StockDriftsStockDriftsTop 50 Great Diamond Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.6% | 88.0K | $32.6M | +2.02%(+1.75K) | $175.15(+118.88%) | 2026-06-30 | |
| IWV | ISHARES TR | 5.29% | 72.2K | $30.8M | +0.12%(+86) | $185.16(+136.65%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.72% | 284.1K | $27.4M | +0.61%(+1.73K) | $68.92(+47.00%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.61% | 61.7K | $15.2M | +0.32%(+194) | $141.14(+75.60%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.21% | 133.5K | $12.9M | +1.11%(+1.46K) | $76.51(+22.42%) | 2026-06-30 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.09% | 603.6K | $12.2M | +6.08%(+34.60K) | $20.76(-4.33%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 1.99% | 78.8K | $11.6M | +0.01%(+8) | $157.93(-9.31%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.93% | 272.4K | $11.2M | +1.97%(+5.26K) | $38.55(+12.44%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.77% | 27.6K | $10.3M | -3.13%(-892) | $227.54(+113.62%) | 2026-06-30 | |
| KLAC | KLA CORP | 1.55% | 29.9K | $9.0M | -0.77%(-233) | $58.14(+241.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.88% | +43.81% | +6.38% | +36.22% |
| Top 20 Holdings Unweighted | +12.41% | +42.04% | +6.28% | +35.61% |
Great Diamond Partners, LLC reports $581.75M in US-listed equity holdings across 238 positions in its most recent 13F filing. Its largest disclosed positions are VTI (5.6%), IWV (5.3%) and IEFA (4.7%). The top 20 holdings account for 43.46% of reported assets. Its disclosed equity book has returned +43.81% on a three-year cumulative basis. Figures reflect the Q2 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