Daymark Wealth Partners, LLC
Investment Portfolio & 13F Holdings Analysis
About
DAYMARK WEALTH PARTNERS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 498 holdings worth $2.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 498
- Total Value
- 2327092259
- Accession Number
- 0001956824-25-000005
- Form Type
- 13F-HR/A
- CIK
- 0001956824
- Manager Name
- Daymark Wealth Partners, LLC
Data Enrichment
76% identified377 identified121 unidentified
Holdings
498 positions
Manager:
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46654Q609
Shares:
324957(+18.7%)
Value:
$24.0B(+8.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 765.1K | All Managers (Combined) | $170.0M | ||
Nvidia Corp(NVDAcusip67066G104) | 1.0M | All Managers (Combined) | $113.3M | ||
Microsoft Corp(MSFTcusip594918104) | 301.2K | All Managers (Combined) | $113.1M | ||
486.1K | All Managers (Combined) | $82.8M | |||
Amazon Com Inc(AMZNcusip023135106) | 330.2K | All Managers (Combined) | $62.8M | ||
253.3K | All Managers (Combined) | $62.1M | |||
96.1K | All Managers (Combined) | $49.4M | |||
173.0K | All Managers (Combined) | $48.9M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 295.7K | All Managers (Combined) | $45.7M | ||
143.8K | All Managers (Combined) | $44.8M | |||
197.4K | All Managers (Combined) | $32.7M | |||
84.9K | All Managers (Combined) | $29.7M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 244.5K | All Managers (Combined) | $29.1M | ||
107.7K | All Managers (Combined) | $26.8M | |||
Home Depot, Inc.(HDcusip437076102) | 70.5K | All Managers (Combined) | $25.8M | ||
48.1K | All Managers (Combined) | $25.6M | |||
Broadcom Inc.(AVGOcusip11135F101) | 149.2K | All Managers (Combined) | $25.0M | ||
(cusip46654Q609)✕ | 325.0K | All Managers (Combined) | $24.0M | ||
Fortinet, Inc.(FTNTcusip34959E109) | 248.6K | All Managers (Combined) | $23.9M | ||
25.3K | All Managers (Combined) | $23.9M |