CATALYST FINANCIAL PARTNERS LLC

Est. AUM

$846.9M

13F long equity, this entity only

Positions

370

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$131.4M	201127	15.51%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$73.0M	806398	8.62%	SOLE
3	APPLE INC	COM	$31.2M	122851	3.68%	SOLE
4	STATE STR CORP	COM	$28.7M	227089	3.39%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$28.0M	414897	3.31%	SOLE
6	NVIDIA CORPORATION	COM	$27.9M	159811	3.29%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$27.2M	273998	3.21%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$26.8M	215794	3.17%	SOLE
9	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$24.0M	711398	2.83%	SOLE
10	MICROSOFT CORP	COM	$18.8M	50894	2.22%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$18.4M	263795	2.17%	SOLE
12	AMAZON COM INC	COM	$13.6M	65479	1.61%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.3M	20422	1.57%	SOLE
14	ISHARES TR	RUSEL 2500 ETF	$12.5M	164192	1.48%	SOLE
15	ALPHABET INC	CAP STK CL A	$11.9M	41533	1.41%	SOLE
16	ALPHABET INC	CAP STK CL C	$10.3M	36030	1.22%	SOLE
17	BROADCOM INC	COM	$9.2M	29813	1.09%	SOLE
18	ISHARES TR	MSCI ACWI ETF	$9.2M	66551	1.09%	SOLE
19	ISHARES TR	NATIONAL MUN ETF	$9.0M	84626	1.06%	SOLE
20	META PLATFORMS INC	CL A	$7.0M	12280	0.83%	SOLE
21	JPMORGAN CHASE & CO	COM	$6.7M	22670	0.79%	SOLE
22	EXXON MOBIL CORP	COM	$6.7M	39284	0.79%	SOLE
23	JOHNSON & JOHNSON	COM	$6.3M	25620	0.74%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.7M	11811	0.67%	SOLE
25	ELI LILLY & CO	COM	$5.4M	5868	0.64%	SOLE
26	ISHARES TR	MSCI EAFE ETF	$5.3M	54099	0.62%	SOLE
27	SSGA ACTIVE ETF TR	STATE STREET MUL	$5.2M	142473	0.61%	SOLE
28	UFP TECHNOLOGIES INC	COM	$5.1M	26458	0.60%	SOLE
29	TESLA INC	COM	$5.0M	13540	0.59%	SOLE
30	WALMART INC	COM	$4.4M	35548	0.52%	SOLE
31	VISA INC	COM CL A	$3.9M	13051	0.47%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12129	0.46%	SOLE
33	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$3.9M	115406	0.45%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$3.6M	3630	0.43%	SOLE
35	CATERPILLAR INC	COM	$3.6M	5039	0.42%	SOLE
36	ABBVIE INC	COM	$3.6M	16332	0.42%	SOLE
37	CHEVRON CORPORATION	COM	$3.3M	16187	0.40%	SOLE
38	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	66795	0.39%	SOLE
39	ISHARES TR	RUS MID CAP ETF	$2.9M	30327	0.35%	SOLE
40	NETFLIX INC.	COM	$2.9M	30358	0.34%	SOLE
41	PROCTER & GAMBLE CO	COM	$2.9M	20077	0.34%	SOLE
42	ISHARES TR	MSCI ACWI EX US	$2.8M	40374	0.33%	SOLE
43	KIMBERLY-CLARK CORP	COM	$2.8M	28588	0.33%	SOLE
44	APPLIED MATLS INC	COM	$2.6M	7623	0.31%	SOLE
45	PHILIP MORRIS INTL INC	COM	$2.5M	15297	0.30%	SOLE
46	CISCO SYS INC	COM	$2.5M	32410	0.30%	SOLE
47	RTX CORPORATION	COM	$2.5M	12909	0.29%	SOLE
48	MICRON TECHNOLOGY INC	COM	$2.4M	7206	0.29%	SOLE
49	MERCK & CO INC	COM	$2.3M	19218	0.27%	SOLE
50	BANK AMERICA CORP	COM	$2.2M	45280	0.26%	SOLE

1–50 of 370

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.