§ 13F · FUND PROFILE
Great Diamond Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 227Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$519.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 86K | $28.7T | 5.5% | NEW |
| 2 | IWV | ISHARES TR | 74K | $28.6T | 5.5% | NEW |
| 3 | IEFA | ISHARES TR | 288K | $25.8T | 5.0% | NEW |
| 4 | SPY | SPDR S&P 500 ETF TR | 23K | $15.6T | 3.0% | NEW |
| 5 | VUG | VANGUARD INDEX FDS | 30K | $14.8T | 2.8% | NEW |
| 6 | MSFT | MICROSOFT CORP | 30K | $14.3T | 2.8% | NEW |
| 7 | VXF | VANGUARD INDEX FDS | 61K | $12.7T | 2.4% | NEW |
| 8 | PG | PROCTER AND GAMBLE CO | 79K | $11.3T | 2.2% | NEW |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 481K | $9.9T | 1.9% | NEW |
| 10 | IDXX | IDEXX LABS INC | 14K | $9.7T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREAT SIGNAL
AC read
Great Diamond Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed