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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, VOO, and represent 21.09% of Daymark Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SLAB (+$18M), PANW (+$13M), BKNG (+$10M), VOO (+$8.8M), JCPB (+$8.1M), MISL (+$6.6M), FTXL (+$6.3M), FBT (+$5.6M), FTXO, XLC.
Started 158 new stock positions in DAR, EVR, TTC, MISL, DAL, VIK, TIC, GTM, FTI, OMAH.
Reduced shares in these 10 stocks: AAPL (-$15M), LNC (-$13M), QTEC (-$7.0M), FXR (-$6.8M), FXU (-$6.5M), FDN (-$5.7M), FXO (-$5.2M), FTNT, SPY, QQQ.
Sold out of its positions in AGNC, APP, CDNS, CLX, PSF, QTEC, BSEP, BAUG, NAUG, NDEC. SHV, IHI, KLIP, MSTR, NTES, NVG, ZEUS, PPL, RDDT, SNY, IVES, WYNN.
Daymark Wealth Partners was a net buyer of stock by $126M.
Daymark Wealth Partners has $3.2B in assets under management (AUM), dropping by 1.31%.
Central Index Key (CIK): 0001956824

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Portfolio Holdings for Daymark Wealth Partners

Daymark Wealth Partners holds 739 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Daymark Wealth Partners has 739 total positions. Only the first 250 positions are shown.

Sign up to view all of the Daymark Wealth Partners March 31, 2026 positions
Download the Daymark Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.5	$205M	-6%	808k	253.79	View chart
NVIDIA Corporation (NVDA)	5.5	$174M		999k	174.40	View chart
Microsoft Corporation (MSFT)	3.5	$113M	+3%	304k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$91M		315k	287.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$88M	+11%	148k	597.55	View chart
Amazon (AMZN)	2.5	$80M	+2%	385k	208.27	View chart
JPMorgan Chase & Co. (JPM)	2.5	$80M	+4%	272k	294.16	View chart
Sherwin-Williams Company (SHW)	2.3	$72M		223k	320.55	View chart
Procter & Gamble Company (PG)	2.2	$69M		474k	144.44	View chart
Amgen (AMGN)	1.7	$53M		151k	351.85	View chart
Johnson & Johnson (JNJ)	1.6	$52M		212k	244.44	View chart
Broadcom (AVGO)	1.4	$44M		143k	309.51	View chart
Exxon Mobil Corporation (XOM)	1.3	$43M	-2%	251k	169.66	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.2	$38M	+9%	972k	38.98	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.2	$38M	+5%	446k	84.52	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$38M	+12%	1.6M	23.22	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.2	$37M	+7%	491k	75.74	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$35M	+29%	749k	47.08	View chart
Raytheon Technologies Corp (RTX)	1.1	$35M		179k	192.90	View chart
Progressive Corporation (PGR)	1.1	$34M		171k	198.24	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$33M		114k	286.86	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.0	$31M	+6%	433k	71.75	View chart
Quanta Services (PWR)	1.0	$31M		56k	549.02	View chart
Visa Com Cl A (V)	1.0	$31M	+10%	101k	302.24	View chart
Costco Wholesale Corporation (COST)	0.9	$28M	+2%	28k	996.42	View chart
International Business Machines (IBM)	0.8	$26M		108k	242.39	View chart
Goldman Sachs (GS)	0.8	$26M	-2%	31k	845.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$25M	+2%	53k	479.20	View chart
Cisco Systems (CSCO)	0.8	$25M		322k	77.59	View chart
Home Depot (HD)	0.8	$25M		75k	328.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$23M	-8%	35k	650.34	View chart
Parker-Hannifin Corporation (PH)	0.7	$22M	-2%	25k	895.24	View chart
Us Bancorp Del Com New (USB)	0.7	$21M		409k	52.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$20M		77k	261.92	View chart
Wal-Mart Stores (WMT)	0.6	$20M		157k	124.28	View chart
Palo Alto Networks (PANW)	0.6	$19M	+202%	120k	160.32	View chart
PNC Financial Services (PNC)	0.6	$19M		92k	208.09	View chart
Chevron Corporation (CVX)	0.6	$19M	-5%	92k	206.90	View chart
Abbvie (ABBV)	0.6	$18M		85k	217.49	View chart
Silicon Laboratories (SLAB)	0.6	$18M	NEW	86k	208.15	View chart
Oracle Corporation (ORCL)	0.6	$18M	+7%	119k	147.11	View chart
First Tr Exchange-traded Rising Divd Achiv (RDVY)	0.5	$17M	+5%	248k	68.28	View chart
3M Company (MMM)	0.5	$17M		117k	145.23	View chart
Qualcomm (QCOM)	0.5	$17M		128k	128.78	View chart
Phillips 66 (PSX)	0.5	$16M		87k	182.18	View chart
Stryker Corporation (SYK)	0.5	$15M		47k	328.59	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$14M	+6%	547k	26.20	View chart
Eli Lilly & Co. (LLY)	0.4	$13M	+8%	15k	919.80	View chart
Nushares Etf Tr Nuveen Core Plus (NCPB)	0.4	$13M	+6%	532k	25.01	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.4	$13M	+7%	449k	29.49	View chart
Eaton Corp SHS (ETN)	0.4	$13M	+25%	36k	357.67	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$13M	+7%	273k	46.91	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$13M	-9%	252k	49.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$12M	-12%	309k	40.19	View chart
Advanced Micro Devices (AMD)	0.4	$12M	+3%	60k	203.43	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.4	$12M	+15%	222k	52.03	View chart
McDonald's Corporation (MCD)	0.3	$11M		35k	310.79	View chart
Booking Holdings (BKNG)	0.3	$11M	+1530%	2.5k	4210.32	View chart
Pepsi (PEP)	0.3	$11M		68k	155.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$11M	+9%	207k	50.61	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$10M	+2%	7.8k	1320.76	View chart
Coca-Cola Company (KO)	0.3	$9.8M		130k	76.05	View chart
Merck & Co (MRK)	0.3	$9.8M		82k	120.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$9.8M		34k	287.18	View chart
Tesla Motors (TSLA)	0.3	$9.6M	-6%	26k	371.75	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$9.6M	+6%	87k	110.47	View chart
L3harris Technologies (LHX)	0.3	$9.6M		28k	345.15	View chart
Meta Platforms Cl A (META)	0.3	$9.4M	+4%	17k	572.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$9.3M	-9%	38k	248.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$9.2M	-18%	16k	577.17	View chart
Ge Vernova (GEV)	0.3	$9.1M	+11%	10k	872.90	View chart
Blackrock (BLK)	0.3	$8.9M		9.3k	961.71	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.3	$8.9M	+8%	180k	49.67	View chart
First Tr Exchange-traded Jd Internt Idx (FDN)	0.3	$8.8M	-39%	38k	234.03	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.3	$8.8M	+6%	79k	110.78	View chart
Emerson Electric (EMR)	0.3	$8.6M		65k	131.02	View chart
General Electric Com New (GE)	0.3	$8.5M	+12%	30k	283.77	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$7.9M		200k	39.43	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$7.6M	-17%	166k	46.07	View chart
Chubb (CB)	0.2	$7.6M	-2%	23k	325.93	View chart
Honeywell International (HON)	0.2	$7.5M	+7%	33k	226.03	View chart
Applied Materials (AMAT)	0.2	$7.4M		22k	341.79	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$7.3M	+2%	114k	63.91	View chart
Verizon Communications (VZ)	0.2	$7.2M	-8%	144k	50.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.1M	-8%	34k	211.15	View chart
Steris Shs Usd (STE)	0.2	$7.0M		32k	221.13	View chart
Fifth Third Ban (FITB)	0.2	$7.0M		240k	29.27	View chart
Target Corporation (TGT)	0.2	$7.0M	+4%	58k	121.20	View chart
Smucker J M Com New (SJM)	0.2	$7.0M		72k	96.44	View chart
Abbott Laboratories (ABT)	0.2	$6.9M	+4%	68k	102.67	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$6.8M	+476%	34k	200.82	View chart
salesforce (CRM)	0.2	$6.7M	+4%	36k	186.67	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$6.6M	NEW	148k	44.71	View chart
John Hancock Exchange Traded High Yield Etf (JHHY)	0.2	$6.6M	-22%	260k	25.35	View chart
Kroger (KR)	0.2	$6.5M		90k	72.36	View chart
Caterpillar (CAT)	0.2	$6.4M	+4%	9.0k	708.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$6.3M	-3%	9.7k	653.22	View chart
Northrop Grumman Corporation (NOC)	0.2	$6.3M		9.2k	682.23	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$6.3M	NEW	42k	147.47	View chart
Ishares Tr Exponential Tech (XT)	0.2	$6.2M		92k	68.15	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.2	$5.9M	+10%	81k	73.12	View chart
Duke Energy Corp Com New (DUK)	0.2	$5.9M	-2%	45k	130.94	View chart
Lowe's Companies (LOW)	0.2	$5.7M		24k	236.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$5.7M	+31%	77k	73.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$5.5M	-19%	93k	59.78	View chart
Bristol Myers Squibb (BMY)	0.2	$5.5M	+13%	91k	60.65	View chart
Union Pacific Corporation (UNP)	0.2	$5.5M		23k	242.62	View chart
Cohen & Steers Etf Trust Preferred And In (CSPF)	0.2	$5.5M	+11%	214k	25.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$5.4M	+164%	18k	298.85	View chart
M&T Bank Corporation (MTB)	0.2	$5.3M		26k	206.72	View chart
Walt Disney Company (DIS)	0.2	$5.3M		55k	96.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$5.3M	-16%	8.5k	616.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$5.2M	-19%	92k	56.68	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$5.0M	+616%	38k	132.90	View chart
Novartis Sponsored Adr (NVS)	0.2	$5.0M		33k	152.75	View chart
Nextera Energy (NEE)	0.2	$5.0M		54k	92.88	View chart
Pfizer (PFE)	0.2	$4.9M		175k	28.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.8M	+9%	43k	113.11	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.8M	+9%	8.0k	604.42	View chart
Wells Fargo & Company (WFC)	0.2	$4.8M	+4%	60k	79.61	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.8M	+25%	9.7k	491.54	View chart
Charles Schwab Corporation (SCHW)	0.1	$4.7M	+2%	51k	93.98	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.1	$4.7M	NEW	130k	36.17	View chart
Medtronic SHS (MDT)	0.1	$4.6M	+2%	54k	86.65	View chart
Philip Morris International (PM)	0.1	$4.6M		28k	165.34	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.6M		9.1k	499.67	View chart
PPG Industries (PPG)	0.1	$4.5M		42k	106.88	View chart
Analog Devices (ADI)	0.1	$4.4M		14k	318.14	View chart
FedEx Corporation (FDX)	0.1	$4.4M	+11%	12k	356.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.4M		10k	436.79	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$4.4M	NEW	39k	110.86	View chart
Starbucks Corporation (SBUX)	0.1	$4.4M	-4%	49k	89.59	View chart
Gilead Sciences (GILD)	0.1	$4.3M	-2%	31k	139.37	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$4.3M		6.00	718140.00	View chart
First Tr Exchange Traded No Amer Energy (EMLP)	0.1	$4.2M	-2%	97k	43.66	View chart
Enterprise Products Partners (EPD)	0.1	$4.2M	+3%	111k	37.84	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$4.2M	+12%	83k	50.46	View chart
Intel Corporation (INTC)	0.1	$4.1M	+2%	92k	44.13	View chart
TJX Companies (TJX)	0.1	$4.0M	+14%	25k	159.70	View chart
Linde SHS (LIN)	0.1	$4.0M	+9%	8.0k	495.77	View chart
Southern Company (SO)	0.1	$3.9M	-3%	41k	96.52	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$3.9M		20k	195.98	View chart
Cummins (CMI)	0.1	$3.9M		7.2k	538.00	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.9M	+7%	200k	19.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.8M		51k	75.10	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.8M	+5%	29k	130.95	View chart
AFLAC Incorporated (AFL)	0.1	$3.7M		33k	109.71	View chart
FirstEnergy (FE)	0.1	$3.6M		72k	50.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.6M	+19%	11k	320.80	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$3.6M	+27%	71k	49.99	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$3.5M	-4%	59k	60.44	View chart
American Express Company (AXP)	0.1	$3.5M	+2%	12k	302.49	View chart
Deere & Company (DE)	0.1	$3.4M		6.1k	563.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.4M		8.0k	430.31	View chart
Carrier Global Corporation (CARR)	0.1	$3.4M		61k	56.31	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$3.4M	-7%	4.9k	697.77	View chart
Texas Pacific Land Corp (TPL)	0.1	$3.4M	+9%	7.1k	474.56	View chart
Netflix (NFLX)	0.1	$3.3M	+30%	34k	96.15	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.3M	-23%	35k	95.44	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.2M	+11%	6.9k	460.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.2M	+37%	57k	55.52	View chart
General Dynamics Corporation (GD)	0.1	$3.1M	+11%	9.1k	343.24	View chart
Cincinnati Financial Corporation (CINF)	0.1	$3.1M		20k	157.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.1M	+11%	57k	54.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.1M	-4%	21k	148.10	View chart
Lincoln National Corporation (LNC)	0.1	$2.9M	-81%	83k	35.50	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.1	$2.9M	NEW	77k	38.11	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$2.9M	+26%	59k	48.86	View chart
Ishares Tr Rus Mdcp Val Etf (EFA)	0.1	$2.9M		30k	97.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.9M	+6%	7.3k	390.42	View chart
Bank of America Corporation (BAC)	0.1	$2.8M	+9%	58k	48.75	View chart
EQT Corporation (EQT)	0.1	$2.8M	+24%	45k	63.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.8M	+22%	56k	49.89	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$2.7M	+40%	58k	47.02	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$2.7M	+3%	78k	35.14	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$2.7M	+10%	161k	16.77	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.6M	-17%	28k	92.76	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$2.6M		126k	20.64	View chart
Innovator Etfs Trust Equity Managd 10 (XBFR)	0.1	$2.6M	NEW	106k	24.54	View chart
Danaher Corporation (DHR)	0.1	$2.5M	+12%	13k	189.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.5M	+8%	7.3k	337.97	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.4M	+11%	9.9k	243.08	View chart
Valero Energy Corporation (VLO)	0.1	$2.4M	+3%	9.7k	247.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.4M	+15%	35k	67.53	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.4M		17k	138.32	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$2.4M	+7%	42k	57.07	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$2.4M	-68%	42k	56.19	View chart
Flex Ord (FLEX)	0.1	$2.4M		36k	65.46	View chart
Norfolk Southern (NSC)	0.1	$2.3M		8.2k	286.98	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.1	$2.3M	+28%	89k	26.28	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.3M	+10%	9.5k	244.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.3M		20k	114.99	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$2.3M		18k	127.73	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$2.3M	+15%	22k	101.14	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.2M	+18%	15k	146.28	View chart
Labcorp Holdings Com Shs (LH)	0.1	$2.2M		8.3k	266.81	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$2.2M	-8%	47k	47.54	View chart
Ishares Tr Global Equity (GLOF)	0.1	$2.2M	-8%	42k	52.12	View chart
CVS Caremark Corporation (CVS)	0.1	$2.2M	+5%	30k	71.82	View chart
Intercontinental Exchange (ICE)	0.1	$2.1M	+3%	13k	157.28	View chart
Victory Cap Hldgs Com Cl A (VCTR)	0.1	$2.1M		32k	65.48	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$2.1M	+10%	16k	135.49	View chart
Pgim Etf Tr Ultra Short Muni (PUSH)	0.1	$2.0M	+101%	41k	50.34	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$2.0M	+5%	49k	41.17	View chart
Altria (MO)	0.1	$2.0M	-3%	31k	65.99	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$2.0M	+20%	32k	62.68	View chart
Renew Energy Global Cl A Shs (RNW)	0.1	$2.0M	-19%	431k	4.58	View chart
Cintas Corporation (CTAS)	0.1	$2.0M		12k	169.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.0M	+10%	9.9k	196.20	View chart
Citigroup Com New (C)	0.1	$1.9M	+28%	17k	113.41	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.9M	+39%	12k	163.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.9M	+12%	36k	52.64	View chart
Automatic Data Processing (ADP)	0.1	$1.9M	-3%	9.3k	203.19	View chart
Colgate-Palmolive Company (CL)	0.1	$1.9M		22k	85.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.9M	+19%	19k	99.27	View chart
Leidos Holdings (LDOS)	0.1	$1.9M		12k	155.52	View chart
Tg Therapeutics (TGTX)	0.1	$1.9M	+12%	56k	33.22	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.8M	+3%	28k	66.77	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.8M	+7%	9.5k	194.13	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.8M	-3%	19k	95.48	View chart
Corteva (CTVA)	0.1	$1.8M	-4%	22k	83.71	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.8M		23k	79.06	View chart
Illinois Tool Works (ITW)	0.1	$1.8M	-4%	7.0k	260.30	View chart
ConocoPhillips (COP)	0.1	$1.8M	+14%	14k	132.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.8M	-8%	28k	64.08	View chart
Ubiquiti (UI)	0.1	$1.8M	-33%	2.3k	790.25	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.8M	+4%	7.1k	250.57	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.8M	-7%	4.9k	359.01	View chart
First Tr Exch Trd Alphdx Euro Alphadex (FEUZ)	0.1	$1.7M	-19%	28k	62.27	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.1	$1.7M	+10%	45k	37.58	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.7M	-12%	16k	106.01	View chart
Garmin SHS (GRMN)	0.1	$1.7M	+5%	7.2k	232.01	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.7M	-2%	33k	49.78	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.7M	+3%	11k	145.94	View chart
Air Products & Chemicals (APD)	0.1	$1.6M	+14%	5.6k	290.49	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.6M		32k	50.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.6M	-13%	8.4k	191.93	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$1.6M	NEW	23k	68.11	View chart
Amphenol Corp Cl A (APH)	0.0	$1.6M	+141%	12k	126.35	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.0	$1.6M	+135%	76k	20.51	View chart
United Parcel Service CL B (UPS)	0.0	$1.6M	-11%	16k	98.38	View chart
MasTec (MTZ)	0.0	$1.5M		4.8k	321.74	View chart
Boeing Company (BA)	0.0	$1.5M	+14%	7.7k	199.03	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$1.5M	-9%	80k	18.94	View chart
Trane Technologies SHS (TT)	0.0	$1.5M	+14%	3.6k	416.77	View chart
Waste Management (WM)	0.0	$1.5M		6.4k	229.79	View chart
Morgan Stanley Com New (MS)	0.0	$1.5M	+24%	8.9k	164.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.5M		15k	97.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$1.5M	+14%	24k	61.26	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$1.4M	-3%	31k	46.19	View chart

Past Filings by Daymark Wealth Partners

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

Daymark Wealth Partners 2026 Q1 filed May 11, 2026
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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