Daymark Wealth Partners, LLC Portfolio Holdings
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q4 2025
Daymark Wealth Partners, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.95 Billion distributed in 603 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $232M, Nvidia Corp with a value of $188M, Microsoft Corp with a value of $149M, Amazon Com Inc with a value of $88.2M, and Alphabet Inc. with a value of $86.9M.
Examining the 13F form we can see an increase of $163M in the current position value, from $2.79B to 2.95B.
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
$2.95 Billion
Technology: $815 Million
ETFs: $693 Million
Financial Services: $337 Million
Healthcare: $216 Million
Industrials: $203 Million
Consumer Defensive: $163 Million
Consumer Cyclical: $160 Million
Communication Services: $148 Million
Other: $208 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 603
- Current Value $2.95 Billion
- Prior Value $2.79 Billion
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 35 stocks
- Additional Purchases 286 stocks
- Sold out of 0 stocks
- Reduced holdings in 226 stocks