StockDriftsStockDriftsTop 50 Catalyst Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.38% | 38.7K | $29.7M | +1.05%(+402) | $509.70(+51.07%) | 2026-09-30 | |
| ITOT | ISHARES TR | 12.16% | 175.2K | $29.1M | +4.06%(+6.83K) | $106.34(+56.77%) | 2026-09-30 | |
| TEAM | ATLASSIAN CORPORATION | 7.96% | 106.3K | $19.1M | +0.22%(+235) | $180.93(+18.69%) | 2026-09-30 | |
| ALLW | SSGA ACTIVE TR | 7.44% | 623.9K | $17.8M | +8.04%(+46.44K) | $27.17(+6.31%) | 2026-09-30 | |
| IXUS | ISHARES TR | 3.8% | 95.8K | $9.1M | +1.71%(+1.61K) | $66.80(+39.59%) | 2026-09-30 | |
| AFRM | AFFIRM HLDGS INC | 3.62% | 125.2K | $8.7M | +0.01%(+12) | $64.94(+12.10%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.69% | 8.9K | $6.4M | +10.67%(+855) | $396.99(+77.70%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 2.64% | 74.3K | $6.3M | -0.05%(-37) | $59.47(+40.05%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 2.45% | 27.2K | $5.9M | +3.82%(+1.00K) | $147.27(+50.89%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 2.39% | 63.6K | $5.7M | +3.70%(+2.27K) | $41.71(+112.94%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.29% | -5.14% | -23.18% |
| Top 20 Holdings Unweighted | +25.01% | +95.36% | +8.33% | +49.22% |
Catalyst Private Wealth LLC reports $239.47M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.4%), ITOT (12.2%) and TEAM (8.0%). The top 20 holdings account for 74.62% of reported assets. Its disclosed equity book has returned +42.29% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Catalyst Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831193). View Catalyst Private Wealth LLC’s 13F filings on SEC