Chief Compliance Officer

0001831193-20-000001.txt : 20201119 0001831193-20-000001.hdr.sgml : 20201119 20201119163028 ACCESSION NUMBER: 0001831193-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201119 DATE AS OF CHANGE: 20201119 EFFECTIVENESS DATE: 20201119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CATALYST PRIVATE WEALTH, LLC CENTRAL INDEX KEY: 0001831193 IRS NUMBER: 823391858 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20411 FILM NUMBER: 201329173 BUSINESS ADDRESS: STREET 1: 101 MONTGOMERY ST STREET 2: SUITE 850 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 971-371-3450 MAIL ADDRESS: STREET 1: 101 MONTGOMERY ST STREET 2: SUITE 850 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001831193 XXXXXXXX 09-30-2020 09-30-2020 CATALYST PRIVATE WEALTH, LLC

101 MONTGOMERY ST SUITE 850 SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-20411 N Stacy Sizemore Chief Compliance Officer 971.371.3450 Stacy Sizemore Portland OR 11-19-2020 0 313 102972 false INFORMATION TABLE 2 CatalystQ32020.xml ING GROEP N.V. 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VANECK VECTORS ETF TR BDC INCOME ETF 92189F411 5 423 SH SOLE 0 0 423 DBX ETF TR XTKR MSCI ACWI 233051192 313 11360 SH SOLE 0 0 11360 CROWDSTRIKE HLDGS INC CL A 22788C105 2 14 SH SOLE 0 0 14 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 21 377 SH SOLE 0 0 377 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 33 1500 SH SOLE 0 0 1500 WABTEC COM 929740108 0 1 SH SOLE 0 0 1 MORGAN STANLEY COM NEW 617446448 15 314 SH SOLE 0 0 314 UNITY SOFTWARE INC COM 91332U101 6 70 SH SOLE 0 0 70 DBX ETF TR XTRACK FTSE US 233051515 135 5000 SH SOLE 0 0 5000 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2 26 SH SOLE 0 0 26 MEDTRONIC PLC SHS G5960L103 31 300 SH SOLE 0 0 300 ISHARES TR MSCI USA ESG SLC 464288802 3 23 SH SOLE 0 0 23 RESIDEO TECHNOLOGIES INC COM 76118Y104 0 29 SH SOLE 0 0 29 ISHARES TR GLOBAL 100 ETF 464287572 171 3045 SH SOLE 0 0 3045 OTIS WORLDWIDE CORP COM 68902V107 6 102 SH SOLE 0 0 102 DELL TECHNOLOGIES INC CL C 24703L202 14 200 SH SOLE 0 0 200 SPDR SER TR PORTFOLI S&P1500 78464A805 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