§ 13F · FUND PROFILE
CATALYST FINANCIAL PARTNERS LLC.
AUM · $1.0B (13F)Positions · 416Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 195K | $146M | 14.5% | −3% |
| 2 | IEFA | ISHARES TR | 864K | $83M | 8.3% | +7% |
| 3 | STT | STATE STR CORP | 227K | $39M | 3.8% | ±0% |
| 4 | AAPL | APPLE INC | 130K | $38M | 3.7% | +6% |
| 5 | IJH | ISHARES TR | 423K | $33M | 3.2% | +2% |
| 6 | NVDA | NVIDIA CORPORATION | 163K | $33M | 3.2% | +2% |
| 7 | IJR | ISHARES TR | 207K | $31M | 3.0% | −4% |
| 8 | AGG | ISHARES TR | 298K | $29M | 2.9% | +9% |
| 9 | IEMG | ISHARES INC | 310K | $26M | 2.6% | +18% |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | 750K | $25M | 2.5% | +5% |
§ 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 $1.0 billion in assets. The fund runs a broad portfolio of 416 positions.
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