Catalyst Financial Partners LLC Top Holdings and 13F Report (2026) About Catalyst Financial Partners LLCInvestment ActivityCatalyst Financial Partners LLC has $1.07 billion in total holdings as of September 30, 2026.Catalyst Financial Partners LLC owns shares of 426 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 7.40% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Catalyst Financial Partners LLC has purchased 416 new stocks and bought additional shares in 270 stocks.Catalyst Financial Partners LLC sold shares of 95 stocks and completely divested from 30 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $154,197,508iShares Core MSCI EAFE ETF $90,640,118Apple $44,987,116NVIDIA $39,894,475State Street $39,683,783 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $6,354,786 Holding00775Y645 - Strategas Macro Thematic Opportunities ETF $1,998,393 Holding00775Y363 - ADVISORS INNER CIRCLE FD III $1,061,223 Holding426281101 - Jack Henry & Associates $857,435 Holding888787108 - Toast $622,183 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 71,289 shares (about $6.91M)EXXONMOBIL HOLDINGS CORP 39,046 shares (about $6.35M)iShares Core S&P 500 ETF 6,555 shares (about $5.02M)Hartford Total Return Bond ETF 99,216 shares (about $3.18M)NVIDIA 12,065 shares (about $2.76M) Largest Sales this Quarter UFP Technologies 6,996 shares (about $2.08M)Johnson & Johnson 3,364 shares (about $890.59K)iShares Core S&P Mid-Cap ETF 5,925 shares (about $426.30K)iShares Core S&P Small-Cap ETF 2,576 shares (about $350.44K)Costco Wholesale 359 shares (about $326.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCatalyst Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$154,197,508$5,020,138 ▲3.4%201,34214.4%ETFIEFAiShares Core MSCI EAFE ETF$90,640,118$6,906,476 ▲8.2%935,5928.5%ETFAAPLApple$44,987,116$1,803,974 ▲4.2%135,0884.2%TechnologyNVDANVIDIA$39,894,475$2,755,399 ▲7.4%174,6853.7%TechnologySTTState Street$39,683,783$18,681 ▲0.0%227,2973.7%FinanceIJHiShares Core S&P Mid-Cap ETF$29,984,759$426,304 ▼-1.4%416,7442.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$29,636,114$1,488,249 ▲5.3%313,4772.8%ETFMSFTMicrosoft$29,358,335$2,055,186 ▲7.5%57,2402.8%TechnologyIJRiShares Core S&P Small-Cap ETF$27,786,305$350,439 ▼-1.2%204,2512.6%ETFHTRBHartford Total Return Bond ETF$27,229,848$3,179,874 ▲13.2%849,6052.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$26,706,034$1,509,982 ▲6.0%329,0542.5%ETFAMZNAmazon.com$19,471,571$1,556,689 ▲8.7%78,1521.8%Consumer DiscretionarySMMDiShares Russell 2500 ETF$16,731,811$1,955,842 ▲13.2%195,6481.6%ETFGOOGLAlphabet$16,565,043$950,693 ▲6.1%48,1431.6%Communication ServicesSPYSPDR S&P 500 ETF Trust$15,495,762$39,656 ▼-0.3%20,3191.5%ETFACWIiShares MSCI ACWI ETF$14,614,020$1,583,524 ▲12.2%92,0481.4%ETFGOOGAlphabet$13,596,748$801,412 ▲6.3%39,9041.3%Communication ServicesAVGOBroadcom$11,096,551$49,167 ▲0.4%31,5971.0%TechnologyMETAMeta Platforms$10,910,086$606,237 ▲5.9%15,0451.0%Communication ServicesMUBiShares National Muni Bond ETF$9,827,955$907,476 ▲10.2%97,2100.9%ETFMUMicron Technology$8,289,751$128,878 ▲1.6%7,7830.8%TechnologyJPMJPMorgan Chase & Co.$8,083,500$236,543 ▲3.0%24,4340.8%FinanceLLYEli Lilly and Company$7,607,836$145,793 ▲2.0%6,5750.7%HealthcareRLYSPDR SSgA Multi-Asset Real Return ETF$7,246,538$842,756 ▲13.2%200,2360.7%ETFAMDAdvanced Micro Devices$6,600,890$367,668 ▲5.9%10,7900.6%TechnologyBRK.BBerkshire Hathaway$6,482,811$555,712 ▲9.4%13,0190.6%FinanceEXXONMOBIL HOLDINGS CORP$6,354,786$6,354,786 ▲New Holding39,0460.6%COM SHSTSLATesla$5,814,626$1,086,783 ▲23.0%16,3880.5%Consumer DiscretionaryUFPTUFP Technologies$5,776,414$2,076,553 ▼-26.4%19,4610.5%HealthcareJNJJohnson & Johnson$5,692,712$890,587 ▼-13.5%21,5030.5%HealthcareEFAiShares MSCI EAFE ETF$5,617,7480.0%54,0740.5%ETFVTIVanguard Total Stock Market ETF$5,466,910$252,613 ▲4.8%14,6080.5%ETFVVisa$4,974,565$186,133 ▲3.9%13,8440.5%FinanceINTCIntel$4,798,533$93,419 ▲2.0%39,9110.4%TechnologyCGGOCapital Group Global Growth Equity ETF$4,754,783$60,664 ▲1.3%119,5270.4%ETFCATCaterpillar$4,201,514$107,024 ▲2.6%5,1820.4%IndustrialsABBVAbbVie$4,133,907$107,252 ▲2.7%15,8030.4%HealthcareAMATApplied Materials$3,916,148$13,807 ▲0.4%7,6580.4%TechnologyCSCOCisco Systems$3,752,559$110,645 ▼-2.9%34,8650.4%TechnologyWALMART INC$3,681,782$218,232 ▲6.3%35,4290.3%COMIWRiShares Russell Mid-Cap ETF$3,491,338$96,786 ▼-2.7%32,7180.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,329,397$227,162 ▲7.3%44,0280.3%ETFMAMastercard$3,311,577$320,404 ▲10.7%6,0050.3%FinancePGProcter & Gamble$3,156,934$33,996 ▼-1.1%21,7300.3%Consumer StaplesPMPhilip Morris International$3,021,534$23,281 ▲0.8%15,8340.3%Consumer StaplesMRKMerck & Co., Inc.$3,012,712$76,724 ▲2.6%20,7330.3%HealthcareCOSTCostco Wholesale$2,871,212$326,812 ▼-10.2%3,1540.3%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$2,817,2100.0%59,4850.3%ETFKIMBERLY-CLARK CORP$2,796,046$9,256 ▲0.3%28,6980.3%COMUNHUnitedHealth Group$2,775,859$13,215 ▲0.5%7,5620.3%HealthcareCVXChevron$2,701,267$53,911 ▼-2.0%13,2280.3%EnergyBACBank of America$2,631,578$27,269 ▲1.0%48,3480.2%FinancePANWPalo Alto Networks$2,610,724$44,499 ▲1.7%6,5710.2%TechnologyLAM RESEARCH CORP$2,591,962$93,626 ▲3.7%7,8900.2%COM NEWRTXRTX$2,470,259$122,715 ▲5.2%13,3060.2%IndustrialsNFLXNetflix$2,379,149$199,486 ▲9.2%34,1930.2%Communication ServicesKOCoca-Cola$2,361,347$86,080 ▲3.8%27,4320.2%Consumer StaplesGEGE Aerospace$2,338,674$38,723 ▲1.7%7,4890.2%IndustrialsFNDXSchwab Fundamental U.S. Large Company ETF$2,302,125$1,194,066 ▲107.8%73,1530.2%ETFGE VERNOVA INC$2,291,635$11,406 ▲0.5%2,4110.2%COMMGKVanguard Mega Cap Growth ETF$2,222,025$1,344,166 ▲153.1%23,9830.2%ETFVBVanguard Small-Cap ETF$2,079,906$856,030 ▲69.9%7,3110.2%ETFETNEaton$2,057,022$46,409 ▲2.3%4,7870.2%IndustrialsKLACKLA$2,021,229$42,885 ▲2.2%10,3690.2%TechnologySAMTStrategas Macro Thematic Opportunities ETF$1,998,393$1,998,393 ▲New Holding47,9460.2%ETFTXNTexas Instruments$1,994,521$840 ▲0.0%7,1210.2%TechnologyQCOMQualcomm$1,993,521$64,230 ▲3.3%10,8320.2%TechnologyPALANTIR TECHNOLOGIES INC$1,974,313$166,100 ▲9.2%10,5550.2%CL AFTNTFortinet$1,965,109$326,595 ▲19.9%10,9930.2%TechnologyCRWDCrowdStrike$1,963,386$1,535,550 ▲358.9%7,4160.2%TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$1,961,685$28,733 ▲1.5%19,7990.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,896,474$65,893 ▲3.6%31,9760.2%ETFIWMiShares Russell 2000 ETF$1,840,743$92,815 ▼-4.8%6,6240.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,825,506$85,794 ▲4.9%19,6820.2%ETFMPCMarathon Petroleum$1,769,679$3,955 ▲0.2%4,4750.2%EnergyIWXiShares Russell Top 200 Value ETF$1,754,342$1,040,316 ▲145.7%16,0170.2%ETFGSThe Goldman Sachs Group$1,751,200$167,467 ▲10.6%1,9450.2%FinanceAKAMAkamai Technologies$1,695,538$18,186 ▲1.1%15,9430.2%TechnologyVEAVanguard FTSE Developed Markets ETF$1,690,686$7,767 ▼-0.5%23,9440.2%ETFVVVanguard Large-Cap ETF$1,660,380$1,143,161 ▲221.0%4,7190.2%ETFVIGVanguard Dividend Appreciation ETF$1,655,568$9,332 ▲0.6%7,0960.2%ETFVOVanguard Mid-Cap ETF$1,608,316$744,127 ▲86.1%20,5090.2%ETFTMOThermo Fisher Scientific$1,574,655$41,172 ▲2.7%2,3330.1%HealthcareMSMorgan Stanley$1,569,340$28,400 ▲1.8%8,3440.1%FinanceSANDISK CORP$1,548,502$15,659 ▲1.0%8900.1%COMEEMiShares MSCI Emerging Markets ETF$1,533,031$558,231 ▲57.3%22,9530.1%ETFADIAnalog Devices$1,478,141$239,216 ▲19.3%3,7260.1%TechnologyPGRProgressive$1,472,523$276,966 ▲23.2%7,1030.1%FinanceAMGNAmgen$1,385,503$41,729 ▼-2.9%3,2870.1%HealthcareSTXSeagate Technology$1,382,588$55,340 ▲4.2%1,4990.1%TechnologyQQQInvesco QQQ$1,366,659$110,990 ▲8.8%1,8470.1%ETFSUBiShares Short-Term National Muni Bond ETF$1,355,570$98,999 ▼-6.8%12,9670.1%ETFGLWCorning$1,349,046$14,299 ▲1.1%8,7740.1%TechnologySCHWCharles Schwab$1,323,497$10,556 ▲0.8%13,5410.1%FinanceHWMHowmet Aerospace$1,300,987$6,785 ▲0.5%5,7520.1%IndustrialsIBMInternational Business Machines$1,272,936$65,978 ▼-4.9%5,7880.1%TechnologyHDHome Depot$1,271,955$70,838 ▼-5.3%4,4710.1%Consumer DiscretionaryIDViShares International Select Dividend ETF$1,250,2160.0%29,6330.1%ETFVTVanguard Total World Stock ETF$1,249,5410.0%7,9160.1%ETFCRMSalesforce$1,249,090$44,996 ▲3.7%5,4410.1%TechnologyShowing largest 100 holdings. 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