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
$60B
$2.5 Million 0.1% of portfolio
10,983
Q2 2025 Added 18.5%
$150B
$2.55 Million 0.1% of portfolio
12,923
Q2 2025 Reduced 19.18%
$56.3B
$2.42 Million 0.1% of portfolio
7,386
Q2 2025 Reduced 3.84%
$155B
$2.61 Million 0.1% of portfolio
21,113
Q2 2025 Added 15.06%
$127B
$2.4 Million 0.1% of portfolio
18,017
Q2 2025 Added 23.53%
$64.4B
$2.42 Million 0.1% of portfolio
9,457
Q2 2025 Reduced 0.84%
$0
$2.22 Million 0.09% of portfolio
47,587
Q2 2025 New
$0
$2.37 Million 0.09% of portfolio
6,551
Q2 2025 Reduced 19.42%
$23.4B
$2.15 Million 0.09% of portfolio
20,146
Q2 2025 Added 10.51%
$65.4B
$2.19 Million 0.09% of portfolio
20,751
Q2 2025 Reduced 1.94%
$4.97B
$2.36 Million 0.09% of portfolio
37,099
Q2 2025 Added 0.27%
$0
$2.35 Million 0.09% of portfolio
47,502
Q2 2025 Reduced 13.74%
$0
$2.29 Million 0.09% of portfolio
17,808
Q2 2025 Added 0.35%
$227B
$2.13 Million 0.09% of portfolio
6,678
Q2 2025 Added 4.05%
$70.9B
$2.09 Million 0.08% of portfolio
22,947
Q2 2025 Reduced 0.68%
$86B
$1.97 Million 0.08% of portfolio
28,524
Q2 2025 Reduced 13.48%
$50.2B
$2.05 Million 0.08% of portfolio
39,730
Q2 2025 Reduced 0.61%
$0
$1.9 Million 0.08% of portfolio
10,451
Q2 2025 Reduced 16.37%
$0
$1.89 Million 0.08% of portfolio
38,119
Q2 2025 Added 3.24%
$24.3B
$1.97 Million 0.08% of portfolio
12,464
Q2 2025 Added 20.76%
$150B
$1.91 Million 0.08% of portfolio
6,406
Q2 2025 Added 8.74%
$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%
$3.94B
$1.64 Million 0.07% of portfolio
45,500
Q1 2025 Added 9.64%
$0
$1.81 Million 0.07% of portfolio
17,995
Q2 2025 Reduced 2.11%
$14.7B
$1.77 Million 0.07% of portfolio
45,774
Q2 2025 Added 0.59%
$367B
$1.74 Million 0.07% of portfolio
12,731
Q2 2025 Added 19.23%
$69.2B
$1.87 Million 0.07% of portfolio
15,664
Q2 2025 Added 11.93%
$18.8B
$1.68 Million 0.07% of portfolio
28,731
Q2 2025 Reduced 8.57%
$0
$1.71 Million 0.07% of portfolio
31,363
Q2 2025 Added 13.06%
$118B
$1.72 Million 0.07% of portfolio
29,384
Q2 2025 Added 1.89%
$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%
$45.1B
$1.62 Million 0.06% of portfolio
12,563
Q2 2025 Added 4.61%
$182B
$1.46 Million 0.06% of portfolio
2,768
Q2 2025 Added 17.29%
$80B
$1.38 Million 0.06% of portfolio
5,563
Q2 2025 Added 0.8%
$177B
$1.48 Million 0.06% of portfolio
7,626
Q2 2025 Added 3.87%
$0
$1.62 Million 0.06% of portfolio
34,973
Q2 2025 Added 7.54%
$79.3B
$1.38 Million 0.06% of portfolio
8,333
Q2 2025 Added 3.43%
$63.8B
$1.61 Million 0.06% of portfolio
15,951
Q2 2025 Reduced 13.89%
$28.7B
$1.4 Million 0.06% of portfolio
3,395
Q2 2025 New
$245B
$1.55 Million 0.06% of portfolio
4,959
Q2 2025 Reduced 11.46%
$0
$1.39 Million 0.06% of portfolio
14,013
Q2 2025 Reduced 3.23%
$70.1B
$1.49 Million 0.06% of portfolio
9,543
Q2 2025 Added 8.55%

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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