13F Insight
DOSSIER · 13F-HR · Q2 2026

CATALYST FINANCIAL PARTNERS LLC

$1.0B in tracked AUM across 416 positions as of Q2 2026.

CF
CIK 0001927537 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
416
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CATALYST FINANCIAL PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$146M195K14.5%02
IEFA
ISHARES TR
$83M864K8.3%03
STT
STATE STR CORP
$39M227K3.8%04
AAPL
APPLE INC
$38M130K3.7%05
IJH
ISHARES TR
$33M423K3.2%06
NVDA
NVIDIA CORPORATION
$33M163K3.2%07
IJR
ISHARES TR
$31M207K3.0%08
AGG
ISHARES TR
$29M298K2.9%09
IEMG
ISHARES INC
$26M310K2.6%10
HTRB
HARTFORD FDS EXCHANGE TRADED
$25M750K2.5%

Filing history

2026Q2Jun 30
$1.0B▲ 19.1%
416 positionsView →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 positionsLocked
Showing 12 of 15