DAYMARK WEALTH PARTNERS, LLC
•CIK: 1956824•Filing: Q4 2025
Daymark Wealth Partners, LLC, managed by the seasoned team of John D. Carlson and John A. Carlson, is known for its concentrated, high-conviction investment strategy, currently managing $3.1 billion in assets across 603 positions. The fund recently made notable moves by adding Jireh International (JIRE) with a 2612% increase and Sherwin-Williams (SHW) with a 702% rise, while significantly cutting its position in JGL Oil & Gas (JGLO) by 94%.
Total AUM
$3.1B
QoQ Performance
+6.5%
Positions
434
Top 10 Concentration
38.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AAPL7.5%
NVDA6.0%
MSFT4.5%
GOOGL3.1%
AMZN2.8%
JPM2.7%
VOO2.7%
SHW2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.4%
Technology30.8%
Financial7.9%
Consumer6.5%
Healthcare6.0%
ETF4.0%
Industrial3.1%
Materials2.6%
🚪 Exited Positionssold since Q3 2025
+398 more exited positions
Changes from Q3 2025
NEW3 new positions
↑106 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023