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CIK: 0001927537
Total reported value
$1.0B
$1.0B
370 檔
29.0%
During the Q1 2026 filing period, Catalyst Financial Partners LLC (CIK: 0001927537) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 370 reported positions.
In Q1 2026, Catalyst Financial Partners LLC displayed an active expansion posture, initiating 68 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 370 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.51% | -1.04% | +5.44% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.62% | -0.34% | +9.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.04% | +9.04% | |
| 4 | STT | State Street CORP | Stock-Financials | 3.39% | +0.43% | -78.23% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.31% | -0.08% | -4.37% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | -0.06% | +11.88% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.21% | -0.29% | +8.96% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.17% | -0.13% | -7.73% | |
| 9 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.83% | -0.32% | +8.41% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.25% | +6.61% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.17% | +0.38% | +7.92% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.09% | +11.60% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.06% | -24.58% | |
| 14 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.48% | +0.09% | +28.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.20% | +15.38% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.10% | +2.48% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.09% | +14.47% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.09% | +0.19% | +70.70% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | -0.12% | +4.89% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.04% | +11.56% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.02% | +2.20% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.29% | +16.86% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.11% | +6.44% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.08% | +8.38% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.13% | +8.65% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.06% | — | |
| 27 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.61% | — | +27.29% | |
| 28 | UFPT | Ufp Technologies Inc | Stock-Other | 0.60% | +0.10% | -0.01% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.03% | +3.52% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.15% | +14.97% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.02% | +28.62% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.05% | +11.12% | |
| 33 | CGGO | Cap Group Global Growth | ETF-Other | 0.45% | +0.05% | +8.95% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.10% | +43.82% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.11% | +2.96% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.04% | +14.75% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.18% | +31.28% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.09% | +0.96% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.35% | +0.02% | +10.27% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.12% | +26.39% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.02% | +6.42% | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.33% | -0.02% | +30.24% | |
| 43 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.33% | -0.02% | +1.86% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +0.24% | +21.21% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | -0.02% | +2.60% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.12% | +16.34% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.29% | -0.05% | +6.29% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +0.59% | +17.19% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.27% | -0.01% | +9.25% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.01% | +10.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.3% | +9.41% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +5.44% | Add |
| 3 | ACWI | Ishares Msci Acwi ETF | +0.5% | +70.70% | Add |
| 4 | SMMD | Ishares Russell 2500 ETF | +0.4% | +28.02% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.4% | +8.96% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +16.86% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.92% | Add |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.3% | +8.41% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +11.88% | Add |
| 10 | AAPL | Apple Inc | +0.3% | +9.04% | Add |
| 11 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | +27.29% | Add |
| 12 | CVX | Chevron CORP | +0.2% | +31.28% | Add |
| 13 | COST | Costco Wholesale CORP | +0.2% | +43.82% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | +6.44% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +15.38% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +14.97% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | +21.21% | Add |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -4.37% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | +2.96% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | +22.69% | Add |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +30.24% | Add |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | +4.89% | Add |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +291.48% | Add |
| 24 | MU | Micron Technology Inc | +0.1% | +17.19% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +26.39% | Add |
| 26 | CME | Cme Group Inc | +0.1% | +105.01% | Add |
| 27 | AVGO | Broadcom Inc | +0.1% | +14.47% | Add |
| 28 | DUK | Duke Energy CORP | +0.1% | +73.80% | Add |
| 29 | COP | Conocophillips | +0.1% | +10.54% | Add |
| 30 | GD | General Dynamics CORP | +0.1% | +78.16% | Add |
| 31 | V | Visa Inc-class A Shares | +0.1% | +28.62% | Add |
| 32 | LRCX | Lam Research CORP | +0.1% | +22.79% | Add |
| 33 | PGR | Progressive CORP | +0.1% | +67.73% | Add |
| 34 | MRK | Merck & Co. Inc. | +0.1% | +9.25% | Add |
| 35 | LIN | Linde plc | +0.1% | +28.93% | Add |
| 36 | TJX | Tjx Companies Inc | +0.1% | +27.71% | Add |
| 37 | KO | Coca-cola Co/the | +0.1% | +15.07% | Add |
| 38 | KLAC | Kla CORP | +0.1% | +17.81% | Add |
| 39 | T | At&t Inc | +0.1% | +27.98% | Add |
| 40 | INTC | Intel CORP | +0.1% | +9.25% | Add |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +16.34% | Add |
| 42 | ABBV | Abbvie Inc | +0.1% | +14.75% | Add |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.38% | Add |
| 44 | FTNT | Fortinet Inc | +0.1% | +83.68% | Add |
| 45 | GLW | Corning Inc | +0.1% | -12.55% | Trim |
| 46 | VZ | Verizon Communications Inc | +0.1% | +11.40% | Add |
| 47 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +10.27% | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.12% | Add |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | -7.73% | Trim |
| 50 | FAST | Fastenal Co | 0% | +51.33% | Add |
According to official SEC Form 13F filings, Catalyst Financial Partners LLC reported a total U.S. public equity portfolio value of $1.0B across 370 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, AAPL) accounted for 29.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
ED
市值: $734.3K
Top Position Liquidated / Trimmed
XLG
前期市值: $451.4K
During Q1 2026, Catalyst Financial Partners LLC's top holdings by market value included IVV (15.5%)、IEFA (8.6%)、AAPL (3.7%). The largest single position, IVV, represented 15.5% of total portfolio value.
In Q1 2026, Catalyst Financial Partners LLC made 200 total portfolio adjustments, initiating 68 new buys, adding to 93 positions, trimming 17 holdings, and fully liquidating 22 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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