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.
