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Daymark Wealth Partners

Latest statistics and disclosures from Daymark Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, MSFT, GOOGL, AMZN, and represent 23.94% of Daymark Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SHW (+$63M), JIRE (+$33M), VOO (+$24M), AAPL (+$21M), SYK (+$13M), JFLX (+$8.3M), JCPB (+$7.7M), PULS (+$6.5M), PANW (+$6.0M), RECS (+$5.1M).
Started 35 new stock positions in FEOE, CRCL, NEM, L, RDDT, JFLX, CME, ANET, UL, KYN.
Reduced shares in these 10 stocks: BBIN (-$24M), JGLO (-$18M), FTNT (-$15M), CRM (-$15M), K (-$15M), TLH, TGT, HELO, JPIE, IP.
Sold out of its positions in STRV, BETR, CSL, CLS, CLF, COIN, CPNG, CCI, FDVV, FENI.
Daymark Wealth Partners was a net buyer of stock by $134M.
Daymark Wealth Partners has $3.1B in assets under management (AUM), dropping by 6.55%.
Central Index Key (CIK): 0001956824

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Portfolio Holdings for Daymark Wealth Partners

Daymark Wealth Partners holds 603 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Daymark Wealth Partners has 603 total positions. Only the first 250 positions are shown.

Sign up to view all of the Daymark Wealth Partners Dec. 31, 2025 positions
Download the Daymark Wealth Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.5	$235M	+9%	866k	271.86	View chart
NVIDIA Corporation (NVDA)	6.0	$188M		1.0M	186.50	View chart
Microsoft Corporation (MSFT)	4.5	$142M		294k	483.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$98M		314k	313.00	View chart
Amazon (AMZN)	2.8	$87M	+2%	376k	230.82	View chart
JPMorgan Chase & Co. (JPM)	2.7	$84M		260k	322.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$83M	+40%	133k	627.13	View chart
Sherwin-Williams Company (SHW)	2.3	$71M	+756%	220k	324.03	View chart
Procter & Gamble Company (PG)	2.2	$69M		481k	143.31	View chart
Amgen (AMGN)	1.6	$50M		152k	327.31	View chart
Broadcom (AVGO)	1.6	$49M	-2%	141k	346.10	View chart
Johnson & Johnson (JNJ)	1.4	$44M		212k	206.95	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.2	$39M	+12%	421k	92.80	View chart
Progressive Corporation (PGR)	1.2	$39M		170k	227.72	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.2	$36M	+16%	888k	40.84	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$36M	+2%	115k	313.80	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$34M	+2563%	455k	74.88	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$34M	+10%	1.4M	23.37	View chart
Raytheon Technologies Corp (RTX)	1.0	$33M	+2%	178k	183.40	View chart
International Business Machines (IBM)	1.0	$32M		108k	296.21	View chart
Visa Com Cl A (V)	1.0	$32M		91k	350.71	View chart
Exxon Mobil Corporation (XOM)	1.0	$31M		257k	120.34	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.9	$29M	+9%	407k	71.72	View chart
Goldman Sachs (GS)	0.9	$28M		32k	879.01	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$27M	+38%	577k	47.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$26M		38k	681.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$26M		52k	502.65	View chart
Home Depot (HD)	0.8	$26M		75k	344.10	View chart
Cisco Systems (CSCO)	0.8	$25M		323k	77.03	View chart
Quanta Services (PWR)	0.8	$24M	-2%	57k	422.06	View chart
Costco Wholesale Corporation (COST)	0.8	$24M		27k	862.35	View chart
Parker-Hannifin Corporation (PH)	0.7	$22M		25k	878.96	View chart
Us Bancorp Del Com New (USB)	0.7	$22M		414k	53.36	View chart
Qualcomm (QCOM)	0.7	$22M		128k	171.05	View chart
Oracle Corporation (ORCL)	0.7	$22M		111k	194.91	View chart
Lincoln National Corporation (LNC)	0.6	$20M		451k	44.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$20M		78k	257.95	View chart
Abbvie (ABBV)	0.6	$20M		85k	228.49	View chart
PNC Financial Services (PNC)	0.6	$19M		93k	208.73	View chart
3M Company (MMM)	0.6	$19M		117k	160.10	View chart
Wal-Mart Stores (WMT)	0.6	$18M		158k	111.41	View chart
First Tr Exchange-traded Jd Internt Idx (FDN)	0.5	$17M		62k	269.18	View chart
First Tr Exchange-traded Rising Divd Achiv (RDVY)	0.5	$16M	+13%	236k	69.47	View chart
Stryker Corporation (SYK)	0.5	$16M	+436%	46k	351.47	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$16M	+11%	354k	44.47	View chart
Chevron Corporation (CVX)	0.5	$15M	+2%	97k	152.41	View chart
Eli Lilly & Co. (LLY)	0.5	$14M		13k	1074.66	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$14M	+88%	280k	49.59	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$14M	+23%	513k	26.68	View chart
Nushares Etf Tr Nuveen Core Plus (NCPB)	0.4	$13M		502k	25.25	View chart
Tesla Motors (TSLA)	0.4	$13M	+15%	28k	449.71	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.4	$12M	+9%	418k	29.55	View chart
Advanced Micro Devices (AMD)	0.4	$12M	-2%	58k	214.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$12M	+19%	255k	46.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$12M	-7%	19k	614.32	View chart
Phillips 66 (PSX)	0.4	$11M		87k	129.04	View chart
Meta Platforms Cl A (META)	0.3	$11M	+5%	16k	660.10	View chart
McDonald's Corporation (MCD)	0.3	$10M	+8%	34k	305.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$10M		42k	246.16	View chart
Blackrock (BLK)	0.3	$10M		9.3k	1070.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$9.9M	-3%	34k	290.22	View chart
Pepsi (PEP)	0.3	$9.6M		67k	143.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$9.5M	+23%	189k	50.59	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.3	$9.4M	+73%	192k	49.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$9.3M	-19%	200k	46.29	View chart
Eaton Corp SHS (ETN)	0.3	$9.2M	+32%	29k	318.51	View chart
salesforce (CRM)	0.3	$9.2M	-62%	35k	264.91	View chart
Coca-Cola Company (KO)	0.3	$9.0M		129k	69.91	View chart
Emerson Electric (EMR)	0.3	$8.8M		67k	132.72	View chart
Merck & Co (MRK)	0.3	$8.7M		83k	105.26	View chart
John Hancock Exchange Traded High Yield Etf (JHHY)	0.3	$8.6M	+10%	334k	25.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$8.3M	+8%	82k	101.98	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.3	$8.3M	NEW	165k	50.22	View chart
General Electric Com New (GE)	0.3	$8.2M		27k	308.03	View chart
L3harris Technologies (LHX)	0.3	$8.2M		28k	293.57	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$8.1M	+24%	7.6k	1069.79	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.3	$8.1M		134k	60.35	View chart
Abbott Laboratories (ABT)	0.3	$8.1M	+4%	65k	125.29	View chart
Steris Shs Usd (STE)	0.3	$8.0M		32k	253.52	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$7.8M	-6%	204k	38.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.8M		37k	212.07	View chart
Chubb (CB)	0.2	$7.4M		24k	312.12	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$7.4M	-27%	111k	66.43	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.2	$7.3M	+19%	74k	98.32	View chart
Palo Alto Networks (PANW)	0.2	$7.3M	+450%	40k	184.20	View chart
Smucker J M Com New (SJM)	0.2	$7.2M	-3%	73k	97.81	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$7.1M		89k	79.87	View chart
Fifth Third Ban (FITB)	0.2	$7.1M		240k	29.47	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$7.0M		31k	230.21	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$6.9M	+46%	115k	59.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$6.8M	-11%	10k	684.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.6M		115k	57.24	View chart
Verizon Communications (VZ)	0.2	$6.4M		157k	40.73	View chart
Walt Disney Company (DIS)	0.2	$6.4M		56k	113.77	View chart
Ishares Tr Exponential Tech (XT)	0.2	$6.4M		91k	69.74	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$6.2M		10k	603.26	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.2	$6.1M		136k	45.01	View chart
Ge Vernova (GEV)	0.2	$6.1M		9.4k	653.57	View chart
Honeywell International (HON)	0.2	$6.1M	-15%	31k	195.09	View chart
Lowe's Companies (LOW)	0.2	$5.9M		25k	241.16	View chart
Kroger (KR)	0.2	$5.7M		91k	62.48	View chart
Applied Materials (AMAT)	0.2	$5.5M		22k	256.99	View chart
Target Corporation (TGT)	0.2	$5.4M	-41%	55k	97.75	View chart
Duke Energy Corp Com New (DUK)	0.2	$5.4M	+8%	46k	117.21	View chart
Wells Fargo & Company (WFC)	0.2	$5.4M	-6%	58k	93.20	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.2	$5.3M	-81%	73k	72.32	View chart
Union Pacific Corporation (UNP)	0.2	$5.3M		23k	231.32	View chart
Northrop Grumman Corporation (NOC)	0.2	$5.3M	-7%	9.2k	570.23	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.2M		9.0k	570.89	View chart
M&T Bank Corporation (MTB)	0.2	$5.1M		26k	201.48	View chart
Medtronic SHS (MDT)	0.2	$5.0M		52k	96.06	View chart
Fortinet (FTNT)	0.2	$5.0M	-75%	63k	79.41	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.2	$5.0M	-3%	192k	25.92	View chart
Caterpillar (CAT)	0.2	$4.9M	+2%	8.6k	572.85	View chart
Charles Schwab Corporation (SCHW)	0.2	$4.9M		49k	99.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.9M	+38%	10k	487.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.8M	-3%	39k	123.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$4.5M		6.00	754800.00	View chart
Novartis Sponsored Adr (NVS)	0.1	$4.5M		33k	137.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.5M	+984%	7.7k	579.46	View chart
Philip Morris International (PM)	0.1	$4.4M		28k	160.40	View chart
Pfizer (PFE)	0.1	$4.4M		175k	24.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.4M	-7%	45k	96.16	View chart
Bristol Myers Squibb (BMY)	0.1	$4.3M	+4%	81k	53.94	View chart
PPG Industries (PPG)	0.1	$4.3M	-7%	42k	102.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.3M	+3%	59k	74.07	View chart
Nextera Energy (NEE)	0.1	$4.3M		54k	80.28	View chart
Starbucks Corporation (SBUX)	0.1	$4.3M		51k	84.21	View chart
American Express Company (AXP)	0.1	$4.2M		11k	369.96	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$4.0M	-5%	5.3k	753.80	View chart
Gilead Sciences (GILD)	0.1	$3.9M	+2%	32k	122.74	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$3.8M	-27%	61k	62.92	View chart
First Tr Exchange Traded No Amer Energy (EMLP)	0.1	$3.8M	-13%	99k	37.87	View chart
Analog Devices (ADI)	0.1	$3.8M	-3%	14k	271.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.7M	-3%	50k	73.56	View chart
Southern Company (SO)	0.1	$3.7M	+2%	42k	87.20	View chart
Cummins (CMI)	0.1	$3.7M	-6%	7.2k	510.43	View chart
AFLAC Incorporated (AFL)	0.1	$3.7M	+72%	33k	110.27	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$3.6M	NEW	74k	48.36	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.5M	-25%	7.3k	483.68	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.5M		6.2k	566.36	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$3.5M		20k	173.53	View chart
Enterprise Products Partners (EPD)	0.1	$3.5M	+3%	108k	32.06	View chart
TJX Companies (TJX)	0.1	$3.3M		22k	153.61	View chart
Intel Corporation (INTC)	0.1	$3.3M	-5%	90k	36.90	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.3M	+2%	27k	119.75	View chart
Carrier Global Corporation (CARR)	0.1	$3.2M	-2%	61k	52.84	View chart
Cincinnati Financial Corporation (CINF)	0.1	$3.2M		20k	163.32	View chart
FedEx Corporation (FDX)	0.1	$3.2M		11k	288.87	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.2M	-4%	6.8k	468.75	View chart
FirstEnergy (FE)	0.1	$3.2M		71k	44.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.2M	-29%	8.0k	396.31	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.2M	-30%	34k	92.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.1M		9.4k	335.27	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.1M	-2%	20k	154.14	View chart
Linde SHS (LIN)	0.1	$3.1M		7.3k	426.42	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.1M	-5%	8.9k	349.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.1M		22k	143.52	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.1M		187k	16.49	View chart
Renew Energy Global Cl A Shs (RNW)	0.1	$3.0M	-15%	536k	5.65	View chart
Bank of America Corporation (BAC)	0.1	$2.9M	-4%	53k	55.00	View chart
Deere & Company (DE)	0.1	$2.9M	-2%	6.2k	465.61	View chart
Ishares Tr Rus Mdcp Val Etf (EFA)	0.1	$2.9M	-2%	30k	96.03	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.8M	+45%	56k	50.50	View chart
General Dynamics Corporation (GD)	0.1	$2.8M	+3%	8.2k	336.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.7M	+4%	51k	53.76	View chart
Danaher Corporation (DHR)	0.1	$2.7M	+2%	12k	228.92	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$2.6M	NEW	127k	20.80	View chart
Automatic Data Processing (ADP)	0.1	$2.5M	-3%	9.7k	257.22	View chart
Netflix (NFLX)	0.1	$2.5M	+868%	26k	93.76	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$2.5M	+33%	146k	17.01	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.4M		17k	141.06	View chart
Ishares Tr Global Equity (GLOF)	0.1	$2.4M	-41%	46k	52.78	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$2.4M	+9%	51k	47.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.4M	+6%	41k	58.12	View chart
Norfolk Southern (NSC)	0.1	$2.3M		8.1k	288.72	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$2.3M		47k	49.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.3M	+47%	45k	50.29	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M		13k	177.75	View chart
CVS Caremark Corporation (CVS)	0.1	$2.3M		29k	79.36	View chart
Leidos Holdings (LDOS)	0.1	$2.2M	-2%	12k	180.40	View chart
Flex Ord (FLEX)	0.1	$2.2M	+14%	36k	60.42	View chart
NetApp (NTAP)	0.1	$2.2M		20k	107.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	+20%	6.9k	314.78	View chart
Cintas Corporation (CTAS)	0.1	$2.2M		12k	188.06	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$2.2M		18k	121.93	View chart
First Tr Exch Trd Alphdx Euro Alphadex (FEUZ)	0.1	$2.1M	-3%	35k	61.40	View chart
Intercontinental Exchange (ICE)	0.1	$2.1M	-43%	13k	161.97	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$2.1M	-5%	5.3k	393.93	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$2.1M		20k	104.04	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$2.1M		39k	53.37	View chart
Labcorp Holdings Com Shs (LH)	0.1	$2.1M		8.2k	250.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.0M	+14%	6.7k	303.87	View chart
Victory Cap Hldgs Com Cl A (VCTR)	0.1	$2.0M	-5%	32k	63.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.0M		31k	66.00	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$2.0M		75k	26.32	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$2.0M	+43%	19k	101.57	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$2.0M	+8%	41k	47.36	View chart
EQT Corporation (EQT)	0.1	$1.9M	+9%	36k	53.60	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.9M		23k	82.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.9M		31k	62.47	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.9M	+39%	26k	71.45	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.9M		18k	104.07	View chart
Ubiquiti (UI)	0.1	$1.9M		3.4k	553.33	View chart
Texas Pacific Land Corp (TPL)	0.1	$1.9M	+200%	6.5k	287.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.8M	-3%	9.6k	191.56	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$1.8M		47k	39.50	View chart
Altria (MO)	0.1	$1.8M	-3%	32k	57.66	View chart
Illinois Tool Works (ITW)	0.1	$1.8M		7.3k	246.31	View chart
United Parcel Service CL B (UPS)	0.1	$1.8M	+5%	18k	99.19	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.1	$1.8M	+12%	69k	25.51	View chart
Colgate-Palmolive Company (CL)	0.1	$1.7M		22k	79.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.7M	-12%	9.0k	190.99	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.7M	+36%	27k	64.38	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.7M		34k	49.84	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.7M		37k	46.08	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$1.7M	+16%	88k	19.19	View chart
Uber Technologies (UBER)	0.1	$1.7M		20k	81.71	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.6M		6.1k	268.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.6M		32k	50.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.6M	+14%	16k	99.88	View chart
Citigroup Com New (C)	0.0	$1.6M		13k	116.69	View chart
UnitedHealth (UNH)	0.0	$1.6M		4.7k	330.13	View chart
Corteva (CTVA)	0.0	$1.5M	-35%	23k	67.03	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.5M	+5%	8.8k	173.48	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$1.5M		11k	139.16	View chart
Valero Energy Corporation (VLO)	0.0	$1.5M	+17%	9.4k	162.80	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$1.5M	-4%	32k	47.02	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$1.5M	-4%	32k	46.54	View chart
Tg Therapeutics (TGTX)	0.0	$1.5M		50k	29.81	View chart
Boeing Company (BA)	0.0	$1.5M	+9%	6.7k	217.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.5M	+3%	16k	89.46	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$1.5M	-10%	7.8k	185.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.4M	+6%	15k	96.27	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.0	$1.4M	NEW	96k	14.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.4M	+5%	6.5k	219.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$1.4M	-2%	12k	119.35	View chart
Waste Management (WM)	0.0	$1.4M		6.4k	219.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$1.4M	+21%	2.9k	480.57	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.4M		8.6k	162.63	View chart
At&t (T)	0.0	$1.4M	+2%	56k	24.84	View chart
Garmin SHS (GRMN)	0.0	$1.4M		6.8k	202.85	View chart
Kimberly-Clark Corporation (KMB)	0.0	$1.4M		14k	100.89	View chart
Ea Series Trust Cambria Global (GEW)	0.0	$1.3M		26k	51.40	View chart
Hca Holdings (HCA)	0.0	$1.3M	-13%	2.9k	466.86	View chart
Capital One Financial (COF)	0.0	$1.3M	+7%	5.5k	242.37	View chart
S&p Global (SPGI)	0.0	$1.3M	-11%	2.5k	522.59	View chart
International Paper Company (IP)	0.0	$1.3M	-61%	33k	39.39	View chart
Royal Caribbean Cruises (RCL)	0.0	$1.3M		4.7k	278.89	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$1.3M	+152%	8.5k	153.01	View chart

Past Filings by Daymark Wealth Partners

SEC 13F filings are viewable for Daymark Wealth Partners going back to 2022

Daymark Wealth Partners 2025 Q4 filed Jan. 12, 2026
Daymark Wealth Partners 2025 Q3 filed Oct. 22, 2025
Daymark Wealth Partners 2025 Q2 filed Aug. 4, 2025
Daymark Wealth Partners 2025 Q1 restated filed April 23, 2025
Daymark Wealth Partners 2025 Q1 filed April 14, 2025
Daymark Wealth Partners 2024 Q4 filed Jan. 17, 2025
Daymark Wealth Partners 2024 Q4 restated filed Jan. 17, 2025
Daymark Wealth Partners 2024 Q3 filed Oct. 8, 2024
Daymark Wealth Partners 2024 Q1 filed April 10, 2024
Daymark Wealth Partners 2023 Q4 filed Jan. 9, 2024
Daymark Wealth Partners 2023 Q3 filed Oct. 10, 2023
Daymark Wealth Partners 2023 Q2 filed July 19, 2023
Daymark Wealth Partners 2023 Q1 filed April 20, 2023
Daymark Wealth Partners 2022 Q4 filed Jan. 25, 2023

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