CATALYST PRIVATE WEALTH, LLC - Portfolio Stock Holdings
CATALYST PRIVATE WEALTH, LLC disclosed 107 stock positions in a recent SEC 13F filing. $239,469,286 of stock holdings were filed, with the largest holdings including IVV, ITOT, and TEAM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $370,426,802 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
107Est. Stock Holding Value:
$239,469,286Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - CATALYST PRIVATE WEALTH, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...