CATALYST FINANCIAL PARTNERS LLC
•CIK: 1927537•Filing: Q4 2025
**CATALYST FINANCIAL PARTNERS LLC** manages $897M across a diversified portfolio of 324 positions. The fund exhibits significant concentration in core assets, notably allocating $134.6M to STT and $130.7M to IVV. Further notable holdings include $65.9M in IEFA, alongside substantial positions in technology and fixed income names such as AAPL ($30.6M), MSFT ($23.1M), and AGG ($25.1M). This structure suggests a tactical, large-cap growth and multi-asset approach.
Total AUM
$896.7M
QoQ Performance
+8.2%
Positions
286
Top 10 Concentration
59.9%
Latest Filing
Q4 2025
Top Holdings Allocation
STT
IVV
IEFA
STT15.0%
IVV14.6%
IEFA7.4%
AAPL3.4%
IJH3.2%
IJR3.1%
NVDA3.0%
AGG2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.3%
ETF17.4%
Technology15.7%
Consumer3.7%
Financial3.1%
Healthcare2.9%
Industrial1.2%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
—
PERFORMANT HEALTHCARE INC
SOLD
$16.8M
+113 more exited positions
Changes from Q3 2025
NEW2 new positions
↑142 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022