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
$71.5B
$415 Million 0.05% of portfolio
530
Q3 2025 Added 4.54%
$24.1B
$424 Million 0.05% of portfolio
10,000
Q1 2024 New
$81.8B
$374 Million 0.05% of portfolio
3,398
Q3 2025 Added 2.53%
$79.5B
$408 Million 0.05% of portfolio
3,165
Q3 2025 Reduced 3.65%
$64.5B
$398 Million 0.05% of portfolio
1,229
Q3 2025 Reduced 1.36%
Brookfield Corp
-
$407 Million 0.05% of portfolio
-
Q1 2025 Reduced 0.52%
$0
$443 Million 0.05% of portfolio
7,693
Q3 2025 Added 40.54%
$45.6B
$452 Million 0.05% of portfolio
10,051
Q3 2025 Added 0.98%
$0
$394 Million 0.05% of portfolio
2,025
Q3 2025 Reduced 7.45%
$82.8B
$300 Million 0.04% of portfolio
1,041
Q3 2025 Reduced 6.05%
$99.5B
$329 Million 0.04% of portfolio
7,300
Q3 2025 Reduced 8.21%
Bondbloxx ETF Trust
-
$366 Million 0.04% of portfolio
-
Q3 2025 Reduced 41.06%
$59.8B
$291 Million 0.04% of portfolio
1,550
Q3 2025 Added 2.24%
$74.3B
$307 Million 0.04% of portfolio
1,530
Q3 2025 Added 7.37%
$86.1B
$334 Million 0.04% of portfolio
965
Q3 2025 Added 2.01%
$1.46T
$291 Million 0.04% of portfolio
1,041
Q3 2025 Reduced 12.0%
$0
$370 Million 0.04% of portfolio
4,725
Q3 2025 Added 3.75%
$0
$324 Million 0.04% of portfolio
5,475
Q3 2025 Added 21.24%
$98.6B
$365 Million 0.04% of portfolio
3,849
Q3 2025 Added 2.83%
$55.6B
$307 Million 0.04% of portfolio
2,097
Q3 2025 Reduced 4.38%
$26.1B
$349 Million 0.04% of portfolio
2,205
Q3 2025 Added 5.15%
$72.3B
$310 Million 0.04% of portfolio
2,779
Q3 2025 Reduced 0.18%
$72.9B
$318 Million 0.04% of portfolio
1,226
Q3 2025 Added 2.94%
$89.7B
$369 Million 0.04% of portfolio
1,830
Q3 2025 Reduced 3.53%
$0
$350 Million 0.04% of portfolio
469
Q2 2025 New
$91.4B
$366 Million 0.04% of portfolio
2,356
Q3 2025 Added 1.99%
$0
$335 Million 0.04% of portfolio
6,007
Q2 2025 Added 44.57%
$67.6B
$355 Million 0.04% of portfolio
7,351
Q3 2025 Added 5.35%
$57.4B
$290 Million 0.04% of portfolio
7,400
Q3 2025 Added 6.0%
$103B
$370 Million 0.04% of portfolio
4,906
Q3 2025 Added 2.19%
$69.1B
$335 Million 0.04% of portfolio
3,978
Q3 2025 Added 6.19%
$53.1B
$325 Million 0.04% of portfolio
1,023
Q3 2025 Added 3.75%
Ishares Bitcoin Trust ETF
-
$305 Million 0.04% of portfolio
-
Q3 2025 Added 13.15%
$67.3B
$343 Million 0.04% of portfolio
1,229
Q3 2025 Added 0.33%
$22B
$364 Million 0.04% of portfolio
6,687
Q3 2025 Reduced 0.22%
$54.4B
$309 Million 0.04% of portfolio
998
Q3 2025 Added 0.4%
$163B
$290 Million 0.04% of portfolio
404
Q3 2025 New
$84B
$349 Million 0.04% of portfolio
1,815
Q3 2025 Reduced 10.15%
$37.3B
$273 Million 0.03% of portfolio
889
Q3 2025 Added 0.57%
$6.93B
$218 Million 0.03% of portfolio
2,914
Q3 2025 Reduced 2.08%
$55.9B
$214 Million 0.03% of portfolio
10,941
Q3 2025 Added 6.22%
$0
$256 Million 0.03% of portfolio
5,821
Q2 2025 Added 25.45%
$34.9B
$215 Million 0.03% of portfolio
622
Q3 2025 New
$6.15B
$250 Million 0.03% of portfolio
4,402
Q3 2025 Added 1.85%
$57.9B
$234 Million 0.03% of portfolio
1,092
Q3 2025 Added 3.12%
$73.2B
$236 Million 0.03% of portfolio
55
Q1 2025 New
$47.7B
$284 Million 0.03% of portfolio
569
Q3 2025 Reduced 12.6%
$59.5B
$214 Million 0.03% of portfolio
4,672
Q3 2025 New
$12.2B
$240 Million 0.03% of portfolio
1,109
Q3 2025 Added 1.0%

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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