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
$512B
$5.08 Million 0.18% of portfolio
8,937
Q3 2025 Added 12.03%
$32.3B
$5.03 Million 0.18% of portfolio
25,437
Q3 2025 Added 0.43%
$317B
$5.16 Million 0.18% of portfolio
61,562
Q3 2025 Reduced 5.55%
$123B
$4.85 Million 0.17% of portfolio
9,714
Q3 2025 Added 8.03%
$0
$4.69 Million 0.17% of portfolio
78,323
Q3 2025 Reduced 17.12%
$0
$4.73 Million 0.17% of portfolio
49,015
Q3 2025 Added 7.35%
$167B
$4.72 Million 0.17% of portfolio
49,449
Q3 2025 Reduced 1.14%
$22.8B
$4.84 Million 0.17% of portfolio
46,008
Q3 2025 Added 42.51%
$0
$4.88 Million 0.17% of portfolio
40,423
Q3 2025 Added 4.97%
$0
$4.4 Million 0.16% of portfolio
114,846
Q3 2025 Added 2.5%
$197B
$4.4 Million 0.16% of portfolio
21,474
Q3 2025 Added 0.59%
$237B
$4.49 Million 0.16% of portfolio
27,692
Q3 2025 Added 16.38%
$0
$4.6 Million 0.16% of portfolio
49,133
Q3 2025 Added 52.7%
$453B
$4.53 Million 0.16% of portfolio
6
Q2 2024 Added 100.0%
$97.3B
$4.34 Million 0.16% of portfolio
51,350
Q3 2025 Added 2.36%
$141B
$4.48 Million 0.16% of portfolio
175,685
Q3 2025 Reduced 23.02%
$130B
$4.05 Million 0.15% of portfolio
11,389
Q3 2025 Added 7.47%
$283B
$4.24 Million 0.15% of portfolio
33,060
Q3 2025 Reduced 0.74%
$0
$4.2 Million 0.15% of portfolio
56,437
Q3 2025 Reduced 2.79%
$98.6B
$3.92 Million 0.14% of portfolio
41,322
Q3 2025 Added 13.2%
$255B
$3.79 Million 0.14% of portfolio
11,408
Q3 2025 Added 70.83%
$168B
$3.98 Million 0.14% of portfolio
52,680
Q3 2025 Added 17.03%
$84.9B
$3.89 Million 0.14% of portfolio
23,098
Q3 2025 Added 4.2%
$13.3B
$4.01 Million 0.14% of portfolio
86,372
Q3 2025 Added 1.44%
$291B
$4.02 Million 0.14% of portfolio
8,416
Q3 2025 Added 0.83%
$98.1B
$3.57 Million 0.13% of portfolio
20,868
Q3 2025 Reduced 0.44%
$0
$3.71 Million 0.13% of portfolio
52,029
Q3 2025 Reduced 0.75%
$115B
$3.5 Million 0.13% of portfolio
7,136
Q3 2025 Added 0.95%
$118B
$3.51 Million 0.13% of portfolio
14,275
Q3 2025 Reduced 0.33%
$45.2B
$3.74 Million 0.13% of portfolio
62,615
Q3 2025 Reduced 3.6%
$0
$3.47 Million 0.12% of portfolio
7,234
Q3 2025 Reduced 4.44%
$49.1B
$3.27 Million 0.12% of portfolio
2,731
Q3 2025 Added 8.2%
$156B
$3.46 Million 0.12% of portfolio
31,174
Q3 2025 Added 7.27%
$70.2B
$3.25 Million 0.12% of portfolio
104,007
Q3 2025 Added 1.62%
$151B
$3.31 Million 0.12% of portfolio
9,376
Q3 2025 Reduced 45.48%
$99.5B
$3.47 Million 0.12% of portfolio
77,015
Q3 2025 Reduced 1.83%
$26.3B
$3.21 Million 0.12% of portfolio
70,143
Q3 2025 Reduced 1.75%
$65.2B
$3.23 Million 0.12% of portfolio
7,655
Q3 2025 Added 3.64%
$0
$3.04 Million 0.11% of portfolio
9,258
Q3 2025 Added 1.2%
$104B
$2.95 Million 0.11% of portfolio
10,039
Q3 2025 Added 8.88%
$26.1B
$3.1 Million 0.11% of portfolio
19,639
Q3 2025 Reduced 0.04%
$143B
$3.18 Million 0.11% of portfolio
94,815
Q3 2025 Reduced 31.16%
$136B
$3.16 Million 0.11% of portfolio
8,556
Q3 2025 Added 17.11%
$52.5B
$3.15 Million 0.11% of portfolio
183,456
Q3 2025 Reduced 1.97%
$170B
$3.14 Million 0.11% of portfolio
21,694
Q3 2025 Added 2.75%
$0
$3.02 Million 0.11% of portfolio
21,439
Q3 2025 Reduced 1.36%
$15.6B
$2.75 Million 0.1% of portfolio
20,043
Q3 2025 Reduced 0.33%
$0
$2.84 Million 0.1% of portfolio
30,375
Q3 2025 Reduced 2.84%
$193B
$2.76 Million 0.1% of portfolio
6,173
Q3 2025 Reduced 3.12%

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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