StockDriftsStockDriftsTop 50 Great Diamond Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.54% | 88.1K | $33.0M | +0.17%(+153) | $175.49(+114.00%) | 2026-09-30 | |
| IWV | ISHARES TR | 5.19% | 71.7K | $30.9M | -0.78%(-566) | $185.16(+134.05%) | 2026-09-30 | |
| IEFA | ISHARES TR | 4.66% | 286.7K | $27.8M | +0.90%(+2.56K) | $69.17(+38.73%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 2.38% | 61.3K | $14.2M | -0.68%(-419) | $141.14(+60.95%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.35% | 27.3K | $14.0M | -1.18%(-326) | $227.54(+134.47%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.13% | 135.2K | $12.7M | +1.31%(+1.74K) | $76.75(+16.54%) | 2026-09-30 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.08% | 655.4K | $12.4M | +8.58%(+51.80K) | $20.70(-8.16%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.94% | 279.5K | $11.6M | +2.61%(+7.12K) | $38.63(+6.95%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 1.92% | 78.5K | $11.4M | -0.36%(-283) | $157.93(-0.15%) | 2026-09-30 | |
| IBDS | ISHARES TR | 1.7% | 420.9K | $10.2M | +30.05%(+97.25K) | $24.08(+0.11%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.89% | +47.72% | +6.41% | +36.45% |
| Top 20 Holdings Unweighted | +12.70% | +43.15% | +6.11% | +34.50% |
Great Diamond Partners LLC reports $595.55M in US-listed equity holdings across 238 positions in its most recent 13F filing. Its largest disclosed positions are VTI (5.5%), IWV (5.2%) and IEFA (4.7%). The top 20 holdings account for 44.16% of reported assets. Its disclosed equity book has returned +47.72% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Great Diamond Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801112). View Great Diamond Partners LLC’s 13F filings on SEC