AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Catalyst Private Wealth, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025, with the total portfolio value surging by 162.6% from $87.20M to $228.96M. This dramatic increase suggests substantial capital inflows rather than mere market appreciation, as the growth far exceeds typical broad market returns for a single quarter. The portfolio consists of 77 holdings, reflecting a balanced approach bet...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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