SEC 13F Intelligence

Catalyst Private Wealth, LLC / AAPL

Catalyst Private Wealth, LLC’s Apple Inc Position

Does Catalyst Private Wealth, LLC own Apple Inc (AAPL)? Yes12.9K shares worth $3M (+1.77% of its 13F portfolio) as of Q1 2026, up from 12.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
12.9K
% of Portfolio
+1.77%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.9K$3M+1.77%
Q4 202512.5K$3M+1.49%
Q3 202512.1K$3M+1.35%
Q2 202511.7K$2M+1.07%
Q1 202512.3K$3M+1.33%
Q4 202412.2K$3M+1.36%
Q3 202412.7K$3M+1.45%
Q2 202412.7K$3M+1.42%
Q1 202413.0K$2M+1.16%
Q4 202313.0K$3M+1.18%
Q3 202314.1K$2M+1.43%
Q2 202315.2K$3M+1.84%
Q1 202316.6K$3M+1.90%
Q4 202213.9K$2M+1.47%
Q3 202216.9K$2M+1.76%
Q2 202212.0K$2M+1.17%
Q1 202211.9K$2M+1.04%
Q4 202111.9K$2M+0.91%
Q3 202111.9K$2M+0.72%
Q2 202112.1K$2M+0.92%
Q1 202113.1K$2M+1.12%
Q3 202013.1K$2M+1.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Catalyst Private Wealth, LLC’s full portfolio or all institutional holders of AAPL.