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MICHELLE ELDRIDGE

Catalyst Private Wealth, Llc

Assets Managed
$184.618M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-19.36%(2Q avg: -9.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Catalyst Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Catalyst Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 184.618M in assets, with a quarterly growth rate of -19.36% and a 2-quarter average growth rate of -9.42%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.78%
15.28%
$28.192M
43,158 shares@ $653.22 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 5.45%
13.03%
$24.042M
168,802 shares@ $142.43 avg price
ALLW
Spdr Bridgewater All Weather
Recent Activity
Increased 0.44%
8.96%
$16.526M
572,811 shares@ $28.85 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 0.42%
4.68%
$8.627M
99,570 shares@ $86.64 avg price
TEAM
Atlassian Corp-cl A
Recent Activity
Decreased -55.76%
3.93%
$7.247M
106,180 shares@ $68.25 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -1.04%
3.36%
$6.196M
80,348 shares@ $77.12 avg price
AFRM
Affirm Holdings Inc
Recent Activity
Decreased -1.04%
3.1%
$5.723M
124,897 shares@ $45.83 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.58%
2.87%
$5.281M
26,915 shares@ $196.2 avg price
DASH
Doordash Inc - A
Recent Activity
Increased 1.13%
2.81%
$5.179M
34,492 shares@ $150.16 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.38%
2.55%
$4.707M
7,237 shares@ $650.35 avg price

1-10 of 76