13F filer

Daymark Wealth Partners

As of Jun 30, 2026 Filed Jul 31, 2026 CIK 1956824 SEC filings ↗
13F Value
$4.10B
Positions
810
Top Position
AAPL6.1%
Top 5
20.3%

Latest filing changes

vs Mar 31, 2026
4 NVDA NVIDIA +7.9%+$15.8M
5 AAPL Apple +6.3%+$14.8M
Holdings810
# Trend (4Q)
1 AAPL 6.1% $248.6M +6.3% 859.1K 6.5% Common Stock
2 NVDA 5.3% $215.7M +7.9% 1.08M 5.5% Common Stock
3 VOO 3.1% $126.5M +24.7% 184.1K 2.8% ETF
4 MSFT 3.0% $124.2M +9.6% 332.9K 3.5% Common Stock
5 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 327,676 reported quantity $117,101,417 reported value
2.9% $117.1M +4.0% 327.7K 2.8% Common Stock
6 AMZN 2.6% $105.4M +14.9% 442.1K 2.5% Common Stock
7 JPM 2.5% $101.8M +14.5% 311.1K 2.5% Common Stock
8 PG 1.9% $77.6M +11.6% 529.2K 2.2% Common Stock
9 SHW 1.9% $77.0M +0.2% 223.8K 2.3% Common Stock
10 JCPB 1.7% $69.0M +96.2% 1.47M 1.1% ETF
11 JNJ 1.7% $67.7M +25.8% 266.4K 1.6% Common Stock
12 AVGO 1.6% $64.8M +19.8% 171.5K 1.4% Common Stock
13 AMGN 1.3% $54.5M -0.0% 150.4K 1.7% Common Stock
14 GOOG 1.3% $52.7M +31.4% 149.2K 1.0% Common Stock
15 RECS 1.2% $49.0M +16.5% 1.13M 1.2% ETF
16 JIRE 1.2% $48.9M +20.8% 592.3K 1.2% ETF
17 V 1.2% $48.1M +38.9% 140.2K 1.0% Common Stock
18 XOM
Filing details
  • 30233Q108 Jun 30, 2026 325,142 reported quantity $44,453,382 reported value
1.1% $44.5M +29.7% 325.1K 1.3% Common Stock
19 BIV 1.1% $44.2M NEW 575.9K — ETF
20 CSCO 1.0% $39.9M +5.6% 339.6K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing60
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.