CATALYST FINANCIAL PARTNERS LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,008,318
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 416 | 1,008,318 | 13F-HR | CATALYST FINANCIAL PARTNERS LLC |
| Q1 2026 | 5/11/2026 | 370 | 846,871 | 13F-HR | CATALYST FINANCIAL PARTNERS LLC |
| Q4 2025 | 2/4/2026 | 324 | 896,660 | 13F-HR | CATALYST FINANCIAL PARTNERS LLC |
| Q3 2025 | 11/12/2025 | 316 | 829,088 | 13F-HR | CATALYST FINANCIAL PARTNERS LLC |
| Q2 2025 | 8/14/2025 | 302 | 916,099 | 13F-HR | CATALYST FINANCIAL PARTNERS LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 514.1 K | 51.0% | 97.25 K | 0 | 97.25 K |
| ETFs | 494.2 K | 49.0% | 64.2 K | 0 | 64.2 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,008,318
Holdings
416
QoQ value change ($000)
161,447
(19.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.