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

About Daymark Wealth Partners, LLC

Investment Activity

Daymark Wealth Partners, LLC has $4.10 billion in total holdings as of June 30, 2026.
Daymark Wealth Partners, LLC owns shares of 810 different stocks, but just 112 companies or ETFs make up 80% of its holdings.
Approximately 17.14% 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 739 new stocks and bought additional shares in 386 stocks.
Daymark Wealth Partners, LLC sold shares of 249 stocks and completely divested from 64 stocks this quarter.

Largest Holdings

Apple: $248,601,749
NVIDIA: $215,713,674
Vanguard S&P 500 ETF: $126,469,964
Microsoft: $124,170,070
Alphabet: $117,101,417

Largest New Holdings this Quarter

30233Q108 - EXXON MOBIL CORP: $44,453,382 Holding
921937819 - Vanguard Intermediate-Term Bond ETF: $44,170,073 Holding
921937793 - Vanguard Long-Term Bond ETF: $11,475,053 Holding
921910840 - Vanguard Mega Cap Value ETF: $8,387,273 Holding
74255Y888 - Principal Spectrum Preferred Securities Active ETF: $7,262,222 Holding

Largest Purchases this Quarter

EXXON MOBIL CORP: 325,142 shares (about $44.45M)
Vanguard Intermediate-Term Bond ETF: 575,881 shares (about $44.17M)
JPMorgan Core Plus Bond ETF: 720,957 shares (about $33.84M)
Vanguard S&P 500 ETF: 36,529 shares (about $25.09M)
Vanguard Short-Term Bond ETF: 271,713 shares (about $21.17M)

Largest Sales this Quarter

Stryker: 37,653 shares (about $11.85M)
JPMorgan Active Growth ETF: 81,716 shares (about $8.06M)
Schwab U.S. Aggregate Bond ETF: 343,451 shares (about $7.94M)
Medtronic: 35,341 shares (about $2.76M)
Flex: 15,709 shares (about $2.55M)

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	$248,601,749	$14,757,946 â–²	6.3%	859,143	6.1%	Technology
NVDA NVIDIA	$215,713,674	$15,751,688 â–²	7.9%	1,078,083	5.3%	Technology
VOO Vanguard S&P 500 ETF	$126,469,964	$25,088,499 â–²	24.7%	184,141	3.1%	ETF
MSFT Microsoft	$124,170,070	$10,844,430 â–²	9.6%	332,878	3.0%	Technology
GOOGL Alphabet	$117,101,417	$4,533,947 â–²	4.0%	327,676	2.9%	Communication Services
AMZN Amazon.com	$105,366,824	$13,699,551 â–²	14.9%	442,086	2.6%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$101,837,329	$12,859,493 â–²	14.5%	311,115	2.5%	Finance
PG Procter & Gamble	$77,604,137	$8,038,957 â–²	11.6%	529,215	1.9%	Consumer Staples
SHW Sherwin-Williams	$77,045,563	$127,054 â–²	0.2%	223,762	1.9%	Materials
JCPB JPMorgan Core Plus Bond ETF	$69,020,694	$33,841,710 â–²	96.2%	1,470,403	1.7%	ETF
JNJ Johnson & Johnson	$67,660,142	$13,874,380 â–²	25.8%	266,410	1.7%	Healthcare
AVGO Broadcom	$64,779,027	$10,714,470 â–²	19.8%	171,487	1.6%	Technology
AMGN Amgen	$54,476,489	$24,624 â–¼	0.0%	150,438	1.3%	Healthcare
GOOG Alphabet	$52,700,461	$12,596,892 â–²	31.4%	149,154	1.3%	Communication Services
RECS Columbia Research Enhanced Core ETF	$49,030,546	$6,950,857 â–²	16.5%	1,132,868	1.2%	ETF
JIRE JPMorgan International Research Enhanced Equity ETF	$48,854,976	$8,397,651 â–²	20.8%	592,253	1.2%	ETF
V Visa	$48,100,411	$13,461,789 â–²	38.9%	140,198	1.2%	Finance
EXXON MOBIL CORP	$44,453,382	$44,453,382 â–²	New Holding	325,142	1.1%	COM
BIV Vanguard Intermediate-Term Bond ETF	$44,170,073	$44,170,073 â–²	New Holding	575,881	1.1%	ETF
CSCO Cisco Systems	$39,894,339	$2,115,454 â–²	5.6%	339,642	1.0%	Technology
PWR Quanta Services	$39,363,928	$975,656 â–¼	-2.4%	54,669	1.0%	Industrials
PANW Palo Alto Networks	$38,648,892	$2,130,015 â–¼	-5.2%	113,333	0.9%	Technology
PGR Progressive	$37,210,777	$172,794 â–¼	-0.5%	170,340	0.9%	Finance
JGRO JPMorgan Active Growth ETF	$35,892,857	$8,056,377 â–¼	-18.3%	364,062	0.9%	ETF
AMD Advanced Micro Devices	$35,376,154	$759,828 â–²	2.2%	60,898	0.9%	Technology
BRK.B Berkshire Hathaway	$35,225,011	$8,717,809 â–²	32.9%	70,395	0.9%	Finance
RTX RTX	$34,145,735	$228,245 â–²	0.7%	179,970	0.8%	Industrials
HD Home Depot	$33,735,289	$7,465,186 â–²	28.4%	95,654	0.8%	Consumer Discretionary
ABBV AbbVie	$32,828,589	$11,517,523 â–²	54.0%	130,459	0.8%	Healthcare
COST Costco Wholesale	$32,709,251	$6,507,051 â–²	24.8%	34,966	0.8%	Consumer Staples
JAVA JPMorgan Active Value ETF	$32,095,046	$2,249,446 â–¼	-6.5%	404,169	0.8%	ETF
GS The Goldman Sachs Group	$31,591,055	$320,603 â–²	1.0%	31,236	0.8%	Finance
IBM International Business Machines	$30,661,769	$231,155 â–²	0.8%	109,035	0.7%	Technology
LLY Eli Lilly and Company	$30,647,340	$13,284,672 â–²	76.5%	25,552	0.7%	Healthcare
SCHZ Schwab U.S. Aggregate Bond ETF	$29,466,888	$7,944,024 â–¼	-21.2%	1,273,968	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$26,132,459	$151,594 â–¼	-0.6%	34,994	0.6%	ETF
WALMART INC	$25,286,407	$7,511,737 â–²	42.3%	223,260	0.6%	COM
PH Parker-Hannifin	$24,829,621	$674,904 â–²	2.8%	25,385	0.6%	Industrials
USB U.S. Bancorp	$23,874,817	$817,394 â–¼	-3.3%	395,278	0.6%	Finance
VB Vanguard Small-Cap ETF	$23,672,523	$219,156 â–²	0.9%	78,096	0.6%	ETF
QCOM Qualcomm	$23,637,892	$7,392 â–¼	0.0%	127,918	0.6%	Technology
PNC The PNC Financial Services Group	$22,204,975	$402,572 â–¼	-1.8%	90,183	0.5%	Finance
TSLA Tesla	$22,104,366	$11,245,240 â–²	103.6%	52,554	0.5%	Consumer Discretionary
BSV Vanguard Short-Term Bond ETF	$21,665,565	$21,169,123 â–²	4,264.2%	278,085	0.5%	ETF
ORCL Oracle	$20,125,439	$2,675,126 â–²	15.3%	137,328	0.5%	Technology
META Meta Platforms	$19,960,339	$10,663,727 â–²	114.7%	35,435	0.5%	Communication Services
SLAB Silicon Laboratories	$19,784,051	$1,012,151 â–²	5.4%	90,520	0.5%	Technology
RDVY First Trust Rising Dividend Achievers ETF	$19,584,530	$532,968 â–¼	-2.6%	241,606	0.5%	ETF
CVX Chevron	$19,108,264	$3,893,526 â–²	25.6%	115,277	0.5%	Energy
MMM 3M	$18,853,258	$27,848 â–¼	-0.1%	116,443	0.5%	Industrials
KO CocaCola	$17,733,052	$7,207,844 â–²	68.5%	218,199	0.4%	Consumer Staples
ETN Eaton	$16,974,067	$1,522,527 â–²	9.9%	39,834	0.4%	Industrials
CGXU Capital Group International Focus Equity ETF	$16,558,104	$1,020,079 â–²	6.6%	478,281	0.4%	ETF
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF	$16,181,669	$1,985,195 â–²	14.0%	253,314	0.4%	ETF
NFLX Netflix	$15,960,767	$13,501,178 â–²	548.9%	223,540	0.4%	Communication Services
SPEM SPDR Portfolio Emerging Markets ETF	$15,953,738	$1,795,421 â–²	12.7%	308,106	0.4%	ETF
CGGR Capital Group Growth ETF	$15,524,185	$958,538 â–²	6.6%	328,902	0.4%	ETF
ASML ASML	$15,463,201	$97,478 â–¼	-0.6%	7,773	0.4%	Technology
AMAT Applied Materials	$15,295,632	$404,153 â–¼	-2.6%	21,156	0.4%	Technology
NUSHARES ETF TR	$15,235,434	$1,940,265 â–²	14.6%	609,295	0.4%	NUVEEN CORE PLUS
PYLD PIMCO Multi Sector Bond Active ETF	$14,921,352	$411,856 â–²	2.8%	562,645	0.4%	ETF
PSX Phillips 66	$14,719,761	$40,065 â–²	0.3%	87,073	0.4%	Energy
BAC Bank of America	$13,926,228	$10,597,577 â–²	318.4%	244,406	0.3%	Finance
INTC Intel	$13,836,241	$965,543 â–²	7.5%	99,092	0.3%	Technology
PULS PGIM Ultra Short Bond ETF	$13,301,119	$826,346 â–²	6.6%	268,438	0.3%	ETF
MA Mastercard	$12,924,113	$8,241,664 â–²	176.0%	25,164	0.3%	Finance
QQQ Invesco QQQ	$12,593,359	$882,956 â–²	7.5%	17,101	0.3%	ETF
GE VERNOVA INC	$11,916,946	$287,849 â–¼	-2.4%	10,143	0.3%	COM
VO Vanguard Mid-Cap ETF	$11,801,778	$9,058,780 â–²	330.3%	146,479	0.3%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$11,725,136	$909,995 â–²	8.4%	93,982	0.3%	ETF
BLV Vanguard Long-Term Bond ETF	$11,475,053	$11,475,053 â–²	New Holding	166,474	0.3%	ETF
FTXL First Trust Nasdaq Semiconductor ETF	$11,341,295	$753,408 â–¼	-6.2%	39,801	0.3%	ETF
IWM iShares Russell 2000 ETF	$11,281,056	$27,341 â–¼	-0.2%	37,547	0.3%	ETF
GE GE Aerospace	$11,155,564	$82,221 â–¼	-0.7%	29,849	0.3%	Industrials
BKNG Booking	$10,836,101	$10,385,689 â–²	2,305.8%	60,795	0.3%	Consumer Discretionary
AIRR First Trust RBA American Industrial Renaissance ETF	$10,819,444	$262,501 â–²	2.5%	81,197	0.3%	ETF
MRK Merck & Co., Inc.	$10,465,438	$22,488 â–¼	-0.2%	81,443	0.3%	Healthcare
PEP PepsiCo	$10,327,642	$1,182,178 â–²	12.9%	76,275	0.3%	Consumer Staples
J P MORGAN EXCHANGE TRADED F	$10,280,012	$2,560,609 â–²	33.2%	152,116	0.3%	HEDGED EQUITY LA
MU Micron Technology	$9,957,127	$5,095,149 â–²	104.8%	8,626	0.2%	Technology
FDN First Trust Dow Jones Internet Index Fund	$9,947,648	$30,972 â–¼	-0.3%	37,578	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$9,827,203	$618,824 â–¼	-5.9%	194,329	0.2%	ETF
CAT Caterpillar	$9,786,460	$170,385 â–²	1.8%	9,190	0.2%	Industrials
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$9,780,811	$9,196,846 â–²	1,574.9%	185,947	0.2%	ETF
MCD McDonald's	$9,694,355	$353,294 â–²	3.8%	35,864	0.2%	Consumer Discretionary
EMR Emerson Electric	$9,507,170	$142,864 â–²	1.5%	66,414	0.2%	Industrials
J P MORGAN EXCHANGE TRADED F	$9,507,037	$441,352 â–²	4.9%	188,632	0.2%	FLEXIBLE DEBT ET
APH Amphenol	$9,297,031	$7,103,956 â–²	323.9%	52,728	0.2%	Technology
CB Chubb	$9,225,287	$1,275,743 â–²	16.0%	27,074	0.2%	Finance
VV Vanguard Large-Cap ETF	$9,139,103	$2,867,878 â–²	45.7%	26,574	0.2%	ETF
BLACKROCK INC	$9,112,908	$174,046 â–²	1.9%	9,477	0.2%	COM
JPIE JPMorgan Income ETF	$9,011,915	$1,382,470 â–²	18.1%	195,698	0.2%	ETF
FITB Fifth Third Bancorp	$8,510,913	$2,800 â–²	0.0%	240,167	0.2%	Finance
SJM J. M. Smucker	$8,405,008	$280,463 â–²	3.5%	74,711	0.2%	Consumer Staples
MGV Vanguard Mega Cap Value ETF	$8,387,273	$8,387,273 â–²	New Holding	51,314	0.2%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$8,319,116	$303,274 â–¼	-3.5%	192,840	0.2%	ETF
LHX L3Harris Technologies	$8,218,280	$167,673 â–²	2.1%	28,281	0.2%	Industrials
KR Kroger	$7,903,176	$2,918,205 â–²	58.5%	142,323	0.2%	Consumer Staples
FBT First Trust NYSE Arca Biotechnology Index Fund	$7,837,252	$550,313 â–¼	-6.6%	31,616	0.2%	ETF
IVE iShares S&P 500 Value ETF	$7,696,010	$100,815 â–²	1.3%	33,894	0.2%	ETF

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

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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