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Portfolio (Quarterly) Guide ↗

CATALYST PRIVATE WEALTH, LLC

· CIK 0001831193
13F Portfolio $207M AUM 82 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 18 Added 27 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 VBIL VANGUARD INSTL INDEX FD 4,556 $345K 0.19% SOLD
2 INTU INTUIT Technology 515 $223K 0.12% SOLD
3 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 14,757 $69K 0.04% SOLD
Sector Allocation
Technology 57.4%
Communication Services 18.5%
Financial Services 14.1%
Consumer Cyclical 3.9%
Healthcare 3.5%
Consumer Defensive 1.8%
Industrials 0.8%