Long-term investor
Daymark Wealth Partners, LLC @daymarkwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001956824).
Record
- Tracked since 2025-06-30 (446 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +17.4% · all +17.4%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.1% · long · since 2025-06-30
- NVDA · 5.3% · long · since 2025-06-30
- 922908363 · 3.1% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- GOOGL · 2.9% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- JPM · 2.5% · long · since 2025-06-30
- PG · 1.9% · long · since 2025-06-30
- SHW · 1.9% · long · since 2025-06-30
- 46641Q670 · 1.7% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30
- AVGO · 1.6% · long · since 2025-06-30