Great Diamond Partners, LLC: 13F holdings
CIK 18011122026Q2
| Positions | 238 |
|---|
| Reported value | $581.8m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 238 (+10 vs prior quarter) |
|---|
| Reported value | $581.8m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 87,989 | $32.6m | 5.6% |
| IWV ISHARES TR | 72,221 | $30.8m | 5.3% |
| IEFA ISHARES TR | 284,116 | $27.4m | 4.7% |
| VXF VANGUARD INDEX FDS | 61,720 | $15.2m | 2.6% |
| AVEM AMERICAN CENTY ETF TR | 133,492 | $12.9m | 2.2% |
| AGGH SIMPLIFY EXCHANGE TRADED FUN | 603,638 | $12.2m | 2.1% |
| PG PROCTER & GAMBLE CO | 78,819 | $11.6m | 2.0% |
| DFAI DIMENSIONAL ETF TRUST | 272,400 | $11.2m | 1.9% |
| MSFT MICROSOFT CORP | 27,596 | $10.3m | 1.8% |
| KLAC KLA CORP | 29,927 | $9.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801112")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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