Catalyst Financial Partners LLC
Annual return
—
SPY
—
Alpha
—
Invested
$1.7B
Holdings
369
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
15.6%
02
$IEFA
ISHARES TR
Q1 2026: New position (2.6k shares)
8.7%
03
$AAPL
APPLE INC
Q1 2026: New position (3.8k shares)
3.7%
04
$STT
STATE STR CORP
Q1 2026: New position (8.5k shares)
3.4%
05
$IJH
ISHARES TR
Q1 2026: New position (19.0k shares)
3.3%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (185.8k shares)
3.3%
07
$AGG
ISHARES TR
Held since at least Q1 2024
3.2%
08
$IJR
ISHARES TR
Q1 2026: New position (6.0k shares)
3.2%
09
$HTRB
HARTFORD FDS EXCHANGE TRADED
Held since at least Q1 2024
2.9%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (142.7k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 10:33 UTC.