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CIK: 0001956824
Total reported value
$4.1B
$4.1B
560 檔
15.3%
At the close of Q2 2025, Daymark Wealth Partners, LLC disclosed equity holdings valued at approximately $4.1B, spread across 560 reported holdings.
During Q2 2025, Daymark Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 560 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.18% | -0.22% | -1.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.04% | -0.38% | +1.20% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | -0.51% | -1.11% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.03% | +0.05% | +9.79% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.93% | -0.03% | +4.84% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.90% | -0.26% | -1.40% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +0.01% | +3.64% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.32% | -14.01% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 1.75% | -0.16% | -0.43% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | +0.19% | +0.12% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.53% | -0.34% | +0.23% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.21% | +5.66% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.19% | -0.07% | -1.71% | |
| 14 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.17% | -0.30% | +9.86% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | +0.02% | +0.82% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.04% | -0.46% | +343.48% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -1.34% | EXIT | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | +0.05% | +2.85% | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 1.01% | +0.02% | +0.91% | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.01% | +0.01% | +14.10% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.08% | +2.55% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.25% | -0.20% | |
| 23 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.95% | -0.03% | +11.71% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.07% | +27.87% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | +0.06% | +1.58% | |
| 26 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.87% | -0.20% | -4.95% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.06% | +0.96% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | -0.05% | +4.13% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.84% | -0.01% | -5.02% | |
| 30 | USB | US Bancorp | Stock-Financials | 0.83% | -0.09% | -7.35% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | +0.19% | +3.47% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | -0.08% | -0.06% | |
| 33 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.80% | -0.01% | -13.08% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.06% | +0.55% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.27% | +4.26% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.06% | +2.48% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.68% | -0.07% | -0.46% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.66% | -0.06% | +63.05% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.65% | +0.57% | -12.21% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.65% | -0.09% | +1.43% | |
| 41 | LNC | Lincoln National CORP | Stock-Financials | 0.61% | -0.01% | +208.67% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.22% | +2.86% | |
| 43 | KEL | Kellanova | Stock-Other | 0.56% | — | +0.01% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | +0.01% | -0.64% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.13% | +1.72% | |
| 46 | CGGR | Cap Group Growth Equity | ETF-Other | 0.47% | -0.01% | -2.19% | |
| 47 | NCPB | Nuveen Core Plus Bond ETF | ETF-Other | 0.46% | -0.05% | -21.49% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.45% | -0.05% | +98.64% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.02% | +3.06% | |
| 50 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.41% | -0.04% | +19.70% |
According to official SEC Form 13F filings, Daymark Wealth Partners, LLC reported a total U.S. public equity portfolio value of $4.1B across 560 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 15.3% of total reported equity market value during Q2 2025.
During Q2 2025, Daymark Wealth Partners, LLC's top holdings by market value included NVDA (6.2%)、AAPL (6.0%)、MSFT (5.6%). The largest single position, NVDA, represented 6.2% of total portfolio value.
In Q2 2025, Daymark Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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