# EDGAR Filing Document

**Accession Number:** 0002055584
**File Stem:** 0001951757-26-000712
**Filing Date:** 2026-4
**Character Count:** 10195
**Document Hash:** 59fa975691ec289d1379bb70e276cc54
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000712.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0001951757-26-000712

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**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:** 26886509

**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:** 03-31-2026

**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  04-23-2026<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:** 65

**Form 13F Information Table Value Total:** $90229175

      (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 |
| CHEVRON CORPORATION | COM | 166764100 |  | 208093 | 1131 | SH |  | SOLE |  | 0 | 0 | 1131 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 211842 | 620 | SH |  | SOLE |  | 0 | 0 | 620 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 216070 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| ABBVIE INC | COM | 00287Y109 |  | 220466 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| BANK AMERICA CORP | COM | 060505104 |  | 220492 | 4090 | SH |  | SOLE |  | 0 | 0 | 4090 |
| LOWES COS INC | COM | 548661107 |  | 226548 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 228659 | 3560 | SH |  | SOLE |  | 0 | 0 | 3560 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 232545 | 1744 | SH |  | SOLE |  | 0 | 0 | 1744 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 246678 | 2673 | SH |  | SOLE |  | 0 | 0 | 2673 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 262860 | 1795 | SH |  | SOLE |  | 0 | 0 | 1795 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 272588 | 2921 | SH |  | SOLE |  | 0 | 0 | 2921 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 280489 | 1909 | SH |  | SOLE |  | 0 | 0 | 1909 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 288895 | 1454 | SH |  | SOLE |  | 0 | 0 | 1454 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 291793 | 3276 | SH |  | SOLE |  | 0 | 0 | 3276 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 298464 | 504 | SH |  | SOLE |  | 0 | 0 | 504 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 315372 | 3149 | SH |  | SOLE |  | 0 | 0 | 3149 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 339287 | 6526 | SH |  | SOLE |  | 0 | 0 | 6526 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 353068 | 8660 | SH |  | SOLE |  | 0 | 0 | 8660 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 341238 | 10461 | SH |  | SOLE |  | 0 | 0 | 10461 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 |  | 377083 | 3512 | SH |  | SOLE |  | 0 | 0 | 3512 |
| COCA COLA CO | COM | 191216100 |  | 383821 | 5068 | SH |  | SOLE |  | 0 | 0 | 5068 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 384289 | 1641 | SH |  | SOLE |  | 0 | 0 | 1641 |
| HOME DEPOT INC | COM | 437076102 |  | 403906 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 |  | 406353 | 5051 | SH |  | SOLE |  | 0 | 0 | 5051 |
| CISCO SYS INC | COM | 17275R102 |  | 439097 | 5091 | SH |  | SOLE |  | 0 | 0 | 5091 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 447276 | 1276 | SH |  | SOLE |  | 0 | 0 | 1276 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 480528 | 3525 | SH |  | SOLE |  | 0 | 0 | 3525 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 487948 | 1317 | SH |  | SOLE |  | 0 | 0 | 1317 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 495494 | 6070 | SH |  | SOLE |  | 0 | 0 | 6070 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 504806 | 16258 | SH |  | SOLE |  | 0 | 0 | 16258 |
| AMAZON COM INC | COM | 023135106 |  | 512646 | 2046 | SH |  | SOLE |  | 0 | 0 | 2046 |
| ORACLE CORP | COM | 68389X105 |  | 527106 | 3011 | SH |  | SOLE |  | 0 | 0 | 3011 |
| BROADCOM INC | COM | 11135F101 |  | 529207 | 1302 | SH |  | SOLE |  | 0 | 0 | 1302 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 531119 | 2335 | SH |  | SOLE |  | 0 | 0 | 2335 |
| DEERE  CO | COM | 244199105 |  | 576879 | 977 | SH |  | SOLE |  | 0 | 0 | 977 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 769209 | 2479 | SH |  | SOLE |  | 0 | 0 | 2479 |
| RTX CORPORATION | COM | 75513E101 |  | 796152 | 4053 | SH |  | SOLE |  | 0 | 0 | 4053 |
| WALMART INC | COM | 931142103 |  | 801338 | 6285 | SH |  | SOLE |  | 0 | 0 | 6285 |
| MICROSOFT CORP | COM | 594918104 |  | 803301 | 1900 | SH |  | SOLE |  | 0 | 0 | 1900 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 885553 | 7593 | SH |  | SOLE |  | 0 | 0 | 7593 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 886039 | 21706 | SH |  | SOLE |  | 0 | 0 | 21706 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 897635 | 4754 | SH |  | SOLE |  | 0 | 0 | 4754 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735B108 |  | 918748 | 6668 | SH |  | SOLE |  | 0 | 0 | 6668 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1106000 | 5484 | SH |  | SOLE |  | 0 | 0 | 5484 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 |  | 1172400 | 31156 | SH |  | SOLE |  | 0 | 0 | 31156 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 |  | 1237205 | 36165 | SH |  | SOLE |  | 0 | 0 | 36165 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1532482 | 2158 | SH |  | SOLE |  | 0 | 0 | 2158 |
| APPLE INC | COM | 037833100 |  | 1640496 | 6071 | SH |  | SOLE |  | 0 | 0 | 6071 |
| SSGA ACTIVE TR | SST BRIDGEWATER | 78470P630 |  | 1664760 | 55492 | SH |  | SOLE |  | 0 | 0 | 55492 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1799703 | 78282 | SH |  | SOLE |  | 0 | 0 | 78282 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734Y109 |  | 1953020 | 14839 | SH |  | SOLE |  | 0 | 0 | 14839 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 2247144 | 30163 | SH |  | SOLE |  | 0 | 0 | 30163 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X541 |  | 2456466 | 32955 | SH |  | SOLE |  | 0 | 0 | 32955 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2577158 | 28215 | SH |  | SOLE |  | 0 | 0 | 28215 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 |  | 2905777 | 26242 | SH |  | SOLE |  | 0 | 0 | 26242 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 |  | 3896036 | 81269 | SH |  | SOLE |  | 0 | 0 | 81269 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 |  | 4250281 | 100646 | SH |  | SOLE |  | 0 | 0 | 100646 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 4263243 | 47549 | SH |  | SOLE |  | 0 | 0 | 47549 |
| WISDOMTREE TR | INTL QULTY DIV | 97717X131 |  | 4603562 | 105441 | SH |  | SOLE |  | 0 | 0 | 105441 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 4615251 | 30597 | SH |  | SOLE |  | 0 | 0 | 30597 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 4664056 | 49486 | SH |  | SOLE |  | 0 | 0 | 49486 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 4703651 | 176829 | SH |  | SOLE |  | 0 | 0 | 176829 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 4841759 | 31215 | SH |  | SOLE |  | 0 | 0 | 31215 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 4908780 | 46964 | SH |  | SOLE |  | 0 | 0 | 46964 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 7888965 | 84782 | SH |  | SOLE |  | 0 | 0 | 84782 |

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