Q2 2026 13F · SEC CIK 1956824

Daymark Wealth Partners, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.1B
Reported positions: 810
Top holdings a year, 3 yrs: +20.8%
Assets under management: $5.0B

Daymark Wealth Partners, LLC is a wealth manager that reported 810 positions worth $4.1B in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Apple Inc (AAPL, 6.1%), Nvidia Corporation Com (NVDA, 5.3%), Vanguard S&p 500 ETF (VOO, 3.1%). A portfolio copying its top holdings returned 20.8% a year over the last 3 years, against 20.4% for the S&P 500.

Daymark Wealth Partners, LLC holdings largest 50 of 810 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Daymark Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.1%	6.5%	859,143	+6.3%	$248.6M
NVDANvidia Corporation Com	5.3%	5.5%	1,078,083	+7.9%	$215.7M
VOOVanguard S&p 500 ETF	3.1%	2.8%	184,141	+24.7%	$126.5M
MSFTMicrosoft Corp	3.0%	3.5%	332,878	+9.6%	$124.2M
GOOGLAlphabet Inc	2.9%	2.8%	327,676	+4.0%	$117.1M
AMZNAmazon Com Inc Com	2.6%	2.5%	442,086	+14.9%	$105.4M
JPMJpmorgan Chase & Co	2.5%	2.5%	311,115	+14.5%	$101.8M
PGProcter & Gamble Co Com	1.9%	2.2%	529,215	+11.6%	$77.6M
SHWSherwin Williams Co Com	1.9%	2.3%	223,762	+0.2%	$77.0M
JCPBJ P Morgan Exchange Traded F	1.7%	1.1%	1,470,403	+96.2%	$69.0M
JNJJohnson & Johnson	1.7%	1.6%	266,410	+25.8%	$67.7M
AVGOBroadcom Inc	1.6%	1.4%	171,487	+19.8%	$64.8M
AMGNAmgen Inc Com	1.3%	1.7%	150,438	-0.0%	$54.5M
GOOGAlphabet Inc	1.3%	1.0%	149,154	+31.4%	$52.7M
RECSColumbia ETF Tr I	1.2%	1.2%	1,132,868	+16.5%	$49.0M
JIREJ P Morgan Exchange Traded F	1.2%	1.2%	592,253	+20.8%	$48.9M
VVisa Inc Com Cl A	1.2%	1.0%	140,198	+38.9%	$48.1M
XOMExxon Mobil Corp	1.1%	—	325,142	—	$44.5M
BIVVanguard Bd Index Fds	1.1%	—	575,881	—	$44.2M
CSCOCisco Sys Inc	1.0%	0.8%	339,642	+5.6%	$39.9M
PWRQuanta Svcs Inc Com	1.0%	1.0%	54,669	-2.4%	$39.4M
PANWPalo Alto Networks Inc	0.9%	0.6%	113,333	-5.2%	$38.6M
PGRProgressive Corp.	0.9%	1.1%	170,340	-0.5%	$37.2M
JGROJ P Morgan Exchange Traded F	0.9%	1.2%	364,062	-18.3%	$35.9M
AMDAdvanced Micro Devices Inc	0.9%	—	60,898	—	$35.4M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.8%	70,395	+32.9%	$35.2M
RTXRtx Corporation Com	0.8%	1.1%	179,970	+0.7%	$34.1M
HDHome Depot Inc Com	0.8%	0.8%	95,654	+28.4%	$33.7M
ABBVAbbvie Inc	0.8%	0.6%	130,459	+54.0%	$32.8M
COSTCostco Whsl Corp New	0.8%	0.9%	34,966	+24.8%	$32.7M
JAVAJ P Morgan Exchange Traded F	0.8%	1.0%	404,169	-6.5%	$32.1M
GSGoldman Sachs Group Inc	0.8%	0.8%	31,236	+1.0%	$31.6M
IBMInternational Business Machs	0.7%	0.8%	109,035	+0.8%	$30.7M
LLYLilly Eli & Co	0.7%	0.4%	25,552	+76.5%	$30.6M
SCHZSchwab Strategic Tr	0.7%	1.2%	1,273,968	-21.2%	$29.5M
SPYSpdr S&p 500 ETF Tr	0.6%	0.7%	34,994	-0.6%	$26.1M
WMTWalmart Inc	0.6%	0.6%	223,260	+42.3%	$25.3M
PHParker-Hannifin Corp	0.6%	0.7%	25,385	+2.8%	$24.8M
USBUS Bancorp Del	0.6%	0.7%	395,278	-3.3%	$23.9M
VBVanguard Indx Fd	0.6%	0.6%	78,096	+0.9%	$23.7M
QCOMQualcomm Inc	0.6%	0.5%	127,918	-0.0%	$23.6M
PNCPnc Finl Svcs Group Inc	0.5%	0.6%	90,183	-1.8%	$22.2M
TSLATesla Inc Com	0.5%	—	52,554	—	$22.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.5%	—	278,085	—	$21.7M
ORCLOracle Corp	0.5%	0.6%	137,328	+15.3%	$20.1M
METAMeta Platforms Inc Class A	0.5%	—	35,435	—	$20.0M
SLABSilicon Laboratories Inc	0.5%	0.6%	90,520	+5.4%	$19.8M
RDVYFirst Trust Rising Dividend Achievers Et	0.5%	0.5%	241,606	-2.6%	$19.6M
CVXChevron Corp New	0.5%	0.6%	115,277	+25.6%	$19.1M
MMM3m Co Com	0.5%	0.5%	116,443	-0.1%	$18.9M

What Daymark Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +20.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.1B	810
Q1 2026	$3.2B	739
Q4 2025	$3.1B	603
Q3 2025	$2.9B	600
Q2 2025	$2.6B	560
Q1 2025	$2.3B	498
Q4 2024	$2.4B	493
Q3 2024	$2.4B	512
Q2 2024	$2.2B	496
Q1 2024	$1.9B	431
Q4 2023	$1.6B	401
Q3 2023	$1.5B	380

Questions about Daymark Wealth Partners, LLC's portfolio

What stocks does Daymark Wealth Partners, LLC own?

Daymark Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 810 positions worth $4.1B. The largest are Apple Inc (AAPL) at 6.1%, Nvidia Corporation Com (NVDA) at 5.3%, Vanguard S&p 500 ETF (VOO) at 3.1%, Microsoft Corp (MSFT) at 3.0% and Alphabet Inc (GOOGL) at 2.9%.

What did Daymark Wealth Partners, LLC buy last quarter?

In Q2 2026, Daymark Wealth Partners, LLC added J P Morgan Exchange Traded F (JCPB) (+96.2% shares), Lilly Eli & Co (LLY) (+76.5% shares) and Abbvie Inc (ABBV) (+54.0% shares), compared with its Q1 2026 filing.

What did Daymark Wealth Partners, LLC sell last quarter?

In Q2 2026, Daymark Wealth Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Phillips 66 (PSX), cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Pimco Multisector Bond Active Exchange-T (PYLD), cut from its top 50 Nushares ETF Tr (NCPB), Schwab Strategic Tr (SCHZ) (-21.2% shares), J P Morgan Exchange Traded F (JGRO) (-18.3% shares) and J P Morgan Exchange Traded F (JAVA) (-6.5% shares), compared with its Q1 2026 filing.

How has Daymark Wealth Partners, LLC's portfolio performed?

A portfolio copying Daymark Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%.

When is Daymark Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Daymark Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Daymark Wealth Partners, LLC manage?

Daymark Wealth Partners, LLC reported $5.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.1B.