Catalyst Private Wealth, LLC Reduced Holdings in Q3 2025

Catalyst Private Wealth, LLC

  • $172 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-37.8K
- 27.58%
$76.35 - $82.58 $2.89M - $3.12M
99.3K $8.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
-30.9K
- 52.03%
$54.21 - $57.41 $1.67M - $1.77M
28.4K $1.62M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-21.5K
- 20.72%
$68.24 - $73.73 $1.47M - $1.59M
82.4K $6.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.1K
- 47.89%
$85.01 - $90.35 $688K - $731K
8.81K $787K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-10.9K
- 64.5%
$49.05 - $50.22 $535K - $547K
6K $299K
SNOW
Snowflake Inc.

Technology
-856
- 26.89%
$191.73 - $241.0 $164K - $206K
2.33K $524K
META
Meta Platforms, Inc.

Communication Services
-175
- 1.83%
$695.21 - $791.73 $122K - $139K
9.38K $6.88M
DFAU
Dimensional ETF Tr

ETFs
-9.61K
- 11.32%
$42.42 - $45.96 $408K - $442K
75.3K $3.45M
IEF
Ishares Barclays

ETFs
-1.06K
- 27.48%
$93.91 - $97.26 $99.5K - $103K
2.8K $269K
INTU
Intuit Inc

Technology
-11
- 1.28%
$646.03 - $807.39 $7.11K - $8.88K
849 $579K
FRSH
Freshworks Inc.

Technology
-2.56K
- 14.43%
$11.77 - $15.36 $30.1K - $39.3K
15.2K $178K
LYFT
Lyft, Inc.

Technology
-13.3K
- 36.52%
$13.41 - $22.93 $179K - $306K
23.2K $509K
ASAN
Asana, Inc.

Technology
-3K
- 6.99%
$12.8 - $15.35 $38.5K - $46.1K
40K $534K
RBLX
Roblox Corp

Communication Services
-557
- 25.49%
$100.65 - $141.56 $56.1K - $78.8K
1.63K $225K
IEMG
Ishares Inc

ETFs
-23
- 0.35%
N/A
6.55K $351K
AFRM
Affirm Holdings, Inc.

Technology
-7.33K
- 5.39%
$64.05 - $92.18 $470K - $676K
129K $9.41M
Arista Networks Inc
-120
- 5.09%
N/A
2.24K $0
UBER
Uber Technologies, Inc

Technology
-254
- 3.23%
$86.91 - $99.57 $22.1K - $25.3K
7.6K $744K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-588
- 6.95%
$148.97 - $165.88 $87.6K - $97.5K
7.87K $1.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-21
- 1.37%
$420.11 - $472.68 $8.82K - $9.93K
1.51K $694K
OPEN
Opendoor Technologies Inc.

Real Estate
-15.2K
- 50.81%
$0.56 - $10.52 $8.54K - $160K
14.8K $117K
GOOG
Alphabet Inc.

Communication Services
-1.3K
- 19.8%
$175.16 - $255.24 $228K - $332K
5.27K $1.28M
VUG
Vanguard Growth ETF

ETFs
-744
- 6.29%
$433.97 - $484.08 $323K - $360K
11.1K $5.32M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-11.4K
- 6.55%
$135.0 - $146.02 $1.53M - $1.66M
162K $23.6M
DASH
Door Dash, Inc.

Communication Services
-2.37K
- 6.54%
$234.5 - $272.5 $556K - $647K
33.9K $9.22M
PLTR
Palantir Technologies Inc.

Technology
-1.49K
- 7.25%
$130.68 - $186.97 $195K - $279K
19.1K $3.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.38K
- 3.07%
$620.67 - $670.08 $859K - $927K
43.7K $29.2M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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