account_balance
Investment manager · 13F filer · SEC CIK 1927537
Catalyst Financial Partners LLC
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Reported value$1.07Bas of Sep 30, 2026
Positions426 39 new, 29 sold out
Top 10 weight48.1%IVV alone is 14%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
14.4%Added +3%
IEFAiShares Tr
8.5%Added +8%
AAPLApple Inc.
4.2%Added +4%
NVDANVIDIA Corp
3.7%Added +7%
STTState Street Corp
3.7%
IJHiShares Tr
2.8%
AGGiShares Tr
2.8%Added +5%
MSFTMicrosoft Corp
2.8%Added +8%
IJRiShares Tr
2.6%
HTRBHartford FDS Exchange Traded
2.6%+13%
IEMGiShares Inc
2.5%Added +6%
AMZNAmazon.com Inc
1.8%+9%
IVViShares Tr
14.4%Added +3%
IEFAiShares Tr
8.5%+8%
AAPLApple Inc.
4.2%
NVDANVIDIA Corp
3.7%
STTState Street Corp
3.7%
IJH2.8%
AGG2.8%
MSFT2.8%IJR2.6%
HTRB
IEMG
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 14.4% Added +3%
IEFA iShares Tr 8.5% Added +8%
AAPL Apple Inc. 4.2% Added +4%NVDA NVIDIA Corp 3.7% Added +7%STT State Street Corp 3.7% HeldIJH iShares Tr 2.8% Held
AGG iShares Tr 2.8% Added +5%
MSFT Microsoft Corp 2.8% Added +8%IJR iShares Tr 2.6% Held
HTRB Hartford FDS Exchange Traded 2.6% Added +13%
IEMG iShares Inc 2.5% Added +6%
AMZN Amazon.com Inc 1.8% Added +9%What changed
Biggest moves since Jun 30, 2026
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