CATALYST FINANCIAL PARTNERS LLC - Portfolio Stock Holdings
CATALYST FINANCIAL PARTNERS LLC disclosed 434 stock positions in a recent SEC 13F filing. $1,007,393,003 of stock holdings were filed, with the largest holdings including IVV, IEFA, and STT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,722,297,612 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
434Est. Stock Holding Value:
$1,007,393,003Top Stock Holdings By Sector
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Portfolio Stock Holdings - CATALYST FINANCIAL PARTNERS LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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