Great Diamond Partners, LLC — 13F holdings

Great Diamond Partners, LLC reported 238 holdings worth $596M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $33.0M (5.5%)
  2. IWV ISHARES TR — $30.9M (5.2%)
  3. IEFA ISHARES TR — $27.8M (4.7%)
  4. VXF VANGUARD INDEX FDS — $14.2M (2.4%)
  5. MSFT MICROSOFT CORP — $14.0M (2.3%)
  6. AVEM AMERICAN CENTY ETF TR — $12.7M (2.1%)
  7. AGGH SIMPLIFY EXCHANGE TRADED FUN — $12.4M (2.1%)
  8. DFAI DIMENSIONAL ETF TRUST — $11.6M (1.9%)
  9. PG Procter And Gamble Co — $11.4M (1.9%)
  10. IBDS ISHARES TR — $10.2M (1.7%)