Notify me when CATALYST PRIVATE WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 80 | $227,795,794 | +$16,902,552 | -$16,215,650 | +$686,902 | TEAM, IVV, ITOT, ALLW, AFRM | 13F-HR | 07 Oct 2025, 14:27 |
| Q2 2025 | 79 | $224,756,680 | +$15,705,652 | -$15,707,608 | -$1,956 | TEAM, IVV, ITOT, IXUS, AFRM | 13F-HR | 09 Jul 2025, 16:15 |
| Q1 2025 | 78 | $205,303,342 | +$15,372,231 | -$20,268,524 | -$4,896,293 | TEAM, ITOT, IVV, IXUS, DASH | 13F-HR | 08 Apr 2025, 15:19 |
| Q4 2024 | 84 | $224,599,315 | +$6,538,929 | -$14,782,673 | -$8,243,744 | TEAM, ITOT, IVV, AFRM, DASH | 13F-HR | 13 Jan 2025, 15:24 |
| Q3 2024 | 82 | $203,942,485 | +$9,800,452 | -$4,561,060 | +$5,239,392 | TEAM, ITOT, IVV, DASH, AFRM | 13F-HR | 30 Oct 2024, 17:24 |
| Q2 2024 | 80 | $189,038,150 | +$15,357,888 | -$10,855,603 | +$4,502,285 | TEAM, ITOT, IVV, DASH, DFAE | 13F-HR | 24 Jul 2024, 14:03 |
| Q1 2024 | 75 | $190,928,666 | +$17,854,647 | -$39,694,994 | -$21,840,347 | TEAM, IVV, ITOT, DASH, AFRM | 13F-HR | 11 Apr 2024, 13:50 |
| Q4 2023 | 78 | $212,927,701 | +$28,944,787 | -$16,754,087 | +$12,190,700 | TEAM, KRTX, IVV, ITOT, DASH | 13F-HR | 08 Jan 2024, 13:58 |
| Q3 2023 | 73 | $169,126,416 | +$12,531,771 | -$7,826,184 | +$4,705,587 | TEAM, ITOT, IVV, DASH, VTEB | 13F-HR | 24 Oct 2023, 14:37 |
| Q2 2023 | 71 | $159,505,647 | +$14,243,478 | -$11,662,788 | +$2,580,690 | TEAM, ITOT, DASH, IVV, VXUS | 13F-HR | 18 Jul 2023, 16:41 |
| Q1 2023 | 73 | $144,676,575 | +$3,773,149 | -$2,509,552 | +$1,263,597 | TEAM, ITOT, DASH, DFAU, IVV | 13F-HR | 20 Apr 2023, 17:16 |
| Q4 2022 | 72 | $123,015,650 | +$54,089,990 | -$61,870,764 | -$7,780,774 | TEAM, ITOT, DASH, DFAU, KRTX | 13F-HR | 23 Jan 2023, 12:39 |
| Q3 2022 | 69 | $131,970,000 | +$6,359,948 | -$16,953,199 | -$10,593,251 | TEAM, ITOT, DASH, VTV, AFRM | 13F-HR | 12 Oct 2022, 17:02 |
| Q2 2022 | 73 | $141,272,000 | +$11,606,536 | -$11,361,263 | +$245,273 | TEAM, ITOT, DASH, PLTR, MUB | 13F-HR | 22 Jul 2022, 14:29 |
| Q1 2022 | 78 | $199,944,000 | +$22,619,634 | -$12,067,672 | +$10,551,962 | TEAM, DASH, ITOT, AFRM, PLTR | 13F-HR | 18 Apr 2022, 14:51 |
| Q4 2021 | 81 | $232,182,000 | +$27,047,671 | -$13,875,941 | +$13,171,730 | TEAM, DASH, AFRM, ITOT, PLTR | 13F-HR | 18 Jan 2022, 13:16 |
| Q3 2021 | 70 | $233,314,000 | +$19,323,946 | -$4,764,422 | +$14,559,524 | TEAM, PLTR, AFRM, ITOT, DASH | Restatement | 22 Oct 2021, 10:29 |
| Q2 2021 | 69 | $180,735,000 | +$28,023,172 | -$7,377,671 | +$20,645,501 | TEAM, PLTR, AFRM, ITOT, LYFT | 13F-HR | 19 Jul 2021, 16:18 |
| Q1 2021 | 62 | $142,316,000 | +$32,847,359 | -$3,059,728 | +$29,787,631 | TEAM, PLTR, LYFT, ITOT, SPLG | 13F-HR | 13 May 2021, 15:10 |
| Q4 2020 | 56 | $113,944,000 | +$5,609,067 | -$16,131,679 | -$10,522,612 | TEAM, LYFT, ITOT, SPLG, IXUS | 13F-HR | 05 Mar 2021, 16:11 |
| Q3 2020 | 293 | $102,916,000 | $0 | $0 | $0 | TEAM, ITOT, LYFT, SPLG, VUG | 13F-HR | 19 Nov 2020, 16:30 |