AiSiWhale

AI & tech investing

DAYMARK WEALTH PARTNERS, LLC

CIK 1956824

13F filing for Q2 2026・No. 1,050

Holdings
US$4.1B
Quarter change
+US$918.6M
Entries
810
Net bought (estimate)
+US$534.84M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 135
  • Sold out 64
  • Cut 250
  • Added 385
  • Corporate actions 2
  • Unchanged 40

Largest holdings

810 stocks worth US$4.1B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$248.6M6.07%
NVDANvidiaCOMAddedUS$215.71M5.26%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$126.47M3.09%
MSFTMicrosoftCOMAddedUS$124.17M3.03%
GOOGLAlphabetCAP STK CL AAddedUS$117.1M2.86%
AMZNAmazonCOMAddedUS$105.37M2.57%
JPMJPMORGAN CHASE & COCOMAddedUS$101.84M2.48%
PGPROCTER AND GAMBLE COCOMAddedUS$77.6M1.89%
SHWSHERWIN WILLIAMS COCOMAddedUS$77.05M1.88%
J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETFAddedUS$69.02M1.68%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.