CATALYST FINANCIAL PARTNERS LLC: 13F holdings
CIK 19275372026Q2
| Positions | 416 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 194,787 | $145.9m | 14.5% |
| IEFA ISHARES TR | 864,303 | $83.5m | 8.3% |
| STT STATE STR CORP | 227,190 | $38.5m | 3.8% |
| AAPL APPLE INC | 129,671 | $37.5m | 3.7% |
| IJH ISHARES TR | 422,669 | $32.6m | 3.2% |
| NVDA NVIDIA CORPORATION | 162,620 | $32.5m | 3.2% |
| IJR ISHARES TR | 206,827 | $30.7m | 3.0% |
| AGG ISHARES TR | 297,735 | $29.5m | 2.9% |
| IEMG ISHARES INC | 310,449 | $25.7m | 2.6% |
| HTRB HARTFORD FDS EXCHANGE TRADED | 750,389 | $25.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1927537")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.