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
$429B
$2.87 Million 0.1% of portfolio
55,717
Q3 2025 Reduced 8.53%
$94.7B
$2.72 Million 0.1% of portfolio
7,967
Q3 2025 Reduced 4.09%
$139B
$2.92 Million 0.1% of portfolio
6,391
Q3 2025 Reduced 14.28%
$78.8B
$2.93 Million 0.1% of portfolio
26,629
Q3 2025 Added 10.65%
$102B
$2.47 Million 0.09% of portfolio
19,033
Q3 2025 Added 5.64%
$66B
$2.59 Million 0.09% of portfolio
10,991
Q3 2025 Added 0.07%
$44.2B
$2.42 Million 0.09% of portfolio
35,845
Q3 2025 Reduced 3.95%
$65.6B
$2.46 Million 0.09% of portfolio
8,205
Q3 2025 Reduced 13.24%
$0
$2.63 Million 0.09% of portfolio
48,584
Q3 2025 Added 2.28%
$0
$2.34 Million 0.08% of portfolio
16,958
Q3 2025 Reduced 4.77%
$25.6B
$2.37 Million 0.08% of portfolio
19,987
Q3 2025 Reduced 0.79%
$0
$2.22 Million 0.08% of portfolio
5,613
Q3 2025 Reduced 14.32%
$0
$2.18 Million 0.08% of portfolio
45,967
Q3 2025 Reduced 3.4%
$18.6B
$2.37 Million 0.08% of portfolio
11,537
Q3 2025 Reduced 31.99%
$26B
$2.36 Million 0.08% of portfolio
12,480
Q3 2025 Added 0.13%
$157B
$2.24 Million 0.08% of portfolio
11,317
Q3 2025 Reduced 12.43%
$0
$2.24 Million 0.08% of portfolio
47,246
Q3 2025 Reduced 0.88%
$67.7B
$2.15 Million 0.08% of portfolio
19,243
Q3 2025 Reduced 7.27%
$47.6B
$2.24 Million 0.08% of portfolio
3,398
Q3 2025 Added 0.09%
$0
$2.23 Million 0.08% of portfolio
38,719
Q3 2025 Added 23.45%
$101B
$2.15 Million 0.08% of portfolio
32,612
Q3 2025 Added 10.99%
$4.24B
$2.21 Million 0.08% of portfolio
34,137
Q3 2025 Reduced 7.98%
$394B
$2.37 Million 0.08% of portfolio
12,993
Q3 2025 Added 2.06%
$0
$1.94 Million 0.07% of portfolio
38,347
Q3 2025 Added 0.6%
$7.27B
$2 Million 0.07% of portfolio
2,147
Q3 2025 New
$51.1B
$1.95 Million 0.07% of portfolio
39,068
Q3 2025 Reduced 1.67%
$0
$1.86 Million 0.07% of portfolio
31,076
Q3 2025 Reduced 3.58%
$74.9B
$1.93 Million 0.07% of portfolio
7,390
Q3 2025 Added 32.84%
$28.3B
$1.82 Million 0.07% of portfolio
31,472
Q3 2025 Added 14.85%
$191B
$2 Million 0.07% of portfolio
20,432
Q3 2025 Added 83.58%
$24.5B
$1.82 Million 0.07% of portfolio
8,802
Q3 2025 Added 34.24%
$0
$1.91 Million 0.07% of portfolio
10,222
Q3 2025 Reduced 0.32%
$0
$1.87 Million 0.07% of portfolio
23,142
Q3 2025 Reduced 0.1%
$0
$1.89 Million 0.07% of portfolio
9,955
Q3 2025 Reduced 4.75%
$0
$2 Million 0.07% of portfolio
30,619
Q3 2025 Added 15.57%
$0
$1.86 Million 0.07% of portfolio
18,073
Q3 2025 Added 0.43%
$0
$1.81 Million 0.06% of portfolio
38,058
Q3 2025 Added 3.69%
$0
$1.57 Million 0.06% of portfolio
33,534
Q3 2025 Added 3.07%
$4.94B
$1.79 Million 0.06% of portfolio
49,500
Q3 2025 Added 8.79%
$0
$1.57 Million 0.06% of portfolio
33,619
Q3 2025 Reduced 3.87%
$0
$1.61 Million 0.06% of portfolio
31,589
Q3 2025 Added 40.36%
$97.2B
$1.66 Million 0.06% of portfolio
8,599
Q3 2025 Added 3.19%
$19.7B
$1.78 Million 0.06% of portfolio
32,771
Q3 2025 Added 14.06%
$0
$1.54 Million 0.06% of portfolio
30,744
Q3 2025 Added 20.05%
$0
$1.73 Million 0.06% of portfolio
37,326
Q3 2025 Added 107.94%
$40.4B
$1.71 Million 0.06% of portfolio
13,766
Q3 2025 Added 9.58%
$0
$1.78 Million 0.06% of portfolio
17,750
Q3 2024 Added 0.85%
$14.5B
$1.81 Million 0.06% of portfolio
46,156
Q3 2025 Added 0.83%
$64.3B
$1.77 Million 0.06% of portfolio
22,125
Q3 2025 Reduced 3.58%

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
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