What does CATALYST PRIVATE WEALTH, LLC hold?

CATALYST PRIVATE WEALTH, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include TEAM. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1831193.

What is CATALYST PRIVATE WEALTH, LLC's AUM?

CATALYST PRIVATE WEALTH, LLC reported approximately $239.5M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $370.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source CATALYST PRIVATE WEALTH, LLC's holdings?

All CATALYST PRIVATE WEALTH, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1831193. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CATALYST PRIVATE WEALTH, LLC's 13F data updated on 13F Pro?

CATALYST PRIVATE WEALTH, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CATALYST PRIVATE WEALTH, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1831193

Institutional-grade research for retail investors

Sector Allocation

Other63.4%$151.8M
Technology23.6%$56.6M
Financials6.5%$15.6M
Consumer Discretionary3.8%$9.0M
Healthcare1.1%$2.6M
Consumer Staples0.8%$1.8M
Industrials0.5%$1.2M
Communication Services0.2%$452,777
Energy0.2%$389,224

AUM History

13fpro.ai/research/fund/catalyst-private-wealth-llc-1831193

Conviction and streaks

Diversifying · top 10 = 57.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold12.4% weight · held 11 quarters

$Conviction hold12.2% weight · held 11 quarters

$TEAMConviction hold8.0% weight · held 11 quarters

$Conviction hold7.4% weight · held 5 quarters

$Conviction hold3.8% weight · held 11 quarters

$MSFTAccumulating+48% shares · 10 quarters running

$Accumulating+98% shares · 10 quarters running

$JPMAccumulating+28% shares · 8 quarters running

$LLYAccumulating+56% shares · 8 quarters running

$AMZNAccumulating+32% shares · 7 quarters running

$Trimming-44% shares · 7 quarters running

$SNOWTrimming-75% shares · 6 quarters running

$Trimming-29% shares · 5 quarters running

$IOTTrimming-8% shares · 4 quarters running

$IBITTrimming-12% shares · 3 quarters running

Largest positions — Q3 2026

ISHARES
$29.7M
ISHARES
$29.1M
TEAM
$19.1M
SSGA
$17.8M
ISHARES
$9.1M
AFRM
$8.7M
META
$6.4M
VANGUARD
$6.3M
VANGUARD
$5.9M
VANGUARD
$5.7M
DASH
$5.5M
SPY
$5.4M
AAPL
$4.7M
SPDR
$4.4M
ISHARES
$4.0M
IOT
$3.8M
DIMENSIONAL
$3.5M
ISHARES
$3.5M
MSFT
$3.1M
PLTR
$3.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/catalyst-private-wealth-llc-1831193

CATALYST PRIVATE WEALTH, LLC 13F holdings — Q3 2026

$239.5M portfolio (+15.7% QoQ) · 106 holdings · Q3 2026 13F · top 10 are 58% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$29.7M
12.4% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE S&P TTL STK
$29.1M
12.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Atlassian Corp
$TEAM
$19.1M
8.0% of stocks
+0.2%This quarter+7.4%Since filed11+ qtrsHeld
AIQuality65.9#444Est. buyEstimated buy price is Pro: unlock with a free trial
4
SSGA ACTIVE TR - SST BRIDGEWATER
$17.8M
7.4% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE MSCI TOTAL
$9.1M
3.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Affirm Holdings, Inc.
$AFRM
$8.7M
3.6% of stocks
+0.0%This quarter-10.8%Since filed11+ qtrsHeld
AIQuality80.9#24Est. buyEstimated buy price is Pro: unlock with a free trial
7
Meta Platforms, Inc.
$META
$6.4M
2.7% of stocks
+11%This quarter-17.3%Since filed11+ qtrsHeld
AIQuality78.0#57Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
8
VANGUARD STAR FDS - VG TL INTL STK F
$6.3M
2.6% of stocks
-0.0%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$5.9M
2.5% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$5.7M
2.4% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$29.7M	12.4%	+1%	—	—	—	—
2	ISHARES TR - CORE S&P TTL STK	$29.1M	12.2%	+4%	—	—	—	—
3	Atlassian Corp$TEAM	$19.1M	8.0%	+0.2%	+7.4%	11+ qtrs	65.9#444	Estimated buy price is Pro: unlock with a free trial
4	SSGA ACTIVE TR - SST BRIDGEWATER	$17.8M	7.4%	+8%	—	—	—	—
5	ISHARES TR - CORE MSCI TOTAL	$9.1M	3.8%	+2%	—	—	—	—
6	Affirm Holdings, Inc.$AFRM	$8.7M	3.6%	+0.0%	-10.8%	11+ qtrs	80.9#24	Estimated buy price is Pro: unlock with a free trial
7	Meta Platforms, Inc.$META	$6.4M	2.7%	+11%	-17.3%	11+ qtrsAdded 2 qtrs in a row	78.0#57	Estimated buy price is Pro: unlock with a free trial
8	VANGUARD STAR FDS - VG TL INTL STK F	$6.3M	2.6%	-0.0%	—	—	—	—
9	VANGUARD INDEX FDS - MRNGSTR VAL ETF	$5.9M	2.5%	+4%	—	—	—	—
10	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$5.7M	2.4%	+4%	—	—	—	—

All holdings — CATALYST PRIVATE WEALTH, LLC (Q3 2026)

Sort

106 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$DASH	DoorDash, Inc.	Consumer Discretionary	$5.5M	2.3%	30K	-14%	11+ qtrs	70.2	13F
12	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$5.4M	2.3%	7,112	+0.1%	11+ qtrs	—	13F
13	$AAPL	Apple Inc.	Technology	$4.7M	1.9%	14K	+9%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
14	—	SPDR SERIES TRUST - ST STR P500ETFetf/fund	—	$4.4M	1.9%	49K	-0.0%	—	—	13F
15	—	ISHARES TR - MSCI ACWI ETFetf/fund	—	$4.0M	1.6%	25K	—	—	—	13F
16	$IOT	Samsara Inc.	Technology	$3.8M	1.6%	100K	-0.7%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund	—	$3.5M	1.5%	67K	-0.7%	—	—	13F
18	—	ISHARES TR - CORE S&P US VLUetf/fund	—	$3.5M	1.4%	31K	+0.1%	—	—	13F
19	$MSFT	MICROSOFT CORP	Technology	$3.1M	1.3%	6,042	+5%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$PLTR	Palantir Technologies Inc.	Technology	$3.1M	1.3%	16K	+2%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$NVDA	NVIDIA CORP	Technology	$2.9M	1.2%	13K	+12%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.6M	1.1%	10K	+6%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$GOOG	Alphabet Inc.	Technology	$2.3M	1.0%	6,870	+30%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$2.2M	0.9%	5,867	+0.3%	—	—	13F
25	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$2.1M	0.9%	14K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
26	—	BLACKROCK ETF TRUST - ISHA SYST AL ETF	—	$2.1M	0.9%	70K	+40%
27	—	VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD	—	$2.0M	0.8%	21K	+183%
28	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.8M	0.8%	2,572	+0.5%
29	—	VANGUARD SCOTTSDALE FDS - LONG TERM TREAS	—	$1.8M	0.7%	35K	-14%
30	—	ISHARES TR - CORE S&P US GWT	—	$1.7M	0.7%	8,980	-5%
31	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.7M	0.7%	2,260	—
32	$AVGO	Broadcom Inc.	Technology	$1.6M	0.7%	4,605	+5%
33	—	ISHARES TR - S&P 500 VAL ETF	—	$1.6M	0.7%	6,941	—
34	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.6M	0.7%	33K	+315%
35	—	ISHARES TR - 20 YR TR BD ETF	—	$1.5M	0.6%	19K	+100%
36	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.4M	0.6%	2,719	+5%
37	$GOOGL	Alphabet Inc.	Technology	$1.3M	0.6%	3,809	+8%
38	—	ISHARES TR - CORE MSCI EAFE	—	$1.2M	0.5%	12K	—
39	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.1M	0.5%	1,257	+27%
40	—	ISHARES TR - 7-10 YR TRSY BD	—	$1.1M	0.5%	12K	+56%
41	—	ISHARES INC - CORE MSCI EMKT	—	$890K	0.4%	11K	—
42	$JPM	JPMORGAN CHASE & CO	Financials	$839K	0.3%	2,535	+5%
43	$IVZ	Invesco Ltd.	Financials	$799K	0.3%	16K	—
44	—	ISHARES TR - NATIONAL MUN ETF	—	$744K	0.3%	7,359	+6%
45	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$734K	0.3%	1,609	+2%
46	$LLY	ELI LILLY & Co	Healthcare	$727K	0.3%	628	+4%
47	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$710K	0.3%	14K	—
48	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$694K	0.3%	6,900	—
49	—	ISHARES TR - RUS 1000 GRW ETF	—	$693K	0.3%	5,536	—
50	$JNJ	JOHNSON & JOHNSON	Healthcare	$645K	0.3%	2,437	+4%
51	$LMT	LOCKHEED MARTIN CORP	Industrials	$619K	0.3%	1,216	+23%
52	$LRCX	LAM RESEARCH CORP	Technology	$606K	0.3%	1,846	+9%
53	$CRM	Salesforce, Inc.	Technology	$582K	0.2%	2,535	+1.0%
54	$GLD	SPDR GOLD TRUST	Financials	$552K	0.2%	1,450	—
55	$UBER	Uber Technologies, Inc	Technology	$549K	0.2%	8,012	+21%
56	$ASML	ASML HOLDING NV	Technology	$489K	0.2%	270	+2%
57	$ANET	Arista Networks, Inc.	Technology	$452K	0.2%	2,218	+4%
58	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$446K	0.2%	1,914	+0.1%
59	$MA	Mastercard Inc	Financials	$443K	0.2%	803	+7%
60	$MRK	Merck & Co., Inc.	Healthcare	$431K	0.2%	2,966	+5%
61	$SCHW	SCHWAB CHARLES CORP	Financials	$427K	0.2%	4,367	+2%
62	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$412K	0.2%	1,251	—
63	—	SSGA ACTIVE ETF TR - ST STR UL BD ETF	—	$402K	0.2%	10K	—
64	$CVX	CHEVRON CORP	Energy	$389K	0.2%	1,906	New
65	$BAC	BANK OF AMERICA CORP /DE/	Financials	$388K	0.2%	7,129	New
66	$KKR	KKR & Co. Inc.	Financials	$357K	0.1%	3,909	+7%
67	$LYFT	Lyft, Inc.	Industrials	$348K	0.1%	23K	—
68	$WMT	Walmart Inc.	Consumer Staples	$347K	0.1%	3,340	New
69	—	SPDR SERIES TRUST - ST STR MSCI USAQ	—	$343K	0.1%	1,802	—
70	$PL	Planet Labs PBC	Technology	$342K	0.1%	21K	New
71	$RAPP	Rapport Therapeutics, Inc.	Healthcare	$338K	0.1%	10K	+0.5%
72	$IBIT	iShares Bitcoin Trust ETF	Financials	$320K	0.1%	6,761	-0.2%
73	$MSI	Motorola Solutions, Inc.	Technology	$317K	0.1%	711	New
74	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$311K	0.1%	2,002	—
75	$PG	PROCTER & GAMBLE Co	Consumer Staples	$310K	0.1%	2,133	+28%
76	$MU	MICRON TECHNOLOGY INC	Technology	$305K	0.1%	286	+25%
77	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$288K	0.1%	4,698	—
78	$GS	GOLDMAN SACHS GROUP INC	Financials	$285K	0.1%	316	New
79	$GS	GOLDMAN SACHS GROUP INC	Financials	$278K	0.1%	6,000	—
80	$SNOW	Snowflake Inc.	Technology	$278K	0.1%	818	-25%
81	—	EVERPURE INC - CL A	—	$273K	0.1%	2,084	New
82	$QCOM	QUALCOMM INC/DE	Technology	$272K	0.1%	1,478	New
83	$PFE	PFIZER INC	Healthcare	$260K	0.1%	9,112	New
84	—	FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX	—	$247K	0.1%	858	—
85	$V	VISA INC.	Financials	$246K	0.1%	684	New
86	$NTAP	NetApp, Inc.	Technology	$243K	0.1%	1,159	New
87	$ABBV	AbbVie Inc.	Healthcare	$241K	0.1%	921	+8%
88	$NFLX	NETFLIX INC	Communication Services	$240K	0.1%	3,455	New
89	$AMD	ADVANCED MICRO DEVICES INC	Technology	$236K	0.1%	385	New
90	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	Financials	$234K	0.1%	1,370	New
91	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$232K	0.1%	1,261	New
92	$ORCL	ORACLE CORP	Technology	$231K	0.1%	1,683	New
93	$TSLA	Tesla, Inc.	Consumer Discretionary	$230K	0.1%	647	New
94	—	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	—	$226K	0.1%	2,000	—
95	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$221K	0.1%	993	New
96	$XYZ	Block, Inc.	Technology	$219K	0.1%	2,983	+0.8%
97	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$213K	0.1%	2,712	—
98	$T	AT&T INC.	Communication Services	$212K	0.1%	8,704	New
99	$CPNG	Coupang, Inc.	Consumer Discretionary	$212K	0.1%	15K	+25%
100	—	FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH	—	$212K	0.1%	778	New
101	$PH	Parker-Hannifin Corp	Industrials	$208K	0.1%	218	New
102	$ESTC	Elastic N.V.	Technology	$204K	0.1%	2,228	New
103	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$201K	0.1%	4,000	—
104	$CRWV	CoreWeave, Inc.	Technology	$201K	0.1%	2,304	+6%
105	$RIVN	Rivian Automotive, Inc. / DE	Consumer Discretionary	$192K	0.1%	13K	New
106	$HBAN	HUNTINGTON BANCSHARES INC /MD/	Financials	$166K	0.1%	11K	New

What changed in Q3 2026

Against the previous quarter's 13F: 24 new, 51 added to, 9 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (24)

$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.1M
first bought this quarter
$CVXCHEVRON CORP$389K
first bought this quarter
$BACBANK OF AMERICA CORP /DE/$388K
first bought this quarter
$WMTWalmart Inc.$347K
first bought this quarter
$PLPlanet Labs PBC$342K
first bought this quarter
$MSIMotorola Solutions, Inc.$317K
first bought this quarter

+18 more in the Excel export

Added to (51)

SSGA ACTIVE TR - SST BRIDGEWATER+8%
now $17.8M
VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD+183%
now $2.0M
VANGUARD MUN BD FDS - TAX EXEMPT BD+315%
now $1.6M
ISHARES TR - CORE S&P TTL STK+4%
now $29.1M
ISHARES TR - 20 YR TR BD ETF+100%
now $1.5M
$METAMeta Platforms, Inc.+11%
now $6.4M · held 11+ qtrs, 2 adds in a row

+45 more in the Excel export

Trimmed (9)

$DASHDoorDash, Inc.-14%
now $5.5M · held 11+ qtrs
VANGUARD SCOTTSDALE FDS - LONG TERM TREAS-14%
now $1.8M
$SNOWSnowflake Inc.-25%
now $278K · held 11+ qtrs, 6 trims in a row
ISHARES TR - CORE S&P US GWT-5%
now $1.7M
$IOTSamsara Inc.-0.7%
now $3.8M · held 11+ qtrs
DIMENSIONAL ETF TRUST - US CORE EQT MKT-0.7%
now $3.5M

+3 more in the Excel export

Sold out (1)

$ASANAsana, Inc.was $97K
held 10+ qtrs

Firm AUM (Form ADV): $370.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F CATALYST PRIVATE WEALTH, LLC has filed, 24 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow CATALYST PRIVATE WEALTH?

Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of CATALYST PRIVATE WEALTH's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-2.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 8% over the last 4

Top 10 weight

58%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

CATALYST PRIVATE WEALTH, LLC disclosed 106 positions worth $239.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 24 new positions and exited 1 — including a new stake in $SPCX and a full exit from $ASAN. The portfolio is most concentrated in Other (63.4% of disclosed assets). All figures are sourced directly from CATALYST PRIVATE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 1831193.

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AI-Powered Hedge Fund Analysis: CATALYST PRIVATE WEALTH, LLC

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Every holding in CATALYST PRIVATE WEALTH, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.