Great Diamond Partners, LLC
CIK 1801112
13F filing for Q2 2026・No. 3,570
- Holdings
- US$581.75M
- Quarter change
- +US$62.24M
- Entries
- 238
- Net bought (estimate)
- +US$6.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 14
- Cut 104
- Added 95
- Corporate actions 2
- Unchanged 15
Largest holdings
238 stocks worth US$581.75M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 87,989 | US$32.56M | 5.60% |
| ISHARES TRRUSSELL 3000 ETF | Added | 72,221 | US$30.8M | 5.29% |
| ISHARES TRCORE MSCI EAFE | Added | 284,116 | US$27.44M | 4.72% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Added | 61,720 | US$15.2M | 2.61% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 133,492 | US$12.88M | 2.21% |
| SIMPLIFY EXCHANGE TRADED FUNAGGREGATE BD ETF | Added | 603,638 | US$12.18M | 2.09% |
| PGPROCTER & GAMBLE COCOM | Added | 78,819 | US$11.56M | 1.99% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 272,400 | US$11.24M | 1.93% |
| MSFTMicrosoftCOM | Cut | 27,596 | US$10.29M | 1.77% |
| KLACKLA CORPCOM NEW | CutSplit 10:1 | 29,927 | US$9.03M | 1.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.