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
$1.57T
$1.64 Million 0.06% of portfolio
5,863
Q3 2025 Added 13.43%
$18.6B
$1.78 Million 0.06% of portfolio
75,125
Q3 2025 Added 21.75%
$41.2B
$1.67 Million 0.06% of portfolio
6,765
Q3 2025 Added 0.01%
$0
$1.77 Million 0.06% of portfolio
5,739
Q3 2025 Reduced 0.76%
$0
$1.67 Million 0.06% of portfolio
5,680
Q3 2025 Reduced 4.7%
$177B
$1.63 Million 0.06% of portfolio
8,391
Q3 2025 Added 10.03%
$322B
$1.63 Million 0.06% of portfolio
4,707
Q3 2025 Reduced 5.08%
$176B
$1.56 Million 0.06% of portfolio
55,097
Q3 2025 Added 43.89%
$0
$1.55 Million 0.06% of portfolio
11,048
Q3 2025 Added 0.56%
$0
$1.34 Million 0.05% of portfolio
20,048
Q3 2025 Reduced 0.33%
$160B
$1.38 Million 0.05% of portfolio
2,829
Q3 2025 Added 2.2%
$134B
$1.42 Million 0.05% of portfolio
3,321
Q3 2025 Reduced 7.21%
$194B
$1.35 Million 0.05% of portfolio
13,304
Q3 2025 Added 12.44%
$0
$1.39 Million 0.05% of portfolio
13,824
Q3 2025 Reduced 1.35%
$0
$1.33 Million 0.05% of portfolio
13,920
Q3 2025 Reduced 1.62%
$0
$1.46 Million 0.05% of portfolio
12,212
Q3 2025 Added 32.01%
$0
$1.27 Million 0.05% of portfolio
26,271
Q3 2025 Added 293.81%
$0
$1.37 Million 0.05% of portfolio
14,144
Q3 2025 Reduced 0.98%
$0
$1.37 Million 0.05% of portfolio
15,683
Q3 2025 Added 4.13%
$0
$1.36 Million 0.05% of portfolio
9,353
Q3 2025 Added 24.61%
$82.3B
$1.43 Million 0.05% of portfolio
6,458
Q3 2025 Added 8.07%
$103B
$1.29 Million 0.05% of portfolio
3,060
Q3 2025 Reduced 2.14%
$119B
$1.32 Million 0.05% of portfolio
6,118
Q3 2025 Added 38.82%
$0
$1.44 Million 0.05% of portfolio
75,169
Q3 2025 Added 43.53%
$65.3B
$1.46 Million 0.05% of portfolio
7,183
Q3 2025 Added 65.43%
$0
$1.44 Million 0.05% of portfolio
18,950
Q3 2025 Added 7.9%
$157B
$1.47 Million 0.05% of portfolio
5,980
Q3 2025 Reduced 6.65%
$69.3B
$1.43 Million 0.05% of portfolio
17,090
Q3 2025 Added 7.14%
$72.6B
$1.52 Million 0.05% of portfolio
4,691
Q3 2025 Added 413.24%
$65.6B
$1.36 Million 0.05% of portfolio
7,966
Q3 2025 Added 5.96%
$5.6B
$1.15 Million 0.04% of portfolio
59,527
Q3 2025 Added 1.14%
$49.6B
$1.14 Million 0.04% of portfolio
18,574
Q3 2025 Added 2.73%
$0
$1.12 Million 0.04% of portfolio
6,143
Q3 2025 Added 5.57%
$0
$1.1 Million 0.04% of portfolio
13,220
Q3 2025 Added 136.79%
$0
$1.05 Million 0.04% of portfolio
11,781
Q3 2025 New
$0
$1.12 Million 0.04% of portfolio
2,419
Q3 2025 Added 17.94%
$0
$1.21 Million 0.04% of portfolio
12,275
Q3 2025 Added 78.26%
$0
$1.14 Million 0.04% of portfolio
8,819
Q3 2025 Added 0.65%
$0
$1.18 Million 0.04% of portfolio
22,166
Q2 2025 Reduced 1.52%
$67.5B
$1.18 Million 0.04% of portfolio
8,095
Q3 2025 Reduced 15.17%
$73.3B
$1.11 Million 0.04% of portfolio
4,042
Q3 2025 Reduced 6.09%
$0
$1.05 Million 0.04% of portfolio
16,077
Q3 2025 Reduced 1.61%
$95.1B
$1.05 Million 0.04% of portfolio
20,844
Q3 2025 Added 30.08%
$54.3B
$1.23 Million 0.04% of portfolio
4,521
Q3 2025 Reduced 19.87%
$83.8B
$1.09 Million 0.04% of portfolio
5,132
Q3 2025 Reduced 2.4%
$42.2B
$1.18 Million 0.04% of portfolio
9,308
Q3 2025 Added 4.58%
$16.8B
$990,000 0.04% of portfolio
3,011
Q3 2025 Added 3.68%
$0
$1.08 Million 0.04% of portfolio
4,866
Q3 2025 Reduced 1.04%
$0
$1.02 Million 0.04% of portfolio
3,358
Q1 2024 New

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