Daymark Wealth Partners, LLC holds a diversified book of 810 stocks worth $4.1B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Amgen Inc. Their largest long position is Apple Inc at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Daymark Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 79 / 80 | $609.4B |
| CWM, LLC | 79 / 80 | $7.5B |
| MORGAN STANLEY | 78 / 80 | $644.5B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $175.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $175.0B |
| UBS Group AG | 78 / 80 | $168.9B |
| LPL Financial LLC | 78 / 80 | $81.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $67.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Daymark Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $248.6M | 859.1K | 6.1% | ▲+6.3% Added · +51K sh | |
| 2 | Nvidia Corporation COM | $215.7M | 1.08M | 5.3% | ▲+7.9% Added · +79K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $126.5M | 184.1K | 3.1% | ▲+25% Added · +37K sh | |
| 4 | Microsoft Corp COM | $124.2M | 332.9K | 3.0% | ▲+9.6% Added · +29K sh | |
| 5 | Alphabet Inc CAP STK CL A | $117.1M | 327.7K | 2.9% | ▲+4.0% Added · +13K sh | |
| 6 | Amazon Com Inc COM | $105.4M | 442.1K | 2.6% | ▲+15% Added · +57K sh | |
| 7 | JPMorgan Chase & Co COM | $101.8M | 311.1K | 2.5% | ▲+14% Added · +39K sh | |
| 8 | Procter And Gamble Co COM | $77.6M | 529.2K | 1.9% | ▲+12% Added · +55K sh | |
| 9 | Sherwin Williams Co COM | $77.0M | 223.8K | 1.9% | ▲+0.2% Added · +369 sh | |
| 10 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $69.0M | 1.47M | 1.7% | ▲+96% Added · +721K sh | |
| 11 | Johnson & Johnson COM | $67.7M | 266.4K | 1.7% | ▲+26% Added · +55K sh | |
| 12 | Broadcom Inc COM | $64.8M | 171.5K | 1.6% | ▲+20% Added · +28K sh | |
| 13 | Amgen Inc COM | $54.5M | 150.4K | 1.3% | ▼~0% Reduced · −68 sh | |
| 14 | Alphabet Inc CAP STK CL C | $52.7M | 149.2K | 1.3% | ▲+31% Added · +36K sh | |
| 15 | Columbia ETF TR I RESH ENHNC COR | $49.0M | 1.13M | 1.2% | ▲+17% Added · +161K sh | |
| 16 | J P Morgan Exchange Traded F INTRNL RES EQT | $48.9M | 592.3K | 1.2% | ▲+21% Added · +102K sh | |
| 17 | Visa Inc COM CL A | $48.1M | 140.2K | 1.2% | ▲+39% Added · +39K sh | |
| 18 | Exxon Mobil Corp COM | $44.5M | 325.1K | 1.1% | ▲New New position | |
| 19 | Vanguard BD Index FDS INTERMED TERM | $44.2M | 575.9K | 1.1% | ▲New New position | |
| 20 | Cisco Sys Inc COM | $39.9M | 339.6K | 1.0% | ▲+5.6% Added · +18K sh | |
| 21 | Quanta Svcs Inc COM | $39.4M | 54.7K | 1.0% | ▼−2.4% Reduced · −1K sh | |
| 22 | Palo Alto Networks Inc COM | $38.6M | 113.3K | 0.9% | ▼−5.2% Reduced · −6K sh | |
| 23 | Progressive Corp COM | $37.2M | 170.3K | 0.9% | ▼−0.5% Reduced · −791 sh | |
| 24 | J P Morgan Exchange Traded F ACTIVE GROWTH | $35.9M | 364.1K | 0.9% | ▼−18% Reduced · −82K sh | |
| 25 | Advanced Micro Devices Inc COM | $35.4M | 60.9K | 0.9% | ▲+2.2% Added · +1K sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $35.2M | 70.4K | 0.9% | ▲+33% Added · +17K sh | |
| 27 | Raytheon Technologies Corp COM | $34.1M | 180.0K | 0.8% | ▲+0.7% Added · +1K sh | |
| 28 | Home Depot Inc COM | $33.7M | 95.7K | 0.8% | ▲+28% Added · +21K sh | |
| 29 | Abbvie Inc COM | $32.8M | 130.5K | 0.8% | ▲+54% Added · +46K sh | |
| 30 | Costco WHSL Corp New COM | $32.7M | 35.0K | 0.8% | ▲+25% Added · +7K sh | |
| 31 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $32.1M | 404.2K | 0.8% | ▼−6.5% Reduced · −28K sh | |
| 32 | Goldman Sachs Group Inc COM | $31.6M | 31.2K | 0.8% | ▲+1.0% Added · +317 sh | |
| 33 | International Business Machs COM | $30.7M | 109.0K | 0.7% | ▲+0.8% Added · +822 sh | |
| 34 | Lilly Eli & Co COM | $30.6M | 25.6K | 0.7% | ▲+77% Added · +11K sh | |
| 35 | Schwab Strategic TR US AGGREGATE B | $29.5M | 1.27M | 0.7% | ▼−21% Reduced · −343K sh | |
| 36 | SPDR S&P 500 ETF TR TR UNIT | $26.1M | 35.0K | 0.6% | ▼−0.6% Reduced · −203 sh | |
| 37 | Walmart Inc COM | $25.3M | 223.3K | 0.6% | ▲+42% Added · +66K sh | |
| 38 | Parker-Hannifin Corp COM | $24.8M | 25.4K | 0.6% | ▲+2.8% Added · +690 sh | |
| 39 | US Bancorp Del COM NEW | $23.9M | 395.3K | 0.6% | ▼−3.3% Reduced · −14K sh | |
| 40 | Vanguard Index FDS SMALL CP ETF | $23.7M | 78.1K | 0.6% | ▲+0.9% Added · +723 sh | |
| 41 | Qualcomm Inc COM | $23.6M | 127.9K | 0.6% | ▼~0% Reduced · −40 sh | |
| 42 | PNC Finl Svcs Group Inc COM | $22.2M | 90.2K | 0.5% | ▼−1.8% Reduced · −2K sh | |
| 43 | Tesla Inc COM | $22.1M | 52.6K | 0.5% | ▲+104% Added · +27K sh | |
| 44 | Vanguard BD Index FDS SHORT TRM BOND | $21.7M | 278.1K | 0.5% | ▲44× Added · +272K sh | |
| 45 | Oracle Corp COM | $20.1M | 137.3K | 0.5% | ▲+15% Added · +18K sh | |
| 46 | Meta Platforms Inc CL A | $20.0M | 35.4K | 0.5% | ▲+115% Added · +19K sh | |
| 47 | Silicon Laboratories Inc COM | $19.8M | 90.5K | 0.5% | ▲+5.4% Added · +5K sh | |
| 48 | First TR Exchange-Traded FD RISING DIVD ACHIV | $19.6M | 241.6K | 0.5% | ▼−2.6% Reduced · −7K sh | |
| 49 | Chevron Corp New COM | $19.1M | 115.3K | 0.5% | ▲+26% Added · +23K sh | |
| 50 | 3M Co COM | $18.9M | 116.4K | 0.5% | ▼−0.1% Reduced · −172 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1956824/holdings"
Use Arkolith to show DAYMARK WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 810 | $4.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 739 | $3.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 603 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 600 | $2.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 560 | $2.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 498 | $2.3B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 493 | $2.4B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 512 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 496 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 10, 2024 | 431 | $1.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 9, 2024 | 401 | $1.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 380 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 19, 2023 | 375 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 293 | $753.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 25, 2023 | 228 | $565.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.