CATALYST FINANCIAL PARTNERS LLC
CATALYST FINANCIAL PARTNERS LLC reported 416 positions worth $1.01B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IVV (14.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $145.9M | 14.47% | 194,787 | — | — | |
| ▸ 2 | IEFA | SH | $83.5M | 8.28% | 864,303 | — | — | |
| ▸ 3 | STT | SH | $38.5M | 3.82% | 227,190 | — | — | |
| ▸ 4 | AAPL | SH | $37.5M | 3.72% | 129,671 | — | — | |
| ▸ 5 | IJH | SH | $32.6M | 3.23% | 422,669 | — | — | |
| ▸ 6 | NVDA | SH | $32.5M | 3.23% | 162,620 | — | — | |
| ▸ 7 | IJR | SH | $30.7M | 3.04% | 206,827 | — | — | |
| ▸ 8 | AGG | SH | $29.5M | 2.92% | 297,735 | — | — | |
| ▸ 9 | IEMG | SH | $25.7M | 2.55% | 310,449 | — | — | |
| ▸ 10 | HTRB | SH | $25.3M | 2.51% | 750,389 | — | — |
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Frequently Asked Questions
What stocks does CATALYST FINANCIAL PARTNERS LLC hold as of Q2 2026?
CATALYST FINANCIAL PARTNERS LLC reported 416 positions worth $1.01B in its Q2 2026 13F filing. Largest positions: IVV (14.5%), IEFA (8.3%), STT (3.8%), AAPL (3.7%) and IJH (3.2%).
What did CATALYST FINANCIAL PARTNERS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CATALYST FINANCIAL PARTNERS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.