Great Diamond Partners, LLC Top Holdings and 13F Report (2026)

About Great Diamond Partners, LLC

Investment Activity

Great Diamond Partners, LLC has $581.75 million in total holdings as of June 30, 2026.
Great Diamond Partners, LLC owns shares of 238 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 9.76% of the portfolio was purchased this quarter.
About 5.99% of the portfolio was sold this quarter.
This quarter, Great Diamond Partners, LLC has purchased 228 new stocks and bought additional shares in 97 stocks.
Great Diamond Partners, LLC sold shares of 102 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $32,559,450
iShares Russell 3000 ETF: $30,795,034
iShares Core MSCI EAFE ETF: $27,439,923
Vanguard Extended Market ETF: $15,196,081
Avantis Emerging Markets Equity ETF: $12,880,643

Largest New Holdings this Quarter

33738R704 - First Trust RBA American Industrial Renaissance ETF: $3,109,789 Holding
78464A870 - SPDR S&P Biotech ETF: $3,056,599 Holding
37954Y632 - Global X Artificial Intelligence & Technology ETF: $3,043,582 Holding
91913Y100 - Valero Energy: $2,537,727 Holding
654902204 - Nokia: $1,378,424 Holding

Largest Purchases this Quarter

KLA: 26,911 shares (about $8.12M)
Vanguard Growth ETF: 81,605 shares (about $7.03M)
iShares iBonds Dec 2029 Term Corporate ETF: 168,700 shares (about $3.91M)
iShares iBonds Dec 2027 Term Corporate ETF: 153,607 shares (about $3.72M)
First Trust RBA American Industrial Renaissance ETF: 23,338 shares (about $3.11M)

Largest Sales this Quarter

iShares iBonds Dec 2026 Term Corporate ETF: 125,617 shares (about $3.04M)
First Trust NASDAQ Technology Dividend Index Fund: 17,146 shares (about $1.97M)
Las Vegas Sands: 33,557 shares (about $1.55M)
iShares iBonds Dec 2028 Term Corporate ETF: 58,733 shares (about $1.48M)
AbbVie: 5,459 shares (about $1.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$32,559,450	$645,720 â–²	2.0%	87,989	5.6%	ETF
IWV iShares Russell 3000 ETF	$30,795,034	$36,670 â–²	0.1%	72,221	5.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$27,439,923	$167,277 â–²	0.6%	284,116	4.7%	ETF
VXF Vanguard Extended Market ETF	$15,196,081	$47,765 â–²	0.3%	61,720	2.6%	ETF
AVEM Avantis Emerging Markets Equity ETF	$12,880,643	$141,261 â–²	1.1%	133,492	2.2%	ETF
AGGH Simplify Aggregate Bond ETF	$12,175,381	$697,882 â–²	6.1%	603,638	2.1%	ETF
PG Procter & Gamble	$11,558,018	$1,173 â–²	0.0%	78,819	2.0%	Consumer Staples
DFAI Dimensional International Core Equity Market ETF	$11,236,500	$216,893 â–²	2.0%	272,400	1.9%	ETF
MSFT Microsoft	$10,294,013	$332,739 â–¼	-3.1%	27,596	1.8%	Computer and Technology
KLAC KLA	$9,029,277	$8,119,319 â–²	892.3%	29,927	1.6%	Computer and Technology
PYLD PIMCO Multi Sector Bond Active ETF	$8,532,778	$453,891 â–²	5.6%	321,748	1.5%	ETF
VUG Vanguard Growth ETF	$8,438,274	$7,029,454 â–²	499.0%	97,960	1.5%	ETF
HARBOR ETF TRUST	$8,351,220	$70,885 â–²	0.9%	284,636	1.4%	COMM ALL WEA ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$8,289,059	$69,506 â–²	0.8%	121,880	1.4%	ETF
AGZ iShares Agency Bond ETF	$8,117,755	$310,128 â–²	4.0%	74,286	1.4%	Finance
AAPL Apple	$8,001,477	$167,541 â–¼	-2.1%	27,652	1.4%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$7,839,556	$3,720,363 â–²	90.3%	323,681	1.3%	ETF
IDXX IDEXX Laboratories	$7,533,356	$18,952 â–¼	-0.3%	14,310	1.3%	Medical
GLW Corning	$7,408,504	$884,045 â–¼	-10.7%	29,004	1.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$7,163,133	$66,700 â–²	0.9%	92,895	1.2%	ETF
AVGO Broadcom	$7,156,565	$735,866 â–¼	-9.3%	18,945	1.2%	Computer and Technology
NVDA NVIDIA	$7,136,210	$221,900 â–¼	-3.0%	35,665	1.2%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$7,114,928	$330,859 â–²	4.9%	60,578	1.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$6,669,303	$197,877 â–²	3.1%	31,345	1.1%	ETF
GOOGL Alphabet	$6,510,924	$61,825 â–¼	-0.9%	18,219	1.1%	Computer and Technology
GOOG Alphabet	$5,556,114	$353 â–²	0.0%	15,725	1.0%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$5,455,962	$3,907,108 â–²	252.3%	235,576	0.9%	ETF
WSM Williams-Sonoma	$5,256,445	$48,019 â–²	0.9%	22,550	0.9%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$4,906,077	$177,656 â–¼	-3.5%	10,273	0.8%	Computer and Technology
WM Waste Management	$4,783,039	$59,732 â–²	1.3%	21,460	0.8%	Business Services
CAH Cardinal Health	$4,650,726	$61,291 â–²	1.3%	19,577	0.8%	Medical
CAT Caterpillar	$4,579,079	$27,687 â–¼	-0.6%	4,300	0.8%	Industrials
WELL Welltower	$4,519,003	$16,796 â–²	0.4%	19,910	0.8%	Finance
LLY Eli Lilly and Company	$4,500,261	$19,191 â–¼	-0.4%	3,752	0.8%	Medical
BANK OF NY MELLON CORP	$4,198,500	$69,558 â–²	1.7%	29,033	0.7%	COM
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$4,090,191	$1,483,015 â–¼	-26.6%	161,987	0.7%	ETF
PH Parker-Hannifin	$3,977,056	$90,966 â–²	2.3%	4,066	0.7%	Industrials
AMZN Amazon.com	$3,888,517	$68,642 â–¼	-1.7%	16,315	0.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$3,795,064	$13,093 â–²	0.3%	11,594	0.7%	Finance
AMGN Amgen	$3,743,959	$4,708 â–¼	-0.1%	10,339	0.6%	Medical
SPHY SPDR Portfolio High Yield Bond ETF	$3,540,745	$162,041 â–²	4.8%	151,055	0.6%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$3,525,490	$180,151 â–²	5.4%	36,556	0.6%	ETF
TPR Tapestry	$3,408,041	$245,188 â–²	7.8%	23,282	0.6%	Retail/Wholesale
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$3,394,560	$179,663 â–²	5.6%	63,843	0.6%	Manufacturing
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$3,349,203	$185,248 â–²	5.9%	133,807	0.6%	ETF
SMH VanEck Semiconductor ETF	$3,315,524	$1,250,126 â–¼	-27.4%	5,055	0.6%	Manufacturing
UNM Unum Group	$3,266,609	$108,264 â–¼	-3.2%	36,539	0.6%	Finance
VPN Global X Data Center & Digital Infrastructure ETF	$3,240,783	$26,786 â–¼	-0.8%	106,710	0.6%	Manufacturing
CMI Cummins	$3,226,505	$18,547 â–¼	-0.6%	4,523	0.6%	Auto/Tires/Trucks
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,199,178	$1,969,732 â–¼	-38.1%	27,848	0.5%	Manufacturing
ETF SER SOLUTIONS	$3,126,013	$871,718 â–¼	-21.8%	18,902	0.5%	DEFIA QUANT ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$3,109,789	$3,109,789 â–²	New Holding	23,338	0.5%	Manufacturing
ANGLOGOLD ASHANTI PLC	$3,099,624	$76,037 â–²	2.5%	38,319	0.5%	COM SHS
XBI SPDR S&P Biotech ETF	$3,056,599	$3,056,599 â–²	New Holding	19,315	0.5%	ETF
XTL SPDR S&P Telecom ETF	$3,052,461	$147,869 â–¼	-4.6%	13,418	0.5%	ETF
AIQ Global X Artificial Intelligence & Technology ETF	$3,043,582	$3,043,582 â–²	New Holding	46,389	0.5%	ETF
CHRW C.H. Robinson Worldwide	$2,966,739	$2,170,059 â–²	272.4%	15,752	0.5%	Transportation
HD Home Depot	$2,941,600	$67,368 â–¼	-2.2%	8,340	0.5%	Retail/Wholesale
TAN Invesco Solar ETF	$2,940,051	$592 â–²	0.0%	49,705	0.5%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$2,902,980	$28,848 â–²	1.0%	11,975	0.5%	ETF
R Ryder System	$2,887,244	$37,719 â–¼	-1.3%	10,946	0.5%	Transportation
AFL Aflac	$2,855,765	$23,802 â–²	0.8%	24,356	0.5%	Finance
PKB Invesco Building & Construction ETF	$2,855,513	$19,611 â–²	0.7%	25,482	0.5%	ETF
BLACKROCK INC	$2,760,660	$25,962 â–²	0.9%	2,871	0.5%	COM
MS Morgan Stanley	$2,752,848	$14,633 â–²	0.5%	13,169	0.5%	Finance
DMBS DoubleLine Mortgage ETF	$2,688,416	$129,941 â–²	5.1%	54,765	0.5%	ETF
GRMN Garmin	$2,685,653	$8,314 â–²	0.3%	11,306	0.5%	Computer and Technology
WMB Williams Companies	$2,680,075	$25,945 â–²	1.0%	36,051	0.5%	Energy
ADP Automatic Data Processing	$2,660,750	$71,216 â–¼	-2.6%	11,881	0.5%	Computer and Technology
PGIM ETF TR	$2,629,715	$118,127 â–²	4.7%	51,291	0.5%	AAA CLO ETF
NEE NextEra Energy	$2,573,592	$77,413 â–¼	-2.9%	29,322	0.4%	Utilities
VLO Valero Energy	$2,537,727	$2,537,727 â–²	New Holding	9,744	0.4%	Energy
PAYX Paychex	$2,358,838	$14,848 â–¼	-0.6%	23,989	0.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,321,200	$2,225 â–¼	-0.1%	15,651	0.4%	ETF
BARRICK MNG CORP	$2,130,817	$36,583 â–²	1.7%	58,013	0.4%	COM SHS
V Visa	$2,109,786	$34,997 â–¼	-1.6%	6,149	0.4%	Business Services
SPY SPDR S&P 500 ETF Trust	$2,068,955	$149,383 â–¼	-6.7%	2,770	0.4%	Finance
TJX TJX Companies	$1,952,541	$62,570 â–¼	-3.1%	12,888	0.3%	Retail/Wholesale
ABT Abbott Laboratories	$1,942,108	$58,074 â–¼	-2.9%	21,403	0.3%	Medical
AMP Ameriprise Financial	$1,925,416	$21,562 â–¼	-1.1%	4,197	0.3%	Finance
PANW Palo Alto Networks	$1,853,785	$43,310 â–¼	-2.3%	5,436	0.3%	Computer and Technology
CSCO Cisco Systems	$1,830,144	$5,638 â–¼	-0.3%	15,581	0.3%	Computer and Technology
DSI iShares ESG MSCI KLD 400 ETF	$1,813,479	$353,697 â–²	24.2%	12,736	0.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,781,488	$77,601 â–²	4.6%	35,354	0.3%	ETF
META Meta Platforms	$1,777,180	$43,937 â–¼	-2.4%	3,155	0.3%	Computer and Technology
EVR Evercore	$1,663,174	$74,435 â–²	4.7%	4,871	0.3%	Finance
VOO Vanguard S&P 500 ETF	$1,629,800	$6,868 â–¼	-0.4%	2,373	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,607,481	$9,482 â–¼	-0.6%	10,172	0.3%	Financial Services
QQQ Invesco QQQ	$1,596,700	$3,682 â–¼	-0.2%	2,168	0.3%	Finance
JNJ Johnson & Johnson	$1,583,901	$91,438 â–²	6.1%	6,236	0.3%	Medical
LAM RESEARCH CORP	$1,575,155	$42,466 â–¼	-2.6%	3,635	0.3%	COM NEW
WALMART INC	$1,561,742	$1,019 â–¼	-0.1%	13,789	0.3%	COM
COP ConocoPhillips	$1,560,544	$4,054 â–²	0.3%	15,011	0.3%	Energy
APH Amphenol	$1,560,256	$6,700 â–¼	-0.4%	8,849	0.3%	Computer and Technology
TSLA Tesla	$1,544,023	$38,275 â–¼	-2.4%	3,671	0.3%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$1,530,193	$11,009 â–²	0.7%	3,058	0.3%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$1,471,934	$39,515 â–¼	-2.6%	18,625	0.3%	ETF
NEM Newmont	$1,402,604	$79,298 â–²	6.0%	15,017	0.2%	Basic Materials
CVX Chevron	$1,394,870	$28,345 â–²	2.1%	8,415	0.2%	Energy
ORCL Oracle	$1,392,958	$24,914 â–¼	-1.8%	9,505	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Great Diamond Partners, LLC Top Holdings and 13F Report (2026)

About Great Diamond Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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About MarketBeat

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Great Diamond Partners, LLC Top Holdings and 13F Report (2026)

About Great Diamond Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreat Diamond Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools