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
$1.46T
$11.1 Million 0.4% of portfolio
15,060
Q3 2025 Added 7.46%
$28.6B
$10.8 Million 0.39% of portfolio
242,023
Q3 2025 Reduced 5.7%
$1.44T
$10.6 Million 0.38% of portfolio
23,939
Q3 2025 Reduced 8.39%
$820B
$10.2 Million 0.37% of portfolio
13,383
Q3 2025 Added 18.81%
$0
$10.3 Million 0.37% of portfolio
35,052
Q3 2025 Added 1.66%
$0
$10 Million 0.36% of portfolio
214,090
Q3 2025 Added 24.55%
$0
$10 Million 0.36% of portfolio
41,506
Q3 2025 Reduced 1.63%
$220B
$9.57 Million 0.34% of portfolio
31,495
Q3 2025 Added 2.02%
$201B
$9.43 Million 0.34% of portfolio
67,144
Q3 2025 Added 2.22%
$413B
$9.6 Million 0.34% of portfolio
59,316
Q3 2025 Added 56.03%
$89.4B
$8.88 Million 0.32% of portfolio
25,644
Q3 2025 Added 1.91%
$55.3B
$8.57 Million 0.31% of portfolio
28,069
Q3 2025 Added 1.67%
$82.5B
$8.72 Million 0.31% of portfolio
66,476
Q3 2025 Reduced 0.88%
$0
$8.26 Million 0.3% of portfolio
217,359
Q3 2025 Added 9.94%
$216B
$8.25 Million 0.3% of portfolio
61,611
Q3 2025 Added 6.58%
$42.7B
$8.5 Million 0.3% of portfolio
94,776
Q3 2025 Added 37.97%
$11B
$8.25 Million 0.3% of portfolio
75,922
Q3 2025 Added 10.84%
$338B
$8.14 Million 0.29% of portfolio
27,048
Q3 2025 Added 17.48%
$152B
$8.17 Million 0.29% of portfolio
21,819
Q3 2025 Reduced 3.32%
$0
$7.88 Million 0.28% of portfolio
132,760
Q3 2025 Added 146.56%
$0
$7.75 Million 0.28% of portfolio
152,767
Q3 2025 Added 13.29%
$0
$7.7 Million 0.28% of portfolio
37,291
Q3 2025 Added 2.1%
$135B
$7.77 Million 0.28% of portfolio
36,890
Q3 2025 Added 0.14%
$23.6B
$7.75 Million 0.28% of portfolio
31,312
Q3 2025 Reduced 0.08%
$0
$7.52 Million 0.27% of portfolio
11,230
Q3 2025 Added 3.29%
$0
$7.46 Million 0.27% of portfolio
74,935
Q3 2025 Reduced 9.56%
$0
$7.39 Million 0.26% of portfolio
148,296
Q3 2025 Added 80.8%
$0
$6.96 Million 0.25% of portfolio
30,331
Q3 2025 Added 318.71%
$218B
$6.98 Million 0.25% of portfolio
83,145
Q3 2025 Reduced 2.17%
$167B
$7.03 Million 0.25% of portfolio
159,969
Q3 2025 Added 0.13%
$0
$6.85 Million 0.25% of portfolio
87,690
Q3 2025 Added 333.55%
$115B
$6.61 Million 0.24% of portfolio
23,402
Q3 2025 Reduced 2.15%
$0
$6.54 Million 0.23% of portfolio
114,479
Q3 2025 Reduced 12.78%
$205B
$6.32 Million 0.23% of portfolio
55,235
Q3 2025 Added 6.26%
$0
$6.56 Million 0.23% of portfolio
91,153
Q3 2025 Added 0.9%
$0
$6.14 Million 0.22% of portfolio
10,300
Q3 2025 Added 0.32%
$45.5B
$6.07 Million 0.22% of portfolio
90,072
Q3 2025 Added 3.05%
$0
$6.02 Million 0.22% of portfolio
62,253
Q3 2025 Added 32.05%
$148B
$6.19 Million 0.22% of portfolio
24,620
Q3 2025 Reduced 1.23%
$0
$6.24 Million 0.22% of portfolio
137,278
Q3 2025 Added 314.06%
$89.8B
$6.07 Million 0.22% of portfolio
9,964
Q3 2025 Reduced 9.15%
$421B
$5.92 Million 0.21% of portfolio
6,116
Q3 2025 Added 31.13%
$0
$5.74 Million 0.21% of portfolio
55,739
Q3 2025 Reduced 31.94%
$0
$5.19 Million 0.19% of portfolio
83,825
Q3 2025 Added 54.46%
$95.7B
$5.25 Million 0.19% of portfolio
42,446
Q3 2025 Added 4.05%
$135B
$5.37 Million 0.19% of portfolio
22,731
Q3 2025 Added 2.93%
$0
$5.27 Million 0.19% of portfolio
110,871
Q3 2025 Reduced 0.06%
$2.12B
$4.89 Million 0.18% of portfolio
634,755
Q3 2025 Reduced 4.51%
$121B
$4.97 Million 0.18% of portfolio
52,158
Q3 2025 Added 8.06%

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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