Catalyst Financial Partners LLC ETF holdings
Boston, MA
Reported $499.9M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$499.9M
ETFs held
71
Change from prior quarter
+15.1%
With price moves
ETFs as a share of its 13F
49.6%
of $1.0B
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $145.9M | 194,787 | −6,340 shares |
| IEFA | iShares Core MSCI EAFE ETF | $83.5M | 864,303 | +57,905 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $32.6M | 422,669 | +7,772 shares |
| IJR | iShares Core S&P Small-Cap ETF | $30.7M | 206,827 | −8,967 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $29.5M | 297,735 | +23,737 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $25.7M | 310,449 | +46,654 shares |
| HTRB | Hartford Total Return Bond ETF | $25.3M | 750,389 | +38,991 shares |
| SMMD | iShares Russell 2500 ETF | $15.8M | 172,778 | +8,586 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $15.2M | 20,371 | −51 shares |
| ACWI | iShares MSCI ACWI ETF | $12.9M | 82,074 | +15,523 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001927537. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Catalyst Financial Partners LLC own?
Catalyst Financial Partners LLC reported 71 ETF positions worth $499.9M in its Form 13F for June 30, 2026. The largest was IVV, at $145.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.