Filed: 10/22/2025ACC: 0001956824-25-000009
📋 What this filing means
DAYMARK WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 600 equity positions with a total reported market value of $2.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
600
Positions
$2.95B
Total AUM (reported)
25.79M
Total Shares
Allocation by class
COM$1.86B63.0%
CAP STK CL A$76.85M2.6%
S&P 500 ETF SHS$57.75M2.0%
COM NEW$49.86M1.7%
COM CL A$36.40M1.2%
ACTIVE GROWTH$34.98M1.2%
SHS$33.93M1.2%
Portfolio Concentration
Top 3$540.59M18.4%
4–10$464.58M15.8%
11–25$466.05M15.8%
Rest$1.47B50.1%
Top 3 weight
18.4%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 25.79M
Sole
Full voting authority
25.79M
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)
Sole600
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings600
Rows:
APPLE INC
SOLEShares789.64K
TypeSH
Market value$201.07M
6.83%
Sole
789.64K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares999.36K
TypeSH
Market value$186.46M
6.33%
Sole
999.36K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares295.52K
TypeSH
Market value$153.07M
5.20%
Sole
295.52K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares264.08K
TypeSH
Market value$83.30M
2.83%
Sole
264.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares367.59K
TypeSH
Market value$80.71M
2.74%
Sole
367.59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares316.12K
TypeSH
Market value$76.85M
2.61%
Sole
316.12K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares489.26K
TypeSH
Market value$75.17M
2.55%
Sole
489.26K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares94.31K
TypeSH
Market value$57.75M
1.96%
Sole
94.31K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares144.83K
TypeSH
Market value$47.78M
1.62%
Sole
144.83K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares152.42K
TypeSH
Market value$43.01M
1.46%
Sole
152.42K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares170.56K
TypeSH
Market value$42.12M
1.43%
Sole
170.56K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares212.72K
TypeSH
Market value$39.44M
1.34%
Sole
212.72K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares373.14K
TypeSH
Market value$34.98M
1.19%
Sole
373.14K
Shared
0.00
None
0.00
VISA INC
SOLEShares92.04K
TypeSH
Market value$31.42M
1.07%
Sole
92.04K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares110.47K
TypeSH
Market value$31.07M
1.05%
Sole
110.47K
Shared
0.00
None
0.00
COLUMBIA ETF TR I
SOLEShares761.94K
TypeSH
Market value$30.74M
1.04%
Sole
761.94K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.30M
TypeSH
Market value$30.55M
1.04%
Sole
1.30M
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares107.36K
TypeSH
Market value$30.29M
1.03%
Sole
107.36K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares74.10K
TypeSH
Market value$30.03M
1.02%
Sole
74.10K
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CORP
SOLEShares173.33K
TypeSH
Market value$29.00M
0.98%
Sole
173.33K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares407.28K
TypeSH
Market value$28.56M
0.97%
Sole
407.28K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares252.93K
TypeSH
Market value$28.52M
0.97%
Sole
252.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares112.09K
TypeSH
Market value$27.30M
0.93%
Sole
112.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares51.94K
TypeSH
Market value$26.11M
0.89%
Sole
51.94K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares38.89K
TypeSH
Market value$25.91M
0.88%
Sole
38.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 789.64K | SH | $201.07M 6.83% | 789.64K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 999.36K | SH | $186.46M 6.33% | 999.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 295.52K | SH | $153.07M 5.20% | 295.52K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 264.08K | SH | $83.30M 2.83% | 264.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 367.59K | SH | $80.71M 2.74% | 367.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 316.12K | SH | $76.85M 2.61% | 316.12K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 489.26K | SH | $75.17M 2.55% | 489.26K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 94.31K | SH | $57.75M 1.96% | 94.31K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 144.83K | SH | $47.78M 1.62% | 144.83K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 152.42K | SH | $43.01M 1.46% | 152.42K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 170.56K | SH | $42.12M 1.43% | 170.56K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 212.72K | SH | $39.44M 1.34% | 212.72K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 373.14K | SH | $34.98M 1.19% | 373.14K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 92.04K | SH | $31.42M 1.07% | 92.04K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 110.47K | SH | $31.07M 1.05% | 110.47K | 0.00 | 0.00 |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 761.94K | SH | $30.74M 1.04% | 761.94K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 1.30M | SH | $30.55M 1.04% | 1.30M | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 107.36K | SH | $30.29M 1.03% | 107.36K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 74.10K | SH | $30.03M 1.02% | 74.10K | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES CORPSOLE | COM | 173.33K | SH | $29.00M 0.98% | 173.33K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS I | 407.28K | SH | $28.56M 0.97% | 407.28K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 252.93K | SH | $28.52M 0.97% | 252.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 112.09K | SH | $27.30M 0.93% | 112.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 51.94K | SH | $26.11M 0.89% | 51.94K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 38.89K | SH | $25.91M 0.88% | 38.89K | 0.00 | 0.00 |
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