Great Diamond Partners, LLC

Est. AUM

$519.5M

13F long equity, this entity only

Positions

228

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$27.7M	86244	5.33%	SOLE
2	ISHARES TR	RUSSELL 3000 ETF	$26.7M	72135	5.15%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$25.6M	282384	4.92%	SOLE
4	VANGUARD INDEX FDS	EXTEND MKT ETF	$12.7M	61526	2.44%	SOLE
5	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$11.6M	569038	2.23%	SOLE
6	PROCTER & GAMBLE CO	COM	$11.4M	78811	2.19%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.6M	132028	2.05%	SOLE
8	MICROSOFT CORP	COM	$10.5M	28488	2.03%	SOLE
9	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$10.4M	267142	2.00%	SOLE
10	HARBOR ETF TRUST	HARBOR COMMODITY	$8.8M	282220	1.68%	SOLE
11	IDEXX LABS INC	COM	$8.1M	14346	1.55%	SOLE
12	PIMCO ETF TR	MULTISECTOR BD	$8.0M	304633	1.54%	SOLE
13	ISHARES TR	AGENCY BOND ETF	$7.8M	71448	1.51%	SOLE
14	APPLE INC	COM	$7.2M	28231	1.38%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$7.1M	16355	1.38%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.0M	120858	1.35%	SOLE
17	ISHARES TR	3 7 YR TREAS BD	$6.8M	57761	1.32%	SOLE
18	BROADCOM INC	COM	$6.5M	20893	1.24%	SOLE
19	NVIDIA CORPORATION	COM	$6.4M	36774	1.23%	SOLE
20	ISHARES TR	CORE S&P MCP ETF	$6.2M	92030	1.20%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.8M	30415	1.12%	SOLE
22	ISHARES TR	IBDS DEC28 ETF	$5.6M	220720	1.08%	SOLE
23	EXXON MOBIL CORP	COM	$5.3M	31426	1.03%	SOLE
24	ALPHABET INC	CAP STK CL A	$5.3M	18392	1.02%	SOLE
25	WASTE MGMT INC DEL	COM	$4.9M	21192	0.94%	SOLE
26	ALPHABET INC	CAP STK CL C	$4.5M	15724	0.87%	SOLE
27	KLA CORP	COM NEW	$4.4M	3016	0.85%	SOLE
28	CORNING INC	COM	$4.4M	32465	0.85%	SOLE
29	ISHARES TR	IBONDS DEC2026	$4.3M	176985	0.83%	SOLE
30	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$4.2M	44994	0.81%	SOLE
31	ISHARES TR	IBONDS 27 ETF	$4.1M	170074	0.79%	SOLE
32	CARDINAL HEALTH INC	COM	$4.1M	19319	0.79%	SOLE
33	WILLIAMS SONOMA INC	COM	$4.1M	22344	0.78%	SOLE
34	WELLTOWER INC	COM	$3.9M	19836	0.75%	SOLE
35	AMGEN INC	COM	$3.6M	10352	0.70%	SOLE
36	ANGLOGOLD ASHANTI PLC	COM SHS	$3.6M	37379	0.70%	SOLE
37	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.6M	10645	0.69%	SOLE
38	PARKER-HANNIFIN CORP	COM	$3.6M	3973	0.68%	SOLE
39	ELI LILLY & CO	COM	$3.5M	3768	0.67%	SOLE
40	AMAZON COM INC	COM	$3.5M	16603	0.67%	SOLE
41	JPMORGAN CHASE & CO	COM	$3.4M	11554	0.65%	SOLE
42	BANK NEW YORK MELLON CORP	COM	$3.4M	28552	0.65%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	144142	0.65%	SOLE
44	ISHARES TR	JPMORGAN USD EMG	$3.3M	34688	0.63%	SOLE
45	ISHARES TR	ISHS 5-10YR INVT	$3.2M	60464	0.62%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	126406	0.61%	SOLE
47	CATERPILLAR INC	COM	$3.1M	4326	0.59%	SOLE
48	TAPESTRY INC	COM	$3.0M	21607	0.59%	SOLE
49	LAS VEGAS SANDS CORP	COM	$2.9M	53572	0.56%	SOLE
50	HOME DEPOT INC	COM	$2.8M	8531	0.54%	SOLE

1–50 of 228

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.