Catalyst Private Wealth, LLC Portfolio Holdings
Catalyst Private Wealth, LLC
- $168 Million
- Q4 2025
Catalyst Private Wealth, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $168 Million distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.9M, Ishares Core S&P Total U.S. St with a value of $23.4M, Affirm Holdings, Inc. with a value of $8.9M, Ishares Tr with a value of $8.36M, and Door Dash, Inc. with a value of $7.06M.
Examining the 13F form we can see an decrease of $3.64M in the current position value, from $172M to 168M.
Below you can find more details about Catalyst Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$168 Million
ETFs: $115 Million
Technology: $29.1 Million
Communication Services: $15.4 Million
Financial Services: $3.64 Million
Consumer Cyclical: $2.92 Million
Consumer Defensive: $1.19 Million
Healthcare: $989,000
Industrials: $457,000
Other: $119,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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