Catalyst Financial Partners
$1.1B 13F equity value
455 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Catalyst Financial Partners covers the quarter ended September 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 | 201,342 | $154M | 14.4% |
| IEFA | ISHARES TR | 935,592 | $91M | 8.5% |
| AAPL | APPLE INC | 135,088 | $45M | 4.2% |
| NVDA | NVIDIA CORPORATION | 174,685 | $40M | 3.7% |
| STT | STATE STR CORP | 227,297 | $40M | 3.7% |
| IJH | ISHARES TR | 416,744 | $30M | 2.8% |
| AGG | ISHARES TR | 313,477 | $30M | 2.8% |
| MSFT | MICROSOFT CORP | 57,240 | $29M | 2.8% |
| IJR | ISHARES TR | 204,251 | $28M | 2.6% |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 849,605 | $27M | 2.6% |
Track Catalyst Financial Partners's 13F portfolio: $1.1B in reported holdings, 455 positions. Top holdings and quarterly changes on SentiSense.
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