DAYMARK WEALTH PARTNERS, LLC
Sector Allocation
- Technology30.2%$1.2B
- Other28.6%$1.2B
- Financials10.9%$448.1M
- Healthcare7.2%$293.2M
- Industrials5.7%$234.0M
- Consumer Discretionary5.1%$208.4M
- Consumer Staples5.0%$207.1M
- Energy2.7%$110.5M
- Materials2.5%$103.8M
- Communication Services0.8%$32.8M
AUM History
13fpro.ai/research/fund/daymark-wealth-partners-llc-1956824
Conviction and streaks
Diversifying · top 10 = 30.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$248.6MNVDA
$215.7M- VANGUARD$126.5M
MSFT
$124.2MGOOGL
$117.1MAMZN
$105.4MJPM
$101.8MPG
$77.6MSHW
$77.0M- J$69.0M
JNJ
$67.7MAVGO
$64.8MAMGN
$54.5MGOOG
$52.7M- COLUMBIA$49.0M
- J$48.9M
V
$48.1MXOM.R34088
$44.5M- VANGUARD$44.2M
CSCO
$39.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/daymark-wealth-partners-llc-1956824
DAYMARK WEALTH PARTNERS, LLC 13F holdings — Q2 2026
$4.1B portfolio (+28.9% QoQ) · 810 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
$248.6M
6.1% of stocks
+6%This quarter+11.3%Since filed5+ qtrsHeld$215.7M
5.3% of stocks
+8%This quarter+7.6%Since filed5+ qtrsHeld- 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$126.5M
3.1% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— $124.2M
3.0% of stocks
+10%This quarter+14.6%Since filed5+ qtrsHeld$117.1M
2.9% of stocks
+4%This quarter-11.9%Since filed5+ qtrsHeld$105.4M
2.6% of stocks
+15%This quarter-8.3%Since filed5+ qtrsHeld$101.8M
2.5% of stocks
+14%This quarter-5.0%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$77.6M
1.9% of stocks
+12%This quarter+10.7%Since filed5+ qtrsHeld$77.0M
1.9% of stocks
+0.2%This quarter-1.7%Since filed5+ qtrsHeld- 10
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$69.0M
1.7% of stocks
+96%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — DAYMARK WEALTH PARTNERS, LLC (Q2 2026)
810 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $67.7M | 1.6% | 266K | +26% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Broadcom Inc. | Technology | $64.8M | 1.6% | 171K | +20% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMGEN INC | Healthcare | $54.5M | 1.3% | 150K | -0.0% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $52.7M | 1.3% | 149K | +31% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | COLUMBIA ETF TR I - RESH ENHNC CORetf/fund | — | $49.0M | 1.2% | 1.13M | +17% | — | — | 13F |
| 16 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $48.9M | 1.2% | 592K | +21% | — | — | 13F |
| 17 | VISA INC. | Financials | $48.1M | 1.2% | 140K | +39% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $44.5M | 1.1% | 325K | +30% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $44.2M | 1.1% | 576K | New | — | — | 13F |
| 20 | CISCO SYSTEMS, INC. | Technology | $39.9M | 1.0% | 340K | +6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | QUANTA SERVICES, INC. | Industrials | $39.4M | 1.0% | 55K | -2% | 5+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Palo Alto Networks Inc | Technology | $38.6M | 0.9% | 113K | -5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PROGRESSIVE CORP/OH/ | Financials | $37.2M | 0.9% | 170K | -0.5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $35.9M | 0.9% | 364K | -18% | — | — | 13F |
| 25 | ADVANCED MICRO DEVICES INC | Technology | $35.4M | 0.9% | 61K | +2% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $35.2M | 0.9% | 70K | +33% | |||
| 27 | $RTX | RTX Corp | Industrials | $34.1M | 0.8% | 180K | +0.7% | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $33.7M | 0.8% | 96K | +28% | |||
| 29 | $ABBV | AbbVie Inc. | Healthcare | $32.8M | 0.8% | 130K | +54% | |||
| 30 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $32.7M | 0.8% | 35K | +25% | |||
| 31 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $32.1M | 0.8% | 404K | -7% | |||
| 32 | $GS | GOLDMAN SACHS GROUP INC | Financials | $31.6M | 0.8% | 31K | +1% | |||
| 33 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $30.7M | 0.8% | 109K | +0.8% | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $30.6M | 0.8% | 26K | +77% | |||
| 35 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $29.5M | 0.7% | 1.27M | -21% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $26.1M | 0.6% | 35K | -0.6% | |||
| 37 | $WMT | Walmart Inc. | Consumer Staples | $25.3M | 0.6% | 223K | +42% | |||
| 38 | $PH | Parker-Hannifin Corp | Industrials | $24.8M | 0.6% | 25K | +3% | |||
| 39 | $USB | US BANCORP \DE\ | Financials | $23.9M | 0.6% | 395K | -3% | |||
| 40 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $23.7M | 0.6% | 78K | +0.9% | |||
| 41 | $QCOM | QUALCOMM INC/DE | Technology | $23.6M | 0.6% | 128K | -0.0% | |||
| 42 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $22.2M | 0.5% | 90K | -2% | |||
| 43 | $TSLA | Tesla, Inc. | Consumer Discretionary | $22.1M | 0.5% | 53K | +104% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $21.7M | 0.5% | 278K | +4264% | |||
| 45 | $ORCL | ORACLE CORP | Technology | $20.1M | 0.5% | 137K | +15% | |||
| 46 | $META | Meta Platforms, Inc. | Technology | $20.0M | 0.5% | 35K | +115% | |||
| 47 | $SLAB | SILICON LABORATORIES INC. | Technology | $19.8M | 0.5% | 91K | +5% | |||
| 48 | — | FIRST TR EXCHANGE-TRADED FD - RISING DIVD ACHIV | — | $19.6M | 0.5% | 242K | -3% | |||
| 49 | $CVX | CHEVRON CORP | Energy | $19.1M | 0.5% | 115K | +26% | |||
| 50 | $MMM | 3M CO | Healthcare | $18.9M | 0.5% | 116K | -0.1% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $17.7M | 0.4% | 218K | +68% | |||
| 52 | $ETN | Eaton Corp plc | Industrials | $17.0M | 0.4% | 40K | +10% | |||
| 53 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREATION UNI | — | $16.6M | 0.4% | 478K | +7% | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | — | $16.2M | 0.4% | 253K | +14% | |||
| 55 | $NFLX | NETFLIX INC | Communication Services | $16.0M | 0.4% | 224K | +549% | |||
| 56 | — | SPDR INDEX SHS FDS - PORTFOLIO EMG MK | — | $16.0M | 0.4% | 308K | +13% | |||
| 57 | — | CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | — | $15.5M | 0.4% | 329K | +7% | |||
| 58 | $ASML | ASML HOLDING NV | Technology | $15.5M | 0.4% | 7,773 | -0.6% | |||
| 59 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $15.3M | 0.4% | 21K | -3% | |||
| 60 | — | NUSHARES ETF TR - NUVEEN CORE PLUS | — | $15.2M | 0.4% | 609K | +15% | |||
| 61 | — | PIMCO ETF TR - MULTISECTOR BD | — | $14.9M | 0.4% | 563K | +3% | |||
| 62 | $PSX | Phillips 66 | Energy | $14.7M | 0.4% | 87K | +0.3% | |||
| 63 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $13.9M | 0.3% | 244K | +318% | |||
| 64 | $INTC | INTEL CORP | Technology | $13.8M | 0.3% | 99K | +8% | |||
| 65 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $13.3M | 0.3% | 268K | +7% | |||
| 66 | $MA | Mastercard Inc | Financials | $12.9M | 0.3% | 25K | +176% | |||
| 67 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $12.6M | 0.3% | 17K | +8% | |||
| 68 | $GEV | GE Vernova Inc. | Industrials | $11.9M | 0.3% | 10K | -2% | |||
| 69 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $11.8M | 0.3% | 146K | +330% | |||
| 70 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $11.7M | 0.3% | 94K | +8% | |||
| 71 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $11.5M | 0.3% | 166K | New | |||
| 72 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | — | $11.3M | 0.3% | 40K | -6% | |||
| 73 | — | ISHARES TR - RUSSELL 2000 ETF | — | $11.3M | 0.3% | 38K | -0.2% | |||
| 74 | $GE | GENERAL ELECTRIC CO | Industrials | $11.2M | 0.3% | 30K | -0.7% | |||
| 75 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $10.8M | 0.3% | 61K | +2306% | |||
| 76 | — | FIRST TR EXCHANGE-TRADED FD - RBA INDL ETF | — | $10.8M | 0.3% | 81K | +2% | |||
| 77 | $MRK | Merck & Co., Inc. | Healthcare | $10.5M | 0.3% | 81K | -0.2% | |||
| 78 | $PEP | PEPSICO INC | Consumer Staples | $10.3M | 0.3% | 76K | +13% | |||
| 79 | — | J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA | — | $10.3M | 0.3% | 152K | +33% | |||
| 80 | $MU | MICRON TECHNOLOGY INC | Technology | $10.0M | 0.2% | 8,626 | +105% | |||
| 81 | — | FIRST TR EXCHANGE-TRADED FD - JD INTERNT IDX | — | $9.9M | 0.2% | 38K | -0.3% | |||
| 82 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT INC | — | $9.8M | 0.2% | 194K | -6% | |||
| 83 | $CAT | CATERPILLAR INC | Industrials | $9.8M | 0.2% | 9,190 | +2% | |||
| 84 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $9.8M | 0.2% | 186K | +1575% | |||
| 85 | $MCD | MCDONALDS CORP | Consumer Discretionary | $9.7M | 0.2% | 36K | +4% | |||
| 86 | $EMR | EMERSON ELECTRIC CO | Industrials | $9.5M | 0.2% | 66K | +2% | |||
| 87 | — | J P MORGAN EXCHANGE TRADED F - FLEXIBLE DEBT ET | — | $9.5M | 0.2% | 189K | +5% | |||
| 88 | $APH | AMPHENOL CORP /DE/ | Technology | $9.3M | 0.2% | 53K | +324% | |||
| 89 | $CB | Chubb Ltd | Financials | $9.2M | 0.2% | 27K | +16% | |||
| 90 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $9.1M | 0.2% | 27K | +46% | |||
| 91 | $BLK | BlackRock, Inc. | Financials | $9.1M | 0.2% | 9,477 | +2% | |||
| 92 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $9.0M | 0.2% | 196K | +18% | |||
| 93 | $FITB | FIFTH THIRD BANCORP | Financials | $8.5M | 0.2% | 240K | +0.0% | |||
| 94 | $SJM | J M SMUCKER Co | Consumer Staples | $8.4M | 0.2% | 75K | +3% | |||
| 95 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $8.4M | 0.2% | 51K | New | |||
| 96 | — | FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF | — | $8.3M | 0.2% | 193K | -4% | |||
| 97 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $8.2M | 0.2% | 28K | +2% | |||
| 98 | $KR | KROGER CO | Consumer Staples | $7.9M | 0.2% | 142K | +59% | |||
| 99 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $7.8M | 0.2% | 32K | -7% | |||
| 100 | — | ISHARES TR - S&P 500 VAL ETF | — | $7.7M | 0.2% | 34K | +1% | |||
| 101 | $TGT | TARGET CORP | Consumer Staples | $7.7M | 0.2% | 59K | +1% | |||
| 102 | — | ISHARES TR - EXPONENTIAL TECH | — | $7.6M | 0.2% | 92K | +0.5% | |||
| 103 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | — | $7.4M | 0.2% | 39K | +3% | |||
| 104 | — | JOHN HANCOCK EXCHANGE TRADED - HIGH YIELD ETF | — | $7.4M | 0.2% | 289K | +11% | |||
| 105 | — | PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD | — | $7.3M | 0.2% | 381K | New | |||
| 106 | $STE | STERIS plc | Healthcare | $7.1M | 0.2% | 34K | +7% | |||
| 107 | — | ISHARES TR - CORE S&P500 ETF | — | $7.1M | 0.2% | 9,476 | -2% | |||
| 108 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $7.0M | 0.2% | 19K | +67% | |||
| 109 | $NVS | NOVARTIS AG | Healthcare | $6.9M | 0.2% | 44K | +34% | |||
| 110 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS I | — | $6.5M | 0.2% | 83K | +2% | |||
| 111 | $WELL | WELLTOWER INC. | Real Estate | $6.4M | 0.2% | 28K | +1368% | |||
| 112 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | — | $6.4M | 0.2% | 139K | -6% | |||
| 113 | $UNP | UNION PACIFIC CORP | Industrials | $6.3M | 0.1% | 23K | +2% | |||
| 114 | — | ISHARES TR - S&P 500 GRWT ETF | — | $6.1M | 0.1% | 44K | +4% | |||
| 115 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $6.1M | 0.1% | 69K | New | |||
| 116 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $6.1M | 0.1% | 8,610 | +0.8% | |||
| 117 | $MTB | M&T BANK CORP | Financials | $6.0M | 0.1% | 25K | -2% | |||
| 118 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $6.0M | 0.1% | 141K | -1% | |||
| 119 | — | COHEN & STEERS ETF TRUST - PREFERRED AND IN | — | $6.0M | 0.1% | 229K | +7% | |||
| 120 | $NEE | NEXTERA ENERGY INC | Utilities | $5.8M | 0.1% | 66K | +23% | |||
| 121 | $CRM | Salesforce, Inc. | Technology | $5.8M | 0.1% | 37K | +3% | |||
| 122 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $5.7M | 0.1% | 77K | +0.3% | |||
| 123 | $DUK | Duke Energy CORP | Utilities | $5.6M | 0.1% | 44K | -0.9% | |||
| 124 | $ADI | ANALOG DEVICES INC | Technology | $5.6M | 0.1% | 14K | +0.6% | |||
| 125 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $5.4M | 0.1% | 106K | New | |||
| 126 | $DIS | Walt Disney Co | Communication Services | $5.4M | 0.1% | 56K | +1.0% | |||
| 127 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.3M | 0.1% | 59K | -13% | |||
| 128 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $5.3M | 0.1% | 89K | -4% | |||
| 129 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $5.3M | 0.1% | 64K | +6% | |||
| 130 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.2M | 0.1% | 24K | -2% | |||
| 131 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $5.2M | 0.1% | 6,769 | -7% | |||
| 132 | — | COLUMBIA ETF TR I - MULTI SEC MUNI | — | $5.2M | 0.1% | 248K | +225% | |||
| 133 | $PPG | PPG INDUSTRIES INC | Materials | $5.1M | 0.1% | 42K | -0.2% | |||
| 134 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.1M | 0.1% | 10K | +4% | |||
| 135 | — | FIRST TR EXCHANGE TRADED FD - NASDAQ BK ETF | — | $5.0M | 0.1% | 122K | -6% | |||
| 136 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $5.0M | 0.1% | 49K | +0.4% | |||
| 137 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $5.0M | 0.1% | 88K | -4% | |||
| 138 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $4.9M | 0.1% | 85K | -7% | |||
| 139 | $PM | Philip Morris International Inc. | Consumer Staples | $4.9M | 0.1% | 27K | -4% | |||
| 140 | $CMI | CUMMINS INC | Industrials | $4.9M | 0.1% | 6,819 | -6% | |||
| 141 | $SCHW | SCHWAB CHARLES CORP | Financials | $4.8M | 0.1% | 52K | +4% | |||
| 142 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $4.8M | 0.1% | 95K | +71% | |||
| 143 | — | VANGUARD WORLD FDS - INF TECH ETF | — | $4.8M | 0.1% | 40K | +715% | |||
| 144 | — | ISHARES TR - 3 7 YR TREAS BD | — | $4.7M | 0.1% | 40K | +246% | |||
| 145 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $4.7M | 0.1% | 9,206 | +0.0% | |||
| 146 | $CARR | CARRIER GLOBAL Corp | Industrials | $4.7M | 0.1% | 64K | +5% | |||
| 147 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $4.6M | 0.1% | 55K | +8% | |||
| 148 | — | FIRST TR EXCHANGE-TRADED FD - DORSEY WRT 5 ETF | — | $4.5M | 0.1% | 60K | +2% | |||
| 149 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.1% | 6 | — | |||
| 150 | — | RBB FUND TRUST - FIRST EAGLE OVER | — | $4.5M | 0.1% | 83K | +0.6% |
What changed in Q2 2026
Against the previous quarter's 13F: 127 new, 388 added to, 251 trimmed, 60 sold out. Share-count changes; largest moves by dollar size first.
New positions (127)
- VANGUARD BD INDEX FDS - INTERMED TERM$44.2M
first bought this quarter
- VANGUARD BD INDEX FDS - LONG TERM BOND$11.5M
first bought this quarter
- VANGUARD WORLD FD - MEGA CAP VAL ETF$8.4M
first bought this quarter
- PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD$7.3M
first bought this quarter
- VANECK ETF TRUST - HIGH YLD MUNIETF$5.4M
first bought this quarter
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$3.9M
first bought this quarter
+121 more in the Excel export
Added to (388)
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+96%
now $69.0M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+25%
now $126.5M
$METAMeta Platforms, Inc.+4264%
now $21.7M · held 5+ qtrs, 2 adds in a row
now $215.7M · held 5+ qtrs
now $248.6M · held 5+ qtrs
now $67.7M · held 5+ qtrs
+382 more in the Excel export
Trimmed (251)
$SYKSTRYKER CORP-81%
now $2.8M · held 5+ qtrs
- J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH-18%
now $35.9M
- SCHWAB STRATEGIC TR - US AGGREGATE B-21%
now $29.5M
- J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF-7%
now $32.1M
$PANWPalo Alto Networks Inc-5%
now $38.6M · held 5+ qtrs
$PWRQUANTA SERVICES, INC.-2%
now $39.4M · held 5+ qtrs, 3 trims in a row
+245 more in the Excel export
Holdings by quarter
Every 13F DAYMARK WEALTH PARTNERS, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow DAYMARK WEALTH PARTNERS?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of DAYMARK WEALTH PARTNERS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+2.9%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 13% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
DAYMARK WEALTH PARTNERS, LLC disclosed 810 positions worth $4.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.1% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 127 new positions and exited 60 and a full exit from $CTRA. The portfolio is most concentrated in Technology (30.2% of disclosed assets). All figures are sourced directly from DAYMARK WEALTH PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1956824.
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