CATALYST PRIVATE WEALTH, LLC: 13F holdings
CIK 18311932026Q2
| Positions | 82 |
|---|
| Reported value | $207.1m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 82 (+6 vs prior quarter) |
|---|
| Reported value | $207.1m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 38,317 | $28.7m | 13.9% |
| ITOT ISHARES TR | 168,335 | $27.7m | 13.4% |
| SSGA ACTIVE TR | 577,473 | $16.9m | 8.2% |
| AFRM AFFIRM HLDGS INC | 125,224 | $10.2m | 4.9% |
| EWJ ISHARES TR | 94,206 | $9.0m | 4.3% |
| TEAM ATLASSIAN CORPORATION | 106,088 | $8.3m | 4.0% |
| DASH DOORDASH INC | 34,871 | $6.4m | 3.1% |
| VXUS VANGUARD STAR FDS | 74,343 | $6.4m | 3.1% |
| VTV VANGUARD INDEX FDS | 26,206 | $5.7m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,106 | $5.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1831193")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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