EdgeMarket › What Daymark Wealth Partners, Llc reported owning
What Daymark Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.2BPositions
739Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 205.1M | 6.5% | 808.1K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 174.3M | 5.5% | 999.4K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 112.5M | 3.5% | 303.8K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 90.6M | 2.8% | 315.0K | 344.82 | +73.0% |
| VOO Vanguard S&P 500 ETF | 88.2M | 2.8% | 147.6K | 703.71 | +20.0% |
| AMZN AMAZON COM INC | 80.1M | 2.5% | 384.6K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 80.0M | 2.5% | 271.8K | 351.58 | +20.3% |
| SHW SHERWIN WILLIAMS CO | 71.6M | 2.3% | 223.4K | 346.59 | -5.6% |
| PG PROCTER & GAMBLE Co | 68.5M | 2.2% | 474.4K | 144.68 | -9.3% |
| AMGN AMGEN INC | 53.0M | 1.7% | 150.5K | 439.33 | +48.2% |
| JNJ JOHNSON & JOHNSON | 51.8M | 1.6% | 211.8K | 270.24 | +51.1% |
| AVGO Broadcom Inc. | 44.3M | 1.4% | 143.1K | 368.45 | +26.5% |
| XOM ExxonMobil Holdings Corp | 42.5M | 1.3% | 250.7K | 165.11 | +52.1% |
| RECS Columbia Research Enhanced Core ETF | 37.9M | 1.2% | 972.3K | 45.14 | +17.0% |
| JGRO JPMorgan Active Growth ETF | 37.7M | 1.2% | 445.8K | 94.21 | +7.0% |
| SCHZ Schwab US Aggregate Bond ETF | 37.6M | 1.2% | 1.6M | 22.77 | -1.8% |
| JIRE JPMorgan International Research Enhanced Equit | 37.1M | 1.2% | 490.5K | 85.32 | +16.9% |
| JCPB JPMorgan Core Plus Bond ETF | 35.3M | 1.1% | 749.4K | 46.16 | -1.8% |
| RTX RTX Corp | 34.5M | 1.1% | 178.8K | 209.91 | +34.1% |
| PGR PROGRESSIVE CORP/OH/ | 33.9M | 1.1% | 171.1K | 219.28 | -13.2% |
| GOOG Alphabet Inc. | 32.6M | 1.0% | 113.5K | 341.75 | +70.7% |
| JAVA JPMorgan Active Value ETF | 31.0M | 1.0% | 432.5K | 83.00 | +24.0% |
| PWR QUANTA SERVICES, INC. | 30.8M | 1.0% | 56.0K | 639.34 | +70.1% |
| V VISA INC. | 30.5M | 1.0% | 101.0K | 371.04 | +7.9% |
| COST COSTCO WHOLESALE CORP /NEW | 27.9M | 0.9% | 28.0K | 947.74 | -4.7% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 26.2M | 0.8% | 108.2K | 235.68 | -2.8% |
| GS GOLDMAN SACHS GROUP INC | 26.2M | 0.8% | 30.9K | 1,039.28 | +44.2% |
| unmapped CUSIP 084670702 | 25.4M | 0.8% | 53.0K | — | — |
| CSCO CISCO SYSTEMS, INC. | 25.0M | 0.8% | 321.6K | 111.04 | +65.5% |
| HD HOME DEPOT, INC. | 24.5M | 0.8% | 74.5K | 335.61 | -16.5% |
| SPY SPDR S&P 500 ETF TRUST | 22.9M | 0.7% | 35.2K | 765.72 | +20.0% |
| PH Parker-Hannifin Corp | 22.1M | 0.7% | 24.7K | 1,001.74 | +34.8% |
| USB US BANCORP \DE\ | 21.3M | 0.7% | 408.8K | 62.05 | +33.7% |
| VB Vanguard Morningstar Small-Cap ETF | 20.3M | 0.6% | 77.4K | 304.76 | +24.4% |
| WMT Walmart Inc. | 19.5M | 0.6% | 156.9K | 103.70 | +1.1% |
| PANW Palo Alto Networks Inc | 19.2M | 0.6% | 119.6K | 357.87 | +94.0% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 19.1M | 0.6% | 91.8K | 243.13 | +24.7% |
| CVX CHEVRON CORP | 19.0M | 0.6% | 91.8K | 205.27 | +34.0% |
| ABBV AbbVie Inc. | 18.4M | 0.6% | 84.7K | 264.96 | +26.7% |
| SLAB SILICON LABORATORIES INC. | 17.9M | 0.6% | 85.9K | 218.00 | +63.0% |
| ORCL ORACLE CORP | 17.5M | 0.6% | 119.1K | 146.47 | -37.7% |
| RDVY First Trust Rising Dividend Achievers ETF | 16.9M | 0.5% | 248.2K | 81.95 | +26.6% |
| MMM 3M CO | 16.9M | 0.5% | 116.6K | 178.96 | +15.6% |
| QCOM QUALCOMM INC/DE | 16.5M | 0.5% | 128.0K | 160.75 | +3.4% |
| PSX Phillips 66 | 15.8M | 0.5% | 86.8K | 242.87 | +96.5% |
| SYK STRYKER CORP | 15.3M | 0.5% | 46.6K | 329.45 | -15.9% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 14.3M | 0.5% | 547.1K | 26.16 | -1.4% |
| LLY ELI LILLY & Co | 13.3M | 0.4% | 14.5K | 1,255.40 | +78.0% |
| NCPB Nuveen Core Plus Bond ETF | 13.3M | 0.4% | 531.7K | 24.54 | -1.9% |
| CGXU Capital Group International Focus Equity ETF | 13.2M | 0.4% | 448.8K | 35.14 | +25.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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