CATALYST PRIVATE WEALTH, LLC
•CIK: 1831193•Filing: Q4 2025
**CATALYST PRIVATE WEALTH, LLC** manages $229M across a diversified portfolio of 77 holdings. The strategy exhibits significant allocations to technology and broad market indices, highlighted by a $38.9M position in TEAM1EUR and $29.3M in IVV. Further concentration is evident in core ETFs such as ITOT ($23.8M) and ALLW ($15.7M). This structure suggests a mandate focused on capturing growth across global equity sectors.
Total AUM
$229.0M
QoQ Performance
+0.5%
Positions
59
Top 10 Concentration
66.0%
Latest Filing
Q4 2025
Top Holdings Allocation
TEAM1EUR
IVV
ITOT
ALLW
TEAM1EUR17.0%
IVV12.8%
ITOT10.4%
ALLW6.8%
AFRM4.1%
IXUS3.7%
DASH3.4%
META2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.0%
ETF15.7%
Technology8.6%
Consumer1.6%
Financial1.4%
Healthcare0.5%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑35 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023