Great Diamond Partners
Great Diamond Partners reported 236 stocks worth $584M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VTI (5.6%), IWV (5.3%) and IEFA (4.8%). Compared with Q2 2026, the fund opened new positions in XOM, IDNA and SKYY, added to VTI, IEFA and AVEM, trimmed IWV, VXF and MSFT and sold out of IBDS, TPR and AIRR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $33M | 5.6% | 88K | +153 (+0%) | 8 of 8 | |
| 2 |  IWV Ishares Russell 3000 ETF | $30.9M | 5.3% | 72K | −566 (−1%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $27.8M | 4.8% | 287K | +2,565 (+1%) | 8 of 8 | |
| 4 |  VXF Vanguard Index Fds | $14.2M | 2.4% | 61K | −419 (−1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $14M | 2.4% | 27K | −326 (−1%) | 8 of 8 | |
| 6 |  AVEM American Centy ETF TR | $12.7M | 2.2% | 135K | +1,744 (+1%) | 4 of 8 | |
| 7 |  AGGH Simplify Exchange Traded Fun | $12.4M | 2.1% | 655K | +52K (+9%) | 6 of 8 | |
| 8 |  DFAI Dimensional Intern Core | $11.6M | 2.0% | 280K | +7,118 (+3%) | 3 of 8 | |
| 9 |  PG Procter & Gamble Co | $11.4M | 1.9% | 79K | −283 (−0%) | 8 of 8 | |
| 10 |  DYNF Blackrock ETF Trust | $9.7M | 1.7% | 140K | +18K (+15%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBDS Ishares TR | $7.8M | 324K |
 TPR Tapestry Inc | $3.4M | 23K |
 AIRR First TR Exchange Traded FD | $3.1M | 23K |
 CHRW C H Robinson Worldwide Inc | $3M | 16K |
 TAN Invesco Exch Traded FD TR II | $2.9M | 50K |
🔒 Free account: see all 25.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Great Diamond Partners 13F FAQ
What does Great Diamond Partners own?
Great Diamond Partners reported 236 stocks worth $584M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VTI (5.6%), IWV (5.3%) and IEFA (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Great Diamond Partners buy and sell in Q3 2026?
Compared with Q2 2026: 23 new positions, 103 added to, 94 trimmed and 25 sold out. New positions include XOM, IDNA and SKYY. It sold all of IBDS, TPR and AIRR.
When will Great Diamond Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Great Diamond Partners's portfolio worth?
The Q3 2026 filing reports $584M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.