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CIK: 0001801112
Total reported value
$595.5M
$595.5M
227 檔
19.1%
As reported in its official Q4 2025 Form 13F filing, Great Diamond Partners, LLC's tracked investment portfolio stood at $595.5M with 227 total positions.
In Q4 2025, Great Diamond Partners, LLC adopted a defensive or profit-taking posture, trimming 106 positions and completely liquidating 15 holdings to manage risk exposure.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.52% | -0.06% | -3.25% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 5.51% | -0.10% | -3.40% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.97% | -0.06% | -26.78% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.01% | +0.07% | -2.46% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.85% | +0.02% | -3.05% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | +0.58% | -0.99% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.45% | -0.23% | -2.07% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.18% | -0.07% | -0.68% | |
| 9 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.91% | -0.01% | +4.24% | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.87% | -0.03% | -4.20% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.73% | -0.08% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.18% | -1.94% | |
| 13 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.37% | -0.01% | +1.30% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.11% | -3.23% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -0.12% | -1.51% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.32% | +0.01% | +5.31% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | -0.09% | -3.19% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.16% | +0.01% | +1.35% | |
| 19 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.15% | — | -4.66% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.10% | +0.46% | -1.48% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | -0.04% | -0.21% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | -0.06% | -1.36% | |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.92% | +0.34% | +35.37% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.03% | -1.36% | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 0.87% | -0.08% | +1.69% | |
| 26 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.85% | -0.03% | -3.06% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | -0.05% | -2.56% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.01% | -2.24% | |
| 29 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.75% | -0.03% | -0.03% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.01% | +161.06% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | — | -0.11% | |
| 32 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.72% | -0.06% | +2.78% | |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.71% | +0.35% | +46.68% | |
| 34 | WELL | Welltower Inc | Stock-Real Estate | 0.70% | -0.01% | -1.22% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | — | -1.90% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.67% | -0.05% | +34.02% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.67% | -0.02% | -1.28% | |
| 38 | AU | AngloGold Ashanti plc | Stock-Materials | 0.66% | — | +118.02% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | +0.09% | -1.67% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.62% | +0.05% | -16.59% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.60% | -0.01% | +4.49% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.58% | -0.03% | +1.85% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.57% | +0.03% | +0.36% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.12% | -2.13% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.56% | -0.01% | +2.18% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.01% | +0.59% | |
| 47 | UNM | Unum Group | Stock-Financials | 0.55% | -0.02% | +0.71% | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.54% | — | +3.73% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | +0.04% | -1.44% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.53% | -0.50% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.5% | +161.06% | Add |
| 2 | AU | AngloGold Ashanti plc | +0.4% | +118.02% | Add |
| 3 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +35.37% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.19% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.2% | -2.56% | Trim |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +46.68% | Add |
| 7 | GLW | Corning Inc | +0.2% | +384.33% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.36% | Trim |
| 9 | CAH | Cardinal Health Inc | +0.2% | +2.78% | Add |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +34.02% | Add |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +139.87% | Add |
| 12 | PH | Parker Hannifin CORP | +0.1% | -1.28% | Trim |
| 13 | AMGN | Amgen Inc | +0.1% | -1.67% | Trim |
| 14 | AGGH | Simplify Aggregate Bond ETF | +0.1% | +4.24% | Add |
| 15 | AAPL | Apple Inc | +0.1% | -1.94% | Trim |
| 16 | BNY | Bank Of New York Mellon CORP | +0.1% | +4.49% | Add |
| 17 | TPR | Tapestry Inc | +0.1% | -0.25% | Trim |
| 18 | PYLD | Pimco Multisector Bond Actv | +0.1% | +5.31% | Add |
| 19 | KLAC | Kla CORP | +0.1% | -0.50% | Trim |
| 20 | MS | Morgan Stanley | 0% | -0.30% | Trim |
| 21 | XOM | Exxon Mobil CORP | 0% | -0.11% | Trim |
| 22 | AVGO | Broadcom Inc | 0% | -1.51% | Trim |
| 23 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +63.36% | Add |
| 24 | WAT | Waters CORP | 0% | -2.45% | Trim |
| 25 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +46.57% | Add |
| 26 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +62.87% | Add |
| 27 | LRCX | Lam Research CORP | 0% | -0.13% | Trim |
| 28 | MBB | Ishares Mbs ETF | 0% | +6.27% | Add |
| 29 | SLV | Ishares Silver Trust | 0% | -15.11% | Trim |
| 30 | VYM | Vanguard High Dvd Yield ETF | 0% | +9.29% | Add |
| 31 | PAAA | Pgim Aaa Clo ETF | 0% | +7.77% | Add |
| 32 | MRK | Merck & Co. Inc. | 0% | -6.79% | Trim |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.39% | Trim |
| 34 | TJX | Tjx Companies Inc | 0% | +0.38% | Add |
| 35 | NEE | Nextera Energy Inc | 0% | -1.28% | Trim |
| 36 | JNJ | Johnson & Johnson | 0% | -0.90% | Trim |
| 37 | AXP | American Express Co | 0% | -1.92% | Trim |
| 38 | IBM | Intl Business Machines CORP | 0% | +2.54% | Add |
| 39 | EQT | Eqt CORP | 0% | +14.31% | Add |
| 40 | VO | Vanguard Mid-cap ETF | 0% | +14.19% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | -2.24% | Trim |
| 42 | BKLN | Invesco Senior Loan ETF | 0% | +3.73% | Add |
| 43 | RTX | Rtx CORP | 0% | +9.13% | Add |
| 44 | VRTX | Vertex Pharmaceuticals Inc | 0% | +3.21% | Add |
| 45 | APH | Amphenol Corp-cl A | 0% | -0.44% | Trim |
| 46 | CSCO | Cisco Systems Inc | 0% | -2.77% | Trim |
| 47 | WELL | Welltower Inc | 0% | -1.22% | Trim |
| 48 | PCAR | Paccar Inc | 0% | — | Unchanged |
| 49 | DHR | Danaher CORP | 0% | -0.16% | Trim |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +12.63% | Add |
According to official SEC Form 13F filings, Great Diamond Partners, LLC reported a total U.S. public equity portfolio value of $595.5M across 227 disclosed positions in Q4 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 VTI, IWV, IEFA) accounted for 19.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVEM
市值: $9.0M
Top Position Liquidated / Trimmed
DON
前期市值: $1.1M
During Q4 2025, Great Diamond Partners, LLC's top holdings by market value included VTI (5.5%)、IWV (5.5%)、IEFA (5.0%). The largest single position, VTI, represented 5.5% of total portfolio value.
In Q4 2025, Great Diamond Partners, LLC made 195 total portfolio adjustments, initiating 17 new buys, adding to 57 positions, trimming 106 holdings, and fully liquidating 15 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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