Great Diamond Partners, LLC

Institutional manager (13F) · CIK 1801112

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $345M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$28M	86,244
2	ISHARES TR	$27M	72,135
3	ISHARES TR	$26M	282,384
4	VANGUARD INDEX FDS	$13M	61,526
5	SIMPLIFY EXCHANGE TRADED FUN	$12M	569,038
6	PROCTER & GAMBLE CO	$11M	78,811
7	AMERICAN CENTY ETF TR	$11M	132,028
8	MICROSOFT CORP	$11M	28,488
9	DIMENSIONAL ETF TRUST	$10M	267,142
10	HARBOR ETF TRUST	$9M	282,220
11	IDEXX LABS INC	$8M	14,346
12	PIMCO ETF TR	$8M	304,633
13	ISHARES TR	$8M	71,448
14	APPLE INC	$7M	28,231
15	VANGUARD INDEX FDS	$7M	16,355
16	BLACKROCK ETF TRUST	$7M	120,858
17	ISHARES TR	$7M	57,761
18	BROADCOM INC	$6M	20,893
19	NVIDIA CORPORATION	$6M	36,774
20	ISHARES TR	$6M	92,030
21	INVESCO EXCHANGE TRADED FD T	$6M	30,415
22	ISHARES TR	$6M	220,720
23	EXXON MOBIL CORP	$5M	31,426
24	ALPHABET INC	$5M	18,392
25	WASTE MGMT INC DEL	$5M	21,192
26	ALPHABET INC	$5M	15,724
27	KLA CORP	$4M	3,016
28	CORNING INC	$4M	32,465
29	ISHARES TR	$4M	176,985
30	FIRST TR EXCHANGE TRADED FD	$4M	44,994
31	ISHARES TR	$4M	170,074
32	CARDINAL HEALTH INC	$4M	19,319
33	WILLIAMS SONOMA INC	$4M	22,344
34	WELLTOWER INC	$4M	19,836
35	AMGEN INC	$4M	10,352
36	ANGLOGOLD ASHANTI PLC	$4M	37,379
37	TAIWAN SEMICONDUCTOR MANUFAC	$4M	10,645
38	PARKER-HANNIFIN CORP	$4M	3,973
39	ELI LILLY & CO	$3M	3,768
40	AMAZON COM INC	$3M	16,603
41	JPMORGAN CHASE & CO	$3M	11,554
42	BANK NEW YORK MELLON CORP	$3M	28,552
43	SPDR SERIES TRUST	$3M	144,142
44	ISHARES TR	$3M	34,688
45	ISHARES TR	$3M	60,464
46	SPDR SERIES TRUST	$3M	126,406
47	CATERPILLAR INC	$3M	4,326
48	TAPESTRY INC	$3M	21,607
49	LAS VEGAS SANDS CORP	$3M	53,572
50	HOME DEPOT INC	$3M	8,531

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.