Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $32.6M | 5.6% |
| iShares TRRUSSELL 3000 ETF | RUSSELL 3000 ETF | $30.8M | 5.3% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $27.4M | 4.7% |
| Vanguard Index FdsEXTEND MKT ETF | EXTEND MKT ETF | $15.2M | 2.6% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $12.9M | 2.2% |
| Simplify Exchange Traded FunAGGREGATE BD ETF | AGGREGATE BD ETF | $12.2M | 2.1% |
| Procter & Gamble COCOM | COM | $11.6M | 2.0% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $11.2M | 1.9% |
| Microsoft Corp.COM | COM | $10.3M | 1.8% |
| KLA Corp.COM NEW | COM NEW | $9.03M | 1.6% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $8.53M | 1.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $8.44M | 1.5% |
| Harbor ETF TrustCOMM ALL WEA ETF | COMM ALL WEA ETF | $8.35M | 1.4% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $8.29M | 1.4% |
| iShares TRAGENCY BOND ETF | AGENCY BOND ETF | $8.12M | 1.4% |
| Apple Inc.COM | COM | $8M | 1.4% |
| iShares TRIBONDS 27 ETF | IBONDS 27 ETF | $7.84M | 1.3% |
| Idexx Labs Inc.COM | COM | $7.53M | 1.3% |
| Corning Inc.COM | COM | $7.41M | 1.3% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $7.16M | 1.2% |
| Broadcom Inc.COM | COM | $7.16M | 1.2% |
| Nvidia CorporationCOM | COM | $7.14M | 1.2% |
| iShares TR3 7 YR TREAS BD | 3 7 YR TREAS BD | $7.11M | 1.2% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $6.67M | 1.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $6.51M | 1.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.56M | 1.0% |
| iShares TRIBONDS DEC 29 | IBONDS DEC 29 | $5.46M | 0.9% |
| Williams Sonoma Inc.COM | COM | $5.26M | 0.9% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $4.91M | 0.8% |
| Waste Mgmt Inc. DelCOM | COM | $4.78M | 0.8% |
| Cardinal Health Inc.COM | COM | $4.65M | 0.8% |
| Caterpillar Inc.COM | COM | $4.58M | 0.8% |
| Welltower Inc.COM | COM | $4.52M | 0.8% |
| Eli Lilly & COCOM | COM | $4.5M | 0.8% |
| Bank OF NY Mellon Corp.COM | COM | $4.2M | 0.7% |
| iShares TRIBDS DEC28 ETF | IBDS DEC28 ETF | $4.09M | 0.7% |
| Parker-hannifin Corp.COM | COM | $3.98M | 0.7% |
| Amazon Com Inc.COM | COM | $3.89M | 0.7% |
| JPMORGAN Chase & COCOM | COM | $3.8M | 0.7% |
| Amgen Inc.COM | COM | $3.74M | 0.6% |
| SPDR Series TrustST PORT HIGH ETF | ST PORT HIGH ETF | $3.54M | 0.6% |
| iShares TRJPMORGAN USD EMG | JPMORGAN USD EMG | $3.53M | 0.6% |
| Tapestry Inc.COM | COM | $3.41M | 0.6% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $3.39M | 0.6% |
| SPDR Series TrustST TERM HIGH ETF | ST TERM HIGH ETF | $3.35M | 0.6% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $3.32M | 0.6% |
| Unum GroupCOM | COM | $3.27M | 0.6% |
| Global X FdsDATA CTR DIG ETF | DATA CTR DIG ETF | $3.24M | 0.6% |
| Cummins Inc.COM | COM | $3.23M | 0.6% |
| First TR Exchange Traded FDNASD TECH DIV | NASD TECH DIV | $3.2M | 0.5% |
Vanguard Index FdsTOTAL STK MKT$32.6M
- Class
- TOTAL STK MKT
- Share
- 5.6%
iShares TRRUSSELL 3000 ETF$30.8M
- Class
- RUSSELL 3000 ETF
- Share
- 5.3%
iShares TRCORE MSCI EAFE$27.4M
- Class
- CORE MSCI EAFE
- Share
- 4.7%
Vanguard Index FdsEXTEND MKT ETF$15.2M
- Class
- EXTEND MKT ETF
- Share
- 2.6%
American Centy ETF TRAVANTIS EMGMKT$12.9M
- Class
- AVANTIS EMGMKT
- Share
- 2.2%
Simplify Exchange Traded FunAGGREGATE BD ETF$12.2M
- Class
- AGGREGATE BD ETF
- Share
- 2.1%
Procter & Gamble COCOM$11.6M
- Class
- COM
- Share
- 2.0%
Dimensional ETF TrustINTL CORE EQT MK$11.2M
- Class
- INTL CORE EQT MK
- Share
- 1.9%
Microsoft Corp.COM$10.3M
- Class
- COM
- Share
- 1.8%
KLA Corp.COM NEW$9.03M
- Class
- COM NEW
- Share
- 1.6%
Pimco ETF TRMULTISECTOR BD$8.53M
- Class
- MULTISECTOR BD
- Share
- 1.5%
Vanguard Index FdsGROWTH ETF$8.44M
- Class
- GROWTH ETF
- Share
- 1.5%
Harbor ETF TrustCOMM ALL WEA ETF$8.35M
- Class
- COMM ALL WEA ETF
- Share
- 1.4%
Blackrock ETF TrustISHARES US EQUIT$8.29M
- Class
- ISHARES US EQUIT
- Share
- 1.4%
iShares TRAGENCY BOND ETF$8.12M
- Class
- AGENCY BOND ETF
- Share
- 1.4%
Apple Inc.COM$8M
- Class
- COM
- Share
- 1.4%
iShares TRIBONDS 27 ETF$7.84M
- Class
- IBONDS 27 ETF
- Share
- 1.3%
Idexx Labs Inc.COM$7.53M
- Class
- COM
- Share
- 1.3%
Corning Inc.COM$7.41M
- Class
- COM
- Share
- 1.3%
iShares TRCORE S&P MCP ETF$7.16M
- Class
- CORE S&P MCP ETF
- Share
- 1.2%
Broadcom Inc.COM$7.16M
- Class
- COM
- Share
- 1.2%
Nvidia CorporationCOM$7.14M
- Class
- COM
- Share
- 1.2%
iShares TR3 7 YR TREAS BD$7.11M
- Class
- 3 7 YR TREAS BD
- Share
- 1.2%
Invesco Exchange Traded FD TS&P500 EQL WGT$6.67M
- Class
- S&P500 EQL WGT
- Share
- 1.1%
Alphabet Inc.CAP STK CL A$6.51M
- Class
- CAP STK CL A
- Share
- 1.1%
Alphabet Inc.CAP STK CL C$5.56M
- Class
- CAP STK CL C
- Share
- 1.0%
iShares TRIBONDS DEC 29$5.46M
- Class
- IBONDS DEC 29
- Share
- 0.9%
Williams Sonoma Inc.COM$5.26M
- Class
- COM
- Share
- 0.9%
Taiwan Semiconductor ManufacSPONSORED ADS$4.91M
- Class
- SPONSORED ADS
- Share
- 0.8%
Waste Mgmt Inc. DelCOM$4.78M
- Class
- COM
- Share
- 0.8%
Cardinal Health Inc.COM$4.65M
- Class
- COM
- Share
- 0.8%
Caterpillar Inc.COM$4.58M
- Class
- COM
- Share
- 0.8%
Welltower Inc.COM$4.52M
- Class
- COM
- Share
- 0.8%
Eli Lilly & COCOM$4.5M
- Class
- COM
- Share
- 0.8%
Bank OF NY Mellon Corp.COM$4.2M
- Class
- COM
- Share
- 0.7%
iShares TRIBDS DEC28 ETF$4.09M
- Class
- IBDS DEC28 ETF
- Share
- 0.7%
Parker-hannifin Corp.COM$3.98M
- Class
- COM
- Share
- 0.7%
Amazon Com Inc.COM$3.89M
- Class
- COM
- Share
- 0.7%
JPMORGAN Chase & COCOM$3.8M
- Class
- COM
- Share
- 0.7%
Amgen Inc.COM$3.74M
- Class
- COM
- Share
- 0.6%
SPDR Series TrustST PORT HIGH ETF$3.54M
- Class
- ST PORT HIGH ETF
- Share
- 0.6%
iShares TRJPMORGAN USD EMG$3.53M
- Class
- JPMORGAN USD EMG
- Share
- 0.6%
Tapestry Inc.COM$3.41M
- Class
- COM
- Share
- 0.6%
iShares TRISHS 5-10YR INVT$3.39M
- Class
- ISHS 5-10YR INVT
- Share
- 0.6%
SPDR Series TrustST TERM HIGH ETF$3.35M
- Class
- ST TERM HIGH ETF
- Share
- 0.6%
Vaneck ETF TrustSEMICONDUCTR ETF$3.32M
- Class
- SEMICONDUCTR ETF
- Share
- 0.6%
Unum GroupCOM$3.27M
- Class
- COM
- Share
- 0.6%
Global X FdsDATA CTR DIG ETF$3.24M
- Class
- DATA CTR DIG ETF
- Share
- 0.6%
Cummins Inc.COM$3.23M
- Class
- COM
- Share
- 0.6%
First TR Exchange Traded FDNASD TECH DIV$3.2M
- Class
- NASD TECH DIV
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 238 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1801112
- File number
- 028-19786
- Options
- 0 call, 0 put
- In the 25 largest
- 49.4%
- Prior quarter
- $520M at 31 March 2026
- Positions opened
- 24
- Positions closed
- 14
Common questions
What are Great Diamond Partners’ 13F holdings worth?
$582 million across 238 positions for the quarter ended 30 June 2026.
What is Great Diamond Partners’ largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $32.6 million, or 5.6% of reported 13F value, as of 30 June 2026.
How concentrated is Great Diamond Partners’ 13F portfolio?
The ten largest positions accounted for 29.8% of reported value and the twenty-five largest for 49.4%, across 238 positions as of 30 June 2026.
Does Form 13F show everything Great Diamond Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Great Diamond Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.