13F Insight
DOSSIER · 13F-HR · Q2 2026

Great Diamond Partners, LLC

$582M in tracked AUM across 238 positions as of Q2 2026.

GD
CIK 0001801112 · last filed Jun 30, 2026
Total AUM
$582M
as of Q2 2026
Holdings
238
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Great Diamond Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$33M88K5.6%02
IWV
ISHARES TR
$31M72K5.3%03
IEFA
ISHARES TR
$27M284K4.7%04
VXF
VANGUARD INDEX FDS
$15M62K2.6%05
AVEM
AMERICAN CENTY ETF TR
$13M133K2.2%06
AGGH
SIMPLIFY EXCHANGE TRADED FUN
$12M604K2.1%07
PG
PROCTER & GAMBLE CO
$12M79K2.0%08
DFAI
DIMENSIONAL ETF TRUST
$11M272K1.9%09
MSFT
MICROSOFT CORP
$10M28K1.8%10
KLAC
KLA CORP
$9M30K1.6%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$369M▼ 2.5%
220 positionsLocked
Showing 12 of 27