Q2 2026 13F · SEC CIK 1801112

Great Diamond Partners, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $581.8M
Reported positions: 238
Top holdings a year, 3 yrs: +15.1%
Assets under management: $804.1M

Great Diamond Partners, LLC is a wealth manager that reported 238 positions worth $581.8M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Vanguard Index Fds (VTI, 5.6%), Ishares Russell 3000 Index (IWV, 5.3%), Ishares Core Msci Eafe ETF (IEFA, 4.7%). A portfolio copying its top holdings returned 15.1% a year over the last 3 years, against 20.4% for the S&P 500.

Great Diamond Partners, LLC holdings largest 50 of 238 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Great Diamond Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	5.6%	5.3%	87,989	+2.0%	$32.6M
IWVIshares Russell 3000 Index	5.3%	5.1%	72,221	+0.1%	$30.8M
IEFAIshares Core Msci Eafe ETF	4.7%	4.9%	284,116	+0.6%	$27.4M
VXFVanguard Index Fds	2.6%	2.4%	61,720	+0.3%	$15.2M
AVEMAmerican Centy ETF Tr	2.2%	2.0%	133,492	+1.1%	$12.9M
AGGHSimplify Exchange Traded Fun	2.1%	2.2%	603,638	+6.1%	$12.2M
PGProcter & Gamble Co Com	2.0%	2.2%	78,819	+0.0%	$11.6M
DFAIDimensional International Core Equity Ma	1.9%	2.0%	272,400	+2.0%	$11.2M
MSFTMicrosoft Corp	1.8%	2.0%	27,596	-3.1%	$10.3M
KLACKla Corp	1.6%	0.9%	29,927	+892.3%	$9.0M
PYLDPimco Multisector Bond Active Exchange-T	1.5%	1.5%	321,748	+5.6%	$8.5M
VUGVanguard Indx Fd	1.4%	1.4%	97,960	+499.0%	$8.4M
HGERHarbor ETF Trust	1.4%	1.7%	284,636	+0.9%	$8.4M
DYNFIshares U.s. Equity Factor Rotation Acti	1.4%	1.4%	121,880	+0.8%	$8.3M
AGZIshares Tr	1.4%	1.5%	74,286	+4.0%	$8.1M
AAPLApple Inc	1.4%	1.4%	27,652	-2.1%	$8.0M
IBDSIshares Tr	1.3%	0.8%	323,681	+90.3%	$7.8M
IDXXIdexx Labs Inc	1.3%	1.6%	14,310	-0.3%	$7.5M
GLWCorning Inc.	1.3%	0.8%	29,004	-10.7%	$7.4M
IJHIshares Tr	1.2%	1.2%	92,895	+0.9%	$7.2M
AVGOBroadcom Inc	1.2%	1.2%	18,945	-9.3%	$7.2M
NVDANvidia Corporation Com	1.2%	1.2%	35,665	-3.0%	$7.1M
IEIIshares	1.2%	1.3%	60,578	+4.9%	$7.1M
RSPInvesco S&p 500 Equal Weight ETF	1.1%	1.1%	31,345	+3.1%	$6.7M
GOOGLAlphabet Inc	1.1%	1.0%	18,219	-0.9%	$6.5M
GOOGAlphabet Inc	1.0%	0.9%	15,725	+0.0%	$5.6M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	0.9%	—	235,576	—	$5.5M
WSMWilliams Sonoma Inc	0.9%	0.8%	22,550	+0.9%	$5.3M
TSMTaiwan Semiconductor Manufac	0.8%	0.7%	10,273	-3.5%	$4.9M
WMWaste Mgmt Inc Del	0.8%	0.9%	21,460	+1.3%	$4.8M
CAHCardinal Health Inc	0.8%	0.8%	19,577	+1.3%	$4.7M
CATCaterpillar Inc Com	0.8%	0.6%	4,300	-0.6%	$4.6M
WELLWelltower Inc	0.8%	0.8%	19,910	+0.4%	$4.5M
LLYLilly Eli & Co	0.8%	0.7%	3,752	-0.4%	$4.5M
BNYBank of New York Mellon Corp	0.7%	0.7%	29,033	+1.7%	$4.2M
IBDTIshares Tr	0.7%	1.1%	161,987	-26.6%	$4.1M
PHParker-Hannifin Corp	0.7%	0.7%	4,066	+2.3%	$4.0M
AMZNAmazon Com Inc Com	0.7%	0.7%	16,315	-1.7%	$3.9M
JPMJpmorgan Chase & Co	0.7%	0.7%	11,594	+0.3%	$3.8M
AMGNAmgen Inc Com	0.6%	0.7%	10,339	-0.1%	$3.7M
SPHYSpdr Series Trust	0.6%	0.6%	151,055	+4.8%	$3.5M
EMBIshares Tr	0.6%	0.6%	36,556	+5.4%	$3.5M
TPRTapestry Inc	0.6%	0.6%	23,282	+7.8%	$3.4M
IGIBIshares Tr	0.6%	0.6%	63,843	+5.6%	$3.4M
SJNKSpdr Series Trust	0.6%	0.6%	133,807	+5.9%	$3.3M
SMHVaneck Semiconductor ETF	0.6%	—	5,055	—	$3.3M
UNMUnum Group	0.6%	—	36,539	—	$3.3M
VPNGlobal X Fds	0.6%	—	106,710	—	$3.2M
CMICummins Inc	0.6%	—	4,523	—	$3.2M
TDIVFirst Tr Exchange Traded Fd	0.6%	0.8%	27,848	-38.1%	$3.2M

What Great Diamond Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.9% /yr; S&P 500 +20.1%
3 years: +15.1% /yr; S&P 500 +20.4%
5 years: +6.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$581.8M	238
Q1 2026	$519.5M	228
Q4 2025	$519.7M	227
Q3 2025	$515.6M	225
Q2 2025	$473.5M	225
Q1 2025	$365.8M	179
Q4 2024	$386.6M	185
Q3 2024	$393.6M	195
Q2 2024	$425.5M	211
Q1 2024	$435.5M	220
Q4 2023	$405.8M	230
Q3 2023	$369.4M	220

Questions about Great Diamond Partners, LLC's portfolio

What stocks does Great Diamond Partners, LLC own?

Great Diamond Partners, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 238 positions worth $581.8M. The largest are Vanguard Index Fds (VTI) at 5.6%, Ishares Russell 3000 Index (IWV) at 5.3%, Ishares Core Msci Eafe ETF (IEFA) at 4.7%, Vanguard Index Fds (VXF) at 2.6% and American Centy ETF Tr (AVEM) at 2.2%.

What did Great Diamond Partners, LLC buy last quarter?

In Q2 2026, Great Diamond Partners, LLC added Kla Corp (KLAC) (+892.3% shares), Vanguard Indx Fd (VUG) (+499.0% shares) and Ishares Tr (IBDS) (+90.3% shares), compared with its Q1 2026 filing.

What did Great Diamond Partners, LLC sell last quarter?

In Q2 2026, Great Diamond Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr ETF Ibonds Dec 2026 Term Corp (IBDR), cut from its top 50 Anglogold Ashanti PLC (AU), cut from its top 50 Las Vegas Sands Corp (LVS), cut from its top 50 Home Depot Inc Com (HD), First Tr Exchange Traded Fd (TDIV) (-38.1% shares), Ishares Tr (IBDT) (-26.6% shares) and Corning Inc. (GLW) (-10.7% shares), compared with its Q1 2026 filing.

How has Great Diamond Partners, LLC's portfolio performed?

A portfolio copying Great Diamond Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.9% against +20.1%. Over 5 years: +6.9% a year against +11.6%.

When is Great Diamond Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Great Diamond Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Great Diamond Partners, LLC manage?

Great Diamond Partners, LLC reported $804.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $581.8M.