Daymark Wealth Partners, LLC
DayMark Wealth Partners, LLC is a registered investment adviser headquartered in Cincinnati, Ohio. The firm was established in 2022 and is wholly owned by DMWP Holdings, LLC. With approximately 31 employees, DayMark primarily serves individual clients (including high net worth individuals), as well as some charitable organizations and corporate entities. As of June 2025, the firm manages about $3.9 billion in assets. DayMark provides comprehensive wealth management and investment advisory services, focusing on guiding individuals and families to identify, pursue, and achieve their financial goals.
Investment Strategy
DayMark Wealth Partners focuses on disciplined financial planning and personalized investment advisory services tailored to the goals and aspirations of its clients, primarily individuals and families. The firm manages portfolios by providing smart solutions designed to build, preserve, and transfer wealth across generations. DayMark applies a client-centric approach, emphasizing integrity, partnership, and stewardship, while balancing complex financial strategies with simplicity and reliability. The firm's process integrates long-term legacy planning with active investment management, supporting high net worth and individual clients through each step of their financial journey.
Top Holdings
Equity Positions (590)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.83% | $201.1M | 789,636 | $175.26 | $254.63 | +$42.2M |
N NVDA | NVIDIA CORPORATION | 6.33% | $186.5M | 999,360 | $22.99 | $186.58 | +$23.9M |
M MSFT | MICROSOFT CORP | 5.20% | $153.1M | 295,523 | $308.07 | $517.95 | +$4.9M |
J JPM | JPMORGAN CHASE & CO | 2.83% | $83.3M | 264,083 | $151.36 | $315.43 | +$6.3M |
A AMZN | AMAZON COM INC | 2.74% | $80.7M | 367,586 | $150.95 | $219.57 | +$1.2M |