# EDGAR Filing Document

**Accession Number:** 0002055584
**File Stem:** 0001951757-26-000485
**Filing Date:** 2026-2
**Character Count:** 10908
**Document Hash:** 43e6a079e9636bd52e13ae7219279423
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000485.hdr.sgml**: 20260220

**ACCESSION NUMBER**: 0001951757-26-000485

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260220

**DATE AS OF CHANGE**: 20260220

**EFFECTIVENESS DATE**: 20260220

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Catalyst Investment Management LLC
- **CENTRAL INDEX KEY:** 0002055584

**ORGANIZATION NAME:**
- **EIN:** 823404217
- **STATE OF INCORPORATION:** NH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26676
- **FILM NUMBER:** 26659507

**BUSINESS ADDRESS:**
- **STREET 1:** 47 ENTERPRISE DRIVE
- **STREET 2:** SUITE 215
- **CITY:** WINDHAM
- **STATE:** NH
- **ZIP:** 03087
- **BUSINESS PHONE:** 603-952-1209

**MAIL ADDRESS:**
- **STREET 1:** 47 ENTERPRISE DRIVE
- **STREET 2:** SUITE 215
- **CITY:** WINDHAM
- **STATE:** NH
- **ZIP:** 03087

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Catalyst Investment Management LLC<br>**Address:** 47 ENTERPRISE DRIVE<br>SUITE 215<br>WINDHAM, NH 03087

**Form 13F File Number:** 028-26676

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nicholas Shea<br>**Title:** Chief Compliance Officer<br>**Phone:** (603) 952-1209

**Signature, Place, and Date of Signing:**

Nicholas Shea  Windham, NH  02-20-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 72

**Form 13F Information Table Value Total:** $105569657

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| MCDONALDS CORP | COM | 580135101 |  | 214565 | 702 | SH |  | SOLE |  | 0 | 0 | 702 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 515094 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| MICROSOFT CORP | COM | 594918104 |  | 1098275 | 2271 | SH |  | SOLE |  | 0 | 0 | 2271 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 1663201 | 23941 | SH |  | SOLE |  | 0 | 0 | 23941 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 233580 | 1941 | SH |  | SOLE |  | 0 | 0 | 1941 |
| CISCO SYS INC | COM | 17275R102 |  | 396129 | 5143 | SH |  | SOLE |  | 0 | 0 | 5143 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1282547 | 46757 | SH |  | SOLE |  | 0 | 0 | 46757 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 5505320 | 38359 | SH |  | SOLE |  | 0 | 0 | 38359 |
| BROADCOM INC | COM | 11135F101 |  | 624072 | 1803 | SH |  | SOLE |  | 0 | 0 | 1803 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 843964 | 4754 | SH |  | SOLE |  | 0 | 0 | 4754 |
| ISHARES TR | CORE S ETF | 464287200 |  | 299060 | 437 | SH |  | SOLE |  | 0 | 0 | 437 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 506928 | 1512 | SH |  | SOLE |  | 0 | 0 | 1512 |
| HOME DEPOT INC | COM | 437076102 |  | 423603 | 1231 | SH |  | SOLE |  | 0 | 0 | 1231 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 228744 | 5669 | SH |  | SOLE |  | 0 | 0 | 5669 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4760154 | 56240 | SH |  | SOLE |  | 0 | 0 | 56240 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 345823 | 688 | SH |  | SOLE |  | 0 | 0 | 688 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 1282289 | 13042 | SH |  | SOLE |  | 0 | 0 | 13042 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 295040 | 6526 | SH |  | SOLE |  | 0 | 0 | 6526 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 251850 | 2920 | SH |  | SOLE |  | 0 | 0 | 2920 |
| WALMART INC | COM | 931142103 |  | 729513 | 6548 | SH |  | SOLE |  | 0 | 0 | 6548 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 273421 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734Y109 |  | 1654464 | 14623 | SH |  | SOLE |  | 0 | 0 | 14623 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735B108 |  | 802716 | 6372 | SH |  | SOLE |  | 0 | 0 | 6372 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 |  | 4216726 | 53981 | SH |  | SOLE |  | 0 | 0 | 53981 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 382767 | 4578 | SH |  | SOLE |  | 0 | 0 | 4578 |
| CHEVRON CORP NEW | COM | 166764100 |  | 203315 | 1334 | SH |  | SOLE |  | 0 | 0 | 1334 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 3104103 | 38242 | SH |  | SOLE |  | 0 | 0 | 38242 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 |  | 1858856 | 29914 | SH |  | SOLE |  | 0 | 0 | 29914 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 |  | 1583734 | 44189 | SH |  | SOLE |  | 0 | 0 | 44189 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 2874058 | 39544 | SH |  | SOLE |  | 0 | 0 | 39544 |
| AMAZON COM INC | COM | 023135106 |  | 620906 | 2690 | SH |  | SOLE |  | 0 | 0 | 2690 |
| RTX CORPORATION | COM | 75513E101 |  | 869672 | 4742 | SH |  | SOLE |  | 0 | 0 | 4742 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1271437 | 6817 | SH |  | SOLE |  | 0 | 0 | 6817 |
| WISDOMTREE TR | INTL QULTY DIV | 97717X131 |  | 5766428 | 139017 | SH |  | SOLE |  | 0 | 0 | 139017 |
| COCA COLA CO | COM | 191216100 |  | 476244 | 6812 | SH |  | SOLE |  | 0 | 0 | 6812 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 856039 | 1393 | SH |  | SOLE |  | 0 | 0 | 1393 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 322276 | 3565 | SH |  | SOLE |  | 0 | 0 | 3565 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 313461 | 3137 | SH |  | SOLE |  | 0 | 0 | 3137 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 937088 | 10247 | SH |  | SOLE |  | 0 | 0 | 10247 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 |  | 1197889 | 36521 | SH |  | SOLE |  | 0 | 0 | 36521 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1232644 | 5609 | SH |  | SOLE |  | 0 | 0 | 5609 |
| ORACLE CORP | COM | 68389X105 |  | 601157 | 3084 | SH |  | SOLE |  | 0 | 0 | 3084 |
| VISA INC | COM CL A | 92826C839 |  | 274988 | 784 | SH |  | SOLE |  | 0 | 0 | 784 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 6812693 | 53783 | SH |  | SOLE |  | 0 | 0 | 53783 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 8154384 | 87606 | SH |  | SOLE |  | 0 | 0 | 87606 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 205616 | 1818 | SH |  | SOLE |  | 0 | 0 | 1818 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 407247 | 7007 | SH |  | SOLE |  | 0 | 0 | 7007 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 243044 | 5302 | SH |  | SOLE |  | 0 | 0 | 5302 |
| ABBVIE INC | COM | 00287Y109 |  | 241742 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 5069477 | 190010 | SH |  | SOLE |  | 0 | 0 | 190010 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 830218 | 7907 | SH |  | SOLE |  | 0 | 0 | 7907 |
| ENTREPRENEURSHARES SERIES TR | ERSHARES PRIVATE | 293828877 |  | 591774 | 29383 | SH |  | SOLE |  | 0 | 0 | 29383 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 496321 | 2398 | SH |  | SOLE |  | 0 | 0 | 2398 |
| BANK AMERICA CORP | COM | 060505104 |  | 272732 | 4959 | SH |  | SOLE |  | 0 | 0 | 4959 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 827783 | 2569 | SH |  | SOLE |  | 0 | 0 | 2569 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2164357 | 66351 | SH |  | SOLE |  | 0 | 0 | 66351 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 786262 | 29218 | SH |  | SOLE |  | 0 | 0 | 29218 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 349172 | 3662 | SH |  | SOLE |  | 0 | 0 | 3662 |
| DEERE  CO | COM | 244199105 |  | 454862 | 977 | SH |  | SOLE |  | 0 | 0 | 977 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 258101 | 1801 | SH |  | SOLE |  | 0 | 0 | 1801 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 362306 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 4585371 | 119660 | SH |  | SOLE |  | 0 | 0 | 119660 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 247609 | 791 | SH |  | SOLE |  | 0 | 0 | 791 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1709573 | 2507 | SH |  | SOLE |  | 0 | 0 | 2507 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 |  | 4502907 | 93635 | SH |  | SOLE |  | 0 | 0 | 93635 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 |  | 991847 | 25951 | SH |  | SOLE |  | 0 | 0 | 25951 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 249574 | 516 | SH |  | SOLE |  | 0 | 0 | 516 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 |  | 3386126 | 33256 | SH |  | SOLE |  | 0 | 0 | 33256 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 5587992 | 57703 | SH |  | SOLE |  | 0 | 0 | 57703 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 466604 | 3525 | SH |  | SOLE |  | 0 | 0 | 3525 |
| LOWES COS INC | COM | 548661107 |  | 217044 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| APPLE INC | COM | 037833100 |  | 1902779 | 6999 | SH |  | SOLE |  | 0 | 0 | 6999 |

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