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Portfolio (Quarterly) Guide ↗

DAYMARK WEALTH PARTNERS, LLC

· CIK 0001956824
13F Portfolio $4.1B AUM 810 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 135 New 350 Added 228 Reduced 64 Exited
Page 3 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGGR CAPITAL GROUP GROWTH ETF 328,902.0 $15.5M 0.38% +20K +6.6% $47.20 -0.5%
42 NCPB NUSHARES ETF TR 609,295.0 $15.2M 0.37% +78K +14.6% $25.00 -1.3%
43 PYLD PIMCO ETF TR 562,645.0 $14.9M 0.36% +16K +2.8% $26.52 -0.8%
44 BAC BANK AMERICA CORP Financial Services 244,406.0 $13.9M 0.34% +186K +318.4% $56.98 +9.6%
45 INTC INTEL CORP Technology 99,092.0 $13.8M 0.34% +7K +7.5% $139.63 -37.3%
46 PULS PGIM ETF TR 268,438.0 $13.3M 0.33% +17K +6.6% $49.55 +0.3%
47 MA MASTERCARD INCORPORATED Financial Services 25,164.0 $12.9M 0.32% +16K +176.0% $513.60 +16.7%
48 QQQ INVESCO QQQ TR Financial Services 17,101.0 $12.6M 0.31% +1K +7.5% $736.41 -3.5%
49 VO VANGUARD INDEX FDS 146,479.0 $11.8M 0.29% +112K +330.2% $80.57 +2.8%
50 AVUV AMERICAN CENTY ETF TR 93,982.0 $11.7M 0.29% +7K +8.4% $124.76 +0.5%
51 BKNG BOOKING HOLDINGS INC Consumer Cyclical 60,795.0 $10.8M 0.26% +58K +2305.8% $178.24 +19.9%
52 AIRR FIRST TR EXCHANGE-TRADED FD 81,197.0 $10.8M 0.26% +2K +2.5% $133.25 -16.5%
53 PEP PEPSICO INC Consumer Defensive 76,275.0 $10.3M 0.25% +9K +12.9% $135.40 +5.1%
54 HELO J P MORGAN EXCHANGE TRADED F 152,116.0 $10.3M 0.25% +38K +33.2% $67.58 +2.8%
55 MU MICRON TECHNOLOGY INC Technology 8,626.0 $10.0M 0.24% +4K +104.8% $1154.32 -19.2%
56 CAT CATERPILLAR INC Industrials 9,190.0 $9.8M 0.24% +160.0 +1.8% $1064.90 -23.8%
57 MUNI PIMCO ETF TR 185,947.0 $9.8M 0.24% +175K +1574.9% $52.60 -1.6%
58 MCD MCDONALDS CORP Consumer Cyclical 35,864.0 $9.7M 0.24% +1K +3.8% $270.31 -0.8%
59 EMR EMERSON ELEC CO Industrials 66,414.0 $9.5M 0.23% +998.0 +1.5% $143.15 +8.2%
60 JFLX J P MORGAN EXCHANGE TRADED F 188,632.0 $9.5M 0.23% +9K +4.9% $50.40 -0.8%
Page 3 of 18  ·  350 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 16.1%
Healthcare 9.9%
Industrials 9.5%
Consumer Cyclical 7.5%
Consumer Defensive 7.4%
Communication Services 6.1%
Basic Materials 3.5%
Energy 2.2%
Utilities 1.6%