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 ETFs Only
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