13F Filings History of CATALYST FINANCIAL PARTNERS LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$896,660,364
Signature - Title
Daniel Ronan - Chief Compliance Officer and Managing Director
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by CATALYST FINANCIAL PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CATALYST FINANCIAL PARTNERS LLC reported 324 stock holdings with total value $896,660,364 as of Q4 2025. Top holdings included STT, IVV, IEFA, AAPL, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 324 $896,660,364 +$68,119,189 -$27,386,293 +$40,732,896 STT, IVV, IEFA, AAPL, IJH 13F-HR 04 Feb 2026, 17:20
Q3 2025 316 $829,087,534 +$33,213,371 -$196,986,335 -$163,772,964 IVV, STT, IEFA, IJR, IJH 13F-HR 10 Nov 2025, 17:52
Q2 2025 302 $916,099,242 +$340,735,475 -$14,566,191 +$326,169,284 STT, IVV, IEFA, IJR, IJH 13F-HR 14 Aug 2025, 15:17
Q1 2025 286 $543,347,325 +$35,187,472 -$6,398,699 +$28,788,773 IVV, IEFA, IJR, IJH, AAPL 13F-HR 01 May 2025, 18:03
Q4 2024 273 $531,941,267 +$36,436,087 -$12,955,572 +$23,480,515 IVV, IEFA, IJR, IJH, AAPL 13F-HR 29 Jan 2025, 18:36
Q3 2024 273 $511,216,320 +$38,406,789 -$6,334,719 +$32,072,070 IVV, IEFA, IJR, IJH, AAPL 13F-HR 25 Oct 2024, 17:50
Q2 2024 245 $455,120,347 +$61,300,180 -$11,711,973 +$49,588,207 IVV, IEFA, IJR, IJH, AAPL 13F-HR 25 Jul 2024, 15:18
Q1 2024 226 $388,656,595 +$47,529,266 -$10,220,720 +$37,308,546 IVV, IEFA, IJH, IJR, AAPL 13F-HR 22 Apr 2024, 18:10
Q4 2023 215 $354,150,886 +$28,728,407 -$14,499,294 +$14,229,113 IVV, IEFA, IJR, IJH, AAPL 13F-HR 06 Feb 2024, 21:47
Q3 2023 206 $309,953,322 +$43,880,638 -$3,876,296 +$40,004,342 IVV, IEFA, IJH, AAPL, IJR 13F-HR 26 Oct 2023, 14:05
Q2 2023 199 $280,581,453 +$41,788,017 -$7,839,529 +$33,948,488 IVV, IEFA, IJH, AAPL, IVE 13F-HR 02 Aug 2023, 16:37
Q1 2023 181 $233,555,095 +$35,896,195 -$7,605,353 +$28,290,842 IVV, IEFA, IVE, IJH, AAPL 13F-HR 11 Apr 2023, 15:36
Q4 2022 161 $194,528,292 $0 $0 $0 IVV, IEFA, IJH, IVE, IJR 13F-HR 19 Jan 2023, 12:47