Daymark Wealth Partners

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

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Portfolio Holdings for Daymark Wealth Partners

Daymark Wealth Partners holds 881 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Daymark Wealth Partners has 881 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $287M 861k 333.02
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NVIDIA Corporation (NVDA) 5.8 $255M +3% 1.1M 228.38
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Microsoft Corporation (MSFT) 4.0 $176M +2% 343k 512.90
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $145M +12% 207k 700.86
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Alphabet Cap Stk Cl A (GOOGL) 2.6 $117M +3% 339k 344.08
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Amazon (AMZN) 2.6 $116M +5% 467k 249.15
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JPMorgan Chase & Co. (JPM) 2.4 $106M +3% 321k 330.83
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Procter & Gamble Company (PG) 1.8 $79M +2% 541k 145.28
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Johnson & Johnson (JNJ) 1.7 $75M +6% 283k 264.74
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Sherwin-Williams Company (SHW) 1.6 $72M 224k 323.27
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.6 $71M +7% 1.6M 44.78
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Broadcom (AVGO) 1.5 $65M +7% 185k 351.19
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Amgen (AMGN) 1.5 $65M 153k 421.51
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Exxonmobil Holdings Corp Com Shs (XOM) 1.3 $56M +6% 346k 162.75
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Alphabet Cap Stk Cl C (GOOG) 1.3 $55M +8% 162k 340.74
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Visa Com Cl A (V) 1.2 $55M +9% 153k 359.33
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Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.2 $55M +7% 1.2M 45.09
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Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $47M +11% 642k 72.86
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.0 $43M -10% 529k 82.16
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $39M +11% 79k 497.95
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Abbvie (ABBV) 0.9 $38M +12% 146k 261.59
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Cisco Systems (CSCO) 0.9 $38M +4% 354k 107.63
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Advanced Micro Devices (AMD) 0.9 $38M 62k 611.76
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.8 $36M 371k 96.58
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Quanta Services (PWR) 0.8 $36M 55k 642.51
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Progressive Corporation (PGR) 0.8 $35M 171k 207.31
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Eli Lilly & Co. (LLY) 0.8 $34M +16% 30k 1157.07
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J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.8 $34M +5% 425k 79.72
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Raytheon Technologies Corp (RTX) 0.8 $34M 183k 185.65
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Costco Wholesale Corporation (COST) 0.8 $33M +4% 36k 910.34
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Goldman Sachs (GS) 0.7 $29M +2% 32k 900.35
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Meta Platforms Cl A (META) 0.6 $28M +9% 39k 725.17
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $27M 35k 762.64
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $26M +24% 345k 76.40
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Wal-Mart Stores (WMT) 0.6 $26M +11% 248k 103.92
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Chevron Corporation (CVX) 0.6 $25M +6% 122k 204.21
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Home Depot (HD) 0.6 $25M -8% 88k 284.49
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Parker-Hannifin Corporation (PH) 0.6 $25M 26k 955.42
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International Business Machines (IBM) 0.5 $24M 108k 219.93
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Qualcomm (QCOM) 0.5 $24M 128k 184.04
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Us Bancorp Del Com New (USB) 0.5 $23M 398k 57.76
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Vanguard Index Fds Mrngstr Sml Cap (VB) 0.5 $22M 79k 284.49
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Tesla Motors (TSLA) 0.5 $22M +19% 63k 354.81
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Phillips 66 (PSX) 0.5 $22M 87k 255.31
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $22M -22% 987k 22.10
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Coca-Cola Company (KO) 0.5 $21M +10% 242k 86.08
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Silicon Laboratories (SLAB) 0.5 $21M +2% 93k 221.58
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PNC Financial Services (PNC) 0.5 $20M 90k 222.26
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3M Company (MMM) 0.4 $19M 118k 164.15
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Oracle Corporation (ORCL) 0.4 $19M 137k 137.30
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J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.4 $18M +17% 297k 61.89
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Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 0.4 $18M +10% 528k 34.29
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Palo Alto Networks (PANW) 0.4 $18M -59% 45k 397.31
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First Tr Exchange Traded Rising Divd Achiv (RDVY) 0.4 $18M -5% 228k 78.29
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.4 $17M +9% 336k 51.76
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Bank of America Corporation (BAC) 0.4 $17M +29% 318k 54.43
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Eaton Corp SHS (ETN) 0.4 $17M -2% 39k 429.71
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Netflix (NFLX) 0.4 $17M +6% 238k 69.58
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Capital Group Growth Etf Shs Creat Unit (CGGR) 0.4 $16M +5% 346k 47.43
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Mastercard Incorporated Cl A (MA) 0.4 $16M +18% 30k 551.46
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Leidos Holdings (LDOS) 0.4 $16M +507% 133k 121.83
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Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $15M +8% 8.4k 1811.60
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Pimco Etf Tr Multisector Bd (PYLD) 0.3 $15M 572k 25.39
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.3 $15M +8% 293k 49.46
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Micron Technology (MU) 0.3 $13M +42% 12k 1065.07
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $13M 17k 739.79
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Nushares Etf Tr Nuve Core Pl Etf (NCPB) 0.3 $13M -12% 535k 23.79
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Intel Corporation (INTC) 0.3 $13M +5% 105k 120.23
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Vanguard Index Fds Mrngstr Mid Cap (VO) 0.3 $12M +6% 156k 78.42
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J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.3 $12M +15% 175k 69.17
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $12M +7% 101k 117.77
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Merck & Co (MRK) 0.3 $12M 81k 145.31
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $11M +8% 180k 62.73
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Applied Materials (AMAT) 0.2 $11M 21k 511.38
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $11M 38k 288.45
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John Hancock Exchange Traded High Yield Etf (JHHY) 0.2 $11M +52% 441k 24.68
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Emerson Electric (EMR) 0.2 $11M +2% 68k 155.10
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $10M 37k 277.89
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Blackrock (BLK) 0.2 $10M 9.5k 1058.33
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Booking Holdings (BKNG) 0.2 $9.9M 61k 162.91
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Ge Vernova (GEV) 0.2 $9.8M 10k 950.47
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Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.2 $9.7M +3% 28k 351.84
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Pepsi (PEP) 0.2 $9.6M 76k 126.72
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $9.6M +3% 193k 49.69
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Target Corporation (TGT) 0.2 $9.5M +3% 61k 156.69
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Ge Aerospace Com New (GE) 0.2 $9.3M 30k 312.29
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $9.3M -4% 185k 50.37
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $9.3M +5% 207k 44.89
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.2 $9.2M NEW 118k 78.50
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Amphenol Corp Cl A (APH) 0.2 $9.2M +107% 109k 84.30
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J P Morgan Exchange Traded F Flexi Debt Etf (JFLX) 0.2 $9.1M 187k 48.85
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Vanguard World Mrngstr Val Etf (MGV) 0.2 $9.1M +9% 56k 161.09
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Chubb (CB) 0.2 $9.0M +2% 28k 325.25
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First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.2 $9.0M -10% 36k 253.15
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Smucker J M Com New (SJM) 0.2 $9.0M 76k 118.91
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salesforce (CRM) 0.2 $8.9M +4% 39k 229.57
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $8.8M +95% 186k 47.36
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $8.7M +3% 84k 103.24
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $8.7M 32k 272.26
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $8.4M +769% 46k 183.37
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L3harris Technologies (LHX) 0.2 $8.3M +24% 35k 236.78
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Kroger (KR) 0.2 $8.3M 142k 58.62
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McDonald's Corporation (MCD) 0.2 $8.2M 36k 230.94
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $8.1M +6% 41k 195.75
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Caterpillar (CAT) 0.2 $7.9M +6% 9.8k 810.76
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Principal Exchange Traded Spectrum Pfd (PREF) 0.2 $7.8M +11% 426k 18.35
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $7.8M 34k 228.28
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Ishares Tr Futu Expo Te Etf (XT) 0.2 $7.7M 93k 83.40
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.2 $7.7M +9% 21k 374.24
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Fifth Third Ban (FITB) 0.2 $7.7M 241k 31.87
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $7.6M +4% 9.9k 765.87
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Welltower Inc Com reit (WELL) 0.2 $7.4M +13% 32k 230.24
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.2 $7.2M +198% 142k 51.12
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Thermo Fisher Scientific (TMO) 0.2 $7.2M +5% 11k 675.07
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Steris Shs Usd (STE) 0.2 $7.1M 34k 210.01
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $7.1M +294% 27k 264.75
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $7.0M +117% 46k 150.86
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Vanguard World Mrngstr Mega Cap (MGK) 0.2 $6.7M +4% 72k 92.65
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Analog Devices (ADI) 0.2 $6.7M +20% 17k 396.70
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $6.6M -16% 162k 40.58
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Union Pacific Corporation (UNP) 0.1 $6.5M +3% 24k 272.13
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Verizon Communications (VZ) 0.1 $6.4M 139k 45.87
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J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.1 $6.3M 81k 77.98
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $6.3M 44k 142.26
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Novartis Sponsored Adr (NVS) 0.1 $6.3M 44k 142.57
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Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF) 0.1 $6.0M +4% 240k 25.17
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Abbott Laboratories (ABT) 0.1 $6.0M +3% 61k 98.83
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $6.0M +18% 125k 48.03
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Walt Disney Company (DIS) 0.1 $5.9M 57k 104.90
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Philip Morris International (PM) 0.1 $5.9M +15% 31k 190.82
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Ishares Tr National Mun Etf (MUB) 0.1 $5.8M +80% 57k 101.10
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $5.6M 8.6k 656.72
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Charles Schwab Corporation (SCHW) 0.1 $5.6M +9% 57k 97.74
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $5.6M +30% 50k 110.97
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Columbia Etf Tr I Multi Sec Muni (MUST) 0.1 $5.5M +17% 290k 19.12
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Vanguard World Inf Tech Etf (VGT) 0.1 $5.5M +10% 44k 125.67
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Wells Fargo & Company (WFC) 0.1 $5.4M +5% 68k 80.05
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Nextera Energy (NEE) 0.1 $5.4M +6% 71k 75.74
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Firs Eagl Ov Etf First Eagle Over (FEOE) 0.1 $5.3M +18% 99k 53.77
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Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.1 $5.3M +37% 70k 75.72
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Pfizer (PFE) 0.1 $5.3M +6% 185k 28.52
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M&T Bank Corporation (MTB) 0.1 $5.2M -5% 24k 217.60
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Bristol Myers Squibb (BMY) 0.1 $5.2M -2% 83k 62.40
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Quest Diagnostics Incorporated (DGX) 0.1 $4.7M 20k 233.07
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Bloom Energy Corp Com Cl A (BE) 0.1 $4.6M +22% 17k 276.98
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Starbucks Corporation (SBUX) 0.1 $4.6M 49k 93.96
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Palantir Technologies Cl A (PLTR) 0.1 $4.6M +85% 24k 187.05
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PPG Industries (PPG) 0.1 $4.5M +2% 44k 104.33
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $4.5M 55k 82.97
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Duke Energy Corp Com New (DUK) 0.1 $4.5M -10% 40k 114.01
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Deere & Company (DE) 0.1 $4.5M +8% 6.7k 671.50
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $4.5M +7% 94k 47.58
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $4.5M 6.00 747005.00
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $4.5M +2% 61k 73.40
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $4.5M -10% 79k 56.22
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Northrop Grumman Corporation (NOC) 0.1 $4.4M 9.2k 483.50
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Gilead Sciences (GILD) 0.1 $4.4M -3% 30k 149.05
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Lowe's Companies (LOW) 0.1 $4.4M 24k 184.29
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Valero Energy Corporation (VLO) 0.1 $4.4M +16% 11k 387.62
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $4.2M +6% 70k 59.31
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $4.1M -23% 59k 70.15
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $4.1M 100k 40.99
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Linde SHS (LIN) 0.1 $4.0M +4% 8.5k 474.67
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Lockheed Martin Corporation (LMT) 0.1 $3.9M 7.7k 509.23
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Marathon Petroleum Corp (MPC) 0.1 $3.9M 9.8k 395.41
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $3.8M -27% 64k 59.51
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First Tr Exchange Traded Nasdaq Transn (FTXR) 0.1 $3.7M +31% 91k 40.76
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Victory Cap Hldgs Inc Del Com Cl A (VCTR) 0.1 $3.7M +23% 34k 110.60
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $3.7M -18% 33k 113.44
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $3.7M +8% 36k 103.09
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.7M +2% 24k 155.20
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Carrier Global Corporation (CARR) 0.1 $3.6M +4% 66k 54.86
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AFLAC Incorporated (AFL) 0.1 $3.6M 33k 111.78
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Columbia Etf Tr I Core Bond Etf (CRUX) 0.1 $3.6M NEW 127k 28.55
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Lincoln National Corporation (LNC) 0.1 $3.6M -2% 90k 40.26
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Innovator Etfs Trust Equity Managd 10 (XBFR) 0.1 $3.6M +9% 134k 26.87
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.1 $3.6M +4% 39k 90.11
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Morgan Stanley Com New (MS) 0.1 $3.6M +53% 19k 188.08
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Cummins (CMI) 0.1 $3.5M 6.8k 516.55
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Enterprise Products Partners (EPD) 0.1 $3.5M -2% 98k 35.61
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $3.5M 7.6k 456.17
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FedEx Corporation (FDX) 0.1 $3.4M -2% 12k 285.10
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Cincinnati Financial Corporation (CINF) 0.1 $3.4M 22k 159.37
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $3.3M +100% 67k 49.55
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $3.3M 166k 19.77
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J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $3.3M +2% 57k 57.92
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American Express Company (AXP) 0.1 $3.3M -6% 11k 304.11
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Johnson Controls Internation SHS (JCI) 0.1 $3.2M -6% 22k 148.65
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General Dynamics Corporation (GD) 0.1 $3.2M +5% 9.7k 331.84
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Texas Instruments Incorporated (TXN) 0.1 $3.2M +11% 12k 280.09
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Intuitive Surgical Com New (ISRG) 0.1 $3.2M +19% 7.9k 406.63
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Southern Company (SO) 0.1 $3.2M 39k 82.89
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $3.2M -3% 52k 61.26
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FirstEnergy (FE) 0.1 $3.2M 73k 43.33
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TJX Companies (TJX) 0.1 $3.2M -7% 24k 132.31
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First Tr Exchange Traded Nasdq Phrmtcls (FTXH) 0.1 $3.1M NEW 76k 41.47
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $3.1M +120% 19k 166.28
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Tg Therapeutics (TGTX) 0.1 $3.1M 56k 55.78
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.1M -2% 30k 103.89
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First Tr Exchange-traded SHS (QTEC) 0.1 $3.1M +1447% 9.3k 329.71
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $3.1M -5% 17k 177.11
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Renew Energy Global Cl A Shs (RNW) 0.1 $3.0M 439k 6.84
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Lincoln Electric Holdings (LECO) 0.1 $3.0M 11k 264.58
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $3.0M NEW 65k 45.84
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Texas Pacific Land Corp (TPL) 0.1 $3.0M +32% 9.1k 325.83
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Spdr Series Trust St Str Sp Biot (XBI) 0.1 $2.9M +3% 18k 157.68
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Citigroup Com New (C) 0.1 $2.9M +7% 22k 129.48
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CVS Caremark Corporation (CVS) 0.1 $2.8M +6% 33k 85.69
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Flex Ord (FLEX) 0.1 $2.8M +26% 26k 109.99
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Honeywell International (HON) 0.1 $2.8M -19% 13k 210.94
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EQT Corporation (EQT) 0.1 $2.8M +9% 58k 48.56
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Fortinet (FTNT) 0.1 $2.8M +3% 16k 178.76
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Cohen & Steers Etf Trust Natural Res Acti (CSNR) 0.1 $2.8M +13% 77k 36.10
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Capital One Financial (COF) 0.1 $2.8M +29% 14k 193.07
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.7M 17k 157.85
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Victory Portfolios Ii Core Bd Etf (UITB) 0.1 $2.7M -6% 61k 44.64
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $2.7M +18% 115k 23.71
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Victory Portfolios Ii Core Plus Bd Etf (UBND) 0.1 $2.7M NEW 132k 20.66
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.7M +11% 84k 32.53
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Danaher Corporation (DHR) 0.1 $2.7M +4% 12k 221.56
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Norfolk Southern (NSC) 0.1 $2.6M +2% 8.4k 309.01
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.6M 36k 71.95
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $2.6M +39% 59k 44.00
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Labcorp Holdings Com Shs (LH) 0.1 $2.5M 8.2k 308.11
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First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.1 $2.5M -13% 133k 19.08
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Ishares Tr Global Reit Etf (REET) 0.1 $2.5M +4% 98k 25.78
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Cohen & Steers Etf Trust Real Est Act Etf (CSRE) 0.1 $2.5M +3% 94k 26.70
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United Parcel Svcs CL B (UPS) 0.1 $2.5M 27k 93.44
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Lam Research Corp Com New (LRCX) 0.1 $2.5M +12% 7.5k 328.51
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Cintas Corporation (CTAS) 0.1 $2.4M +7% 13k 195.06
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UnitedHealth (UNH) 0.1 $2.4M +19% 6.6k 367.08
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J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $2.4M +3% 33k 73.58
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Ishares Tr Global Equity (GLOF) 0.1 $2.4M -3% 40k 60.65
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $2.4M 26k 93.85
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NetApp (NTAP) 0.1 $2.4M 11k 210.08
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Automatic Data Processing (ADP) 0.1 $2.4M 9.2k 258.05
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RBB F/m Us Treasury (TBIL) 0.1 $2.4M +25% 47k 49.85
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $2.3M +14% 38k 61.50
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Intercontinental Exchange (ICE) 0.1 $2.3M 15k 152.03
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Vanguard Index Fds Mrngstr Val Etf (VTV) 0.1 $2.3M 11k 216.08
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Altria (MO) 0.1 $2.3M +14% 34k 67.34
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Edwards Lifesciences (EW) 0.1 $2.3M +16% 27k 86.32
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Colgate-Palmolive Company (CL) 0.1 $2.3M 27k 85.32
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.3M 25k 89.63
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Spdr Series Trust ST STR PR SP1500 (SPTM) 0.1 $2.3M +7% 25k 92.05
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.2M 5.9k 380.84
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First Tr Exchange-traded Finls Alphadex (FXO) 0.1 $2.2M -14% 37k 60.62
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First Tr Exchange-traded SHS (FDL) 0.1 $2.2M +24% 45k 49.11
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Stryker Corporation (SYK) 0.0 $2.2M -11% 7.9k 275.38
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Blackstone Group Inc Com Cl A (BX) 0.0 $2.2M 19k 112.09
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Past Filings by Daymark Wealth Partners

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