Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Great Diamond Partners, LLC (CIK 1801112) reported $519.5M across 227 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($27.7M, 5.33%), IWV ($26.7M, 5.15%), IEFA ($25.6M, 4.92%), VXF ($12.7M, 2.44%), AGGH ($11.6M, 2.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $27.7M | 5.33% | 86,244 | Added |
| 2 | IWV | ISHARES TR | $26.7M | 5.15% | 72,135 | Trimmed |
| 3 | IEFA | ISHARES TR | $25.6M | 4.92% | 282,384 | Trimmed |
| 4 | VXF | VANGUARD INDEX FDS | $12.7M | 2.44% | 61,526 | Added |
| 5 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $11.6M | 2.23% | 569,038 | Added |
| 6 | PG | PROCTER & GAMBLE CO | $11.4M | 2.19% | 78,811 | Trimmed |
| 7 | AVEM | AMERICAN CENTY ETF TR | $10.6M | 2.05% | 132,028 | Added |
| 8 | MSFT | MICROSOFT CORP | $10.5M | 2.03% | 28,488 | Trimmed |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $10.4M | 2.00% | 267,142 | New |
| 10 | HGER | HARBOR ETF TRUST | $8.8M | 1.68% | 282,220 | New |
| 11 | IDXX | IDEXX LABS INC | $8.1M | 1.55% | 14,346 | Trimmed |
| 12 | PYLD | PIMCO ETF TR | $8.0M | 1.54% | 304,633 | Added |
| 13 | AGZ | ISHARES TR | $7.8M | 1.51% | 71,448 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $7.1M | 1.38% | 16,355 | Trimmed |
| 15 | AAPL | APPLE INC | $7.2M | 1.38% | 28,231 | Trimmed |
| 16 | DYNF | BLACKROCK ETF TRUST | $7.0M | 1.35% | 120,858 | New |
| 17 | IEI | ISHARES TR | $6.9M | 1.32% | 57,761 | Added |
| 18 | AVGO | BROADCOM INC | $6.5M | 1.24% | 20,893 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $6.4M | 1.23% | 36,774 | Trimmed |
| 20 | IJH | ISHARES TR | $6.2M | 1.20% | 92,030 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $5.8M | 1.12% | 30,415 | Added |
| 22 | IBDT | ISHARES TR | $5.6M | 1.08% | 220,720 | Added |
| 23 | XOM | EXXON MOBIL CORP | $5.3M | 1.03% | 31,426 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $5.3M | 1.02% | 18,392 | Trimmed |
| 25 | WM | WASTE MGMT INC DEL | $4.9M | 0.94% | 21,192 | Added |
Source: SEC Form 13F filings · as of 2026-03-31