Great Diamond Partners, LLC Top Holdings and 13F Report (2026) About Great Diamond Partners, LLCInvestment ActivityGreat Diamond Partners, LLC has $519.51 million in total holdings as of March 31, 2026.Great Diamond Partners, LLC owns shares of 228 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 16.69% of the portfolio was purchased this quarter.About 14.43% of the portfolio was sold this quarter.This quarter, Great Diamond Partners, LLC has purchased 227 new stocks and bought additional shares in 87 stocks.Great Diamond Partners, LLC sold shares of 105 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $27,667,938iShares Russell 3000 ETF $26,739,002iShares Core MSCI EAFE ETF $25,564,224Vanguard Extended Market ETF $12,662,051Simplify Aggregate Bond ETF $11,579,923 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $10,407,852 Holding41151J505 - HARBOR ETF TRUST $8,751,642 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $7,031,518 Holding78468R606 - SPDR Portfolio High Yield Bond ETF $3,361,391 Holding517834107 - Las Vegas Sands $2,886,459 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 267,142 shares (about $10.41M)HARBOR ETF TRUST 282,220 shares (about $8.75M)iShares U.S. Equity Factor Rotation Active ETF 120,858 shares (about $7.03M)SPDR Portfolio High Yield Bond ETF 144,142 shares (about $3.36M)Las Vegas Sands 53,572 shares (about $2.89M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 19,945 shares (about $12.97M)Vanguard Growth ETF 13,968 shares (about $6.10M)Eaton 9,025 shares (about $3.23M)Vanguard S&P 500 ETF 3,752 shares (about $2.24M)Oracle 14,192 shares (about $2.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreat Diamond Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$27,667,938$207,243 â–²0.8%86,2445.3%ETFIWViShares Russell 3000 ETF$26,739,002$698,361 â–¼-2.5%72,1355.1%ETFIEFAiShares Core MSCI EAFE ETF$25,564,224$551,599 â–¼-2.1%282,3844.9%ETFVXFVanguard Extended Market ETF$12,662,051$133,358 â–²1.1%61,5262.4%ETFAGGHSimplify Aggregate Bond ETF$11,579,923$1,799,571 â–²18.4%569,0382.2%ETFPGProcter & Gamble$11,383,461$34,810 â–¼-0.3%78,8112.2%Consumer StaplesAVEMAvantis Emerging Markets Equity ETF$10,638,816$1,256,242 â–²13.4%132,0282.0%ETFMSFTMicrosoft$10,545,417$402,745 â–¼-3.7%28,4882.0%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$10,407,852$10,407,852 â–²New Holding267,1422.0%ETFHARBOR ETF TRUST$8,751,642$8,751,642 â–²New Holding282,2201.7%HARBOR COMMODITYIDXXIDEXX Laboratories$8,060,874$14,047 â–¼-0.2%14,3461.6%MedicalPYLDPIMCO Multi Sector Bond Active ETF$7,981,385$1,268,421 â–²18.9%304,6331.5%ETFAGZiShares Agency Bond ETF$7,838,560$771,371 â–²10.9%71,4481.5%FinanceAAPLApple$7,164,828$5,076 â–¼-0.1%28,2311.4%Computer and TechnologyVUGVanguard Growth ETF$7,143,700$6,101,082 â–¼-46.1%16,3551.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,031,518$7,031,518 â–²New Holding120,8581.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$6,850,455$863,289 â–²14.4%57,7611.3%ETFAVGOBroadcom$6,466,661$258,753 â–²4.2%20,8931.2%Computer and TechnologyNVDANVIDIA$6,413,386$79,701 â–¼-1.2%36,7741.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$6,214,786$467,983 â–²8.1%92,0301.2%ETFRSPInvesco S&P 500 Equal Weight ETF$5,837,270$84,445 â–²1.5%30,4151.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,590,838$840,905 â–²17.7%220,7201.1%ETFXOMExxonMobil$5,331,735$12,046 â–¼-0.2%31,4261.0%EnergyGOOGLAlphabet$5,288,804$366,351 â–¼-6.5%18,3921.0%Computer and TechnologyWMWaste Management$4,869,710$134,887 â–²2.8%21,1920.9%Business ServicesGOOGAlphabet$4,510,587$121,055 â–¼-2.6%15,7240.9%Computer and TechnologyKLACKLA$4,440,789$1,202,959 â–²37.2%3,0160.9%Computer and TechnologyGLWCorning$4,414,266$2,241,058 â–²103.1%32,4650.8%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,290,116$828,911 â–²23.9%176,9850.8%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$4,214,138$79,611 â–¼-1.9%44,9940.8%ManufacturingIBDSiShares iBonds Dec 2027 Term Corporate ETF$4,122,594$431,593 â–²11.7%170,0740.8%ETFCAHCardinal Health$4,082,298$259,489 â–²6.8%19,3190.8%MedicalWSMWilliams-Sonoma$4,073,982$110,674 â–²2.8%22,3440.8%Retail/WholesaleWELLWelltower$3,921,776$68,605 â–²1.8%19,8360.8%FinanceAMGNAmgen$3,642,351$6,685 â–¼-0.2%10,3520.7%MedicalANGLOGOLD ASHANTI PLC$3,639,219$271,732 â–¼-6.9%37,3790.7%COM SHSTSMTaiwan Semiconductor Manufacturing$3,597,478$1,507,595 â–²72.1%10,6450.7%Computer and TechnologyPHParker-Hannifin$3,556,789$36,705 â–²1.0%3,9730.7%IndustrialsLLYEli Lilly and Company$3,465,693$278,690 â–¼-7.4%3,7680.7%MedicalAMZNAmazon.com$3,457,907$276,166 â–¼-7.4%16,6030.7%Retail/WholesaleJPMJPMorgan Chase & Co.$3,398,725$774,818 â–²29.5%11,5540.7%FinanceBKBNY$3,387,124$204,400 â–²6.4%28,5520.7%FinanceSPHYSPDR Portfolio High Yield Bond ETF$3,361,391$3,361,391 â–²New Holding144,1420.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,258,244$325,186 â–²11.1%34,6880.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,217,894$356,574 â–²12.5%60,4640.6%ManufacturingSJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,157,622$576,488 â–²22.3%126,4060.6%ETFCATCaterpillar$3,064,798$2,416,557 â–²372.8%4,3260.6%IndustrialsTPRTapestry$3,048,964$71,543 â–²2.4%21,6070.6%Retail/WholesaleLVSLas Vegas Sands$2,886,459$2,886,459 â–²New Holding53,5720.6%Consumer DiscretionaryHDHome Depot$2,805,993$28,945 â–¼-1.0%8,5310.5%Retail/WholesaleNEENextEra Energy$2,805,348$69,103 â–¼-2.4%30,2040.5%UtilitiesTANInvesco Solar ETF$2,768,508$2,768,508 â–²New Holding49,6950.5%ETFUNMUnum Group$2,756,883$68,794 â–²2.6%37,7500.5%FinanceBLACKROCK INC$2,735,103$50,971 â–²1.9%2,8440.5%COMXOPSPDR S&P Oil & Gas Exploration & Production ETF$2,694,175$2,694,175 â–²New Holding14,8170.5%ETFSMHVanEck Semiconductor ETF$2,668,847$2,668,847 â–²New Holding6,9610.5%ManufacturingAFLAflac$2,649,826$67,143 â–²2.6%24,1530.5%FinanceXMESPDR S&P Metals & Mining ETF$2,648,405$2,648,405 â–²New Holding24,5200.5%ETFXTLSPDR S&P Telecom ETF$2,645,628$2,645,628 â–²New Holding14,0680.5%ETFGRMNGarmin$2,614,985$146,166 â–²5.9%11,2710.5%Computer and TechnologyWMBWilliams Companies$2,598,392$60,553 â–²2.4%35,7020.5%EnergyETF SER SOLUTIONS$2,593,763$2,593,763 â–²New Holding24,1730.5%DEFIANCE QUANTUMITAiShares U.S. Aerospace & Defense ETF$2,593,500$226,188 â–¼-8.0%11,8560.5%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$2,577,904$2,577,904 â–²New Holding107,5920.5%ManufacturingDMBSDoubleLine Mortgage ETF$2,573,587$2,573,587 â–²New Holding52,1180.5%ETFGLOBAL X FDS$2,560,441$240,289 â–¼-8.6%36,1440.5%DEFENSE TECH ETFPGIM ETF TR$2,507,155$324,174 â–²14.9%48,9870.5%AAA CLO ETFADPAutomatic Data Processing$2,478,593$73,348 â–¼-2.9%12,1990.5%Computer and TechnologyPKBInvesco Building & Construction ETF$2,469,285$112,307 â–¼-4.4%25,3070.5%ETFCMICummins$2,447,933$2,447,933 â–²New Holding4,5490.5%Auto/Tires/TrucksABBVAbbVie$2,354,764$194,001 â–²9.0%10,8270.5%MedicalBARRICK MNG CORP$2,325,723$84,191 â–²3.8%57,0170.4%COM SHSRRyder System$2,270,029$34,596 â–²1.5%11,0890.4%TransportationABTAbbott Laboratories$2,263,155$23,101 â–¼-1.0%22,0430.4%MedicalPAYXPaychex$2,223,777$24,596 â–²1.1%24,1400.4%Computer and TechnologyMSMorgan Stanley$2,155,702$22,052 â–¼-1.0%13,0990.4%FinanceTJXTJX Companies$2,124,170$60,207 â–²2.9%13,3010.4%Retail/WholesaleCOPConocoPhillips$1,976,304$28,248 â–¼-1.4%14,9720.4%EnergyIJRiShares Core S&P Small-Cap ETF$1,947,440$186,341 â–¼-8.7%15,6660.4%ETFSPYSPDR S&P 500 ETF Trust$1,931,834$12,973,208 â–¼-87.0%2,9700.4%FinanceVVisa$1,889,413$39,596 â–¼-2.1%6,2510.4%Business ServicesAMPAmeriprise Financial$1,886,034$36,885 â–¼-1.9%4,2440.4%FinanceMETAMeta Platforms$1,849,696$30,323 â–²1.7%3,2330.4%Computer and TechnologyWALMART INC$1,714,815$511,039 â–¼-23.0%13,7980.3%COMCVXChevron$1,705,684$18,000 â–²1.1%8,2440.3%EnergyIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,555,536$287,866 â–²22.7%66,8760.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,543,609$352,235 â–²29.6%33,8140.3%ETFNEMNewmont$1,533,686$90,281 â–²6.3%14,1680.3%Basic MaterialsVCSHVanguard Short-Term Corporate Bond ETF$1,516,039$9,909 â–¼-0.6%19,1250.3%ETFVYMVanguard High Dividend Yield ETF$1,515,3590.0%10,2320.3%Financial ServicesBRK.BBerkshire Hathaway$1,454,851$3,834 â–¼-0.3%3,0360.3%FinanceJNJJohnson & Johnson$1,436,468$12,223 â–¼-0.8%5,8760.3%MedicalVOOVanguard S&P 500 ETF$1,423,962$2,242,008 â–¼-61.2%2,3830.3%ETFORCLOracle$1,423,289$2,087,785 â–¼-59.5%9,6750.3%Computer and TechnologyTAT&T$1,416,828$634,446 â–²81.1%48,8730.3%Computer and TechnologyTSLATesla$1,398,524$29,368 â–²2.1%3,7620.3%Auto/Tires/TrucksEVREvercore$1,388,967$228,659 â–²19.7%4,6530.3%FinanceSHELShell$1,365,519$69,285 â–²5.3%14,6830.3%EnergyNFLXNetflix$1,362,061$24,326 â–¼-1.8%14,1660.3%Consumer DiscretionaryLINDE PLC$1,264,684$29,746 â–¼-2.3%2,5510.2%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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