CATALYST PRIVATE WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
San Francisco, CA
CIK
0001831193
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 80 189,038 TEAM, ITOT, IVV, DASH 13F-HR 7/24/2024 000183119324000003
Q1 2024 75 190,928 TEAM, IVV, ITOT, DASH 13F-HR 4/11/2024 000183119324000002
Q4 2023 78 212,927 TEAM, KRTX, IVV, ITOT 13F-HR 1/8/2024 000183119324000001
Q3 2023 73 169,126 TEAM, ITOT, IVV, DASH 13F-HR 10/24/2023 000183119323000003
Q2 2023 71 159,505 TEAM, ITOT, DASH, IVV 13F-HR 7/18/2023 000183118723000004
Q1 2023 73 144,676 TEAM, ITOT, DASH, DFAU 13F-HR 4/20/2023 000183119323000002
Q4 2022 72 123,015 TEAM, ITOT, DASH, DFAU 13F-HR 1/23/2023 000183119323000001
Q3 2022 69 132,411 TEAM.MX, ITOT, DASH, VTV 13F-HR 10/12/2022 000183119322000005
Q2 2022 73 141,272 TEAM.MX, ITOT, DASH, PLTR 13F-HR 7/22/2022 000183119322000004
Q1 2022 78 199,944 TEAM.MX, DASH, ITOT, AFRM 13F-HR 4/18/2022 000183119322000003
Q4 2021 81 232,182 TEAM.MX, DASH, AFRM, ITOT 13F-HR 1/18/2022 000183119322000002
Q3 2021 70 233,314 TEAM.MX, PLTR, AFRM, ITOT RESTATEMENT 10/22/2021 000183119321000004
Q2 2021 69 180,735 TEAM.MX, PLTR, AFRM, ITOT 13F-HR 7/19/2021 000183118721000005
Q1 2021 62 142,316 TEAM.MX, PLTR, LYFT, ITOT 13F-HR 5/13/2021 000183119321000002
Q4 2020 57 114,063 TEAM.MX, LYFT, ITOT, SPLG 13F-HR 3/5/2021 000183119321000001
Q3 2020 312 102,972 TEAM.MX, ITOT, LYFT, SPLG 13F-HR 11/19/2020 000183119320000001
Additional filings from Catalyst Private Wealth, LLC that have since been restated