Catalyst Financial Partners LLC Top Holdings and 13F Report (2026)

About Catalyst Financial Partners LLC

Investment Activity

Catalyst Financial Partners LLC has $846.87 million in total holdings as of March 31, 2026.
Catalyst Financial Partners LLC owns shares of 370 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 10.94% of the portfolio was purchased this quarter.
About 14.47% of the portfolio was sold this quarter.
This quarter, Catalyst Financial Partners LLC has purchased 324 new stocks and bought additional shares in 232 stocks.
Catalyst Financial Partners LLC sold shares of 53 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $131,377,901
iShares Core MSCI EAFE ETF: $73,003,231
Apple: $31,178,268
State Street: $28,740,384
iShares Core S&P Mid-Cap ETF: $28,017,984

Largest New Holdings this Quarter

209115104 - Consolidated Edison: $734,312 Holding
922042775 - Vanguard FTSE All-World ex-US ETF: $722,537 Holding
921910816 - Vanguard Mega Cap Growth ETF: $696,299 Holding
464289420 - iShares Russell Top 200 Value ETF: $604,116 Holding
80004C200 - SANDISK CORP: $579,430 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 10,379 shares (about $6.78M)
iShares Core MSCI EAFE ETF: 69,369 shares (about $6.28M)
iShares MSCI ACWI ETF: 27,564 shares (about $3.81M)
NVIDIA: 16,970 shares (about $2.96M)
iShares Russell 2500 ETF: 35,937 shares (about $2.74M)

Largest Sales this Quarter

State Street: 815,889 shares (about $103.26M)
SPDR S&P 500 ETF Trust: 6,655 shares (about $4.33M)
iShares Core S&P Small-Cap ETF: 18,072 shares (about $2.25M)
iShares Core S&P Mid-Cap ETF: 18,945 shares (about $1.28M)
Marathon Petroleum: 4,764 shares (about $1.16M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$131,377,901	$6,779,653 â–²	5.4%	201,127	15.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$73,003,231	$6,279,977 â–²	9.4%	806,398	8.6%	ETF
AAPL Apple	$31,178,268	$2,583,829 â–²	9.0%	122,851	3.7%	Computer and Technology
STT State Street	$28,740,384	$103,258,912 â–¼	-78.2%	227,089	3.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$28,017,984	$1,279,355 â–¼	-4.4%	414,897	3.3%	ETF
NVDA NVIDIA	$27,871,105	$2,959,575 â–²	11.9%	159,811	3.3%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$27,199,821	$2,237,549 â–²	9.0%	273,998	3.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$26,825,364	$2,246,531 â–¼	-7.7%	215,794	3.2%	ETF
HTRB Hartford Total Return Bond ETF	$24,002,557	$1,861,165 â–²	8.4%	711,398	2.8%	ETF
MSFT Microsoft	$18,839,454	$1,167,518 â–²	6.6%	50,894	2.2%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$18,399,681	$1,350,777 â–²	7.9%	263,795	2.2%	ETF
AMZN Amazon.com	$13,637,311	$1,417,069 â–²	11.6%	65,479	1.6%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$13,281,358	$4,328,050 â–¼	-24.6%	20,422	1.6%	Finance
SMMD iShares Russell 2500 ETF	$12,536,058	$2,743,790 â–²	28.0%	164,192	1.5%	ETF
GOOGL Alphabet	$11,943,229	$1,592,220 â–²	15.4%	41,533	1.4%	Computer and Technology
GOOG Alphabet	$10,335,653	$250,431 â–²	2.5%	36,030	1.2%	Computer and Technology
AVGO Broadcom	$9,227,312	$1,166,529 â–²	14.5%	29,813	1.1%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$9,208,662	$3,814,031 â–²	70.7%	66,551	1.1%	Manufacturing
MUB iShares National Muni Bond ETF	$8,983,050	$419,080 â–²	4.9%	84,626	1.1%	ETF
META Meta Platforms	$7,025,756	$727,749 â–²	11.6%	12,280	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$6,668,607	$143,256 â–²	2.2%	22,670	0.8%	Finance
XOM ExxonMobil	$6,664,975	$961,640 â–²	16.9%	39,284	0.8%	Energy
JNJ Johnson & Johnson	$6,262,553	$379,126 â–²	6.4%	25,620	0.7%	Medical
BRK.B Berkshire Hathaway	$5,659,831	$437,510 â–²	8.4%	11,811	0.7%	Finance
LLY Eli Lilly and Company	$5,397,210	$429,533 â–²	8.6%	5,868	0.6%	Medical
EFA iShares MSCI EAFE ETF	$5,254,636		0.0%	54,099	0.6%	Finance
RLY SPDR SSgA Multi-Asset Real Return ETF	$5,150,399	$1,104,310 â–²	27.3%	142,473	0.6%	ETF
UFPT UFP Technologies	$5,122,269	$387 â–¼	0.0%	26,458	0.6%	Industrials
TSLA Tesla	$5,033,495	$171,377 â–²	3.5%	13,540	0.6%	Auto/Tires/Trucks
WALMART INC	$4,417,905	$575,292 â–²	15.0%	35,548	0.5%	COM
V Visa	$3,944,534	$877,705 â–²	28.6%	13,051	0.5%	Business Services
VTI Vanguard Total Stock Market ETF	$3,891,166	$389,469 â–²	11.1%	12,129	0.5%	ETF
CGGO Capital Group Global Growth Equity ETF	$3,851,097	$316,314 â–²	8.9%	115,406	0.5%	ETF
COST Costco Wholesale	$3,617,041	$1,102,052 â–²	43.8%	3,630	0.4%	Retail/Wholesale
CAT Caterpillar	$3,569,930	$102,727 â–²	3.0%	5,039	0.4%	Industrials
ABBV AbbVie	$3,552,097	$456,518 â–²	14.7%	16,332	0.4%	Medical
CVX Chevron	$3,349,067	$798,008 â–²	31.3%	16,187	0.4%	Energy
VTEB Vanguard Tax-Exempt Bond ETF	$3,332,403	$31,830 â–²	1.0%	66,795	0.4%	ETF
IWR iShares Russell Mid-Cap ETF	$2,948,694	$274,578 â–²	10.3%	30,327	0.3%	ETF
NFLX Netflix	$2,918,922	$609,399 â–²	26.4%	30,358	0.3%	Consumer Discretionary
PG Procter & Gamble	$2,899,922	$175,061 â–²	6.4%	20,077	0.3%	Consumer Staples
ACWX iShares MSCI ACWI ex U.S. ETF	$2,764,408	$641,838 â–²	30.2%	40,374	0.3%	Manufacturing
KIMBERLY-CLARK CORP	$2,757,884	$50,357 â–²	1.9%	28,588	0.3%	COM
AMAT Applied Materials	$2,605,465	$455,948 â–²	21.2%	7,623	0.3%	Computer and Technology
PM Philip Morris International	$2,529,284	$64,154 â–²	2.6%	15,297	0.3%	Consumer Staples
CSCO Cisco Systems	$2,514,699	$353,113 â–²	16.3%	32,410	0.3%	Computer and Technology
RTX RTX	$2,490,146	$147,376 â–²	6.3%	12,909	0.3%	Aerospace
MU Micron Technology	$2,434,475	$357,097 â–²	17.2%	7,206	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$2,311,733	$195,712 â–²	9.2%	19,218	0.3%	Medical
BAC Bank of America	$2,207,396	$202,215 â–²	10.1%	45,280	0.3%	Finance
KO CocaCola	$2,119,514	$277,583 â–²	15.1%	27,870	0.3%	Consumer Staples
GE GE Aerospace	$2,052,792	$113,792 â–²	5.9%	7,234	0.2%	Aerospace
GE VERNOVA INC	$1,949,189	$360,508 â–²	22.7%	2,233	0.2%	COM
MA Mastercard	$1,892,712	$200,364 â–¼	-9.6%	3,788	0.2%	Business Services
AMD Advanced Micro Devices	$1,887,627	$367,191 â–²	24.2%	9,279	0.2%	Computer and Technology
UNH UnitedHealth Group	$1,817,553	$213,766 â–²	13.3%	6,717	0.2%	Medical
TJX TJX Companies	$1,794,549	$389,349 â–²	27.7%	11,237	0.2%	Retail/Wholesale
AKAM Akamai Technologies	$1,782,357	$581,715 â–¼	-24.6%	15,519	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$1,717,979	$79,183 â–²	4.8%	31,785	0.2%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$1,641,407	$302,762 â–²	22.6%	17,148	0.2%	Finance
HD Home Depot	$1,606,957	$50,649 â–²	3.3%	4,886	0.2%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$1,596,646	$230,976 â–²	16.9%	10,915	0.2%	CL A
ETN Eaton	$1,583,763	$67,957 â–²	4.5%	4,428	0.2%	Industrials
INTC Intel	$1,573,820	$133,318 â–²	9.3%	35,663	0.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,562,527	$82,022 â–²	5.5%	24,384	0.2%	ETF
PGR Progressive	$1,549,840	$625,844 â–²	67.7%	7,818	0.2%	Finance
SUB iShares Short-Term National Muni Bond ETF	$1,519,116	$127,800 â–¼	-7.8%	14,264	0.2%	ETF
COP ConocoPhillips	$1,516,416	$144,540 â–²	10.5%	11,488	0.2%	Energy
CRM Salesforce	$1,513,334	$394,994 â–²	35.3%	8,107	0.2%	Computer and Technology
IBM International Business Machines	$1,477,104	$23,996 â–²	1.7%	6,094	0.2%	Computer and Technology
LAM RESEARCH CORP	$1,469,138	$272,632 â–²	22.8%	6,876	0.2%	COM NEW
IWM iShares Russell 2000 ETF	$1,467,168	$88,784 â–¼	-5.7%	5,916	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,439,182	$1,290 â–¼	-0.1%	6,692	0.2%	ETF
GS The Goldman Sachs Group	$1,414,495	$46,529 â–²	3.4%	1,672	0.2%	Finance
TXN Texas Instruments	$1,412,174	$91,634 â–²	6.9%	7,274	0.2%	Computer and Technology
KLAC KLA	$1,412,041	$213,499 â–²	17.8%	959	0.2%	Computer and Technology
HWM Howmet Aerospace	$1,407,189	$125,601 â–²	9.8%	6,106	0.2%	Aerospace
LINDE PLC	$1,365,323	$306,380 â–²	28.9%	2,754	0.2%	SHS
LOW Lowe's Companies	$1,342,070	$23,864 â–²	1.8%	5,680	0.2%	Retail/Wholesale
QCOM Qualcomm	$1,337,767	$2,060 â–²	0.2%	10,388	0.2%	Computer and Technology
GLW Corning	$1,331,923	$191,168 â–¼	-12.6%	9,796	0.2%	Computer and Technology
MS Morgan Stanley	$1,310,965	$86,893 â–²	7.1%	7,966	0.2%	Finance
ORCL Oracle	$1,287,213	$195,362 â–²	17.9%	8,750	0.2%	Computer and Technology
MCD McDonald's	$1,285,427	$40,092 â–²	3.2%	4,136	0.2%	Retail/Wholesale
ISRG Intuitive Surgical	$1,270,488	$162,729 â–²	14.7%	2,756	0.2%	Medical
SCHW Charles Schwab	$1,269,952	$11,748 â–²	0.9%	13,513	0.1%	Finance
ABT Abbott Laboratories	$1,268,180	$366,429 â–²	40.6%	12,352	0.1%	Medical
VZ Verizon Communications	$1,252,192	$128,111 â–²	11.4%	24,944	0.1%	Computer and Technology
T AT&T	$1,249,643	$273,202 â–²	28.0%	43,106	0.1%	Computer and Technology
NOC Northrop Grumman	$1,222,574	$63,448 â–²	5.5%	1,792	0.1%	Aerospace
DUK Duke Energy	$1,217,742	$517,082 â–²	73.8%	9,300	0.1%	Utilities
NEE NextEra Energy	$1,216,580	$41,426 â–²	3.5%	13,098	0.1%	Utilities
GD General Dynamics	$1,181,363	$518,262 â–²	78.2%	3,442	0.1%	Aerospace
IWY iShares Russell Top 200 Growth ETF	$1,158,599	$180,160 â–²	18.4%	4,656	0.1%	ETF
VB Vanguard Small-Cap ETF	$1,156,377	$198,535 â–²	20.7%	4,415	0.1%	ETF
PEP PepsiCo	$1,155,513	$32,145 â–²	2.9%	7,441	0.1%	Consumer Staples
CME CME Group	$1,147,435	$587,747 â–²	105.0%	3,885	0.1%	Finance
AMGN Amgen	$1,133,661	$105,907 â–²	10.3%	3,222	0.1%	Medical
TMO Thermo Fisher Scientific	$1,102,502	$15,729 â–²	1.4%	2,243	0.1%	Medical
CEG Constellation Energy	$1,097,175	$292,934 â–¼	-21.1%	3,929	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Catalyst Financial Partners LLC Top Holdings and 13F Report (2026)

About Catalyst Financial Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Catalyst Financial Partners LLC Top Holdings and 13F Report (2026)

About Catalyst Financial Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCatalyst Financial Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools