Daymark Wealth Partners, LLC Portfolio Holdings

Daymark Wealth Partners, LLC

  • $2.5 Billion
  • Q2 2025

Daymark Wealth Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.5 Billion distributed in 560 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $163M, Apple Inc. with a value of $159M, Microsoft Corp with a value of $148M, Amazon Com Inc with a value of $79.5M, and Jpmorgan Chase & CO with a value of $77M.

Examining the 13F form we can see an increase of $283M in the current position value, from $2.22B to 2.5B.

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 $2.5 Billion
Technology: $713 Million
ETFs: $524 Million
Financial Services: $339 Million
Industrials: $188 Million
Consumer Defensive: $183 Million
Healthcare: $163 Million
Consumer Cyclical: $148 Million
Communication Services: $104 Million
Other: $125 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$179B
$4.56 Million 0.18% of portfolio
50,017
Q2 2025 Added 0.63%
$108B
$4.6 Million 0.18% of portfolio
50,166
Q2 2025 Added 329.06%
$0
$4.27 Million 0.17% of portfolio
58,055
Q2 2025 Added 367.17%
$113B
$4.16 Million 0.17% of portfolio
8,992
Q2 2025 Added 1.24%
$0
$4.24 Million 0.17% of portfolio
38,509
Q2 2025 Added 1.86%
$0
$4.2 Million 0.17% of portfolio
112,050
Q2 2025 Reduced 15.95%
$261B
$4.33 Million 0.17% of portfolio
23,794
Q2 2025 Added 8.13%
$122B
$4.21 Million 0.17% of portfolio
48,267
Q2 2025 Added 4.34%
$257B
$4.03 Million 0.16% of portfolio
33,307
Q2 2025 Added 12.53%
$0
$4.08 Million 0.16% of portfolio
82,021
Q2 2025 Added 92.57%
$162B
$3.91 Million 0.16% of portfolio
21,348
Q2 2025 Added 0.51%
$17.2B
$3.99 Million 0.16% of portfolio
85,149
Q2 2025 Added 2.73%
$102B
$4.07 Million 0.16% of portfolio
22,166
Q2 2025 Added 3.19%
$295B
$3.74 Million 0.15% of portfolio
4,664
Q2 2025 Added 25.28%
$153B
$3.79 Million 0.15% of portfolio
7,456
Q2 2025 Added 5.98%
$25.6B
$3.67 Million 0.15% of portfolio
32,283
Q2 2025 Added 19.17%
$22.7B
$3.78 Million 0.15% of portfolio
16,963
Q2 2025 Added 4.65%
$0
$3.69 Million 0.15% of portfolio
5,557
Q2 2025 Reduced 7.8%
$0
$3.84 Million 0.15% of portfolio
47,142
Q2 2025 Added 146.74%
$53.7B
$3.39 Million 0.14% of portfolio
187,151
Q2 2025 Added 13.38%
$119B
$3.41 Million 0.14% of portfolio
14,322
Q2 2025 Added 1.63%
$93.6B
$3.6 Million 0.14% of portfolio
7,069
Q2 2025 Added 0.43%
$0
$3.52 Million 0.14% of portfolio
52,422
Q2 2025 Added 41.13%
$545B
$3.38 Million 0.14% of portfolio
2,524
Q2 2025 Added 52.14%
$169B
$3.46 Million 0.14% of portfolio
6,372
Q2 2025 Reduced 1.82%
$68.2B
$3.17 Million 0.13% of portfolio
102,353
Q2 2025 Added 1.15%
$0
$3.22 Million 0.13% of portfolio
54,270
Q2 2025 Reduced 58.81%
$218B
$3.24 Million 0.13% of portfolio
8,347
Q2 2025 Reduced 1.22%
$106B
$3.23 Million 0.13% of portfolio
10,597
Q2 2025 Added 361.34%
$150B
$3.22 Million 0.13% of portfolio
29,060
Q2 2025 Added 0.09%
$102B
$3.35 Million 0.13% of portfolio
36,505
Q2 2025 Added 0.5%
$123B
$3.14 Million 0.13% of portfolio
20,961
Q2 2025 Added 22.44%
$141B
$3.12 Million 0.13% of portfolio
45,015
Q2 2025 Added 6.55%
$0
$3.32 Million 0.13% of portfolio
7,570
Q2 2025 Added 0.61%
$0
$2.9 Million 0.12% of portfolio
21,734
Q2 2025 Reduced 16.0%
$24.9B
$2.87 Million 0.12% of portfolio
71,390
Q2 2025 Reduced 0.09%
$142B
$2.89 Million 0.12% of portfolio
7,306
Q2 2025 Added 7.36%
$0
$2.92 Million 0.12% of portfolio
32,177
Q2 2025 Added 3.99%
$381B
$2.88 Million 0.12% of portfolio
60,915
Q2 2025 Added 8.57%
$24.1B
$2.93 Million 0.12% of portfolio
19,646
Q2 2025 Added 0.32%
$89.6B
$3.09 Million 0.12% of portfolio
137,732
Q2 2025 Reduced 8.39%
$0
$3.02 Million 0.12% of portfolio
53,845
Q2 2025 Added 98.74%
$51B
$2.78 Million 0.11% of portfolio
37,318
Q2 2025 Reduced 10.11%
$0
$2.79 Million 0.11% of portfolio
31,263
Q2 2025 Reduced 0.92%
$124B
$2.84 Million 0.11% of portfolio
9,220
Q2 2025 Reduced 0.86%
$15.6B
$2.76 Million 0.11% of portfolio
20,109
Q2 2025 Reduced 2.16%
$0
$2.78 Million 0.11% of portfolio
9,148
Q2 2025 Reduced 5.23%
$73.5B
$2.54 Million 0.1% of portfolio
24,067
Q2 2025 Reduced 6.15%
$86.2B
$2.42 Million 0.1% of portfolio
8,307
Q2 2025 Reduced 0.75%

Summary

  • Portfolio
  • No. of Stocks 560
  • Current Value $2.5 Billion
  • Prior Value $2.22 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 74 stocks
  • Additional Purchases 288 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 154 stocks
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email