1y return+19.2%S&P 500 +20.9%
3y return+60.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $178 against $195 in the S&P 500.2
Daymark Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $248.6M | 6.1% | +6.3% |
| NVDANvidia Corporation | $215.7M | 5.3% | +7.9% |
| VOOVanguard Index Fds | $126.5M | 3.1% | +24.7% |
| MSFTMicrosoft Corp | $124.2M | 3.0% | +9.6% |
| GOOGLAlphabet Inc | $117.1M | 2.9% | +4.0% |
| AMZNAmazon Com Inc | $105.4M | 2.6% | +14.9% |
| JPMJpmorgan Chase & Co | $101.8M | 2.5% | +14.5% |
| PGProcter And Gamble Co | $77.6M | 1.9% | +11.6% |
| SHWSherwin Williams Co | $77.0M | 1.9% | |
| JCPBJ P Morgan Exchange Traded F | $69.0M | 1.7% | +96.2% |
| JNJJohnson & Johnson | $67.7M | 1.7% | +25.8% |
| AVGOBroadcom Inc | $64.8M | 1.6% | +19.8% |
| AMGNAmgen Inc | $54.5M | 1.3% | |
| GOOGAlphabet Inc | $52.7M | 1.3% | +31.4% |
| RECSColumbia Etf Tr I | $49.0M | 1.2% | +16.5% |
| JIREJ P Morgan Exchange Traded F | $48.9M | 1.2% | +20.8% |
| VVisa Inc | $48.1M | 1.2% | +38.9% |
| XOMExxon Mobil Corp | $44.5M | 1.1% | New |
| BIVVanguard Bd Index Fds | $44.2M | 1.1% | New |
| CSCOCisco Sys Inc | $39.9M | 1.0% | +5.6% |
| PWRQuanta Svcs Inc | $39.4M | 1.0% | −2.4% |
| PANWPalo Alto Networks Inc | $38.6M | 0.9% | −5.2% |
| PGRProgressive Corp | $37.2M | 0.9% | |
| JGROJ P Morgan Exchange Traded F | $35.9M | 0.9% | −18.3% |
| AMDAdvanced Micro Devices Inc | $35.4M | 0.9% | +2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $215.7M |
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $35.4M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $64.8M |
| PWRQuanta Svcs Inc | December 31, 2022 | +405.3% | $39.4M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $117.1M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $52.7M |
| PANWPalo Alto Networks Inc | March 31, 2023 | +241.5% | $38.6M |
| PHParker-hannifin Corp | December 31, 2022 | +236.1% | $24.8M |
| LLYLilly Eli & Co | December 31, 2022 | +227.9% | $30.6M |
| GSGoldman Sachs Group Inc | December 31, 2022 | +194.5% | $31.6M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $42.5M
- Honeywell Intl IncCUSIP 438516106 was $7.5M
- CTRACoterra Energy Inc was $2.7M
- SCIOFirst Tr Exchange-traded Fd was $2.6M
- FMHIFirst Tr Exch Traded Fd III was $2.2M
- FTCBFirst Tr Exchange-traded Fd was $871K
- REGNRegeneron Pharmaceuticals was $729K
- Carnival CorpCUSIP 143658300 was $599K
- TSNTyson Foods Inc was $468K
- INTUIntuit was $461K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.5% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Daymark Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1956824&type=13F-HR&dateb=&owner=include&count=40CIK 1956824
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1956824/000195682426000003/Filed July 31, 2026 · accession 0001956824-26-000003