Q3 2026 13F · SEC CIK 1801112

Great Diamond Partners, LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $584.5M
Reported positions: 236
Top holdings a year, 3 yrs: +15.1%
Assets under management: $804.1M

Great Diamond Partners, LLC is a wealth manager that reported 236 positions worth $584.5M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Index Fds (VTI, 5.6%), Ishares Tr (IWV, 5.3%), Ishares Tr (IEFA, 4.8%). 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 236 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	5.6%	5.6%	88,142	+0.2%	$33.0M
IWVIshares Tr	5.3%	5.3%	71,655	-0.8%	$30.9M
IEFAIshares Tr	4.8%	4.7%	286,681	+0.9%	$27.8M
VXFVanguard Index Fds	2.4%	2.6%	61,301	-0.7%	$14.2M
MSFTMicrosoft Corp	2.4%	1.8%	27,270	-1.2%	$14.0M
AVEMAmerican Centy ETF Tr	2.2%	2.2%	135,236	+1.3%	$12.7M
AGGHSimplify Exchange Traded Fun	2.1%	2.1%	655,437	+8.6%	$12.4M
DFAIDimensional ETF Trust	2.0%	1.9%	279,518	+2.6%	$11.6M
PGProcter & Gamble Co	2.0%	2.0%	78,536	-0.4%	$11.4M
DYNFBlackrock ETF Trust	1.7%	1.4%	139,885	+14.8%	$9.7M
RSPInvesco Exchange Traded Fd T	1.6%	1.1%	46,010	+46.8%	$9.6M
AAPLApple Inc	1.6%	1.4%	27,826	+0.6%	$9.3M
PYLDPimco ETF Tr	1.5%	1.5%	347,235	+7.9%	$8.8M
VUGVanguard Index Fds	1.5%	1.4%	96,896	-1.1%	$8.7M
AGZIshares Tr	1.4%	1.4%	77,613	+4.5%	$8.3M
NVDANvidia Corporation	1.4%	1.2%	35,027	-1.8%	$8.0M
IBDUIshares Tr	1.3%	0.9%	341,592	+45.0%	$7.8M
IDXXIdexx Labs Inc	1.3%	1.3%	14,421	+0.8%	$7.5M
IEIIshares Tr	1.3%	1.2%	64,576	+6.6%	$7.3M
IJHIshares Tr	1.2%	1.2%	98,254	+5.8%	$7.1M
AVGOBroadcom Inc	1.1%	1.2%	18,899	-0.2%	$6.6M
IBDTIshares Ibonds Dec 2028 Term Corporate E	1.1%	0.7%	247,275	+52.7%	$6.2M
GOOGLAlphabet Inc	1.0%	1.1%	17,822	-2.2%	$6.1M
KLACKla Corp	1.0%	1.6%	30,573	+2.2%	$6.0M
HGERHarbor ETF Trust	1.0%	1.4%	163,064	-42.7%	$5.7M
GOOGAlphabet Inc	0.9%	1.0%	15,800	+0.5%	$5.4M
XOMExxonmobil Holdings Corp	0.9%	—	32,068	—	$5.2M
WSMWilliams Sonoma Inc	0.9%	0.9%	22,817	+1.2%	$5.2M
TSMTaiwan Semiconductor Manufac	0.8%	0.8%	10,622	+3.4%	$4.8M
WELLWelltower Inc	0.8%	0.8%	19,867	-0.2%	$4.6M
WMWaste Mgmt Inc Del	0.8%	0.8%	21,748	+1.3%	$4.4M
CAHCardinal Health Inc	0.8%	0.8%	19,762	+0.9%	$4.4M
AMGNAmgen Inc	0.7%	0.6%	10,334	-0.0%	$4.4M
LLYEli Lilly & Co	0.7%	0.8%	3,719	-0.9%	$4.3M
BNYBank of Ny Mellon Corp	0.7%	0.7%	29,260	+0.8%	$4.2M
AMZNAmazon Com Inc	0.7%	0.7%	16,351	+0.2%	$4.1M
GLWCorning Inc	0.7%	1.3%	25,633	-11.6%	$3.9M
PHParker-Hannifin Corp	0.7%	0.7%	4,123	+1.4%	$3.9M
JPMJpmorgan Chase & Co	0.7%	0.7%	11,565	-0.3%	$3.8M
VLOValero Energy Corp	0.6%	—	9,637	—	$3.7M
CATCaterpillar Inc	0.6%	0.8%	4,464	+3.8%	$3.6M
SPHYSpdr Series Trust	0.6%	0.6%	158,805	+5.1%	$3.6M
EMBIshares Tr	0.6%	0.6%	38,068	+4.1%	$3.5M
SJNKState Street SPDR Bloomberg Short Term H	0.6%	0.6%	141,693	+5.9%	$3.4M
IGIBIshares Tr	0.6%	0.6%	67,434	+5.6%	$3.4M
IDNAIshares Tr	0.6%	—	76,558	—	$3.2M
GRMNGarmin Ltd	0.6%	—	11,274	—	$3.2M
UNMUnum Group	0.6%	0.6%	36,700	+0.4%	$3.2M
AUAnglogold Ashanti PLC	0.5%	—	33,763	—	$3.2M
XBISpdr Series Trust	0.5%	—	19,820	—	$3.1M

What Great Diamond Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$584.5M	236
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

Questions about Great Diamond Partners, LLC's portfolio

What stocks does Great Diamond Partners, LLC own?

Great Diamond Partners, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 236 positions worth $584.5M. The largest are Vanguard Index Fds (VTI) at 5.6%, Ishares Tr (IWV) at 5.3%, Ishares Tr (IEFA) at 4.8%, Vanguard Index Fds (VXF) at 2.4% and Microsoft Corp (MSFT) at 2.4%.

What did Great Diamond Partners, LLC buy last quarter?

In Q3 2026, Great Diamond Partners, LLC added Ishares Ibonds Dec 2028 Term Corporate E (IBDT) (+52.7% shares), Invesco Exchange Traded Fd T (RSP) (+46.8% shares) and Ishares Tr (IBDU) (+45.0% shares), compared with its Q2 2026 filing.

What did Great Diamond Partners, LLC sell last quarter?

In Q3 2026, Great Diamond Partners, LLC cut from its top 50 Ishares Tr (IBDS), cut from its top 50 Tapestry Inc (TPR), cut from its top 50 Vaneck ETF Trust (SMH), cut from its top 50 Global X Fds (VPN), cut from its top 50 Cummins Inc (CMI), Harbor ETF Trust (HGER) (-42.7% shares) and Corning Inc (GLW) (-11.6% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $584.5M.