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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$163 Million 6.51% of portfolio
1,028,622
Q2 2025 Reduced 1.64%
$3.69T
$159 Million 6.36% of portfolio
774,337
Q2 2025 Added 1.2%
$3.95T
$148 Million 5.93% of portfolio
297,828
Q2 2025 Reduced 1.11%
$2.26T
$79.5 Million 3.18% of portfolio
362,490
Q2 2025 Added 9.79%
$859B
$77 Million 3.08% of portfolio
265,605
Q2 2025 Added 4.85%
$368B
$76.4 Million 3.06% of portfolio
479,266
Q2 2025 Reduced 1.4%
$1.21T
$54 Million 2.16% of portfolio
306,513
Q2 2025 Added 3.64%
$142B
$46 Million 1.84% of portfolio
172,207
Q2 2025 Reduced 0.43%
$127B
$41.2 Million 1.65% of portfolio
149,400
Q2 2025 Added 0.12%
$152B
$40.2 Million 1.61% of portfolio
144,089
Q2 2025 Added 0.23%
$551B
$31.8 Million 1.27% of portfolio
89,657
Q2 2025 Added 5.66%
$210B
$31.2 Million 1.25% of portfolio
105,815
Q2 2025 Reduced 1.71%
$452B
$30.4 Million 1.22% of portfolio
199,057
Q2 2025 Added 0.82%
$442B
$26.8 Million 1.07% of portfolio
248,902
Q2 2025 Added 1.78%
$405B
$26.6 Million 1.06% of portfolio
72,508
Q2 2025 Added 2.85%
$61.9B
$26.5 Million 1.06% of portfolio
250,900
Q2 2025 Added 0.91%
$229B
$25.7 Million 1.03% of portfolio
175,797
Q2 2025 Reduced 0.2%
$232B
$24.8 Million 0.99% of portfolio
90,857
Q2 2025 Added 27.87%
$621B
$23.7 Million 0.95% of portfolio
48,848
Q2 2025 Added 1.58%
$684B
$22.8 Million 0.91% of portfolio
104,119
Q2 2025 Added 0.96%
$56B
$22 Million 0.88% of portfolio
58,199
Q2 2025 Reduced 5.02%
$68B
$21.9 Million 0.88% of portfolio
484,677
Q2 2025 Reduced 7.35%
$254B
$22.1 Million 0.88% of portfolio
31,217
Q2 2025 Added 4.13%
$293B
$21.7 Million 0.87% of portfolio
313,400
Q2 2025 Added 3.47%
$173B
$20.2 Million 0.81% of portfolio
126,839
Q2 2025 Added 0.55%
$1.24T
$19.7 Million 0.79% of portfolio
111,182
Q2 2025 Added 4.26%
$87.3B
$17.9 Million 0.72% of portfolio
117,559
Q2 2025 Reduced 0.46%
$77.3B
$17.4 Million 0.7% of portfolio
93,257
Q2 2025 Added 63.05%
$96.6B
$17.1 Million 0.69% of portfolio
24,547
Q2 2025 Added 1.43%
$6.76B
$16 Million 0.64% of portfolio
463,619
Q2 2025 Added 208.67%
$351B
$15.2 Million 0.61% of portfolio
81,814
Q2 2025 Added 2.86%
$27.3B
$14.6 Million 0.59% of portfolio
183,904
Q2 2025 Added 0.01%
$281B
$14.2 Million 0.57% of portfolio
144,753
Q2 2025 Reduced 0.64%
$302B
$13.5 Million 0.54% of portfolio
94,271
Q2 2025 Added 1.72%
$29B
$10.6 Million 0.42% of portfolio
256,648
Q2 2025 Reduced 0.36%
$1.78T
$10.3 Million 0.41% of portfolio
14,014
Q2 2025 Added 23.86%
$57.7B
$10.1 Million 0.4% of portfolio
84,583
Q2 2025 Added 1.98%
$78.6B
$8.94 Million 0.36% of portfolio
67,063
Q2 2025 Added 2.22%
$222B
$9.02 Million 0.36% of portfolio
30,871
Q2 2025 Reduced 3.16%
$202B
$8.67 Million 0.35% of portfolio
65,686
Q2 2025 Reduced 2.14%
$608B
$8.78 Million 0.35% of portfolio
11,264
Q2 2025 Added 4.38%
$92.8B
$8.64 Million 0.35% of portfolio
25,163
Q2 2025 Added 0.49%
$306B
$8.75 Million 0.35% of portfolio
123,629
Q2 2025 Reduced 0.94%
$146B
$8.58 Million 0.34% of portfolio
36,839
Q2 2025 Reduced 0.99%
$1.08T
$8.3 Million 0.33% of portfolio
26,132
Q2 2025 Added 20.44%
$145B
$8.06 Million 0.32% of portfolio
22,568
Q2 2025 Added 4.77%
$229B
$7.86 Million 0.31% of portfolio
57,806
Q2 2025 Added 15.85%
$24.4B
$7.53 Million 0.3% of portfolio
31,337
Q2 2025 Added 3.19%
$51.7B
$6.92 Million 0.28% of portfolio
27,607
Q2 2025 Added 2.53%

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
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