StockDriftsStockDriftsTop 50 Daymark Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.07% | 859.1K | $248.6M | +6.31%(+51.00K) | $173.73(+76.52%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.26% | 1.08M | $215.7M | +7.88%(+78.72K) | $33.63(+555.55%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.09% | 184.1K | $126.5M | +24.75%(+36.53K) | $533.62(+33.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.03% | 332.9K | $124.2M | +9.57%(+29.07K) | $310.90(+61.71%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.86% | 327.7K | $117.1M | +4.03%(+12.69K) | $125.94(+179.08%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.57% | 442.1K | $105.4M | +14.94%(+57.48K) | $161.72(+70.02%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.48% | 311.1K | $101.8M | +14.45%(+39.29K) | $171.43(+110.87%) | 2026-06-30 | |
| PG | PROCTER AND GAMBLE CO | 1.89% | 529.2K | $77.6M | +11.56%(+54.82K) | $144.32(+0.57%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 1.88% | 223.8K | $77.0M | +0.17%(+369) | $324.74(+12.98%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1.68% | 1.47M | $69.0M | +96.20%(+720.96K) | $46.98(-1.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.60% | +75.41% | — | — | +102.11% |
| Top 20 Holdings Unweighted | +18.17% | +65.00% | — | — | +93.66% |
Daymark Wealth Partners LLC reports $4.10B in US-listed equity holdings across 810 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.1%), NVDA (5.3%) and VOO (3.1%). The top 20 holdings account for 43.23% of reported assets. Its disclosed equity book has returned +75.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Daymark Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1956824). View Daymark Wealth Partners LLC’s 13F filings on SEC