Long-term investor
Catalyst Private Wealth, LLC @catalystprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001831193).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -5.3% · all -5.3%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 13.9% · long · since 2025-06-30
- ITOT · 13.4% · long · since 2025-06-30
- ALLW · 8.2% · long · since 2025-09-30
- AFRM · 4.9% · long · since 2025-06-30
- IXUS · 4.3% · long · since 2025-06-30
- TEAM · 4.0% · long · since 2025-06-30
- DASH · 3.1% · long · since 2025-06-30
- VXUS · 3.1% · long · since 2025-06-30
- VTV · 2.8% · long · since 2025-06-30
- SPY · 2.6% · long · since 2025-06-30
- VUG · 2.6% · long · since 2025-06-30
- META · 2.2% · long · since 2025-06-30