Great Diamond Partners, LLC
Great Diamond Partners, LLC reported 238 positions worth $581.8M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VTI (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $32.6M | 5.60% | 87,989 | — | — | |
| ▸ 2 | IWV | SH | $30.8M | 5.29% | 72,221 | — | — | |
| ▸ 3 | IEFA | SH | $27.4M | 4.72% | 284,116 | — | — | |
| ▸ 4 | VXF | SH | $15.2M | 2.61% | 61,720 | — | — | |
| ▸ 5 | AVEM | SH | $12.9M | 2.21% | 133,492 | — | — | |
| ▸ 6 | AGGH | SH | $12.2M | 2.09% | 603,638 | — | — | |
| ▸ 7 | PG | SH | $11.6M | 1.99% | 78,819 | — | — | |
| ▸ 8 | DFAI | SH | $11.2M | 1.93% | 272,400 | — | — | |
| ▸ 9 | MSFT | SH | $10.3M | 1.77% | 27,596 | — | — | |
| ▸ 10 | KLAC | SH | $9.0M | 1.55% | 29,927 | — | — |
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Frequently Asked Questions
What stocks does Great Diamond Partners, LLC hold as of Q2 2026?
Great Diamond Partners, LLC reported 238 positions worth $581.8M in its Q2 2026 13F filing. Largest positions: VTI (5.6%), IWV (5.3%), IEFA (4.7%), VXF (2.6%) and AVEM (2.2%).
What did Great Diamond Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Great Diamond Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.