Filed: 8/4/2025ACC: 0001956824-25-000007
📋 What this filing means
DAYMARK WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 560 equity positions with a total reported market value of $2.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
560
Positions
$2.63B
Total AUM (reported)
24.30M
Total Shares
Allocation by class
COM$1.71B64.9%
CAP STK CL A$54.02M2.1%
S&P 500 ETF SHS$46.96M1.8%
COM NEW$46.59M1.8%
COM CL A$35.57M1.4%
ACTIVE GROWTH$30.73M1.2%
CL A$30.51M1.2%
Portfolio Concentration
Top 3$469.53M17.9%
4–10$421.00M16.0%
11–25$423.00M16.1%
Rest$1.32B50.0%
Top 3 weight
17.9%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 24.30M
Sole
Full voting authority
24.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole560
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings560
Rows:
NVIDIA CORPORATION
SOLEShares1.03M
TypeSH
Market value$162.51M
6.18%
Sole
1.03M
Shared
0.00
None
0.00
APPLE INC
SOLEShares774.34K
TypeSH
Market value$158.87M
6.04%
Sole
774.34K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares297.83K
TypeSH
Market value$148.14M
5.64%
Sole
297.83K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares362.49K
TypeSH
Market value$79.53M
3.03%
Sole
362.49K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares265.61K
TypeSH
Market value$77.00M
2.93%
Sole
265.61K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares479.27K
TypeSH
Market value$76.36M
2.90%
Sole
479.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares306.51K
TypeSH
Market value$54.02M
2.05%
Sole
306.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares82.67K
TypeSH
Market value$46.96M
1.79%
Sole
82.67K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares172.21K
TypeSH
Market value$45.96M
1.75%
Sole
172.21K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares149.40K
TypeSH
Market value$41.18M
1.57%
Sole
149.40K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares144.09K
TypeSH
Market value$40.23M
1.53%
Sole
144.09K
Shared
0.00
None
0.00
VISA INC
SOLEShares89.66K
TypeSH
Market value$31.83M
1.21%
Sole
89.66K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares105.81K
TypeSH
Market value$31.19M
1.19%
Sole
105.81K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares356.99K
TypeSH
Market value$30.73M
1.17%
Sole
356.99K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares199.06K
TypeSH
Market value$30.41M
1.16%
Sole
199.06K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.18M
TypeSH
Market value$27.32M
1.04%
Sole
1.18M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares248.90K
TypeSH
Market value$26.83M
1.02%
Sole
248.90K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares72.51K
TypeSH
Market value$26.58M
1.01%
Sole
72.51K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares250.90K
TypeSH
Market value$26.53M
1.01%
Sole
250.90K
Shared
0.00
None
0.00
COLUMBIA ETF TR I
SOLEShares720.52K
TypeSH
Market value$26.51M
1.01%
Sole
720.52K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares25.93K
TypeSH
Market value$25.67M
0.98%
Sole
25.93K
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CORP
SOLEShares175.80K
TypeSH
Market value$25.67M
0.98%
Sole
175.80K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares370.32K
TypeSH
Market value$25.00M
0.95%
Sole
370.32K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares90.86K
TypeSH
Market value$24.78M
0.94%
Sole
90.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares48.85K
TypeSH
Market value$23.73M
0.90%
Sole
48.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.03M | SH | $162.51M 6.18% | 1.03M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 774.34K | SH | $158.87M 6.04% | 774.34K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 297.83K | SH | $148.14M 5.64% | 297.83K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 362.49K | SH | $79.53M 3.03% | 362.49K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 265.61K | SH | $77.00M 2.93% | 265.61K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 479.27K | SH | $76.36M 2.90% | 479.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 306.51K | SH | $54.02M 2.05% | 306.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 82.67K | SH | $46.96M 1.79% | 82.67K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 172.21K | SH | $45.96M 1.75% | 172.21K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 149.40K | SH | $41.18M 1.57% | 149.40K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 144.09K | SH | $40.23M 1.53% | 144.09K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 89.66K | SH | $31.83M 1.21% | 89.66K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 105.81K | SH | $31.19M 1.19% | 105.81K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 356.99K | SH | $30.73M 1.17% | 356.99K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 199.06K | SH | $30.41M 1.16% | 199.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 1.18M | SH | $27.32M 1.04% | 1.18M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 248.90K | SH | $26.83M 1.02% | 248.90K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 72.51K | SH | $26.58M 1.01% | 72.51K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 250.90K | SH | $26.53M 1.01% | 250.90K | 0.00 | 0.00 |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 720.52K | SH | $26.51M 1.01% | 720.52K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 25.93K | SH | $25.67M 0.98% | 25.93K | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES CORPSOLE | COM | 175.80K | SH | $25.67M 0.98% | 175.80K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS I | 370.32K | SH | $25.00M 0.95% | 370.32K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 90.86K | SH | $24.78M 0.94% | 90.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 48.85K | SH | $23.73M 0.90% | 48.85K | 0.00 | 0.00 |
Page 1 of 23
…