Daymark Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Daymark Wealth Partners, LLC

Investment Activity

Daymark Wealth Partners, LLC has $3.18 billion in total holdings as of March 31, 2026.
Daymark Wealth Partners, LLC owns shares of 739 different stocks, but just 111 companies or ETFs make up 80% of its holdings.
Approximately 7.54% of the portfolio was purchased this quarter.
About 3.58% of the portfolio was sold this quarter.
This quarter, Daymark Wealth Partners, LLC has purchased 603 new stocks and bought additional shares in 323 stocks.
Daymark Wealth Partners, LLC sold shares of 216 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Apple: $205,098,200
NVIDIA: $174,288,312
Microsoft: $112,459,817
Alphabet: $90,578,369
Vanguard S&P 500 ETF: $88,205,324

Largest New Holdings this Quarter

826919102 - Silicon Laboratories: $17,877,795 Holding
33733E831 - First Trust Indxx Aerospace & Defense ETF: $6,612,360 Holding
33738R811 - First Trust Nasdaq Semiconductor ETF: $6,259,364 Holding
33738R860 - First Trust Nasdaq Bank ETF: $4,689,260 Holding
81369Y852 - Communication Services Select Sector SPDR Fund: $4,368,880 Holding

Largest Purchases this Quarter

Silicon Laboratories: 85,889 shares (about $17.88M)
Palo Alto Networks: 80,069 shares (about $12.84M)
Booking: 2,372 shares (about $9.99M)
Vanguard S&P 500 ETF: 14,644 shares (about $8.75M)
JPMorgan Core Plus Bond ETF: 172,739 shares (about $8.13M)

Largest Sales this Quarter

Apple: 57,581 shares (about $14.61M)
Lincoln National: 368,408 shares (about $13.08M)
First Trust Industrials/Producer Durables AlphaDEX Fund: 83,225 shares (about $6.79M)
First Trust Utilities AlphaDEX Fund: 131,858 shares (about $6.54M)
First Trust Dow Jones Internet Index Fund: 24,357 shares (about $5.70M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$205,098,200	$14,613,489 â–¼	-6.7%	808,141	6.5%	Computer and Technology
NVDA NVIDIA	$174,288,312	$1,876,369 â–¼	-1.1%	999,360	5.5%	Computer and Technology
MSFT Microsoft	$112,459,817	$3,497,365 â–²	3.2%	303,806	3.5%	Computer and Technology
GOOGL Alphabet	$90,578,369	$181,738 â–²	0.2%	314,989	2.8%	Computer and Technology
VOO Vanguard S&P 500 ETF	$88,205,324	$8,750,500 â–²	11.0%	147,612	2.8%	ETF
AMZN Amazon.com	$80,102,118	$1,795,288 â–²	2.3%	384,607	2.5%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$79,961,220	$3,583,163 â–²	4.7%	271,829	2.5%	Finance
SHW Sherwin-Williams	$71,608,763	$1,170,971 â–²	1.7%	223,393	2.3%	Basic Materials
PG Procter & Gamble	$68,521,403	$981,180 â–¼	-1.4%	474,394	2.2%	Consumer Staples
AMGN Amgen	$52,955,468	$631,570 â–¼	-1.2%	150,506	1.7%	Medical
JNJ Johnson & Johnson	$51,767,615	$78,465 â–¼	-0.2%	211,780	1.6%	Medical
AVGO Broadcom	$44,297,955	$536,380 â–²	1.2%	143,123	1.4%	Computer and Technology
XOM ExxonMobil	$42,535,577	$1,132,818 â–¼	-2.6%	250,711	1.3%	Energy
RECS Columbia Research Enhanced Core ETF	$37,898,921	$3,299,773 â–²	9.5%	972,266	1.2%	ETF
JGRO JPMorgan Active Growth ETF	$37,677,148	$2,089,672 â–²	5.9%	445,778	1.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$37,556,476	$4,074,530 â–²	12.2%	1,617,419	1.2%	ETF
JIRE JPMorgan International Research Enhanced Equity ETF	$37,146,783	$2,708,085 â–²	7.9%	490,451	1.2%	ETF
JCPB JPMorgan Core Plus Bond ETF	$35,283,910	$8,132,550 â–²	30.0%	749,446	1.1%	ETF
RTX RTX	$34,484,071	$81,982 â–²	0.2%	178,767	1.1%	Aerospace
PGR Progressive	$33,925,013	$211,720 â–²	0.6%	171,131	1.1%	Finance
GOOG Alphabet	$32,559,172	$367,181 â–¼	-1.1%	113,502	1.0%	Computer and Technology
JAVA JPMorgan Active Value ETF	$31,031,617	$1,842,398 â–²	6.3%	432,496	1.0%	ETF
PWR Quanta Services	$30,758,337	$512,785 â–¼	-1.6%	56,024	1.0%	Construction
V Visa	$30,514,504	$3,010,013 â–²	10.9%	100,961	1.0%	Business Services
COST Costco Wholesale	$27,909,816	$612,800 â–²	2.2%	28,010	0.9%	Retail/Wholesale
IBM International Business Machines	$26,229,825	$49,205 â–¼	-0.2%	108,213	0.8%	Computer and Technology
GS The Goldman Sachs Group	$26,157,081	$637,874 â–¼	-2.4%	30,919	0.8%	Finance
BRK.B Berkshire Hathaway	$25,384,716	$518,975 â–²	2.1%	52,973	0.8%	Finance
CSCO Cisco Systems	$24,955,440	$64,245 â–¼	-0.3%	321,632	0.8%	Computer and Technology
HD Home Depot	$24,498,162	$31,903 â–¼	-0.1%	74,487	0.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$22,889,923	$2,050,514 â–¼	-8.2%	35,197	0.7%	Finance
PH Parker-Hannifin	$22,107,993	$643,679 â–¼	-2.8%	24,695	0.7%	Industrials
USB U.S. Bancorp	$21,262,277	$245,591 â–¼	-1.1%	408,811	0.7%	Finance
VB Vanguard Small-Cap ETF	$20,265,481	$84,600 â–¼	-0.4%	77,373	0.6%	ETF
WALMART INC	$19,504,098	$131,488 â–¼	-0.7%	156,937	0.6%	COM
PANW Palo Alto Networks	$19,170,845	$12,836,622 â–²	202.7%	119,579	0.6%	Computer and Technology
PNC The PNC Financial Services Group	$19,106,370	$199,974 â–¼	-1.0%	91,818	0.6%	Finance
CVX Chevron	$18,990,849	$1,004,081 â–¼	-5.0%	91,788	0.6%	Energy
ABBV AbbVie	$18,419,023	$118,532 â–¼	-0.6%	84,689	0.6%	Medical
SLAB Silicon Laboratories	$17,877,795	$17,877,795 â–²	New Holding	85,889	0.6%	Computer and Technology
ORCL Oracle	$17,516,986	$1,148,488 â–²	7.0%	119,074	0.6%	Computer and Technology
RDVY First Trust Rising Dividend Achievers ETF	$16,945,790	$836,156 â–²	5.2%	248,181	0.5%	Manufacturing
MMM 3M	$16,936,012	$88,155 â–¼	-0.5%	116,615	0.5%	Multi-Sector Conglomerates
QCOM Qualcomm	$16,478,395	$7,340 â–²	0.0%	127,958	0.5%	Computer and Technology
PSX Phillips 66	$15,819,726	$36,254 â–¼	-0.2%	86,836	0.5%	Energy
SYK Stryker	$15,310,665	$240,528 â–²	1.6%	46,595	0.5%	Medical
PYLD PIMCO Multi Sector Bond Active ETF	$14,334,406	$900,729 â–²	6.7%	547,115	0.5%	ETF
LLY Eli Lilly and Company	$13,315,023	$1,022,817 â–²	8.3%	14,476	0.4%	Medical
NUSHARES ETF TR	$13,296,820	$754,120 â–²	6.0%	531,700	0.4%	NUVEEN CORE PLUS
CGXU Capital Group International Focus Equity ETF	$13,235,577	$896,201 â–²	7.3%	448,816	0.4%	ETF
ETN Eaton	$12,969,486	$2,599,906 â–²	25.1%	36,261	0.4%	Industrials
SPEM SPDR Portfolio Emerging Markets ETF	$12,826,698	$860,939 â–²	7.2%	273,432	0.4%	ETF
PULS PGIM Ultra Short Bond ETF	$12,462,182	$1,382,091 â–¼	-10.0%	251,761	0.4%	ETF
CGGR Capital Group Growth ETF	$12,402,404	$1,836,363 â–¼	-12.9%	308,594	0.4%	ETF
AMD Advanced Micro Devices	$12,122,357	$394,043 â–²	3.4%	59,590	0.4%	Computer and Technology
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF	$11,562,978	$1,577,756 â–²	15.8%	222,237	0.4%	ETF
MCD McDonald's	$10,739,996	$124,938 â–²	1.2%	34,557	0.3%	Retail/Wholesale
BKNG Booking	$10,639,479	$9,986,879 â–²	1,530.3%	2,527	0.3%	Retail/Wholesale
PEP PepsiCo	$10,488,882	$108,082 â–²	1.0%	67,544	0.3%	Consumer Staples
JPST JPMorgan Ultra-Short Income ETF	$10,454,311	$908,804 â–²	9.5%	206,566	0.3%	ETF
ASML ASML	$10,330,970	$293,208 â–²	2.9%	7,822	0.3%	Computer and Technology
KO CocaCola	$9,849,132	$10,343 â–²	0.1%	129,509	0.3%	Consumer Staples
MRK Merck & Co., Inc.	$9,817,868	$102,487 â–¼	-1.0%	81,618	0.3%	Medical
VO Vanguard Mid-Cap ETF	$9,776,931	$29,005 â–²	0.3%	34,045	0.3%	ETF
TSLA Tesla	$9,597,720	$695,164 â–¼	-6.8%	25,818	0.3%	Auto/Tires/Trucks
AVUV Avantis U.S. Small Cap Value ETF	$9,576,380	$557,319 â–²	6.2%	86,688	0.3%	ETF
LHX L3Harris Technologies	$9,562,082	$57,640 â–¼	-0.6%	27,704	0.3%	Aerospace
META Meta Platforms	$9,442,595	$370,747 â–²	4.1%	16,504	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$9,334,203	$976,126 â–¼	-9.5%	37,638	0.3%	Finance
QQQ Invesco QQQ	$9,178,107	$2,026,433 â–¼	-18.1%	15,902	0.3%	Finance
GE VERNOVA INC	$9,067,733	$906,075 â–²	11.1%	10,388	0.3%	COM
BLACKROCK INC	$8,940,010	$17,311 â–¼	-0.2%	9,296	0.3%	COM
J P MORGAN EXCHANGE TRADED F	$8,934,547	$733,837 â–²	8.9%	179,875	0.3%	FLEXIBLE DEBT ET
FDN First Trust Dow Jones Internet Index Fund	$8,821,761	$5,700,269 â–¼	-39.3%	37,695	0.3%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$8,776,734	$536,949 â–²	6.5%	79,227	0.3%	Manufacturing
EMR Emerson Electric	$8,570,850	$163,121 â–¼	-1.9%	65,416	0.3%	Industrials
GE GE Aerospace	$8,532,665	$968,789 â–²	12.8%	30,069	0.3%	Aerospace
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$7,880,880	$145,970 â–¼	-1.8%	199,870	0.2%	ETF
JPIE JPMorgan Income ETF	$7,632,740	$1,585,085 â–¼	-17.2%	165,677	0.2%	ETF
CB Chubb	$7,604,061	$170,138 â–¼	-2.2%	23,330	0.2%	Finance
HON Honeywell International	$7,540,166	$524,844 â–²	7.5%	33,359	0.2%	Multi-Sector Conglomerates
AMAT Applied Materials	$7,422,020	$46,484 â–²	0.6%	21,715	0.2%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$7,300,153	$204,959 â–²	2.9%	114,226	0.2%	HEDGED EQUITY LA
VZ Verizon Communications	$7,204,981	$682,818 â–¼	-8.7%	143,526	0.2%	Computer and Technology
IVE iShares S&P 500 Value ETF	$7,062,916	$671,452 â–¼	-8.7%	33,450	0.2%	ETF
STE STERIS	$7,046,086	$70,983 â–²	1.0%	31,864	0.2%	Medical
FITB Fifth Third Bancorp	$7,026,949	$7,259 â–²	0.1%	240,088	0.2%	Finance
TGT Target	$7,004,098	$328,086 â–²	4.9%	57,790	0.2%	Retail/Wholesale
SJM J. M. Smucker	$6,964,669	$93,353 â–¼	-1.3%	72,218	0.2%	Consumer Staples
ABT Abbott Laboratories	$6,941,927	$312,322 â–²	4.7%	67,614	0.2%	Medical
FBT First Trust NYSE Arca Biotechnology Index Fund	$6,794,914	$5,615,704 â–²	476.2%	33,836	0.2%	ETF
CRM Salesforce	$6,720,174	$266,380 â–²	4.1%	36,000	0.2%	Computer and Technology
MISL First Trust Indxx Aerospace & Defense ETF	$6,612,360	$6,612,360 â–²	New Holding	147,894	0.2%	ETF
JOHN HANCOCK EXCHANGE TRADED	$6,582,531	$1,873,145 â–¼	-22.2%	259,714	0.2%	HIGH YIELD ETF
KR Kroger	$6,495,838	$77,859 â–¼	-1.2%	89,771	0.2%	Retail/Wholesale
CAT Caterpillar	$6,397,695	$282,689 â–²	4.6%	9,030	0.2%	Industrials
IVV iShares Core S&P 500 ETF	$6,306,834	$200,538 â–¼	-3.1%	9,655	0.2%	ETF
NOC Northrop Grumman	$6,279,247	$7,505 â–¼	-0.1%	9,204	0.2%	Aerospace
FTXL First Trust Nasdaq Semiconductor ETF	$6,259,364	$6,259,364 â–²	New Holding	42,445	0.2%	Manufacturing
XT iShares Exponential Technologies ETF	$6,237,816	$30,190 â–²	0.5%	91,532	0.2%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Daymark Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Daymark Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Daymark Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Daymark Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDaymark Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools