Great Diamond Partners, LLC 13F Holdings · Q2 2026
Great Diamond Partners, LLC reported 238 securities worth $581.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (5.60%), IWV (5.29%), IEFA (4.72%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $32.6M | 5.60% | 87,989 | Added |
| 2 | IWV | ISHARES TR | $30.8M | 5.29% | 72,221 | Added |
| 3 | IEFA | ISHARES TR | $27.4M | 4.72% | 284,116 | Added |
| 4 | VXF | VANGUARD INDEX FDS | $15.2M | 2.61% | 61,720 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $12.9M | 2.21% | 133,492 | Added |
| 6 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $12.2M | 2.09% | 603,638 | Added |
| 7 | PG | PROCTER & GAMBLE CO | $11.6M | 1.99% | 78,819 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $11.2M | 1.93% | 272,400 | Added |
| 9 | MSFT | MICROSOFT CORP | $10.3M | 1.77% | 27,596 | Trimmed |
| 10 | KLAC | KLA CORP | $9.0M | 1.55% | 29,927 | Added |
| 11 | PYLD | PIMCO ETF TR | $8.5M | 1.47% | 321,748 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $8.4M | 1.45% | 97,960 | Added |
| 13 | HGER | HARBOR ETF TRUST | $8.4M | 1.44% | 284,636 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $8.3M | 1.42% | 121,880 | Added |
| 15 | AGZ | ISHARES TR | $8.1M | 1.40% | 74,286 | Added |
| 16 | AAPL | APPLE INC | $8.0M | 1.38% | 27,652 | Trimmed |
| 17 | IBDS | ISHARES TR | $7.8M | 1.35% | 323,681 | Added |
| 18 | IDXX | IDEXX LABS INC | $7.5M | 1.29% | 14,310 | Trimmed |
| 19 | GLW | CORNING INC | $7.4M | 1.27% | 29,004 | Trimmed |
| 20 | AVGO | BROADCOM INC | $7.2M | 1.23% | 18,945 | Trimmed |
| 21 | IJH | ISHARES TR | $7.2M | 1.23% | 92,895 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $7.1M | 1.23% | 35,665 | Trimmed |
| 23 | IEI | ISHARES TR | $7.1M | 1.22% | 60,578 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 1.15% | 31,345 | Added |
| 25 | GOOGL | ALPHABET INC | $6.5M | 1.12% | 18,219 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR