13F Insight
DOSSIER · 13F-HR · Q1 2026

CATALYST FINANCIAL PARTNERS LLC

$847M in tracked AUM across 370 positions as of Q1 2026.

CF
CIK 0001927537 · last filed Mar 31, 2026
Total AUM
$847M
as of Q1 2026
Holdings
370
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CATALYST FINANCIAL PARTNERS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$131M201K15.5%02
IEFA
ISHARES TR
$73M806K8.6%03
AAPL
APPLE INC
$31M123K3.7%04
STT
STATE STR CORP
$29M227K3.4%05
IJH
ISHARES TR
$28M415K3.3%06
NVDA
NVIDIA CORPORATION
$28M160K3.3%07
AGG
ISHARES TR
$27M274K3.2%08
IJR
ISHARES TR
$27M216K3.2%09
HTRB
HARTFORD FDS EXCHANGE TRADED
$24M711K2.8%10
MSFT
MICROSOFT CORP
$19M51K2.2%

Filing history

2026Q1Mar 31
$847M▼ 5.6%
370 positionsView →2025Q4Dec 31
$897M▲ 8.2%
324 positionsView →2025Q3Sep 30
$829M▼ 9.5%
316 positionsView →2025Q2Jun 30
$916M▲ 68.6%
302 positionsLocked2025Q1Mar 31
$543M▲ 2.1%
286 positionsLocked2024Q4Dec 31
$532M▲ 4.1%
273 positionsLocked2024Q3Sep 30
$511M▲ 12.3%
273 positionsLocked2024Q2Jun 30
$455M▲ 17.1%
245 positionsLocked2024Q1Mar 31
$389M▲ 9.7%
226 positionsLocked2023Q4Dec 31
$354M▲ 14.3%
215 positionsLocked2023Q3Sep 30
$310M▲ 10.5%
206 positionsLocked2023Q2Jun 30
$281M▲ 20.1%
199 positionsLocked
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