CATALYST FINANCIAL PARTNERS LLC - Portfolio overview

CATALYST FINANCIAL PARTNERS LLC has 401 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.07%
2. IEFA - ISHARES TR, 8.37%
3. AAPL - APPLE INC, 3.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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