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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$269,000 0.01% of portfolio
4,000
Q3 2023 New
$0
$265,000 0.01% of portfolio
8,322
Q3 2025 Added 2.46%
$0
$412,000 0.01% of portfolio
12,072
Q3 2025 Added 21.88%
$0
$331,000 0.01% of portfolio
3,804
Q3 2025 Reduced 0.42%
$0
$404,000 0.01% of portfolio
1,892
Q3 2025 Reduced 0.94%
$0
$352,000 0.01% of portfolio
2,283
Q3 2025 Reduced 0.87%
$0
$289,000 0.01% of portfolio
5,529
Q3 2025 Added 9.7%
$0
$360,000 0.01% of portfolio
14,025
Q3 2025 New
$0
$224,000 0.01% of portfolio
2,451
Q3 2025 New
$0
$274,000 0.01% of portfolio
681
Q3 2025 Added 14.84%
$0
$373,000 0.01% of portfolio
5,078
Q3 2025 Added 0.06%
$0
$267,000 0.01% of portfolio
1,535
Q3 2025 New
$0
$274,000 0.01% of portfolio
2,744
Q3 2025 Reduced 0.54%
$0
$249,000 0.01% of portfolio
5,014
Q3 2025 Added 18.62%
$0
$227,000 0.01% of portfolio
4,112
Q3 2025 Added 0.17%
$0
$350,000 0.01% of portfolio
4,209
Q3 2025 Added 11.53%
$0
$350,000 0.01% of portfolio
2,085
Q3 2025 Added 61.88%
$0
$303,000 0.01% of portfolio
11,702
Q3 2025 Added 22.65%
$0
$230,000 0.01% of portfolio
12,633
Q3 2025 Added 19.26%
$0
$200,000 0.01% of portfolio
1,218
Q3 2025 New
$0
$256,000 0.01% of portfolio
3,769
Q3 2025 Added 0.37%
$0
$219,000 0.01% of portfolio
5,806
Q3 2025 Reduced 2.17%
$25B
$310,000 0.01% of portfolio
7,339
Q3 2025 Reduced 8.92%
$65.6B
$384,000 0.01% of portfolio
5,288
Q3 2025 New
$0
$252,000 0.01% of portfolio
3,500
Q1 2025 Reduced 14.63%
$0
$278,000 0.01% of portfolio
8,262
Q3 2025 Reduced 2.22%
$0
$342,000 0.01% of portfolio
29,541
Q3 2025 Reduced 4.08%
$0
$157,000 0.01% of portfolio
10,117
Q2 2025 New
$0
$222,000 0.01% of portfolio
8,001
Q3 2025 New
$0
$269,000 0.01% of portfolio
6,819
Q3 2025 Added 0.01%
$0
$256,000 0.01% of portfolio
12,489
Q3 2025 Added 3.07%
$0
$229,000 0.01% of portfolio
1,995
Q2 2025 New
$0
$249,000 0.01% of portfolio
10,280
Q3 2025 Reduced 1.34%
$0
$323,000 0.01% of portfolio
5,147
Q3 2025 Added 0.21%
$0
$169,000 0.01% of portfolio
638
Q3 2025 Reduced 15.83%
$0
$302,000 0.01% of portfolio
1,445
Q3 2025 Added 13.07%
$0
$267,000 0.01% of portfolio
1,879
Q2 2025 Reduced 10.82%
$0
$252,000 0.01% of portfolio
12,848
Q3 2025 Added 37.24%
$0
$338,000 0.01% of portfolio
1,057
Q2 2025 Added 14.15%
$0
$255,000 0.01% of portfolio
1,832
Q3 2025 Added 0.05%
$0
$220,000 0.01% of portfolio
1,765
Q3 2025 Reduced 3.97%
$0
$343,000 0.01% of portfolio
5,720
Q3 2025 Reduced 0.87%
$0
$274,000 0.01% of portfolio
1,985
Q2 2024 New
$0
$245,000 0.01% of portfolio
1,207
Q3 2025 Reduced 10.06%
$0
$383,000 0.01% of portfolio
6,493
Q3 2025 Reduced 19.38%
$0
$209,000 0.01% of portfolio
1,900
Q1 2025 Reduced 20.07%
$0
$0 0.0% of portfolio
78,626
Q3 2025 Reduced 11.83%

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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