CATALYST FINANCIAL PARTNERS LLC
CIK 1927537
13F filing for Q2 2026・No. 2,573
- Holdings
- US$1.01B
- Quarter change
- +US$161.45M
- Entries
- 416
- Net bought (estimate)
- +US$44.28M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 66
- Sold out 20
- Cut 128
- Added 202
- Corporate actions 2
- Unchanged 20
Largest holdings
416 stocks worth US$1.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 194,787 | US$145.87M | 14.47% |
| ISHARES TRCORE MSCI EAFE | Added | 864,303 | US$83.47M | 8.28% |
| STTSTATE STR CORPCOM | Added | 227,190 | US$38.53M | 3.82% |
| AAPLAppleCOM | Added | 129,671 | US$37.52M | 3.72% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 422,669 | US$32.59M | 3.23% |
| NVDANvidiaCOM | Added | 162,620 | US$32.54M | 3.23% |
| ISHARES TRCORE S&P SCP ETF | Cut | 206,827 | US$30.67M | 3.04% |
| ISHARES TRCORE US AGGBD ET | Added | 297,735 | US$29.47M | 2.92% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 310,449 | US$25.72M | 2.55% |
| HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF | Added | 750,389 | US$25.31M | 2.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.