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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.89 Million 0.08% of portfolio
38,119
Q2 2025 Added 3.24%
$0
$1.65 Million 0.07% of portfolio
5,783
Q2 2025 Reduced 20.91%
$0
$1.73 Million 0.07% of portfolio
23,166
Q2 2025 Added 7.15%
$0
$1.64 Million 0.07% of portfolio
26,493
Q2 2025 Reduced 22.34%
$0
$1.81 Million 0.07% of portfolio
17,995
Q2 2025 Reduced 2.11%
$0
$1.71 Million 0.07% of portfolio
31,363
Q2 2025 Added 13.06%
$0
$1.81 Million 0.07% of portfolio
10,255
Q2 2025 Reduced 3.89%
$0
$1.73 Million 0.07% of portfolio
36,702
Q2 2025 Reduced 14.68%
$0
$1.69 Million 0.07% of portfolio
5,960
Q2 2025 Reduced 0.18%
$0
$1.84 Million 0.07% of portfolio
32,229
Q2 2025 Added 10.26%
$0
$1.49 Million 0.06% of portfolio
10,987
Q2 2025 Added 0.77%
$0
$1.47 Million 0.06% of portfolio
17,750
Q3 2024 Added 0.85%
$0
$1.62 Million 0.06% of portfolio
34,973
Q2 2025 Added 7.54%
$0
$1.39 Million 0.06% of portfolio
14,013
Q2 2025 Reduced 3.23%
$0
$1.59 Million 0.06% of portfolio
32,536
Q2 2025 Added 3.5%
$0
$1.54 Million 0.06% of portfolio
7,244
Q2 2025 New
$0
$1.5 Million 0.06% of portfolio
20,226
Q2 2025 New
$0
$1.2 Million 0.05% of portfolio
26,397
Q4 2024 New
$0
$1.15 Million 0.05% of portfolio
22,506
Q2 2025 Added 21.42%
$0
$1.22 Million 0.05% of portfolio
24,896
Q2 2025 Added 20.53%
$0
$1.22 Million 0.05% of portfolio
17,255
Q2 2025 New
$0
$1.29 Million 0.05% of portfolio
20,114
Q2 2025 Reduced 7.79%
$0
$1.26 Million 0.05% of portfolio
15,061
Q2 2025 Added 12.8%
$0
$1.31 Million 0.05% of portfolio
14,284
Q2 2025 Reduced 0.27%
$0
$1.26 Million 0.05% of portfolio
25,610
Q2 2025 Added 13.57%
$0
$1.33 Million 0.05% of portfolio
17,562
Q2 2025 Added 4.32%
$0
$1.29 Million 0.05% of portfolio
14,149
Q2 2025 Added 0.15%
$0
$1.01 Million 0.04% of portfolio
7,506
Q2 2025 Reduced 9.22%
$0
$927,000 0.04% of portfolio
5,751
Q2 2025 Added 9.52%
$0
$914,000 0.04% of portfolio
21,846
Q2 2025 Reduced 6.88%
$0
$1.06 Million 0.04% of portfolio
5,819
Q2 2025 Added 0.57%
$0
$900,000 0.04% of portfolio
33,865
Q2 2025 Reduced 12.07%
$0
$943,000 0.04% of portfolio
3,358
Q1 2024 New
$0
$1.03 Million 0.04% of portfolio
16,340
Q2 2025 Added 6.78%
$0
$1.07 Million 0.04% of portfolio
22,166
Q2 2025 Reduced 1.52%
$0
$1.08 Million 0.04% of portfolio
8,762
Q2 2025 Added 0.41%
$0
$903,000 0.04% of portfolio
2,051
Q2 2025 Added 1.13%
$0
$969,000 0.04% of portfolio
4,917
Q2 2025 Added 0.49%
$0
$1 Million 0.04% of portfolio
52,371
Q2 2025 Added 3.7%
$0
$897,000 0.04% of portfolio
6,749
Q2 2025 Added 0.24%
$0
$1.1 Million 0.04% of portfolio
9,251
Q2 2025 Reduced 13.97%
$0
$742,000 0.03% of portfolio
9,264
Q2 2025 New
$0
$714,000 0.03% of portfolio
1,802
Q2 2025 Reduced 13.24%
$0
$871,000 0.03% of portfolio
14,711
Q2 2025 Added 1.88%
$0
$678,000 0.03% of portfolio
17,730
Q2 2025 Reduced 3.13%
$0
$670,000 0.03% of portfolio
5,051
Q2 2025 Reduced 0.81%
$0
$764,000 0.03% of portfolio
6,946
Q2 2025 Added 1.34%
$0
$846,000 0.03% of portfolio
3,341
Q2 2025 Added 6.78%
$0
$727,000 0.03% of portfolio
2,929
Q2 2025 Reduced 3.21%

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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