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CIK: 0001801112
Total reported value
$581.8M
$581.8M
225 檔
21.2%
At the close of Q3 2025, Great Diamond Partners, LLC disclosed equity holdings valued at approximately $581.8M, spread across 225 reported holdings.
In Q3 2025, Great Diamond Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.67% | -0.20% | +39.03% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 5.63% | +0.14% | -2.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.63% | +0.27% | +3.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.04% | -0.01% | +1.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.26% | -1.74% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.91% | +0.07% | -7.56% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.52% | +0.17% | +1.61% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.37% | -0.20% | -0.14% | |
| 9 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.86% | -0.26% | -0.93% | |
| 10 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.85% | -0.14% | +9.61% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.42% | — | -0.33% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | — | -2.73% | |
| 13 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.36% | -0.11% | -18.74% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.32% | -0.03% | -11.56% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | -0.01% | -5.96% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.27% | -0.07% | — | |
| 17 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.18% | — | +1.34% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.15% | -0.10% | +5.70% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.12% | +0.03% | +1.66% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | +0.03% | +4.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.10% | -0.78% | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.90% | -0.26% | -2.87% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 0.87% | -0.12% | +10.85% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 0.86% | -0.02% | +0.91% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | — | +6.55% | |
| 26 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.82% | +0.12% | +1.43% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | — | -0.48% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.09% | -0.39% | |
| 29 | ARES | Ares Management CORP - A | Stock-Financials | 0.73% | — | +1.58% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.03% | -1.37% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -1.03% | EXIT | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.69% | -0.38% | -1.96% | |
| 33 | WELL | Welltower Inc | Stock-Real Estate | 0.68% | +0.03% | +15.92% | |
| 34 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.67% | -0.03% | +3.35% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.63% | -0.06% | -0.07% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.10% | -1.86% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.60% | -0.22% | +2.82% | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.59% | -0.02% | -0.55% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.11% | -0.63% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.59% | — | +1.27% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | -0.06% | -0.25% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.57% | -0.02% | +5.21% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.55% | — | -13.68% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.55% | -0.04% | +6.06% | |
| 45 | UNM | Unum Group | Stock-Financials | 0.55% | +0.03% | +2.44% | |
| 46 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.54% | +0.07% | +3.11% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | -0.40% | |
| 48 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.54% | -0.49% | EXIT | |
| 49 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.54% | +0.01% | +4.55% | |
| 50 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.54% | -0.03% | +6.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1.8% | -0.14% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +39.03% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | -1.74% | Add |
| 4 | T | At&t Inc | +0.5% | +2.82% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | -11.56% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.78% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.4% | -0.24% | Add |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | +0.3% | +5.21% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -0.40% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | -2.73% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.3% | +2.87% | Add |
| 12 | R | Ryder System Inc | +0.3% | +1.49% | Add |
| 13 | INTU | Intuit Inc | +0.2% | +16.17% | Add |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | -0.93% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | -0.39% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | -5.96% | Trim |
| 17 | WMT | Walmart Inc | +0.2% | -0.83% | Add |
| 18 | WMB | Williams Cos Inc | +0.2% | +5.75% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | +6.55% | Add |
| 20 | AAPL | Apple Inc | -0.1% | -0.33% | Add |
| 21 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +4.32% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +1.42% | Add |
| 23 | VXF | Vanguard Extended Market ETF | -0.3% | +1.61% | Add |
| 24 | VUG | Vanguard Growth ETF | -0.5% | -7.56% | Trim |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | +3.10% | Add |
| 26 | LLY | Eli Lilly & Co | -0.9% | -1.86% | Trim |
| 27 | AGZ | Ishares Agency Bond ETF | -1% | -18.74% | Trim |
| 28 | IWV | Ishares Russell 3000 ETF | -1.1% | -2.12% | Trim |
| 29 | AGGH | Simplify Aggregate Bond ETF | — | NEW | New buy |
| 30 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
| 31 | FTGC | First Trust Global Tactical | — | EXIT | Sold out |
| 32 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 33 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 34 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 35 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 36 | SOCL | Global X Social Media ETF | — | NEW | New buy |
| 37 | HUBB | Hubbell Inc | — | EXIT | Sold out |
| 38 | PFF | Ishares Preferred & Income S | — | EXIT | Sold out |
| 39 | TPR | Tapestry Inc | — | NEW | New buy |
| 40 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 41 | PAAA | Pgim Aaa Clo ETF | — | NEW | New buy |
| 42 | MLPX | Global X Mlp & Energy Infras | — | EXIT | Sold out |
| 43 | KBE | Ss Spdr S&p Bank ETF | — | EXIT | Sold out |
| 44 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 45 | APO | Apollo Global Management Inc | — | EXIT | Sold out |
| 46 | SMH | Vaneck Semiconductor ETF | — | EXIT | Sold out |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 48 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 50 | AU | AngloGold Ashanti plc | — | NEW | New buy |
According to official SEC Form 13F filings, Great Diamond Partners, LLC reported a total U.S. public equity portfolio value of $581.8M across 225 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IWV, VTI) accounted for 21.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
AGGH
市值: $9.5M
Top Position Liquidated / Trimmed
AGG
前期市值: $8.1M
During Q3 2025, Great Diamond Partners, LLC's top holdings by market value included IEFA (6.7%)、IWV (5.6%)、VTI (5.6%). The largest single position, IEFA, represented 6.7% of total portfolio value.
In Q3 2025, Great Diamond Partners, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 23 positions, trimming 5 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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