Arkolith/Funds/Daymark Wealth Partners, LLC

Daymark Wealth Partners, LLC

CIK 1956824Wealth platform
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Daymark Wealth Partners, LLC holds a diversified book of 739 stocks worth $3.2B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Silicon Laboratories Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.

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Use Arkolith to show DAYMARK WEALTH PARTNERS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
158
new positions
Added to
323
existing
Trimmed
216
reduced
Sold out
15
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
32%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

Information Technology
29%
ETF / fund or unclassified
27%
Financials
11%
Consumer Discretionary
9%
Health Care
8%
Industrials
6%
Materials
3%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

739 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$205.1M808.1K
6.5%
−6.7%
Reduced · −58K sh
2Nvidia Corporation
COM
$174.3M999.4K
5.5%
−1.1%
Reduced · −11K sh
3Microsoft Corp
COM
$112.5M303.8K
3.5%
+3.2%
Added · +9K sh
4Alphabet Inc
CAP STK CL A
$90.6M315.0K
2.8%
+0.2%
Added · +632 sh
5Vanguard Index FDS
S&P 500 ETF SHS
$88.2M147.6K
2.8%
+11%
Added · +15K sh
6Amazon Com Inc
COM
$80.1M384.6K
2.5%
+2.3%
Added · +9K sh
7JPMorgan Chase & Co
COM
$80.0M271.8K
2.5%
+4.7%
Added · +12K sh
8Sherwin Williams Co
COM
$71.6M223.4K
2.3%
+1.7%
Added · +4K sh
9Procter And Gamble Co
COM
$68.5M474.4K
2.2%
−1.4%
Reduced · −7K sh
10Amgen Inc
COM
$53.0M150.5K
1.7%
−1.2%
Reduced · −2K sh
11Johnson & Johnson
COM
$51.8M211.8K
1.6%
−0.1%
Reduced · −321 sh
12Broadcom Inc
COM
$44.3M143.1K
1.4%
+1.2%
Added · +2K sh
13Exxon Mobil Corp
COM
$42.5M250.7K
1.3%
−2.6%
Reduced · −7K sh
14Columbia ETF TR I
RESH ENHNC COR
$37.9M972.3K
1.2%
+9.5%
Added · +85K sh
15J P Morgan Exchange Traded F
ACTIVE GROWTH
$37.7M445.8K
1.2%
+5.9%
Added · +25K sh
16Schwab Strategic TR
US AGGREGATE B
$37.6M1.62M
1.2%
+12%
Added · +175K sh
17J P Morgan Exchange Traded F
INTRNL RES EQT
$37.1M490.5K
1.2%
+7.9%
Added · +36K sh
18J P Morgan Exchange Traded F
CORE PLUS BD ETF
$35.3M749.4K
1.1%
+30%
Added · +173K sh
19Raytheon Technologies Corp
COM
$34.5M178.8K
1.1%
+0.2%
Added · +425 sh
20Progressive Corp
COM
$33.9M171.1K
1.1%
+0.6%
Added · +1K sh
21Alphabet Inc
CAP STK CL C
$32.6M113.5K
1.0%
−1.1%
Reduced · −1K sh
22J P Morgan Exchange Traded F
ACTIVE VALUE ETF
$31.0M432.5K
1.0%
+6.3%
Added · +26K sh
23Quanta Svcs Inc
COM
$30.8M56.0K
1.0%
−1.6%
Reduced · −934 sh
24Visa Inc
COM CL A
$30.5M101.0K
1.0%
+11%
Added · +10K sh
25Costco WHSL Corp New
COM
$27.9M28.0K
0.9%
+2.2%
Added · +615 sh
26International Business Machs
COM
$26.2M108.2K
0.8%
−0.2%
Reduced · −203 sh
27Goldman Sachs Group Inc
COM
$26.2M30.9K
0.8%
−2.4%
Reduced · −754 sh
28Berkshire Hathaway Inc Del
CL B NEW
$25.4M53.0K
0.8%
+2.1%
Added · +1K sh
29Cisco Sys Inc
COM
$25.0M321.6K
0.8%
−0.3%
Reduced · −828 sh
30Home Depot Inc
COM
$24.5M74.5K
0.8%
−0.1%
Reduced · −97 sh
31SPDR S&P 500 ETF TR
TR UNIT
$22.9M35.2K
0.7%
−8.2%
Reduced · −3K sh
32Parker-Hannifin Corp
COM
$22.1M24.7K
0.7%
−2.8%
Reduced · −719 sh
33US Bancorp Del
COM NEW
$21.3M408.8K
0.7%
−1.1%
Reduced · −5K sh
34Vanguard Index FDS
SMALL CP ETF
$20.3M77.4K
0.6%
−0.4%
Reduced · −323 sh
35Walmart Inc
COM
$19.5M156.9K
0.6%
−0.7%
Reduced · −1K sh
36Palo Alto Networks Inc
COM
$19.2M119.6K
0.6%
+203%
Added · +80K sh
37PNC Finl Svcs Group Inc
COM
$19.1M91.8K
0.6%
−1.0%
Reduced · −961 sh
38Chevron Corp New
COM
$19.0M91.8K
0.6%
−5.0%
Reduced · −5K sh
39Abbvie Inc
COM
$18.4M84.7K
0.6%
−0.6%
Reduced · −545 sh
40Silicon Laboratories Inc
COM
$17.9M85.9K
0.6%
New
New position
41Oracle Corp
COM
$17.5M119.1K
0.6%
+7.0%
Added · +8K sh
42First TR Exchange-Traded FD
RISING DIVD ACHIV
$16.9M248.2K
0.5%
+5.2%
Added · +12K sh
433M Co
COM
$16.9M116.6K
0.5%
−0.5%
Reduced · −607 sh
44Qualcomm Inc
COM
$16.5M128.0K
0.5%
~0%
Added · +57 sh
45Phillips 66
COM
$15.8M86.8K
0.5%
−0.2%
Reduced · −199 sh
46Stryker Corporation
COM
$15.3M46.6K
0.5%
+1.6%
Added · +732 sh
47Pimco ETF TR
MULTISECTOR BD
$14.3M547.1K
0.5%
+6.7%
Added · +34K sh
48Lilly Eli & Co
COM
$13.3M14.5K
0.4%
+8.3%
Added · +1K sh
49Nushares ETF TR
NUVEEN CORE PLUS
$13.3M531.7K
0.4%
+6.0%
Added · +30K sh
50Capital Group Intl Focus Eqt
SHS CREATION UNI
$13.2M448.8K
0.4%
+7.3%
Added · +30K sh
Showing 50 of 739 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026739$3.2B13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026603$3.1B13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025600$2.9B13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025560$2.6B13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025498$2.3B13F-HR/A
Q4 2024Dec 31, 2024Jan 17, 2025493$2.4B13F-HR/A
Q3 2024Sep 30, 2024Oct 8, 2024512$2.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024496$2.2B13F-HR
Q1 2024Mar 31, 2024Apr 10, 2024431$1.9B13F-HR
Q4 2023Dec 31, 2023Jan 9, 2024401$1.6B13F-HR
Q3 2023Sep 30, 2023Oct 10, 2023380$1.5B13F-HR
Q2 2023Jun 30, 2023Jul 19, 2023375$1.3B13F-HR
Q1 2023Mar 31, 2023Apr 20, 2023293$753.7M13F-HR
Q4 2022Dec 31, 2022Jan 25, 2023228$565.3M13F-HR
Amended / restated
  • Q1 2025 · filed Apr 14, 202513F-HR · superseded
  • Q4 2024 · filed Jan 17, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.