Daniel Ronan

Catalyst Financial Partners Llc

Assets Managed

$846.871M

Holdings

370

Last Quarter

2026 - Q1

Filed Date

5d ago

Growth Rate

-5.55%(2Q avg: 1.3%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Catalyst Financial Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 370 positions.

Assets under management

The assets under management (AUM) of Catalyst Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 846.871M in assets, with a quarterly growth rate of -5.55% and a 2-quarter average growth rate of 1.3%. The portfolio is managed by Daniel Ronan, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 5.45%	15.52%	$131.378M 201,127 shares@ $653.21 avg price	Increased 5.45%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 9.42%	8.63%	$73.003M 806,398 shares@ $90.54 avg price	Increased 9.42%
AAPL Apple Inc Recent Activity Increased 9.04%	3.69%	$31.178M 122,851 shares@ $253.79 avg price	Increased 9.04%
STT State Street Corp Recent Activity Decreased -78.22%	3.4%	$28.74M 227,089 shares@ $126.57 avg price	Decreased -78.22%
IJH Ishares Core S&p Midcap Etf Recent Activity Decreased -4.36%	3.31%	$28.018M 414,897 shares@ $67.53 avg price	Decreased -4.36%
NVDA Nvidia Corp Recent Activity Increased 11.89%	3.3%	$27.871M 159,811 shares@ $174.41 avg price	Increased 11.89%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 8.97%	3.22%	$27.2M 273,998 shares@ $99.28 avg price	Increased 8.97%
IJR Ishares Core S&p Small-cap E Recent Activity Decreased -7.72%	3.17%	$26.825M 215,794 shares@ $124.32 avg price	Decreased -7.72%
HTRB Hartford Ttl Rtrn Bnd Etf Recent Activity Increased 8.41%	2.84%	$24.003M 711,398 shares@ $33.74 avg price	Increased 8.41%
MSFT Microsoft Corp Recent Activity Increased 6.61%	2.23%	$18.839M 50,894 shares@ $370.18 avg price	Increased 6.61%

1-10 of 370