Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1956824) reported $3.18B across 734 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($205.1M, 6.45%), NVDA ($174.3M, 5.48%), MSFT ($112.5M, 3.54%), GOOGL ($90.6M, 2.85%), VOO ($88.2M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $205.1M | 6.45% | 808,141 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $174.3M | 5.48% | 999,360 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $112.5M | 3.54% | 303,806 | Added |
| 4 | GOOGL | ALPHABET INC | $90.6M | 2.85% | 314,989 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $88.2M | 2.77% | 147,612 | Added |
| 6 | AMZN | AMAZON COM INC | $80.1M | 2.52% | 384,607 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $80.0M | 2.51% | 271,829 | Added |
| 8 | SHW | SHERWIN WILLIAMS CO | $71.6M | 2.25% | 223,393 | Added |
| 9 | PG | PROCTER AND GAMBLE CO | $68.5M | 2.15% | 474,394 | Trimmed |
| 10 | AMGN | AMGEN INC | $53.0M | 1.67% | 150,506 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $51.8M | 1.63% | 211,780 | Trimmed |
| 12 | AVGO | BROADCOM INC | $44.3M | 1.39% | 143,123 | Added |
| 13 | XOM | EXXON MOBIL CORP | $42.5M | 1.34% | 250,711 | Trimmed |
| 14 | RECS | COLUMBIA ETF TR I | $37.9M | 1.19% | 972,266 | Added |
| 15 | SCHZ | SCHWAB STRATEGIC TR | $37.6M | 1.18% | 1.6M | Added |
| 16 | JGRO | J P MORGAN EXCHANGE TRADED F | $37.7M | 1.18% | 445,778 | Added |
| 17 | JIRE | J P MORGAN EXCHANGE TRADED F | $37.1M | 1.17% | 490,451 | Added |
| 18 | JCPB | J P MORGAN EXCHANGE TRADED F | $35.3M | 1.11% | 749,446 | Added |
| 19 | RTX | RAYTHEON TECHNOLOGIES CORP | $34.5M | 1.08% | 178,767 | Added |
| 20 | PGR | PROGRESSIVE CORP | $33.9M | 1.07% | 171,131 | Added |
| 21 | GOOG | ALPHABET INC | $32.6M | 1.02% | 113,502 | Trimmed |
| 22 | JAVA | J P MORGAN EXCHANGE TRADED F | $31.0M | 0.98% | 432,496 | Added |
| 23 | PWR | QUANTA SVCS INC | $30.8M | 0.97% | 56,024 | Trimmed |
| 24 | V | VISA INC | $30.5M | 0.96% | 100,961 | Added |
| 25 | COST | COSTCO WHSL CORP NEW | $27.9M | 0.88% | 28,010 | Added |
Source: SEC Form 13F filings · as of 2026-03-31