StockDriftsStockDriftsTop 50 Catalyst Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.47% | 194.8K | $145.9M | -3.15%(-6.34K) | $474.71(+64.08%) | 2026-06-30 | |
| IEFA | ISHARES TR | 8.28% | 864.3K | $83.5M | +7.18%(+57.91K) | $72.65(+39.46%) | 2026-06-30 | |
| STT | STATE STR CORP | 3.82% | 227.2K | $38.5M | +0.04%(+101) | $97.71(+99.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.72% | 129.7K | $37.5M | +5.55%(+6.82K) | $178.26(+71.31%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.23% | 422.7K | $32.6M | +1.87%(+7.77K) | $51.86(+51.47%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.23% | 162.6K | $32.5M | +1.76%(+2.81K) | $77.11(+193.18%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.04% | 206.8K | $30.7M | -4.16%(-8.97K) | $100.51(+49.19%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.92% | 297.7K | $29.5M | +8.66%(+23.74K) | $98.17(-0.78%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.55% | 310.4K | $25.7M | +17.69%(+46.65K) | $56.34(+46.67%) | 2026-06-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.51% | 750.4K | $25.3M | +5.48%(+38.99K) | $33.91(-1.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.85% | +59.53% | — | — | +77.11% |
| Top 20 Holdings Unweighted | +17.24% | +61.15% | — | — | +77.68% |
Catalyst Financial Partners LLC reports $1.01B in US-listed equity holdings across 416 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.5%), IEFA (8.3%) and STT (3.8%). The top 20 holdings account for 61.73% of reported assets. Its disclosed equity book has returned +59.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Catalyst Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1927537). View Catalyst Financial Partners LLC’s 13F filings on SEC