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CIK: 0001927537
Total reported value
$1.0B
$1.0B
286 檔
20.6%
At the close of Q1 2025, Catalyst Financial Partners LLC disclosed equity holdings valued at approximately $1.0B, spread across 286 reported holdings.
During Q1 2025, Catalyst Financial Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.29% | -1.04% | +2.60% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.25% | -0.34% | +4.87% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.95% | -0.13% | +2.11% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.58% | -0.08% | +3.86% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.08% | +0.04% | +0.72% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.61% | -0.29% | +4.85% | |
| 7 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.23% | -0.32% | +90.97% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | -0.25% | +2.90% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | -0.06% | +1.76% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.31% | -0.06% | +15.07% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.03% | -0.12% | +8.69% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.88% | +0.38% | -10.45% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.09% | +10.53% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.02% | +0.47% | |
| 15 | UFPT | Ufp Technologies Inc | Stock-Other | 0.98% | +0.10% | +0.01% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.08% | +2.44% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.10% | +2.60% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.04% | +4.86% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.02% | +4.15% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.20% | +5.98% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.11% | -1.36% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.13% | +1.99% | |
| 23 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.74% | -0.02% | -0.07% | |
| 24 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.74% | +0.09% | +28.12% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.09% | +7.88% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.29% | +3.63% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.06% | -0.33% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.02% | +4.72% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.54% | +0.02% | +6.90% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.04% | +3.93% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.05% | -5.13% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.03% | -6.21% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.10% | +4.60% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.02% | +1.07% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.15% | +2.15% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.10% | +1.68% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | +0.06% | +12.06% | |
| 38 | ORI | Old Republic Intl CORP | Stock-Financials | 0.37% | — | +0.22% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.12% | +7.91% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.02% | +7.00% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.32% | -0.02% | — | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.31% | +0.03% | +4.57% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.04% | +4.32% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.11% | +1.82% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.28% | -0.05% | +2.22% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.26% | -0.10% | +1.84% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.01% | +4.47% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.18% | +4.83% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.12% | +2.68% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.25% | -0.06% | +1.11% |
According to official SEC Form 13F filings, Catalyst Financial Partners LLC reported a total U.S. public equity portfolio value of $1.0B across 286 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJR) accounted for 20.6% of total reported equity market value during Q1 2025.
During Q1 2025, Catalyst Financial Partners LLC's top holdings by market value included IVV (17.3%)、IEFA (7.3%)、IJR (5.0%). The largest single position, IVV, represented 17.3% of total portfolio value.
In Q1 2025, Catalyst Financial Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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