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
$187B
$1.66 Billion 0.2% of portfolio
9,956
Q3 2025 Reduced 0.02%
$319B
$1.66 Billion 0.2% of portfolio
24,196
Q3 2025 Added 1.55%
$140B
$1.63 Billion 0.2% of portfolio
4,350
Q3 2025 Reduced 1.2%
$0
$1.68 Billion 0.2% of portfolio
54,303
Q3 2025 Added 43.58%
$306B
$1.57 Billion 0.19% of portfolio
23,618
Q3 2025 Reduced 0.33%
$14.4B
$1.54 Billion 0.19% of portfolio
20,324
Q3 2025 Added 1.07%
$266B
$1.54 Billion 0.19% of portfolio
5,457
Q3 2025 Added 0.74%
$0
$1.56 Billion 0.19% of portfolio
28,848
Q3 2025 Added 0.49%
$0
$1.45 Billion 0.17% of portfolio
6,701
Q2 2025 Reduced 0.01%
$0
$1.4 Billion 0.17% of portfolio
23,303
Q3 2025 Added 1.34%
$342B
$1.45 Billion 0.17% of portfolio
7,927
Q3 2025 Added 10.62%
$0
$1.35 Billion 0.16% of portfolio
5,577
Q3 2025 Added 5.89%
$237B
$1.3 Billion 0.16% of portfolio
5,506
Q3 2025 Reduced 0.58%
$167B
$1.29 Billion 0.16% of portfolio
13,505
Q3 2025 Added 3.57%
$111B
$1.28 Billion 0.15% of portfolio
3,886
Q3 2025 Added 1.46%
$235B
$1.28 Billion 0.15% of portfolio
15,200
Q3 2025 Added 3.59%
$0
$1.24 Billion 0.15% of portfolio
12,681
Q3 2025 Added 61.66%
$228B
$1.22 Billion 0.15% of portfolio
9,145
Q3 2025 Added 2.5%
$265B
$1.28 Billion 0.15% of portfolio
1,613
Q3 2025 Added 1.51%
$132B
$1.26 Billion 0.15% of portfolio
5,089
Q3 2025 Added 3.96%
$388B
$1.19 Billion 0.14% of portfolio
7,350
Q3 2025 Added 4.64%
$140B
$1.19 Billion 0.14% of portfolio
4,742
Q3 2025 Added 3.72%
$197B
$1.15 Billion 0.14% of portfolio
5,614
Q3 2025 Added 0.34%
$224B
$1.17 Billion 0.14% of portfolio
3,863
Q3 2025 Added 4.12%
$169B
$1.17 Billion 0.14% of portfolio
1,270
Q3 2025 Added 1.03%
$270B
$1.19 Billion 0.14% of portfolio
7,491
Q3 2025 Added 2.8%
Linde PLC
-
$1.06 Billion 0.13% of portfolio
-
Q3 2025 Added 1.41%
Blackrock Inc
-
$1.09 Billion 0.13% of portfolio
-
Q3 2025 Added 5.74%
$84.4B
$1.08 Billion 0.13% of portfolio
5,513
Q3 2025 Reduced 0.47%
$0
$1.09 Billion 0.13% of portfolio
7,908
Q3 2025 Reduced 4.4%
$317B
$1.06 Billion 0.13% of portfolio
12,607
Q3 2025 Added 1.96%
$170B
$1.11 Billion 0.13% of portfolio
7,667
Q3 2025 Added 1.01%
$0
$1.02 Billion 0.12% of portfolio
13,735
Q1 2025 Added 1.1%
Ge Vernova Inc
-
$973 Million 0.12% of portfolio
-
Q3 2025 Added 2.39%
$143B
$1.01 Billion 0.12% of portfolio
30,162
Q3 2025 Added 4.54%
$0
$1.01 Billion 0.12% of portfolio
8,397
Q3 2025 Reduced 0.62%
$193B
$974 Million 0.12% of portfolio
2,178
Q3 2025 Reduced 2.9%
$96.9B
$982 Million 0.12% of portfolio
2,328
Q3 2025 Reduced 0.34%
$181B
$1.01 Billion 0.12% of portfolio
35,888
Q3 2025 Added 6.18%
$181B
$964 Million 0.12% of portfolio
9,839
Q3 2025 Added 7.6%
$12B
$940 Million 0.11% of portfolio
14,370
Q3 2025 Added 0.14%
$222B
$893 Million 0.11% of portfolio
1,842
Q3 2025 Added 5.8%
$168B
$924 Million 0.11% of portfolio
12,243
Q3 2025 Added 8.28%
$204B
$932 Million 0.11% of portfolio
6,634
Q3 2025 Added 19.3%
$86.7B
$944 Million 0.11% of portfolio
1,550
Q3 2025 Added 5.87%
$255B
$927 Million 0.11% of portfolio
2,792
Q3 2025 Added 3.33%
$0
$930 Million 0.11% of portfolio
3,657
Q3 2025 Reduced 0.87%
$268B
$936 Million 0.11% of portfolio
5,593
Q3 2025 Added 5.87%
$191B
$929 Million 0.11% of portfolio
172
Q2 2025 Added 1.78%

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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