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CIK: 0001956824
Total reported value
$4.1B
$4.1B
739 檔
16.4%
In Q1 2026, Daymark Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $4.1B, distributed across 739 disclosed stock positions.
In Q1 2026, Daymark Wealth Partners, LLC displayed an active expansion posture, initiating 35 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 739 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.45% | -0.38% | -6.65% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.48% | -0.22% | -1.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.51% | +3.21% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.85% | +0.01% | +0.20% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | +0.32% | +11.01% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | +0.05% | +2.29% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | -0.03% | +4.69% | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.25% | -0.37% | +1.66% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.15% | -0.26% | -1.41% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.67% | -0.34% | -1.18% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | +0.02% | -0.15% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.19% | +1.23% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -1.34% | EXIT | |
| 14 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.19% | +0.01% | +9.54% | |
| 15 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.18% | -0.30% | +5.87% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.18% | -0.46% | +12.17% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.17% | +0.02% | +7.86% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.11% | +0.57% | +29.95% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.08% | -0.25% | +0.24% | |
| 20 | PGR | Progressive CORP | Stock-Financials | 1.07% | -0.16% | +0.63% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.27% | -1.12% | |
| 22 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.98% | -0.20% | +6.31% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 0.97% | -0.01% | -1.64% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.21% | +10.94% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.08% | +2.24% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | -0.07% | -0.19% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.82% | -0.05% | -2.38% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | +0.06% | +2.09% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.19% | -0.26% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | +0.05% | -0.13% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.08% | -8.22% | |
| 32 | PH | Parker Hannifin CORP | Stock-Industrials | 0.70% | -0.09% | -2.83% | |
| 33 | USB | US Bancorp | Stock-Financials | 0.67% | -0.09% | -1.14% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | -0.06% | -0.42% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | +0.01% | -0.67% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | +0.34% | +202.66% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.60% | -0.06% | -1.04% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.13% | -5.02% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.22% | -0.64% | |
| 40 | SLAB | Silicon Laboratories Inc | Stock-Tech | 0.56% | -0.08% | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.06% | +7.02% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-Other | 0.53% | -0.05% | +5.19% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.53% | -0.07% | -0.52% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | +0.06% | +0.04% | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.50% | -0.14% | -0.23% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.48% | -0.41% | +1.60% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.45% | -0.09% | +6.71% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.33% | +8.32% | |
| 49 | NCPB | Nuveen Core Plus Bond ETF | ETF-Other | 0.42% | -0.05% | +6.01% | |
| 50 | CGXU | Cap Group Intl Focus | ETF-Other | 0.42% | -0.02% | +7.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +0.4% | +202.66% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -2.59% | Trim |
| 3 | BKNG | Booking Holdings Inc | +0.3% | +1530.32% | Add |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +29.95% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.15% | Trim |
| 6 | PWR | Quanta Services Inc | +0.2% | -1.64% | Trim |
| 7 | FBT | First Trust Nyse Arca Biotec | +0.2% | +476.23% | Add |
| 8 | PSX | Phillips 66 | +0.1% | -0.23% | Trim |
| 9 | XLK | Ss Technology Select Sector | +0.1% | +616.73% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +2.24% | Add |
| 11 | CVX | Chevron CORP | +0.1% | -5.02% | Trim |
| 12 | ETN | Eaton Corporation plc | +0.1% | +25.07% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.01% | Add |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +12.17% | Add |
| 15 | VV | Vanguard Large-cap ETF | +0.1% | +164.39% | Add |
| 16 | GEV | GE Vernova Inc | +0.1% | +11.10% | Add |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +7.86% | Add |
| 18 | AMGN | Amgen Inc | +0.1% | -1.18% | Trim |
| 19 | ASML | ASML Holding N.V. | +0.1% | +2.92% | Add |
| 20 | JEMA | Jpmorgan Activebuilders Emer | +0.1% | +15.80% | Add |
| 21 | WMT | Walmart Inc | +0.1% | -0.67% | Trim |
| 22 | AMAT | Applied Materials Inc | +0.1% | +0.63% | Add |
| 23 | JAVA | Jpmorgan Active Value ETF | +0.1% | +6.31% | Add |
| 24 | TGT | Target CORP | +0.1% | +4.91% | Add |
| 25 | TPL | Texas Pacific Land CORP | +0.1% | +9.71% | Add |
| 26 | HON | Honeywell International Inc | +0.1% | +7.48% | Add |
| 27 | AIRR | First Trust Rba American Ind | +0.1% | +6.52% | Add |
| 28 | RTX | Rtx CORP | 0% | +0.24% | Add |
| 29 | CAT | Caterpillar Inc | 0% | +4.62% | Add |
| 30 | LHX | L3harris Technologies Inc | 0% | -0.60% | Trim |
| 31 | BND | Vanguard Total Bond Market | 0% | +31.61% | Add |
| 32 | LMT | Lockheed Martin CORP | 0% | +9.82% | Add |
| 33 | FDX | Fedex CORP | 0% | +11.39% | Add |
| 34 | RECS | Columbia Resear Enh Cor ETF | 0% | +9.54% | Add |
| 35 | AVUV | Avantis US Small Cap Value | 0% | +6.18% | Add |
| 36 | BMY | Bristol-myers Squibb Co | 0% | +13.18% | Add |
| 37 | MRK | Merck & Co. Inc. | 0% | -1.03% | Trim |
| 38 | PUSH | Pgim Ultra Shrt Mnpl Bnd ETF | 0% | +101.05% | Add |
| 39 | NOC | Northrop Grumman CORP | 0% | -0.12% | Trim |
| 40 | EQT | Eqt CORP | 0% | +24.26% | Add |
| 41 | MPC | Marathon Petroleum CORP | 0% | +10.02% | Add |
| 42 | JPST | Jpmorgan Ultra-short Income | 0% | +9.52% | Add |
| 43 | ILDR | First Trust Innovation Leade | 0% | +453.45% | Add |
| 44 | MUST | Columbia Multi-sect Muni Inc | 0% | +135.83% | Add |
| 45 | BE | Bloom Energy Corp- A | 0% | +10.37% | Add |
| 46 | APH | Amphenol Corp-cl A | 0% | +141.14% | Add |
| 47 | CGXU | Cap Group Intl Focus | 0% | +7.26% | Add |
| 48 | VLO | Valero Energy CORP | 0% | +3.53% | Add |
| 49 | VZ | Verizon Communications Inc | 0% | -8.66% | Trim |
| 50 | UITB | Victoryshares Core Intermedi | 0% | +40.82% | 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 739 disclosed positions in Q1 2026.
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 16.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SLAB
市值: $17.9M
Top Position Liquidated / Trimmed
QTEC
前期市值: $7.0M
During Q1 2026, Daymark Wealth Partners, LLC's top holdings by market value included AAPL (6.5%)、NVDA (5.5%)、MSFT (3.5%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2026, Daymark Wealth Partners, LLC made 199 total portfolio adjustments, initiating 35 new buys, adding to 103 positions, trimming 59 holdings, and fully liquidating 2 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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