account_balance
Investment manager · 13F filer · SEC CIK 1831193
Catalyst Private Wealth, LLC
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Reported value$239Mas of Sep 30, 2026
Positions106 25 new, 1 sold out
Top 10 weight57.5%IVV alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.4%
ITOTiShares Tr
12.2%Added +4%
TEAMAtlassian Corp
8.0%
ALLWSsga Active Tr
7.4%Added +8%
IXUSiShares Tr
3.8%
AFRMAffirm Holdings, Inc.
3.6%
METAMeta Platforms, Inc.
2.7%Added +11%
VXUSVanguard Star FDS
2.6%
VTVVanguard Index FDS
2.5%Added +4%
VUGVanguard Index FDS
2.4%Added +4%
DASHDoorDash, Inc.
2.3%Trimmed −14%
SPYSPDR S&P 500 ETF Trust
2.3%
IVViShares Tr
12.4%
ITOTiShares Tr
12.2%Added +4%
TEAMAtlassian Corp
8.0%
ALLWSsga Active Tr
7.4%Added +8%
IXUSiShares Tr
3.8%
AFRMAffirm Holdings, Inc.
3.6%
META2.7%VXUS2.6%
VTV2.5%
VUG2.4%
DASHSPY2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.4% Held
ITOT iShares Tr 12.2% Added +4%
TEAM Atlassian Corp 8.0% HeldALLW Ssga Active Tr 7.4% Added +8%
IXUS iShares Tr 3.8% Held
AFRM Affirm Holdings, Inc. 3.6% HeldMETA Meta Platforms, Inc. 2.7% Added +11%VXUS Vanguard Star FDS 2.6% Held
VTV Vanguard Index FDS 2.5% Added +4%
VUG Vanguard Index FDS 2.4% Added +4%
DASH DoorDash, Inc. 2.3% Trimmed −14%SPY SPDR S&P 500 ETF Trust 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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