Great Diamond Partners, LLC ETF holdings
Portland, ME
Reported $319.5M in 86 ETFs in its Form 13F for June 30, 2026.
ETF value
$319.5M
ETFs held
86
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
54.9%
of $581.8M
Top 10 of 86 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $32.6M | 87,989 | +1,745 shares |
| IWV | iShares Russell 3000 ETF | $30.8M | 72,221 | +86 shares |
| IEFA | iShares Core MSCI EAFE ETF | $27.4M | 284,116 | +1,732 shares |
| VXF | Vanguard Extended Market ETF | $15.2M | 61,720 | +194 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $12.9M | 133,492 | +1,464 shares |
| AGGH | Simplify Aggregate Bond ETF | $12.2M | 603,638 | +34,600 shares |
| DFAI | Dimensional International Core Equity Market ETF | $11.2M | 272,400 | +5,258 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $8.5M | 321,748 | +17,115 shares |
| VUG | Vanguard Morningstar Growth ETF | $8.4M | 97,960 | +81,605 shares |
| HGER | Harbor Commodity All-Weather Strategy ETF | $8.4M | 284,636 | +2,416 shares |
76 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001801112. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Great Diamond Partners, LLC own?
Great Diamond Partners, LLC reported 86 ETF positions worth $319.5M in its Form 13F for June 30, 2026. The largest was VTI, at $32.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.