13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001956824
Total reported value
$4.1B
$4.1B
600 檔
17.2%
During the Q3 2025 filing period, Daymark Wealth Partners, LLC (CIK: 0001956824) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.1B across 600 reported positions.
In Q3 2025, Daymark Wealth Partners, LLC displayed an active expansion posture, initiating 31 new positions and adding to 122 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 600 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.83% | -0.38% | +1.98% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.33% | -0.22% | -2.84% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.20% | -0.51% | -0.77% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.83% | -0.03% | -0.57% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | +0.05% | +1.41% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.61% | +0.01% | +3.14% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.55% | -0.26% | +2.09% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.32% | +14.07% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.19% | -3.06% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.46% | -0.34% | +5.78% | |
| 11 | PGR | Progressive CORP | Stock-Financials | 1.43% | -0.16% | -0.95% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | +0.02% | +6.86% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.19% | -0.30% | +4.53% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.21% | +2.65% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.05% | -0.06% | +6.10% | |
| 16 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.04% | +0.01% | +5.75% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.04% | -0.46% | +10.73% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.03% | -0.07% | +1.46% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | +0.05% | +2.20% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.25% | -1.40% | |
| 21 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.97% | -0.03% | +9.98% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -1.34% | EXIT | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.27% | +0.81% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.06% | +6.33% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | -0.08% | +10.66% | |
| 26 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.87% | -0.20% | +6.61% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | -0.05% | +0.63% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.08% | +3.63% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.82% | -0.01% | -0.00% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.07% | +1.67% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.19% | +1.88% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.73% | +0.02% | +2.10% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | +0.06% | +0.27% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.68% | -0.09% | -14.43% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | -0.06% | +0.47% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.67% | +0.57% | +13.56% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.22% | +4.06% | |
| 38 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.66% | -0.01% | -12.39% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.64% | -0.09% | +2.08% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.64% | -0.06% | +0.26% | |
| 41 | LNC | Lincoln National CORP | Stock-Financials | 0.62% | -0.01% | -2.12% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.62% | -0.07% | -0.19% | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.59% | -0.04% | +52.71% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | +0.01% | +7.51% | |
| 45 | KEL | Kellanova | Stock-Other | 0.51% | — | +0.09% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.13% | -0.09% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.48% | -0.05% | +9.78% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-Other | 0.47% | -0.01% | +4.31% | |
| 49 | NCPB | Nuveen Core Plus Bond ETF | ETF-Other | 0.43% | -0.05% | +3.28% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.02% | +2.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -2.84% | Trim |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | +0.8% | +10.73% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +3.14% | Add |
| 4 | AVGO | Broadcom Inc | +0.6% | -3.06% | Trim |
| 5 | ORCL | Oracle CORP | +0.4% | +6.10% | Add |
| 6 | LNC | Lincoln National CORP | +0.4% | -2.12% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | -0.77% | Trim |
| 8 | FDN | First Trust Dj Internet Ind | +0.3% | +52.71% | Add |
| 9 | RDVY | First Trust Rising Dividend | +0.2% | +9.78% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +0.81% | Add |
| 11 | PNC | Pnc Financial Services Group | +0.2% | +0.26% | Add |
| 12 | FXO | First Trust Financial Alphad | +0.2% | +146.56% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.57% | Add |
| 14 | JGRO | Jpmorgan Active Growth ETF | +0.2% | +4.53% | Add |
| 15 | AMD | Advanced Micro Devices | +0.2% | +56.03% | Add |
| 16 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +80.80% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | +0.63% | Add |
| 18 | PWR | Quanta Services Inc | +0.2% | -0.00% | Trim |
| 19 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +5.75% | Add |
| 20 | AIRR | First Trust Rba American Ind | +0.1% | +32.05% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | -8.39% | Add |
| 22 | PYLD | Pimco Multisector Bond Actv | +0.1% | +46.26% | Add |
| 23 | GLD | Spdr Gold Shares | +0.1% | +7.47% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +7.46% | Add |
| 25 | GEV | GE Vernova Inc | +0.1% | +13.78% | Add |
| 26 | BND | Vanguard Total Bond Market | +0.1% | -2.79% | Add |
| 27 | SBUX | Starbucks CORP | +0.1% | +2.36% | Add |
| 28 | BBIN | JPM Betabuilders Intl Eqty | +0.1% | +9.98% | Add |
| 29 | ASML | ASML Holding N.V. | +0.1% | +31.13% | Add |
| 30 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +24.55% | Add |
| 31 | GE | General Electric | +0.1% | +17.48% | Add |
| 32 | NOC | Northrop Grumman CORP | +0.1% | -9.15% | Add |
| 33 | AXP | American Express Co | +0.1% | +70.83% | Add |
| 34 | LHX | L3harris Technologies Inc | +0.1% | +1.67% | Add |
| 35 | FVD | First Trust Value Line Dvd | +0.1% | +107.94% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +1.41% | Add |
| 37 | FTCS | First Trust Capital Strength | 0% | +52.70% | Add |
| 38 | NFLX | Netflix Inc | 0% | +8.20% | Add |
| 39 | PLTR | Palantir Technologies Inc-a | 0% | +2.06% | Add |
| 40 | UBER | Uber Technologies Inc | 0% | +83.58% | Add |
| 41 | CHKP | Check Point Software Technologies Ltd. | 0% | +34.24% | Add |
| 42 | ILCG | Ishares Morningstar Growth E | 0% | -1.29% | Add |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.66% | Add |
| 44 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.49% | Add |
| 45 | ETN | Eaton Corporation plc | 0% | -3.32% | Add |
| 46 | PPG | Ppg Industries Inc | 0% | +42.51% | Add |
| 47 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.75% | Add |
| 48 | PANW | Palo Alto Networks Inc | 0% | +65.43% | Add |
| 49 | BSEP | Innovator U.s. Equity Buffer | 0% | +293.81% | Add |
| 50 | JVAL | Jpmorgan US Value Factor ETF | 0% | -0.88% | Add |
According to official SEC Form 13F filings, Daymark Wealth Partners, LLC reported a total U.S. public equity portfolio value of $4.1B across 600 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 AAPL, NVDA, MSFT) accounted for 17.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
JHHY
市值: $7.9M
Top Position Liquidated / Trimmed
BBHY
前期市值: $10.0M
During Q3 2025, Daymark Wealth Partners, LLC's top holdings by market value included AAPL (6.8%)、NVDA (6.3%)、MSFT (5.2%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q3 2025, Daymark Wealth Partners, LLC made 200 total portfolio adjustments, initiating 31 new buys, adding to 122 positions, trimming 40 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.