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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.7B
$10.1 Million 0.4% of portfolio
84,583
Q2 2025 Added 1.98%
$0
$9.65 Million 0.39% of portfolio
34,480
Q2 2025 Reduced 1.33%
$0
$9.5 Million 0.38% of portfolio
350,108
Q2 2025 Added 0.56%
$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%
$0
$9.11 Million 0.36% of portfolio
42,194
Q2 2025 Added 0.56%
$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%
$0
$8.32 Million 0.33% of portfolio
81,902
Q2 2025 Reduced 28.01%
$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%
$0
$7.46 Million 0.3% of portfolio
131,248
Q2 2025 Reduced 7.26%
$0
$7.35 Million 0.29% of portfolio
171,897
Q2 2025 Added 10.56%
$0
$7.14 Million 0.29% of portfolio
36,525
Q2 2025 Added 1.05%
$51.7B
$6.92 Million 0.28% of portfolio
27,607
Q2 2025 Added 2.53%
$0
$6.98 Million 0.28% of portfolio
197,707
Q2 2025 Reduced 47.65%
$182B
$6.91 Million 0.28% of portfolio
159,769
Q2 2025 Reduced 0.5%
$112B
$6.93 Million 0.28% of portfolio
23,915
Q2 2025 Added 1.19%
$203B
$6.73 Million 0.27% of portfolio
84,987
Q2 2025 Reduced 4.5%
$48.9B
$6.78 Million 0.27% of portfolio
68,691
Q2 2025 Added 3.33%
$157B
$6.65 Million 0.27% of portfolio
17,198
Q2 2025 Added 2.8%
$0
$6.75 Million 0.27% of portfolio
10,872
Q2 2025 Added 4.47%
$0
$6.83 Million 0.27% of portfolio
134,850
Q2 2025 Added 10.11%
$11.9B
$6.73 Million 0.27% of portfolio
68,494
Q2 2025 Reduced 0.49%
$207B
$6.45 Million 0.26% of portfolio
51,982
Q2 2025 Reduced 7.0%
$52.6B
$6.27 Million 0.25% of portfolio
87,404
Q2 2025 Reduced 0.55%
$306B
$5.93 Million 0.24% of portfolio
23,024
Q2 2025 Added 0.63%
$0
$5.89 Million 0.24% of portfolio
90,338
Q2 2025 Added 2.33%
$0
$5.82 Million 0.23% of portfolio
10,267
Q2 2025 Added 2.57%
$0
$5.66 Million 0.23% of portfolio
94,498
Q2 2025 Added 10.3%
$138B
$5.53 Million 0.22% of portfolio
228,214
Q2 2025 Reduced 6.37%
$89.4B
$5.48 Million 0.22% of portfolio
10,967
Q2 2025 Added 70.88%
$152B
$5.53 Million 0.22% of portfolio
24,926
Q2 2025 Added 3.59%
$282B
$5.39 Million 0.22% of portfolio
38,015
Q2 2025 Added 1.54%
$302B
$5.22 Million 0.21% of portfolio
65,179
Q2 2025 Reduced 2.01%
$135B
$5.08 Million 0.2% of portfolio
22,085
Q2 2025 Added 1.5%
$33B
$4.91 Million 0.2% of portfolio
25,329
Q2 2025 Added 2.32%
$0
$4.78 Million 0.19% of portfolio
110,943
Q2 2025 Reduced 6.87%
$95.8B
$4.81 Million 0.19% of portfolio
40,793
Q2 2025 Added 6.87%
$55B
$4.75 Million 0.19% of portfolio
64,953
Q2 2025 Added 2.72%
$423B
$4.37 Million 0.18% of portfolio
6
Q2 2024 Added 100.0%
$0
$4.37 Million 0.18% of portfolio
45,660
Q2 2025 Added 10.85%
$548B
$4.48 Million 0.18% of portfolio
7,977
Q2 2025 Reduced 0.98%
$2.11B
$4.59 Million 0.18% of portfolio
664,755
Q2 2025 Reduced 12.5%

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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