Catalyst Financial Partners LLC Portfolio Holdings

Catalyst Financial Partners LLC

  • $916 Billion
  • Q2 2025

Catalyst Financial Partners LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $916 Billion distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: State Street Corp with a value of $281B, Ishares Core S&P 500 ETF with a value of $110B, Ishares Tr with a value of $46.4B, Ishares Core S&P Sm Cap ETF with a value of $28.8B, and Ishares Core S&P Mid Cap ETF with a value of $27.4B.

Examining the 13F form we can see an increase of $373B in the current position value, from $543B to 916B.

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 $916 Billion
ETFs: $345 Billion
Financial Services: $317 Billion
Technology: $95.7 Billion
Industrials: $32.1 Billion
Healthcare: $30.7 Billion
Communication Services: $26 Billion
Consumer Cyclical: $25.2 Billion
Consumer Defensive: $20.4 Billion
Other: $18.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.9B
$281 Billion 30.68% of portfolio
2,643,421
Q2 2025 New
$0
$110 Billion 12.0% of portfolio
177,090
Q2 2025 Added 5.95%
$0
$46.4 Billion 5.07% of portfolio
556,200
Q2 2025 Added 6.78%
$0
$28.8 Billion 3.15% of portfolio
263,882
Q2 2025 Added 2.62%
$0
$27.4 Billion 2.99% of portfolio
441,160
Q2 2025 Added 3.4%
$0
$23.1 Billion 2.53% of portfolio
233,324
Q2 2025 Added 17.65%
$3.95T
$21.9 Billion 2.39% of portfolio
43,981
Q2 2025 Added 4.65%
$3.69T
$20.8 Billion 2.27% of portfolio
101,370
Q2 2025 Added 1.67%
$456B
$19.7 Billion 2.15% of portfolio
124,753
Q2 2025 Added 5.0%
$0
$19.1 Billion 2.08% of portfolio
563,908
Q2 2025 Added 8.71%
$0
$16.6 Billion 1.81% of portfolio
26,854
Q2 2025 Added 19.94%
$0
$12.6 Billion 1.37% of portfolio
209,215
Q2 2025 Added 10.43%
$2.26T
$11.8 Billion 1.28% of portfolio
53,638
Q2 2025 Added 7.47%
$0
$9.6 Billion 1.05% of portfolio
91,853
Q2 2025 Reduced 11.99%
$185M
$8.71 Billion 0.95% of portfolio
2,176,865
Q2 2025 New
$1.78T
$7.03 Billion 0.77% of portfolio
9,529
Q2 2025 Added 8.19%
$1.66B
$6.46 Billion 0.71% of portfolio
26,460
Q2 2025 Added 0.01%
$1.24T
$6.05 Billion 0.66% of portfolio
34,109
Q2 2025 Added 3.8%
$0
$5.98 Billion 0.65% of portfolio
88,183
Q2 2025 Added 37.19%
$859B
$5.95 Billion 0.65% of portfolio
20,536
Q2 2025 Added 2.32%
$1.21T
$5.59 Billion 0.61% of portfolio
31,695
Q2 2025 Added 2.62%
$621B
$5.04 Billion 0.55% of portfolio
10,372
Q2 2025 Added 5.7%
$0
$4.76 Billion 0.52% of portfolio
53,249
Q2 2025 Added 32.3%
$368B
$4.18 Billion 0.46% of portfolio
26,234
Q2 2025 Reduced 17.67%
$608B
$3.99 Billion 0.44% of portfolio
5,124
Q2 2025 Added 1.89%
$45.1B
$3.68 Billion 0.4% of portfolio
28,526
Q2 2025 Added 0.49%
$1.08T
$3.46 Billion 0.38% of portfolio
10,881
Q2 2025 Added 12.97%
$0
$3.26 Billion 0.36% of portfolio
10,740
Q2 2025 Added 13.69%
$452B
$3.27 Billion 0.36% of portfolio
21,394
Q2 2025 Reduced 24.01%
$551B
$3.3 Billion 0.36% of portfolio
9,288
Q2 2025 Added 1.91%
$442B
$3.14 Billion 0.34% of portfolio
29,144
Q2 2025 Reduced 3.71%
$545B
$3.07 Billion 0.34% of portfolio
2,292
Q2 2025 Added 15.82%
$261B
$2.61 Billion 0.29% of portfolio
14,354
Q2 2025 Added 0.26%
$281B
$2.54 Billion 0.28% of portfolio
25,987
Q2 2025 Added 8.75%
$0
$2.47 Billion 0.27% of portfolio
26,842
Q2 2025 Reduced 21.46%
$439B
$2.48 Billion 0.27% of portfolio
2,501
Q2 2025 Added 14.72%
$351B
$2.45 Billion 0.27% of portfolio
13,181
Q2 2025 Reduced 1.16%
$0
$2.25 Billion 0.25% of portfolio
45,802
Q2 2025 Added 522.23%
$548B
$2 Billion 0.22% of portfolio
3,553
Q2 2025 Reduced 2.98%
$0
$1.89 Billion 0.21% of portfolio
31,000
Q4 2024 Reduced 10.81%
$218B
$1.8 Billion 0.2% of portfolio
4,636
Q2 2025 Reduced 2.38%
$405B
$1.79 Billion 0.19% of portfolio
4,870
Q2 2025 Added 1.52%
$293B
$1.65 Billion 0.18% of portfolio
23,827
Q2 2025 Added 8.9%
$381B
$1.63 Billion 0.18% of portfolio
34,536
Q2 2025 Added 3.95%
$306B
$1.68 Billion 0.18% of portfolio
23,696
Q2 2025 Added 5.04%
$14.4B
$1.6 Billion 0.18% of portfolio
20,109
Q2 2025 New
$145B
$1.57 Billion 0.17% of portfolio
4,403
Q2 2025 Added 2.95%
$173B
$1.59 Billion 0.17% of portfolio
9,958
Q2 2025 Reduced 10.46%
$684B
$1.58 Billion 0.17% of portfolio
7,235
Q2 2025 Added 6.33%

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $916 Billion
  • Prior Value $543 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 184 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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