DAYMARK WEALTH PARTNERS, LLC
SEC Form 13F institutional filer · CIK 0001956824
13F-HR · 347 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$2.46B
Top-10 concentration
41.6%
DAYMARK WEALTH PARTNERS, LLC — $2.46B AUM allocation strategy
DAYMARK WEALTH PARTNERS, LLC files SEC Form 13F and reports $2.46B of long US equity value across 347 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.7%, followed by Financials 7.7% and Communication Services 5.0%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
DAYMARK WEALTH PARTNERS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.46B
total across 347 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +182K sh · +$3.85M+$PANW +80.1K sh · +$11.9M+$XLK +32.5K sh · +$4.26M
Biggest trims (shares)
−$AAPL −57.6K sh · −$30.3M−$FTNT −47.9K sh · −$3.77M−$EDOW −24.4K sh · −$7.88M
Exited to nil (held last quarter, gone now)
$WYNN ($232K last qtr)$APP ($223K last qtr)$CLX ($215K last qtr)$CDNS ($203K last qtr)$PPL ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.9%—
- Technology Hardware, Storage & Peripherals8.3%—
- Interactive Media & Services5.0%—
- Systems Software4.5%—
- Broadline Retail3.2%—
- Diversified Banks3.2%—
- Specialty Chemicals2.9%—
- Personal Care Products2.8%—
- Other holdings61.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 808K | $205M | -57.6K | 8.3% |
| $NVDA | NVIDIA Corporation | 999K | $174M | -10.8K | 7.1% |
| $MSFT | Microsoft Corporation | 304K | $112M | +9.45K | 4.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 315K | $90.6M | +632 | 3.7% |
| $AMZN | Amazon.com Inc | 385K | $80.1M | +8.62K | 3.2% |
| $JPM | JP Morgan Chase & Co | 272K | $80M | +12.2K | 3.2% |
| $SHW | Sherwin-Williams Company | 223K | $71.6M | +3.65K | 2.9% |
| $PG | Procter & Gamble Company | 474K | $68.5M | -6.79K | 2.8% |
| $AMGN | Amgen Inc | 151K | $53M | -1.79K | 2.1% |
…and 338 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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