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%	Technology
KLAC KLA	$9,029,277	$8,119,319 â–²	892.3%	29,927	1.6%	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%	ETF
AAPL Apple	$8,001,477	$167,541 â–¼	-2.1%	27,652	1.4%	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%	Healthcare
GLW Corning	$7,408,504	$884,045 â–¼	-10.7%	29,004	1.3%	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%	Technology
NVDA NVIDIA	$7,136,210	$221,900 â–¼	-3.0%	35,665	1.2%	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%	Communication Services
GOOG Alphabet	$5,556,114	$353 â–²	0.0%	15,725	1.0%	Communication Services
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%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$4,906,077	$177,656 â–¼	-3.5%	10,273	0.8%	Technology
WM Waste Management	$4,783,039	$59,732 â–²	1.3%	21,460	0.8%	Industrials
CAH Cardinal Health	$4,650,726	$61,291 â–²	1.3%	19,577	0.8%	Healthcare
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%	Real Estate
LLY Eli Lilly and Company	$4,500,261	$19,191 â–¼	-0.4%	3,752	0.8%	Healthcare
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%	Consumer Discretionary
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%	Healthcare
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%	Consumer Discretionary
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$3,394,560	$179,663 â–²	5.6%	63,843	0.6%	ETF
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%	ETF
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%	ETF
CMI Cummins	$3,226,505	$18,547 â–¼	-0.6%	4,523	0.6%	Industrials
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,199,178	$1,969,732 â–¼	-38.1%	27,848	0.5%	ETF
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%	ETF
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%	Industrials
HD Home Depot	$2,941,600	$67,368 â–¼	-2.2%	8,340	0.5%	Consumer Discretionary
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%	Industrials
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%	Consumer Discretionary
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%	Industrials
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%	Industrials
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%	Finance
SPY SPDR S&P 500 ETF Trust	$2,068,955	$149,383 â–¼	-6.7%	2,770	0.4%	ETF
TJX TJX Companies	$1,952,541	$62,570 â–¼	-3.1%	12,888	0.3%	Consumer Discretionary
ABT Abbott Laboratories	$1,942,108	$58,074 â–¼	-2.9%	21,403	0.3%	Healthcare
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%	Technology
CSCO Cisco Systems	$1,830,144	$5,638 â–¼	-0.3%	15,581	0.3%	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%	Communication Services
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%	ETF
QQQ Invesco QQQ	$1,596,700	$3,682 â–¼	-0.2%	2,168	0.3%	ETF
JNJ Johnson & Johnson	$1,583,901	$91,438 â–²	6.1%	6,236	0.3%	Healthcare
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%	Technology
TSLA Tesla	$1,544,023	$38,275 â–¼	-2.4%	3,671	0.3%	Consumer Discretionary
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%	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%	Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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