Long-term investor
Catalyst Financial Partners LLC @catalystfinancialpartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927537).
Record
- Tracked since 2025-06-30 (441 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +11.2% · 6 months n/a · 1 year +21.3% · all +21.3%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 14.5% · long · since 2025-06-30
- IEFA · 8.3% · long · since 2025-06-30
- STT · 3.8% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- IJH · 3.2% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- IJR · 3.0% · long · since 2025-06-30
- AGG · 2.9% · long · since 2025-06-30
- IEMG · 2.6% · long · since 2025-06-30
- HTRB · 2.5% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30