CIK 1927537
CATALYST FINANCIAL PARTNERS LLC
Institutional 13F holdings & portfolio
Holdings
324
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 324
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STT | STATE STR CORP | 1.0M | $1M+ | SH |
| IVV | ISHARES TR | 191K | $1M+ | SH |
| IEFA | ISHARES TR | 737K | $1M+ | SH |
| AAPL | APPLE INC | 113K | $1M+ | SH |
| IJH | ISHARES TR | 434K | $1M+ | SH |
| IJR | ISHARES TR | 234K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 143K | $1M+ | SH |
| AGG | ISHARES TR | 251K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 48K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 656K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 27K | $1M+ | SH |
| IEMG | ISHARES INC | 244K | $1M+ | SH |
| AMZN | AMAZON COM INC | 59K | $1M+ | SH |
| GOOGL | ALPHABET INC | 36K | $1M+ | SH |
| GOOG | ALPHABET INC | 35K | $1M+ | SH |
| SMMD | ISHARES TR | 128K | $1M+ | SH |
| AVGO | BROADCOM INC | 26K | $1M+ | SH |
| MUB | ISHARES TR | 81K | $1M+ | SH |
| META | META PLATFORMS INC | 11K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 22K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| UFPT | UFP TECHNOLOGIES INC | 26K | $1M+ | SH |
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| ACWI | ISHARES TR | 39K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 11K | $1M+ | SH |
| EFA | ISHARES TR | 54K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 24K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 34K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 106K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| V | VISA INC | 10K | $1M+ | SH |
| RLY | SSGA ACTIVE ETF TR | 112K | $1M+ | SH |
| WMT | WALMART INC | 31K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 66K | $1M+ | SH |
| ABBV | ABBVIE INC | 14K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 28K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 19K | $1M+ | SH |
| IWR | ISHARES TR | 28K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 15K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 41K | $1M+ | SH |
| NFLX | NETFLIX INC | 24K | $1M+ | SH |
| RTX | RTX CORPORATION | 12K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 28K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| ACWX | ISHARES TR | 31K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |