§ 13F · FUND PROFILE
CATALYST FINANCIAL PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $829M (13F)Positions · 316Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 201K | $131M | 15.5% | +5% |
| 2 | IEFA | ISHARES TR | 806K | $73M | 8.6% | +9% |
| 3 | AAPL | APPLE INC | 123K | $31M | 3.7% | +9% |
| 4 | STT | STATE STR CORP | 227K | $29M | 3.4% | −78% |
| 5 | IJH | ISHARES TR | 415K | $28M | 3.3% | −4% |
| 6 | NVDA | NVIDIA CORPORATION | 160K | $28M | 3.3% | +12% |
| 7 | AGG | ISHARES TR | 274K | $27M | 3.2% | +9% |
| 8 | IJR | ISHARES TR | 216K | $27M | 3.2% | −8% |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | 711K | $24M | 2.8% | +8% |
| 10 | MSFT | MICROSOFT CORP | 51K | $19M | 2.2% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CATALYST SIGNAL
AC read
CATALYST FINANCIAL PARTNERS LLC is a Other fund managing $829 million in assets. The fund runs a broad portfolio of 316 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed