Daymark Wealth Partners, LLC Portfolio Holdings

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025

Daymark Wealth Partners, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.79 Billion distributed in 600 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $201M, Nvidia Corp with a value of $186M, Microsoft Corp with a value of $153M, Jpmorgan Chase & CO with a value of $83.3M, and Amazon Com Inc with a value of $80.7M.

Examining the 13F form we can see an increase of $293M in the current position value, from $2.5B to 2.79B.

Daymark Wealth Partners, LLC is based out at Cincinnati, OH

Below you can find more details about Daymark Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.79 Billion
Technology: $803 Million
ETFs: $624 Million
Financial Services: $353 Million
Industrials: $199 Million
Consumer Defensive: $188 Million
Healthcare: $180 Million
Consumer Cyclical: $158 Million
Communication Services: $136 Million
Other: $138 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$201 Million 7.2% of portfolio
789,636
Q3 2025 Added 1.98%
$505B
$186 Million 6.68% of portfolio
999,360
Q3 2025 Reduced 2.84%
$3.86T
$153 Million 5.48% of portfolio
295,523
Q3 2025 Reduced 0.77%
$913B
$83.3 Million 2.98% of portfolio
264,083
Q3 2025 Reduced 0.57%
$2.49T
$80.7 Million 2.89% of portfolio
367,586
Q3 2025 Added 1.41%
$1.68T
$76.8 Million 2.75% of portfolio
316,124
Q3 2025 Added 3.14%
$356B
$75.2 Million 2.69% of portfolio
489,261
Q3 2025 Added 2.09%
$0
$57.8 Million 2.07% of portfolio
94,306
Q3 2025 Added 14.07%
$150B
$47.8 Million 1.71% of portfolio
144,828
Q3 2025 Reduced 3.06%
$160B
$43 Million 1.54% of portfolio
152,423
Q3 2025 Added 5.78%
$121B
$42.1 Million 1.51% of portfolio
170,565
Q3 2025 Reduced 0.95%
$494B
$39.4 Million 1.41% of portfolio
212,719
Q3 2025 Added 6.86%
$557B
$31.4 Million 1.13% of portfolio
92,036
Q3 2025 Added 2.65%
$708B
$31.1 Million 1.11% of portfolio
110,467
Q3 2025 Added 6.1%
$0
$30.7 Million 1.1% of portfolio
761,940
Q3 2025 Added 5.75%
$0
$30.6 Million 1.09% of portfolio
1,301,812
Q3 2025 Added 10.73%
$389B
$30 Million 1.08% of portfolio
74,101
Q3 2025 Added 2.2%
$262B
$29 Million 1.04% of portfolio
173,331
Q3 2025 Reduced 1.4%
$477B
$28.5 Million 1.02% of portfolio
252,930
Q3 2025 Added 1.62%
$0
$28.6 Million 1.02% of portfolio
407,283
Q3 2025 Added 9.98%
$1.72T
$27.3 Million 0.98% of portfolio
112,088
Q3 2025 Added 0.81%
$621B
$26.1 Million 0.94% of portfolio
51,940
Q3 2025 Added 6.33%
$0
$25.9 Million 0.93% of portfolio
38,890
Q3 2025 Added 10.66%
$0
$25.6 Million 0.92% of portfolio
371,570
Q3 2025 Added 6.61%
$269B
$25 Million 0.9% of portfolio
31,415
Q3 2025 Added 0.63%
$403B
$24.9 Million 0.89% of portfolio
26,876
Q3 2025 Added 3.63%
$64.2B
$24.1 Million 0.86% of portfolio
58,197
Q3 2025 Reduced -0.0%
$300B
$21.8 Million 0.78% of portfolio
319,296
Q3 2025 Added 1.88%
$260B
$21.9 Million 0.78% of portfolio
92,372
Q3 2025 Added 1.67%
$68.2B
$21.5 Million 0.77% of portfolio
256,176
Q3 2025 Added 2.1%
$203B
$21.2 Million 0.76% of portfolio
127,186
Q3 2025 Added 0.27%
$69.4B
$20 Million 0.72% of portfolio
414,757
Q3 2025 Reduced 14.43%
$0
$19.7 Million 0.71% of portfolio
415,078
Q3 2025 Added 13.56%
$386B
$19.7 Million 0.71% of portfolio
85,138
Q3 2025 Added 4.06%
$0
$19.7 Million 0.71% of portfolio
77,649
Q3 2025 Added 0.47%
$99.3B
$19 Million 0.68% of portfolio
25,057
Q3 2025 Added 2.08%
$73.8B
$18.8 Million 0.67% of portfolio
93,497
Q3 2025 Added 0.26%
$7.15B
$18.3 Million 0.66% of portfolio
453,768
Q3 2025 Reduced 2.12%
$92B
$18.2 Million 0.65% of portfolio
117,337
Q3 2025 Reduced 0.19%
$0
$17.2 Million 0.62% of portfolio
61,591
Q3 2025 Added 52.71%
$275B
$16 Million 0.57% of portfolio
155,630
Q3 2025 Added 7.51%
$28.2B
$15.1 Million 0.54% of portfolio
184,074
Q3 2025 Added 0.09%
$309B
$14.6 Million 0.52% of portfolio
94,188
Q3 2025 Reduced 0.09%
$0
$13.9 Million 0.5% of portfolio
317,152
Q3 2025 Added 4.31%
$0
$14 Million 0.5% of portfolio
208,328
Q3 2025 Added 9.78%
$0
$12.6 Million 0.45% of portfolio
21,009
Q3 2025 Added 2.49%
$65.5B
$11.7 Million 0.42% of portfolio
85,657
Q3 2025 Added 1.27%
$0
$11.4 Million 0.41% of portfolio
383,656
Q3 2025 Added 9.58%
$0
$11.6 Million 0.41% of portfolio
249,107
Q3 2025 Added 7.93%

Summary

  • Portfolio
  • No. of Stocks 600
  • Current Value $2.79 Billion
  • Prior Value $2.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 62 stocks
  • Additional Purchases 318 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 173 stocks
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