Institutional Fund
Great Diamond Partners, LLC
Portland, MECIK 18011125 filings on record
Portfolio Value
$519.51M
Q1 2026
Holdings
228
Reported positions
New Buys
27
Opened this quarter
QoQ Change
-0.0%
from $519.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.3%
- Ishares Tr5.1%
- Ishares Tr4.9%
- Vanguard Index Fds2.4%
- Simplify Exchange Traded Fun2.2%
- Procter And Gamble Co2.2%
- Other77.7%
Portfolio Holdings
228 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 86.2K | $27.67M | 5.3% | +646 | Added |
| 2 | Ishares Tr | 72.1K | $26.74M | 5.1% | −1.9K | Reduced |
| 3 | Ishares Tr | 282.4K | $25.56M | 4.9% | −6.1K | Reduced |
| 4 | Vanguard Index Fds | 61.5K | $12.66M | 2.4% | +648 | Added |
| 5 | Simplify Exchange Traded Fun | 569.0K | $11.58M | 2.2% | +88.4K | Added |
| 6 | Procter And Gamble Co | 78.8K | $11.38M | 2.2% | −241 | Reduced |
| 7 | American Centy ETF Tr | 132.0K | $10.64M | 2.0% | +15.6K | Added |
| 8 | Microsoft Corp | 28.5K | $10.55M | 2.0% | −1.1K | Reduced |
| 9 | Dimensional ETF Trust | 267.1K | $10.41M | 2.0% | +267.1K | New |
| 10 | Harbor ETF Trust | 282.2K | $8.75M | 1.7% | +282.2K | New |
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