Catalina Capital Group, LLC - Portfolio overview

Catalina Capital Group, LLC has 197 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 10.06%
2. IVV - ISHARES TR, 4.52%
3. AAPL - APPLE INC, 4.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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