§ 13F · FUND PROFILE
Great Diamond Partners, LLC.
AUM · $516M (13F)Positions · 225Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 88K | $33M | 5.6% | +2% |
| 2 | IWV | ISHARES TR | 72K | $31M | 5.3% | ±0% |
| 3 | IEFA | ISHARES TR | 284K | $27M | 4.7% | +1% |
| 4 | VXF | VANGUARD INDEX FDS | 62K | $15M | 2.6% | ±0% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 133K | $13M | 2.2% | +1% |
| 6 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 604K | $12M | 2.1% | +6% |
| 7 | PG | PROCTER & GAMBLE CO | 79K | $12M | 2.0% | ±0% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 272K | $11M | 1.9% | +2% |
| 9 | MSFT | MICROSOFT CORP | 28K | $10M | 1.8% | −3% |
| 10 | KLAC | KLA CORP | 30K | $9M | 1.6% | +892% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREAT SIGNAL
AC read
Great Diamond Partners, LLC is a Other fund managing $516 million in assets. The fund runs a broad portfolio of 225 positions.
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