CATALYST FINANCIAL PARTNERS LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q4 2025
Holdings value ($000)
896,660
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
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 635.2 K 70.8% 47.79 K 0 47.79 K
ETFs 261.3 K 29.1% 19.57 K 0 19.57 K
Other 212 0.0% 212 0 212
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/4/2026
Total value ($000)
896,660
Holdings
324
QoQ value change ($000)
67,572 (8.2%)
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.