CATALYST PRIVATE WEALTH, LLC - Portfolio overview

CATALYST PRIVATE WEALTH, LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-04-13.

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. IVV - ISHARES TR, 14.85%
2. ITOT - ISHARES TR, 12.67%
3. ALLW - SSGA ACTIVE TR, 8.71%

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

Explore securities or join Upside Invest to compare portfolios.