Holders — by stockHoldings — by fund
Great Diamond Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001801112
$581.8M
disclosed book value
238
positions
5.6%
largest position share
Positions, as of 2026-06-30
top 100 of 238 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 87,989 | $32.6M | 5.6% |
| 2 | IWVISHARES TR | 72,221 | $30.8M | 5.3% |
| 3 | IEFAISHARES TR | 284,116 | $27.4M | 4.7% |
| 4 | VXFVANGUARD INDEX FDS | 61,720 | $15.2M | 2.6% |
| 5 | AVEMAMERICAN CENTY ETF TR | 133,492 | $12.9M | 2.2% |
| 6 | AGGHSIMPLIFY EXCHANGE TRADED FUN | 603,638 | $12.2M | 2.1% |
| 7 | PGPROCTER & GAMBLE CO | 78,819 | $11.6M | 2% |
| 8 | DFAIDIMENSIONAL ETF TRUST | 272,400 | $11.2M | 1.9% |
| 9 | MSFTMICROSOFT CORP | 27,596 | $10.3M | 1.8% |
| 10 | KLACKLA CORP | 29,927 | $9.0M | 1.6% |
| 11 | PYLDPIMCO ETF TR | 321,748 | $8.5M | 1.5% |
| 12 | VUGVANGUARD INDEX FDS | 97,960 | $8.4M | 1.5% |
| 13 | HGERHARBOR ETF TRUST | 284,636 | $8.4M | 1.4% |
| 14 | DYNFBLACKROCK ETF TRUST | 121,880 | $8.3M | 1.4% |
| 15 | AGZISHARES TR | 74,286 | $8.1M | 1.4% |
| 16 | AAPLAPPLE INC | 27,652 | $8.0M | 1.4% |
| 17 | IBDSISHARES TR | 323,681 | $7.8M | 1.3% |
| 18 | IDXXIDEXX LABS INC | 14,310 | $7.5M | 1.3% |
| 19 | GLWCORNING INC | 29,004 | $7.4M | 1.3% |
| 20 | IJHISHARES TR | 92,895 | $7.2M | 1.2% |
| 21 | AVGOBROADCOM INC | 18,945 | $7.2M | 1.2% |
| 22 | NVDANVIDIA CORPORATION | 35,665 | $7.1M | 1.2% |
| 23 | IEIISHARES TR | 60,578 | $7.1M | 1.2% |
| 24 | RSPINVESCO EXCHANGE TRADED FD T | 31,345 | $6.7M | 1.1% |
| 25 | GOOGLALPHABET INC | 18,219 | $6.5M | 1.1% |
| 26 | GOOGALPHABET INC | 15,725 | $5.6M | 1% |
| 27 | IBDUISHARES TR | 235,576 | $5.5M | 0.9% |
| 28 | WSMWILLIAMS SONOMA INC | 22,550 | $5.3M | 0.9% |
| 29 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 10,273 | $4.9M | 0.8% |
| 30 | WMWASTE MGMT INC DEL | 21,460 | $4.8M | 0.8% |
| 31 | CAHCARDINAL HEALTH INC | 19,577 | $4.7M | 0.8% |
| 32 | CATCATERPILLAR INC | 4,300 | $4.6M | 0.8% |
| 33 | WELLWELLTOWER INC | 19,910 | $4.5M | 0.8% |
| 34 | LLYELI LILLY & CO | 3,752 | $4.5M | 0.8% |
| 35 | BNYBANK OF NY MELLON CORP | 29,033 | $4.2M | 0.7% |
| 36 | IBDTISHARES TR | 161,987 | $4.1M | 0.7% |
| 37 | PHPARKER-HANNIFIN CORP | 4,066 | $4.0M | 0.7% |
| 38 | AMZNAMAZON COM INC | 16,315 | $3.9M | 0.7% |
| 39 | JPMJPMORGAN CHASE & CO | 11,594 | $3.8M | 0.7% |
| 40 | AMGNAMGEN INC | 10,339 | $3.7M | 0.6% |
| 41 | SPHYSPDR SERIES TRUST | 151,055 | $3.5M | 0.6% |
| 42 | EMBISHARES TR | 36,556 | $3.5M | 0.6% |
| 43 | TPRTAPESTRY INC | 23,282 | $3.4M | 0.6% |
| 44 | IGIBISHARES TR | 63,843 | $3.4M | 0.6% |
| 45 | SJNKSPDR SERIES TRUST | 133,807 | $3.3M | 0.6% |
| 46 | SMHVANECK ETF TRUST | 5,055 | $3.3M | 0.6% |
| 47 | UNMUNUM GROUP | 36,539 | $3.3M | 0.6% |
| 48 | DTCRGLOBAL X FDS | 106,710 | $3.2M | 0.6% |
| 49 | CMICUMMINS INC | 4,523 | $3.2M | 0.6% |
| 50 | TDIVFIRST TR EXCHANGE TRADED FD | 27,848 | $3.2M | 0.5% |
| 51 | QTUMETF SER SOLUTIONS | 18,902 | $3.1M | 0.5% |
| 52 | AIRRFIRST TR EXCHANGE TRADED FD | 23,338 | $3.1M | 0.5% |
| 53 | ANGLOGOLD ASHANTI PLC | 38,319 | $3.1M | 0.5% |
| 54 | XBISPDR SERIES TRUST | 19,315 | $3.1M | 0.5% |
| 55 | XTLSPDR SERIES TRUST | 13,418 | $3.1M | 0.5% |
| 56 | AIQGLOBAL X FDS | 46,389 | $3.0M | 0.5% |
| 57 | CHRWC H ROBINSON WORLDWIDE IN | 15,752 | $3.0M | 0.5% |
| 58 | HDHOME DEPOT INC | 8,340 | $2.9M | 0.5% |
| 59 | TANINVESCO EXCH TRADED FD TR II | 49,705 | $2.9M | 0.5% |
| 60 | ITAISHARES TR | 11,975 | $2.9M | 0.5% |
| 61 | RRYDER SYS INC | 10,946 | $2.9M | 0.5% |
| 62 | AFLAFLAC INC | 24,356 | $2.9M | 0.5% |
| 63 | PKBINVESCO EXCHANGE TRADED FD T | 25,482 | $2.9M | 0.5% |
| 64 | BLKBLACKROCK INC | 2,871 | $2.8M | 0.5% |
| 65 | MSMORGAN STANLEY | 13,169 | $2.8M | 0.5% |
| 66 | DMBSDOUBLELINE ETF TRUST | 54,765 | $2.7M | 0.5% |
| 67 | GARMIN LTD | 11,306 | $2.7M | 0.5% |
| 68 | WMBWILLIAMS COS INC | 36,051 | $2.7M | 0.5% |
| 69 | ADPAUTOMATIC DATA PROCESSING IN | 11,881 | $2.7M | 0.5% |
| 70 | PAAAPGIM ETF TR | 51,291 | $2.6M | 0.5% |
| 71 | NEENEXTERA ENERGY INC | 29,322 | $2.6M | 0.4% |
| 72 | VLOVALERO ENERGY CORP | 9,744 | $2.5M | 0.4% |
| 73 | PAYXPAYCHEX INC | 23,989 | $2.4M | 0.4% |
| 74 | IJRISHARES TR | 15,651 | $2.3M | 0.4% |
| 75 | BBARRICK MNG CORP | 58,013 | $2.1M | 0.4% |
| 76 | VVISA INC | 6,149 | $2.1M | 0.4% |
| 77 | SPYSTATE STR SPDR S&P 500 ETF T | 2,770 | $2.1M | 0.4% |
| 78 | TJXTJX COS INC NEW | 12,888 | $2.0M | 0.3% |
| 79 | ABTABBOTT LABORATORIES | 21,403 | $1.9M | 0.3% |
| 80 | AMPAMERIPRISE FINL INC | 4,197 | $1.9M | 0.3% |
| 81 | PANWPALO ALTO NETWORKS INC | 5,436 | $1.9M | 0.3% |
| 82 | CSCOCISCO SYS INC | 15,581 | $1.8M | 0.3% |
| 83 | DSIISHARES TR | 12,736 | $1.8M | 0.3% |
| 84 | SPDWSPDR INDEX SHS FDS | 35,354 | $1.8M | 0.3% |
| 85 | METAMETA PLATFORMS INC | 3,155 | $1.8M | 0.3% |
| 86 | EVREVERCORE INC | 4,871 | $1.7M | 0.3% |
| 87 | VOOVANGUARD INDEX FDS | 2,373 | $1.6M | 0.3% |
| 88 | VYMVANGUARD WHITEHALL FDS | 10,172 | $1.6M | 0.3% |
| 89 | QQQINVESCO QQQ TR | 2,168 | $1.6M | 0.3% |
| 90 | JNJJOHNSON & JOHNSON | 6,236 | $1.6M | 0.3% |
| 91 | LRCXLAM RESEARCH CORP | 3,635 | $1.6M | 0.3% |
| 92 | WMTWALMART INC | 13,789 | $1.6M | 0.3% |
| 93 | COPCONOCOPHILLIPS | 15,011 | $1.6M | 0.3% |
| 94 | APHAMPHENOL CORP | 8,849 | $1.6M | 0.3% |
| 95 | TSLATESLA INC | 3,671 | $1.5M | 0.3% |
| 96 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,058 | $1.5M | 0.3% |
| 97 | VCSHVANGUARD SCOTTSDALE FDS | 18,625 | $1.5M | 0.3% |
| 98 | NEMNEWMONT CORP | 15,017 | $1.4M | 0.2% |
| 99 | CVXCHEVRON CORPORATION | 8,415 | $1.4M | 0.2% |
| 100 | ORCLORACLE CORP | 9,505 | $1.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.