Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DAYMARK WEALTH PARTNERS, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

DAYMARK WEALTH PARTNERS, LLC (CIK 1956824) reported $4.10B across 810 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($248.6M, 6.07%), NVDA ($215.7M, 5.26%), VOO ($126.5M, 3.09%), MSFT ($124.2M, 3.03%), GOOGL ($117.1M, 2.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$248.6M6.07%859,143Added
2NVDANVIDIA CORPORATION$215.7M5.26%1.1MAdded
3VOOVANGUARD INDEX FDS$126.5M3.09%184,141Added
4MSFTMICROSOFT CORP$124.2M3.03%332,878Added
5GOOGLALPHABET INC$117.1M2.86%327,676Added
6AMZNAMAZON COM INC$105.4M2.57%442,086Added
7JPMJPMORGAN CHASE & CO$101.8M2.48%311,115Added
8PGPROCTER AND GAMBLE CO$77.6M1.89%529,215Added
9SHWSHERWIN WILLIAMS CO$77.0M1.88%223,762Added
10JCPBJ P MORGAN EXCHANGE TRADED F$69.0M1.68%1.5MAdded
11JNJJOHNSON & JOHNSON$67.7M1.65%266,410Added
12AVGOBROADCOM INC$64.8M1.58%171,487Added
13AMGNAMGEN INC$54.5M1.33%150,438Trimmed
14GOOGALPHABET INC$52.7M1.29%149,154Added
15RECSCOLUMBIA ETF TR I$49.0M1.20%1.1MAdded
16JIREJ P MORGAN EXCHANGE TRADED F$48.9M1.19%592,253Added
17VVISA INC$48.1M1.17%140,198Added
18BIVVANGUARD BD INDEX FDS$44.2M1.08%575,881New
19XOMEXXON MOBIL CORP$44.5M1.08%325,142New
20CSCOCISCO SYS INC$39.9M0.97%339,642Added
21PWRQUANTA SVCS INC$39.4M0.96%54,669Trimmed
22PANWPALO ALTO NETWORKS INC$38.6M0.94%113,333Trimmed
23PGRPROGRESSIVE CORP$37.2M0.91%170,340Trimmed
24JGROJ P MORGAN EXCHANGE TRADED F$35.9M0.88%364,062Trimmed
25BRK/BBERKSHIRE HATHAWAY INC DEL$35.2M0.86%70,395Added

Source: SEC Form 13F filings · as of 2026-06-30