Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CATALYST PRIVATE WEALTH, LLC (CIK 1831193) reported $184.6M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($28.2M, 15.27%), ITOT ($24.0M, 13.02%), ALLW ($16.5M, 8.95%), IXUS ($8.6M, 4.67%), TEAM ($7.2M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $28.2M | 15.27% | 43,158 | Added |
| 2 | ITOT | ISHARES TR | $24.0M | 13.02% | 168,802 | Added |
| 3 | ALLW | SSGA ACTIVE TR | $16.5M | 8.95% | 572,811 | Added |
| 4 | IXUS | ISHARES TR | $8.6M | 4.67% | 99,570 | Added |
| 5 | TEAM | ATLASSIAN CORPORATION | $7.2M | 3.93% | 106,180 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $6.2M | 3.36% | 80,348 | Trimmed |
| 7 | AFRM | AFFIRM HLDGS INC | $5.7M | 3.10% | 124,897 | Trimmed |
| 8 | VTV | VANGUARD INDEX FDS | $5.3M | 2.86% | 26,915 | Added |
| 9 | DASH | DOORDASH INC | $5.2M | 2.81% | 34,492 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 2.55% | 7,237 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $4.6M | 2.47% | 10,449 | Trimmed |
| 12 | META | META PLATFORMS INC | $4.5M | 2.46% | 7,930 | Trimmed |
| 13 | SPLG | SPDR SERIES TRUST | $3.8M | 2.05% | 49,489 | Hold |
| 14 | ACWI | ISHARES TR | $3.5M | 1.88% | 25,043 | Trimmed |
| 15 | IUSV | ISHARES TR | $3.3M | 1.79% | 32,280 | Trimmed |
| 16 | IOT | SAMSARA INC | $3.3M | 1.77% | 103,194 | Trimmed |
| 17 | AAPL | APPLE INC | $3.3M | 1.77% | 12,855 | Added |
| 18 | DFAU | DIMENSIONAL ETF TRUST | $3.2M | 1.72% | 70,307 | Trimmed |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $2.4M | 1.30% | 16,382 | Hold |
| 20 | MSFT | MICROSOFT CORP | $2.1M | 1.15% | 5,725 | Added |
| 21 | AMZN | AMAZON COM INC | $2.0M | 1.10% | 9,776 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $2.0M | 1.09% | 11,550 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $1.9M | 1.00% | 5,781 | Added |
| 24 | VGLT | VANGUARD SCOTTSDALE FDS | $1.8M | 0.99% | 32,973 | Added |
| 25 | GOOG | ALPHABET INC | $1.5M | 0.83% | 5,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31