Below you can find more details about Catalytic Wealth Ria, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.72 Trillion
Technology: $631 Billion
Communication Services: $535 Billion
ETFs: $370 Billion
Financial Services: $178 Billion
Consumer Cyclical: $175 Billion
Healthcare: $117 Billion
Industrials: $73.7 Billion
Consumer Defensive: $38.9 Billion
Other: $43.3 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 649
- Current Value $2.72 Trillion
- Prior Value $3.04 Trillion
- Filing
- Period Q4 2025
- Filing Date January 30, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 25 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 369 stocks