Catalyst Financial Partners
$1.0B 13F equity value
436 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Catalyst Financial Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 194,787 | $146M | 14.5% |
| IEFA | ISHARES TR | 864,303 | $83M | 8.3% |
| STT | STATE STR CORP | 227,190 | $39M | 3.8% |
| AAPL | APPLE INC | 129,671 | $38M | 3.7% |
| IJH | ISHARES TR | 422,669 | $33M | 3.2% |
| NVDA | NVIDIA CORPORATION | 162,620 | $33M | 3.2% |
| IJR | ISHARES TR | 206,827 | $31M | 3.0% |
| AGG | ISHARES TR | 297,735 | $29M | 2.9% |
| IEMG | ISHARES INC | 310,449 | $26M | 2.6% |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 750,389 | $25M | 2.5% |
Track Catalyst Financial Partners's 13F portfolio: $1.0B in reported holdings, 436 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}