CATALYST PRIVATE WEALTH, LLC
All 13F Filings
- Location
- San Mateo, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 228,960
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 77 | 228,960 | 13F-HR | CATALYST PRIVATE WEALTH, LLC |
| Q3 2025 | 10/7/2025 | 80 | 227,796 | 13F-HR | CATALYST PRIVATE WEALTH, LLC |
| Q2 2025 | 7/9/2025 | 79 | 224,757 | 13F-HR | CATALYST PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.7 K | 71.5% | 216 | 0 | 216 |
| ETFs | 65.24 K | 28.5% | 948 | 0 | 948 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
228,960
Holdings
77
QoQ value change ($000)
1,164
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.