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
$48.3B
$1.05 Million 0.04% of portfolio
2,146
Q3 2025 Added 124.48%
$16B
$1.01 Million 0.04% of portfolio
4,731
Q1 2025 Added 11.42%
$0
$1.07 Million 0.04% of portfolio
21,663
Q3 2025 Reduced 12.99%
$0
$1.05 Million 0.04% of portfolio
5,879
Q3 2025 Added 2.23%
$278B
$1.02 Million 0.04% of portfolio
6,447
Q3 2025 Added 14.01%
$78.8B
$1.03 Million 0.04% of portfolio
16,483
Q3 2025 Added 2.47%
$0
$1 Million 0.04% of portfolio
23,101
Q3 2025 Added 5.74%
$13.6B
$1.06 Million 0.04% of portfolio
4,491
Q3 2025 Reduced 25.04%
$0
$1.24 Million 0.04% of portfolio
19,474
Q3 2025 Added 32.38%
$25.2B
$983,000 0.04% of portfolio
2,285
Q3 2025 Added 0.22%
$0
$1.26 Million 0.04% of portfolio
17,073
Q3 2025 Reduced 1.05%
$61.1B
$1.07 Million 0.04% of portfolio
34,413
Q4 2024 Reduced 1.36%
$186B
$1.03 Million 0.04% of portfolio
1,123
Q3 2025 Added 31.19%
$14.1B
$1.16 Million 0.04% of portfolio
9,830
Q3 2025 Reduced 0.03%
$113B
$1.13 Million 0.04% of portfolio
11,970
Q3 2025 Reduced 2.49%
$173B
$1.23 Million 0.04% of portfolio
17,914
Q3 2025 Added 12.08%
$0
$835,000 0.03% of portfolio
30,988
Q3 2025 Reduced 8.5%
$0
$809,000 0.03% of portfolio
2,871
Q3 2025 Reduced 14.07%
$3.82B
$751,000 0.03% of portfolio
15,017
Q2 2025 Added 0.11%
$11.9B
$773,000 0.03% of portfolio
8,293
Q3 2025 Added 0.58%
$3.9B
$814,000 0.03% of portfolio
10,364
Q3 2025 Reduced 2.81%
$80.1B
$750,000 0.03% of portfolio
11,188
Q3 2025 Added 41.58%
$88B
$902,000 0.03% of portfolio
4,001
Q3 2025 Added 22.73%
$38.6B
$703,000 0.03% of portfolio
7,692
Q3 2025 Reduced 5.22%
$81.4B
$855,000 0.03% of portfolio
12,262
Q3 2025 Added 27.04%
$0
$824,000 0.03% of portfolio
7,411
Q3 2025 Added 6.69%
$0
$731,000 0.03% of portfolio
5,149
Q3 2025 Added 1.94%
$0
$957,000 0.03% of portfolio
6,764
Q3 2025 Added 0.22%
$0
$710,000 0.03% of portfolio
3,627
Q2 2025 Added 0.06%
$123B
$808,000 0.03% of portfolio
5,649
Q3 2025 Added 31.37%
$0
$773,000 0.03% of portfolio
28,349
Q3 2025 Added 77.4%
$0
$893,000 0.03% of portfolio
33,918
Q3 2025 Added 245.26%
$61.8B
$698,000 0.03% of portfolio
6,213
Q3 2025 Added 74.82%
$14.5B
$838,000 0.03% of portfolio
2,263
Q2 2025 Added 0.58%
$27.7B
$701,000 0.03% of portfolio
13,908
Q3 2025 Reduced 6.33%
$85.6B
$936,000 0.03% of portfolio
4,775
Q3 2025 Added 7.81%
$22.3B
$720,000 0.03% of portfolio
41,747
Q3 2025 Added 26.0%
$0
$764,000 0.03% of portfolio
9,023
Q3 2025 Reduced 1.3%
$52.4B
$795,000 0.03% of portfolio
8,336
Q3 2025 Reduced 12.68%
$0
$779,000 0.03% of portfolio
8,750
Q3 2025 Reduced 5.55%
$0
$882,000 0.03% of portfolio
8,102
Q3 2025 Added 4.91%
$0
$786,000 0.03% of portfolio
1,807
Q3 2025 Added 0.28%
$53B
$764,000 0.03% of portfolio
3,252
Q3 2025 Added 13.95%
$123B
$798,000 0.03% of portfolio
2,426
Q3 2025 Added 57.23%
$75.7B
$809,000 0.03% of portfolio
22,787
Q3 2025 Reduced 27.23%
$19.9B
$926,000 0.03% of portfolio
7,554
Q3 2025 Reduced 0.17%
$71.7B
$953,000 0.03% of portfolio
4,443
Q3 2025 Reduced 2.48%
$0
$876,000 0.03% of portfolio
16,279
Q3 2025 Added 62.17%
$62B
$857,000 0.03% of portfolio
7,645
Q3 2025 Reduced 51.19%

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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