13F Insight
DOSSIER · 13F-HR · Q3 2026

Great Diamond Partners, LLC

$596M in tracked AUM across 238 positions as of Q3 2026.

GD
CIK 0001801112 · last filed Sep 30, 2026
Total AUM
$596M
as of Q3 2026
Holdings
238
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Great Diamond Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$33M88K5.5%02
IWV
ISHARES TR
$31M72K5.2%03
IEFA
ISHARES TR
$28M287K4.7%04
VXF
VANGUARD INDEX FDS
$14M61K2.4%05
MSFT
MICROSOFT CORP
$14M27K2.3%06
AVEM
AMERICAN CENTY ETF TR
$13M135K2.1%07
AGGH
SIMPLIFY EXCHANGE TRADED FUN
$12M655K2.1%08
DFAI
DIMENSIONAL ETF TRUST
$12M280K1.9%09
PG
PROCTER & GAMBLE CO
$11M79K1.9%10
IBDS
ISHARES TR
$10M421K1.7%

Filing history

2026Q3Sep 30
$596M▲ 2.4%
238 positionsView →2026Q2Jun 30
$582M▲ 12.0%
238 positionsView →2026Q1Mar 31
$520M▼ 0.0%
228 positionsView →2025Q4Dec 31
$520M▲ 0.8%
227 positionsView →2025Q3Sep 30
$516M▲ 8.9%
225 positionsLocked2025Q2Jun 30
$473M▲ 29.4%
225 positionsLocked2025Q1Mar 31
$366M▼ 5.4%
179 positionsLocked2024Q4Dec 31
$387M▼ 1.8%
185 positionsLocked2024Q3Sep 30
$394M▼ 7.5%
195 positionsLocked2024Q2Jun 30
$426M▼ 2.3%
211 positionsLocked2024Q1Mar 31
$435M▲ 7.3%
220 positionsLocked2023Q4Dec 31
$406M▲ 9.9%
230 positionsLocked
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