Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CATALYST FINANCIAL PARTNERS LLC (CIK 1927537) reported $846.9M across 370 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($131.4M, 15.51%), IEFA ($73.0M, 8.62%), AAPL ($31.2M, 3.68%), STT ($28.7M, 3.39%), IJH ($28.0M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $131.4M | 15.51% | 201,127 | Added |
| 2 | IEFA | ISHARES TR | $73.0M | 8.62% | 806,398 | Added |
| 3 | AAPL | APPLE INC | $31.2M | 3.68% | 122,851 | Added |
| 4 | STT | STATE STR CORP | $28.7M | 3.39% | 227,089 | Trimmed |
| 5 | IJH | ISHARES TR | $28.0M | 3.31% | 414,897 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $27.9M | 3.29% | 159,811 | Added |
| 7 | AGG | ISHARES TR | $27.2M | 3.21% | 273,998 | Added |
| 8 | IJR | ISHARES TR | $26.8M | 3.17% | 215,794 | Trimmed |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | $24.0M | 2.83% | 711,398 | Added |
| 10 | MSFT | MICROSOFT CORP | $18.8M | 2.22% | 50,894 | Added |
| 11 | IEMG | ISHARES INC | $18.4M | 2.17% | 263,795 | Added |
| 12 | AMZN | AMAZON COM INC | $13.6M | 1.61% | 65,479 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $13.3M | 1.57% | 20,422 | Trimmed |
| 14 | SMMD | ISHARES TR | $12.5M | 1.48% | 164,192 | Added |
| 15 | GOOGL | ALPHABET INC | $11.9M | 1.41% | 41,533 | Added |
| 16 | GOOG | ALPHABET INC | $10.3M | 1.22% | 36,030 | Added |
| 17 | ACWI | ISHARES TR | $9.2M | 1.09% | 66,551 | Added |
| 18 | AVGO | BROADCOM INC | $9.2M | 1.09% | 29,813 | Added |
| 19 | MUB | ISHARES TR | $9.0M | 1.06% | 84,626 | Added |
| 20 | META | META PLATFORMS INC | $7.0M | 0.83% | 12,280 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $6.7M | 0.79% | 22,670 | Added |
| 22 | XOM | EXXON MOBIL CORP | $6.7M | 0.79% | 39,284 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $6.3M | 0.74% | 25,620 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.7M | 0.67% | 11,811 | Added |
| 25 | LLY | ELI LILLY & CO | $5.4M | 0.64% | 5,868 | Added |
Source: SEC Form 13F filings · as of 2026-03-31