Daymark Wealth Partners, LLC

13F filer · CIK 0001956824

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$4.1BU.S. long equity reported on 13F

Positions54788 new · 55 closed

Net flow last quarter+$303MBuys minus sells

Top 10 positions weight29.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026547 positions
AAPLApple Inc.	$249M	6.07%	0.01%	+6.3%	Q4 2022
NVDANvidia Corp	$216M	5.26%	0.00%	+7.9%	Q4 2022
MSFTMicrosoft Corp	$124M	3.03%	0.00%	+9.6%	Q4 2022
GOOGLAlphabet Inc.	$117M	2.86%	0.00%	+4.0%	Q4 2022
AMZNAmazon Com Inc	$105M	2.57%	0.00%	+14.9%	Q4 2022
JPMJPMorgan Chase & Co	$102M	2.48%	0.01%	+14.5%	Q4 2022
PGPROCTER & GAMBLE Co	$77.6M	1.89%	0.02%	+11.6%	Q4 2022
SHWSherwin Williams Co	$77M	1.88%	0.09%	+0.2%	Q2 2023
JNJJohnson & Johnson	$67.7M	1.65%	0.01%	+25.8%	Q4 2022
AVGOBroadcom Inc.	$64.8M	1.58%	0.00%	+19.8%	Q4 2022
AMGNAmgen Inc	$54.5M	1.33%	0.03%	-0.1%	Q4 2022
GOOGAlphabet Inc.	$52.7M	1.29%	Not reported	+31.4%	Q4 2022
VVisa Inc.	$48.1M	1.17%	0.01%	+38.9%	Q4 2022
XOMExxonMobil Holdings Corp	$44.5M	1.08%	0.01%	+29.7%	Q4 2022
CSCOCisco Systems, Inc.	$39.9M	0.97%	0.01%	+5.6%	Q4 2022
PWRQuanta Services, Inc.	$39.4M	0.96%	0.04%	-2.4%	Q4 2022
PANWPalo Alto Networks Inc	$38.6M	0.94%	0.01%	-5.2%	Q1 2023
PGRProgressive Corp	$37.2M	0.91%	0.03%	-0.5%	Q4 2022
AMDAdvanced Micro Devices Inc	$35.4M	0.86%	0.00%	+2.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$35.2M	0.86%	Not reported	+32.9%	Q4 2022
RTXRTX Corp	$34.1M	0.83%	0.01%	+0.7%	Q4 2022
HDHome Depot, Inc.	$33.7M	0.82%	0.01%	+28.4%	Q4 2022
ABBVAbbVie Inc.	$32.8M	0.80%	0.01%	+54.0%	Q4 2022
COSTCostco Wholesale Corp	$32.7M	0.80%	0.01%	+24.8%	Q4 2022
JAVASun Microsystems, Inc.	$32.1M	0.78%	Not reported	-6.6%	Q4 2022
GSGoldman Sachs Group Inc	$31.6M	0.77%	0.01%	+1.0%	Q4 2022
IBMInternational Business Machines Corp	$30.7M	0.75%	0.01%	+0.8%	Q4 2022
LLYELI LILLY & Co	$30.6M	0.75%	0.00%	+76.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$26.1M	0.64%	Not reported	-0.6%	Q4 2022
WMTWalmart Inc.	$25.3M	0.62%	0.00%	+42.3%	Q4 2022
PHParker-Hannifin Corp	$24.8M	0.61%	0.02%	+2.8%	Q4 2022
USBUS Bancorp \de\	$23.9M	0.58%	0.03%	-3.3%	Q4 2022
QCOMQualcomm Inc	$23.6M	0.58%	0.01%	0.0%	Q4 2022
PNCPNC Financial Services Group, Inc.	$22.2M	0.54%	0.02%	-1.8%	Q4 2022
TSLATesla, Inc.	$22.1M	0.54%	0.00%	+103.6%	Q4 2022
BSVNBank7 Corp.	$21.7M	0.53%	2.92%	+4264.2%	Q2 2023
ORCLOracle Corp	$20.1M	0.49%	0.00%	+15.3%	Q4 2022
METAMeta Platforms, Inc.	$20M	0.49%	Not reported	+114.7%	Q4 2022
SLABSilicon Laboratories Inc.	$19.8M	0.48%	0.27%	+5.4%	Q1 2026
CVXChevron Corp	$19.1M	0.47%	0.01%	+25.6%	Q4 2022
MMM3m Co	$18.9M	0.46%	0.02%	-0.2%	Q4 2022
KOCoca Cola Co	$17.7M	0.43%	0.01%	+68.5%	Q4 2022
ETNEaton Corp plc	$17M	0.41%	0.01%	+9.9%	Q4 2022
NFLXNetflix Inc	$16M	0.39%	0.01%	+548.9%	Q1 2023
ASMLAsml Holding NV	$15.5M	0.38%	0.00%	-0.6%	Q4 2022
AMATApplied Materials Inc	$15.3M	0.37%	0.00%	-2.6%	Q2 2023
PSXPhillips 66	$14.7M	0.36%	0.02%	+0.3%	Q4 2022
BACBank of America Corp	$13.9M	0.34%	0.00%	+318.4%	Q4 2022
INTCIntel Corp	$13.8M	0.34%	0.00%	+7.5%	Q4 2022
PULSPulse Electronics Corp	$13.3M	0.32%	1.53%	+6.6%	Q2 2023

Q1 2026Reported May 11, 2026512 positions
AAPLApple Inc.	$205M	6.45%	0.01%	-6.7%	Q4 2022
NVDANvidia Corp	$174M	5.48%	0.00%	-1.1%	Q4 2022
MSFTMicrosoft Corp	$112M	3.54%	0.00%	+3.2%	Q4 2022
GOOGLAlphabet Inc.	$90.6M	2.85%	0.00%	+0.2%	Q4 2022
AMZNAmazon Com Inc	$80.1M	2.52%	0.00%	+2.3%	Q4 2022
JPMJPMorgan Chase & Co	$80M	2.51%	0.01%	+4.7%	Q4 2022
SHWSherwin Williams Co	$71.6M	2.25%	0.09%	+1.7%	Q2 2023
PGPROCTER & GAMBLE Co	$68.5M	2.15%	0.02%	-1.4%	Q4 2022
AMGNAmgen Inc	$53M	1.67%	0.03%	-1.2%	Q4 2022
JNJJohnson & Johnson	$51.8M	1.63%	0.01%	-0.2%	Q4 2022
AVGOBroadcom Inc.	$44.3M	1.39%	0.00%	+1.2%	Q4 2022
XOMExxonMobil Holdings Corp	$42.5M	1.34%	0.01%	-2.6%	Q4 2022
RTXRTX Corp	$34.5M	1.08%	0.01%	+0.2%	Q4 2022
PGRProgressive Corp	$33.9M	1.07%	0.03%	+0.6%	Q4 2022
GOOGAlphabet Inc.	$32.6M	1.02%	Not reported	-1.1%	Q4 2022
JAVASun Microsystems, Inc.	$31M	0.98%	Not reported	+6.3%	Q4 2022
PWRQuanta Services, Inc.	$30.8M	0.97%	0.04%	-1.6%	Q4 2022
VVisa Inc.	$30.5M	0.96%	0.01%	+10.9%	Q4 2022
COSTCostco Wholesale Corp	$27.9M	0.88%	0.01%	+2.2%	Q4 2022
IBMInternational Business Machines Corp	$26.2M	0.82%	0.01%	-0.2%	Q4 2022
GSGoldman Sachs Group Inc	$26.2M	0.82%	0.01%	-2.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$25.4M	0.80%	Not reported	+2.1%	Q4 2022
CSCOCisco Systems, Inc.	$25M	0.78%	0.01%	-0.3%	Q4 2022
HDHome Depot, Inc.	$24.5M	0.77%	0.01%	-0.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$22.9M	0.72%	Not reported	-8.2%	Q4 2022
PHParker-Hannifin Corp	$22.1M	0.70%	0.02%	-2.8%	Q4 2022
USBUS Bancorp \de\	$21.3M	0.67%	0.03%	-1.1%	Q4 2022
WMTWalmart Inc.	$19.5M	0.61%	0.00%	-0.7%	Q4 2022
PANWPalo Alto Networks Inc	$19.2M	0.60%	0.01%	+202.7%	Q1 2023
PNCPNC Financial Services Group, Inc.	$19.1M	0.60%	0.02%	-1.0%	Q4 2022
CVXChevron Corp	$19M	0.60%	0.00%	-5.0%	Q4 2022
ABBVAbbVie Inc.	$18.4M	0.58%	0.00%	-0.6%	Q4 2022
SLABSilicon Laboratories Inc.	$17.9M	0.56%	0.26%	New	Q1 2026
ORCLOracle Corp	$17.5M	0.55%	0.00%	+7.0%	Q4 2022
MMM3m Co	$16.9M	0.53%	0.02%	-0.5%	Q4 2022
QCOMQualcomm Inc	$16.5M	0.52%	0.01%	0.0%	Q4 2022
PSXPhillips 66	$15.8M	0.50%	0.02%	-0.2%	Q4 2022
SYKStryker Corp	$15.3M	0.48%	0.01%	+1.6%	Q4 2022
LLYELI LILLY & Co	$13.3M	0.42%	0.00%	+8.3%	Q4 2022
ETNEaton Corp plc	$13M	0.41%	0.01%	+25.1%	Q4 2022
PULSPulse Electronics Corp	$12.5M	0.39%	1.43%	-10.0%	Q2 2023
AMDAdvanced Micro Devices Inc	$12.1M	0.38%	0.00%	+3.4%	Q4 2022
MCDMcdonalds Corp	$10.7M	0.34%	0.00%	+1.2%	Q4 2022
BKNGBooking Holdings Inc.	$10.6M	0.33%	0.01%	+1530.3%	Q2 2024
PEPPepsico Inc	$10.5M	0.33%	0.00%	+1.0%	Q4 2022
ASMLAsml Holding NV	$10.3M	0.32%	0.00%	+2.9%	Q4 2022
KOCoca Cola Co	$9.85M	0.31%	0.00%	+0.1%	Q4 2022
MRKMerck & Co., Inc.	$9.82M	0.31%	0.00%	-1.0%	Q4 2022
TSLATesla, Inc.	$9.6M	0.30%	0.00%	-6.8%	Q4 2022
LHXL3harris Technologies, Inc.	$9.56M	0.30%	0.01%	-0.6%	Q4 2022

Q4 2025Reported Jan 12, 2026386 positions
AAPLApple Inc.	$235M	7.50%	0.01%	+9.6%	Q4 2022
NVDANvidia Corp	$188M	6.00%	0.00%	+1.1%	Q4 2022
MSFTMicrosoft Corp	$142M	4.54%	0.00%	-0.4%	Q4 2022
GOOGLAlphabet Inc.	$98.4M	3.14%	0.00%	-0.6%	Q4 2022
AMZNAmazon Com Inc	$86.8M	2.77%	0.00%	+2.3%	Q4 2022
JPMJPMorgan Chase & Co	$83.7M	2.67%	0.01%	-1.7%	Q4 2022
SHWSherwin Williams Co	$71.2M	2.27%	0.09%	+756.9%	Q2 2023
PGPROCTER & GAMBLE Co	$69M	2.20%	0.02%	-1.7%	Q4 2022
AMGNAmgen Inc	$49.8M	1.59%	0.03%	-0.1%	Q4 2022
AVGOBroadcom Inc.	$48.9M	1.56%	0.00%	-2.4%	Q4 2022
JNJJohnson & Johnson	$43.9M	1.40%	0.01%	-0.3%	Q4 2022
PGRProgressive Corp	$38.7M	1.23%	0.03%	-0.3%	Q4 2022
GOOGAlphabet Inc.	$36M	1.15%	Not reported	+2.4%	Q4 2022
RTXRTX Corp	$32.7M	1.04%	0.01%	+2.9%	Q4 2022
IBMInternational Business Machines Corp	$32.1M	1.02%	0.01%	+1.0%	Q4 2022
VVisa Inc.	$31.9M	1.02%	0.00%	-1.1%	Q4 2022
XOMExxonMobil Holdings Corp	$31M	0.99%	0.01%	+1.8%	Q4 2022
JAVASun Microsystems, Inc.	$29.2M	0.93%	Not reported	+9.5%	Q4 2022
GSGoldman Sachs Group Inc	$27.8M	0.89%	0.01%	+0.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$26.2M	0.83%	Not reported	-1.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$26.1M	0.83%	Not reported	-0.1%	Q4 2022
HDHome Depot, Inc.	$25.7M	0.82%	0.01%	+0.7%	Q4 2022
CSCOCisco Systems, Inc.	$24.8M	0.79%	0.01%	+1.0%	Q4 2022
PWRQuanta Services, Inc.	$24M	0.77%	0.04%	-2.1%	Q4 2022
COSTCostco Wholesale Corp	$23.6M	0.75%	0.01%	+1.9%	Q4 2022
PHParker-Hannifin Corp	$22.3M	0.71%	0.02%	+1.4%	Q4 2022
USBUS Bancorp \de\	$22.1M	0.70%	0.03%	-0.3%	Q4 2022
QCOMQualcomm Inc	$21.9M	0.70%	0.01%	+0.6%	Q4 2022
ORCLOracle Corp	$21.7M	0.69%	0.00%	+0.7%	Q4 2022
LNCLincoln National Corp	$20.1M	0.64%	0.24%	-0.6%	Q4 2024
ABBVAbbVie Inc.	$19.5M	0.62%	0.00%	+0.1%	Q4 2022
PNCPNC Financial Services Group, Inc.	$19.4M	0.62%	0.02%	-0.8%	Q4 2022
MMM3m Co	$18.8M	0.60%	0.02%	-0.1%	Q4 2022
WMTWalmart Inc.	$17.6M	0.56%	0.00%	+1.5%	Q4 2022
SYKStryker Corp	$16.1M	0.51%	0.01%	+436.0%	Q4 2022
CVXChevron Corp	$14.7M	0.47%	0.00%	+2.6%	Q4 2022
LLYELI LILLY & Co	$14.4M	0.46%	0.00%	-0.1%	Q4 2022
PULSPulse Electronics Corp	$13.9M	0.44%	1.59%	+88.6%	Q2 2023
TSLATesla, Inc.	$12.5M	0.40%	0.00%	+15.7%	Q4 2022
AMDAdvanced Micro Devices Inc	$12.3M	0.39%	0.00%	-2.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$11.9M	0.38%	Not reported	-7.6%	Q4 2022
PSXPhillips 66	$11.2M	0.36%	0.02%	+1.6%	Q4 2022
METAMeta Platforms, Inc.	$10.5M	0.33%	Not reported	+5.3%	Q4 2022
MCDMcdonalds Corp	$10.4M	0.33%	0.00%	+8.5%	Q4 2022
BLKBlackRock, Inc.	$9.97M	0.32%	0.01%	+0.1%	Q4 2022
PEPPepsico Inc	$9.59M	0.31%	0.00%	-0.4%	Q4 2022
ETNEaton Corp plc	$9.23M	0.29%	0.01%	+32.9%	Q4 2022
CRMSalesforce, Inc.	$9.16M	0.29%	0.00%	-62.6%	Q4 2022
KOCoca Cola Co	$9.04M	0.29%	0.00%	+1.4%	Q4 2022
EMREmerson Electric Co	$8.85M	0.28%	0.01%	+0.3%	Q4 2022

Q3 2025Reported Oct 22, 2025387 positions
AAPLApple Inc.	$201M	6.83%	0.01%	+2.0%	Q4 2022
NVDANvidia Corp	$186M	6.33%	0.00%	-2.8%	Q4 2022
MSFTMicrosoft Corp	$153M	5.20%	0.00%	-0.8%	Q4 2022
JPMJPMorgan Chase & Co	$83.3M	2.83%	0.01%	-0.6%	Q4 2022
AMZNAmazon Com Inc	$80.7M	2.74%	0.00%	+1.4%	Q4 2022
GOOGLAlphabet Inc.	$76.8M	2.61%	0.00%	+3.1%	Q4 2022
PGPROCTER & GAMBLE Co	$75.2M	2.55%	0.02%	+2.1%	Q4 2022
AVGOBroadcom Inc.	$47.8M	1.62%	0.00%	-3.1%	Q4 2022
AMGNAmgen Inc	$43M	1.46%	0.03%	+5.8%	Q4 2022
PGRProgressive Corp	$42.1M	1.43%	0.03%	-1.0%	Q4 2022
JNJJohnson & Johnson	$39.4M	1.34%	0.01%	+6.9%	Q4 2022
VVisa Inc.	$31.4M	1.07%	0.00%	+2.7%	Q4 2022
ORCLOracle Corp	$31.1M	1.05%	0.00%	+6.1%	Q4 2022
IBMInternational Business Machines Corp	$30.3M	1.03%	0.01%	+1.5%	Q4 2022
HDHome Depot, Inc.	$30M	1.02%	0.01%	+2.2%	Q4 2022
RTXRTX Corp	$29M	0.98%	0.01%	-1.4%	Q4 2022
XOMExxonMobil Holdings Corp	$28.5M	0.97%	0.01%	+1.6%	Q4 2022
GOOGAlphabet Inc.	$27.3M	0.93%	Not reported	+0.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$26.1M	0.89%	Not reported	+6.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$25.9M	0.88%	Not reported	+10.7%	Q4 2022
JAVASun Microsystems, Inc.	$25.6M	0.87%	Not reported	+6.6%	Q4 2022
GSGoldman Sachs Group Inc	$25M	0.85%	0.01%	+0.6%	Q4 2022
COSTCostco Wholesale Corp	$24.9M	0.84%	0.01%	+3.6%	Q4 2022
PWRQuanta Services, Inc.	$24.1M	0.82%	0.04%	0.0%	Q4 2022
CRMSalesforce, Inc.	$21.9M	0.74%	0.01%	+1.7%	Q4 2022
CSCOCisco Systems, Inc.	$21.8M	0.74%	0.01%	+1.9%	Q4 2022
FTNTFortinet, Inc.	$21.5M	0.73%	0.03%	+2.1%	Q4 2022
QCOMQualcomm Inc	$21.2M	0.72%	0.01%	+0.3%	Q4 2022
USBUS Bancorp \de\	$20M	0.68%	0.03%	-14.4%	Q4 2022
ABBVAbbVie Inc.	$19.7M	0.67%	0.00%	+4.1%	Q4 2022
PHParker-Hannifin Corp	$19M	0.64%	0.02%	+2.1%	Q4 2022
PNCPNC Financial Services Group, Inc.	$18.8M	0.64%	0.02%	+0.3%	Q4 2022
LNCLincoln National Corp	$18.3M	0.62%	0.24%	-2.1%	Q4 2024
MMM3m Co	$18.2M	0.62%	0.02%	-0.2%	Q4 2022
WMTWalmart Inc.	$16M	0.54%	0.00%	+7.5%	Q4 2022
CVXChevron Corp	$14.6M	0.50%	0.00%	-0.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$12.6M	0.43%	Not reported	+2.5%	Q4 2022
PSXPhillips 66	$11.7M	0.40%	0.02%	+1.3%	Q4 2022
METAMeta Platforms, Inc.	$11.1M	0.38%	Not reported	+7.5%	Q4 2022
BLKBlackRock, Inc.	$10.8M	0.37%	0.01%	+1.1%	Q4 2022
TSLATesla, Inc.	$10.6M	0.36%	0.00%	-8.4%	Q4 2022
LLYELI LILLY & Co	$10.2M	0.35%	0.00%	+18.8%	Q4 2022
AMDAdvanced Micro Devices Inc	$9.6M	0.33%	0.00%	+56.0%	Q4 2022
MCDMcdonalds Corp	$9.57M	0.32%	0.00%	+2.0%	Q4 2022
PEPPepsico Inc	$9.43M	0.32%	0.00%	+2.2%	Q4 2022
SHWSherwin Williams Co	$8.88M	0.30%	0.01%	+1.9%	Q2 2023
EMREmerson Electric Co	$8.72M	0.30%	0.01%	-0.9%	Q4 2022
LHXL3harris Technologies, Inc.	$8.57M	0.29%	0.02%	+1.7%	Q4 2022
TGTTarget Corp	$8.5M	0.29%	0.02%	+38.0%	Q1 2023
KOCoca Cola Co	$8.46M	0.29%	0.00%	+3.2%	Q4 2022

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