Managers / Q4 2024 · view latest →
CATALYST FINANCIAL PARTNERS LLC
CIK 0001927537 · ONE MARINA PARK DRIVE, 16TH FLOOR, BOSTON, MA, 02210 · 617-239-8101
Reported Value
$532M
Q4 2024
Positions
273
Filings on Record
14
2019–present window
Filed
Jan 30, 2025
original filing
Summary
Catalyst Financial Partners Llc reported $532M in U.S.-listed holdings across 273 positions for Q4 2024.
Its largest position, IVV, represents 18.0% of the portfolio.
Compared with Q3 2024, the fund opened 13 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $847M | 370 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $897M | 324 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $829M | 316 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $916M | 302 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $543M | 286 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $532M | 273 | Jan 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $511M | 273 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $455M | 245 | Jul 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $389M | 226 | Apr 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $354M | 215 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $310M | 206 | Oct 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $281M | 199 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $234M | 181 | Apr 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $194.5B | 161 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.