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Loni Adams

Daymark Wealth Partners, Llc

Assets Managed
$3.18B
Holdings
739
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
1.32%(2Q avg: 3.94%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Daymark Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 739 positions.

Assets under management

The assets under management (AUM) of Daymark Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.18B in assets, with a quarterly growth rate of 1.32% and a 2-quarter average growth rate of 3.94%. The portfolio is managed by Loni Adams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -6.65%
6.46%
$205.098M
808,141 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.06%
5.49%
$174.288M
999,360 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.21%
3.54%
$112.46M
303,806 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.21%
2.85%
$90.578M
314,989 shares@ $287.57 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.02%
2.78%
$88.205M
147,612 shares@ $597.55 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.3%
2.52%
$80.102M
384,607 shares@ $208.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 4.7%
2.52%
$79.961M
271,829 shares@ $294.17 avg price
SHW
Sherwin-williams Co The
Recent Activity
Increased 1.67%
2.26%
$71.609M
223,393 shares@ $320.56 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -1.41%
2.16%
$68.521M
474,394 shares@ $144.44 avg price
AMGN
Amgen Inc
Recent Activity
Decreased -1.17%
1.67%
$52.955M
150,506 shares@ $351.85 avg price

1-10 of 739