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
$57.3B
$892,000 0.04% of portfolio
4,556
Q2 2025 Added 1.13%
$0
$969,000 0.04% of portfolio
4,917
Q2 2025 Added 0.49%
$185B
$1.01 Million 0.04% of portfolio
11,832
Q2 2025 Added 9.78%
$39.2B
$1.06 Million 0.04% of portfolio
3,193
Q2 2025 Reduced 3.1%
$182B
$1.04 Million 0.04% of portfolio
11,130
Q2 2025 Added 33.69%
$19.9B
$1.08 Million 0.04% of portfolio
2,904
Q2 2025 Added 12.51%
$4.67B
$1.08 Million 0.04% of portfolio
10,664
Q1 2025 Reduced 16.54%
$51.4B
$1.01 Million 0.04% of portfolio
7,518
Q2 2025 Added 2.01%
$14.6B
$889,000 0.04% of portfolio
8,245
Q2 2025 Added 110.12%
$0
$1 Million 0.04% of portfolio
52,371
Q2 2025 Added 3.7%
$23.4B
$971,000 0.04% of portfolio
18,909
Q2 2025 Added 88.83%
$0
$897,000 0.04% of portfolio
6,749
Q2 2025 Added 0.24%
$120B
$1.1 Million 0.04% of portfolio
12,276
Q2 2025 Added 0.69%
$0
$1.1 Million 0.04% of portfolio
9,251
Q2 2025 Reduced 13.97%
$56.9B
$1.1 Million 0.04% of portfolio
34,413
Q4 2024 Reduced 1.36%
$0
$742,000 0.03% of portfolio
9,264
Q2 2025 New
$47.6B
$651,000 0.03% of portfolio
8,328
Q2 2025 Added 1.92%
$250B
$796,000 0.03% of portfolio
5,655
Q2 2025 Added 5.66%
$217B
$636,000 0.03% of portfolio
110
Q2 2025 Added 0.92%
$0
$714,000 0.03% of portfolio
1,802
Q2 2025 Reduced 13.24%
$19.7B
$864,000 0.03% of portfolio
7,567
Q2 2025 Added 0.54%
$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%
$14.5B
$838,000 0.03% of portfolio
2,263
Q2 2025 Added 0.58%
$95.8B
$726,000 0.03% of portfolio
16,024
Q2 2025 Added 27.56%
$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%
$75.1B
$824,000 0.03% of portfolio
4,429
Q2 2025 Added 6.93%
$24.3B
$658,000 0.03% of portfolio
6,827
Q2 2025 Added 0.06%
$4.15B
$672,000 0.03% of portfolio
15,017
Q2 2025 Added 0.11%
$0
$727,000 0.03% of portfolio
2,929
Q2 2025 Reduced 3.21%
$36.7B
$803,000 0.03% of portfolio
8,116
Q2 2025 Reduced 6.43%
$95.3B
$753,000 0.03% of portfolio
3,409
Q2 2025 Added 0.68%
$141B
$730,000 0.03% of portfolio
20,463
Q2 2025 Reduced 9.02%
$0
$751,000 0.03% of portfolio
7,723
Q2 2025 Reduced 3.78%
$29.2B
$769,000 0.03% of portfolio
14,848
Q2 2025 Added 0.59%
$0
$802,000 0.03% of portfolio
17,950
Q2 2025 Added 153.85%
$57.4B
$695,000 0.03% of portfolio
2,854
Q2 2025 Added 52.95%
$48.5B
$641,000 0.03% of portfolio
617
Q2 2025 Added 1.31%
$0
$732,000 0.03% of portfolio
9,142
Q2 2025 Added 54.27%
$94.4B
$685,000 0.03% of portfolio
9,652
Q2 2025 Reduced 21.27%
$0
$628,000 0.03% of portfolio
3,627
Q2 2025 Added 0.06%
$0
$630,000 0.03% of portfolio
12,408
Q2 2025 Reduced 16.13%
$61.8B
$729,000 0.03% of portfolio
3,260
Q2 2025 Added 27.1%
$8.57B
$627,000 0.03% of portfolio
14,606
Q2 2025 Added 0.03%
$33B
$526,000 0.02% of portfolio
18,714
Q2 2025 Added 0.7%
$4.52B
$517,000 0.02% of portfolio
1,805
Q2 2025 Added 0.06%
$55.4B
$395,000 0.02% of portfolio
2,459
Q2 2025 New

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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