Catalyst Private Wealth, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$184.6M
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 58%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
15.3%
02
$ITOT
ISHARES TR
Held since at least Q1 2024
13.0%
03
$ALLW
SSGA ACTIVE TR
Held since at least Q1 2024
9.0%
04
$IXUS
ISHARES TR
Held since at least Q1 2024
4.7%
05
$TEAM
ATLASSIAN CORPORATION
Held since at least Q1 2024
3.9%
06
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
3.4%
07
$AFRM
AFFIRM HLDGS INC
Held since at least Q1 2024
3.1%
08
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
2.9%
09
$DASH
DOORDASH INC
Held since at least Q1 2024
2.8%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 15:06 UTC.