Catalyst Financial Partners LLC Portfolio Holdings

Catalyst Financial Partners LLC

  • $829 Billion
  • Q3 2025

Catalyst Financial Partners LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $829 Billion distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $122B, State Street Corp with a value of $121B, Ishares Tr with a value of $56.5B, Ishares Core S&P Sm Cap ETF with a value of $29.6B, and Ishares Core S&P Mid Cap ETF with a value of $29B.

Examining the 13F form we can see an decrease of $87B in the current position value, from $916B to 829B.

Catalyst Financial Partners LLC is based out at Boston, MA

Below you can find more details about Catalyst Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $829 Billion
ETFs: $376 Billion
Financial Services: $159 Billion
Technology: $112 Billion
Industrials: $42.4 Billion
Healthcare: $32 Billion
Communication Services: $30.8 Billion
Consumer Cyclical: $28.6 Billion
Consumer Defensive: $19.9 Billion
Other: $20.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$122 Billion 14.66% of portfolio
181,648
Q3 2025 Added 2.57%
$42.9B
$121 Billion 14.59% of portfolio
1,042,958
Q3 2025 Reduced 60.55%
$0
$56.5 Billion 6.82% of portfolio
647,676
Q3 2025 Added 16.45%
$0
$29.6 Billion 3.56% of portfolio
248,691
Q3 2025 Reduced 5.76%
$0
$29 Billion 3.5% of portfolio
445,011
Q3 2025 Added 0.87%
$4.3T
$26.1 Billion 3.14% of portfolio
102,392
Q3 2025 Added 1.01%
$465B
$25.8 Billion 3.11% of portfolio
138,019
Q3 2025 Added 10.63%
$3.78T
$23.4 Billion 2.83% of portfolio
45,227
Q3 2025 Added 2.83%
$0
$22.7 Billion 2.74% of portfolio
226,482
Q3 2025 Reduced 2.93%
$0
$20.9 Billion 2.52% of portfolio
610,053
Q3 2025 Added 8.18%
$0
$18 Billion 2.17% of portfolio
26,972
Q3 2025 Added 0.44%
$185M
$16.8 Billion 2.03% of portfolio
2,176,865
Q2 2025 New
$0
$14.6 Billion 1.76% of portfolio
221,613
Q3 2025 Added 5.93%
$2.39T
$12.1 Billion 1.46% of portfolio
55,020
Q3 2025 Added 2.58%
$1.74T
$8.44 Billion 1.02% of portfolio
34,647
Q3 2025 Added 1.58%
$139B
$8.15 Billion 0.98% of portfolio
24,692
Q3 2025 Added 4.65%
$0
$7.87 Billion 0.95% of portfolio
73,916
Q3 2025 Reduced 19.53%
$1.37T
$7.17 Billion 0.87% of portfolio
9,769
Q3 2025 Added 2.52%
$0
$7.02 Billion 0.85% of portfolio
95,148
Q3 2025 Added 7.9%
$881B
$6.45 Billion 0.78% of portfolio
20,463
Q3 2025 Reduced 0.36%
$1.75B
$5.28 Billion 0.64% of portfolio
26,462
Q3 2025 Added 0.01%
$1.29T
$5.31 Billion 0.64% of portfolio
11,934
Q3 2025 Added 9.68%
$662B
$5.26 Billion 0.63% of portfolio
10,454
Q3 2025 Added 0.79%
$0
$4.97 Billion 0.6% of portfolio
53,219
Q3 2025 Reduced 0.06%
$522B
$4.06 Billion 0.49% of portfolio
21,887
Q3 2025 Added 2.3%
$971B
$3.94 Billion 0.48% of portfolio
5,166
Q3 2025 Added 0.82%
$346B
$3.99 Billion 0.48% of portfolio
25,975
Q3 2025 Reduced 0.99%
$35.1B
$3.53 Billion 0.43% of portfolio
28,428
Q3 2025 Reduced 0.34%
$0
$3.52 Billion 0.42% of portfolio
10,718
Q3 2025 Reduced 0.2%
$0
$3.39 Billion 0.41% of portfolio
67,748
Q3 2025 Added 47.91%
$490B
$3.32 Billion 0.4% of portfolio
29,477
Q3 2025 Added 1.14%
$533B
$3.22 Billion 0.39% of portfolio
9,426
Q3 2025 Added 1.49%
$414B
$3.11 Billion 0.38% of portfolio
13,448
Q3 2025 Added 2.03%
$49.1B
$2.78 Billion 0.34% of portfolio
2,317
Q3 2025 Added 1.09%
$279B
$2.75 Billion 0.33% of portfolio
26,714
Q3 2025 Added 2.8%
$0
$2.62 Billion 0.32% of portfolio
27,182
Q3 2025 Added 1.27%
$404B
$2.38 Billion 0.29% of portfolio
2,576
Q3 2025 Added 3.0%
$237B
$2.38 Billion 0.29% of portfolio
14,663
Q3 2025 Added 2.15%
$291B
$2.24 Billion 0.27% of portfolio
4,691
Q3 2025 Added 1.19%
$512B
$2.1 Billion 0.25% of portfolio
3,700
Q3 2025 Added 4.14%
$593B
$2.11 Billion 0.25% of portfolio
7,497
Q3 2025 Added 3.62%
$367B
$2.03 Billion 0.24% of portfolio
4,999
Q3 2025 Added 2.65%
$0
$2.02 Billion 0.24% of portfolio
31,000
Q4 2024 Reduced 10.81%
$328B
$1.88 Billion 0.23% of portfolio
6,251
Q3 2025 Added 2.96%
$413B
$1.81 Billion 0.22% of portfolio
35,013
Q3 2025 Added 1.38%
$258B
$1.85 Billion 0.22% of portfolio
11,081
Q3 2025 Added 2.6%
$303B
$1.82 Billion 0.22% of portfolio
11,714
Q3 2025 Added 43.17%
$300B
$1.79 Billion 0.22% of portfolio
5,181
Q3 2025 Added 26.55%
$0
$1.77 Billion 0.21% of portfolio
51,816
Q3 2025 Added 23.09%

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $829 Billion
  • Prior Value $916 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 200 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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